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QuickBooks Transition: Desktop to Online

Wednesday, September 23, 2015

Are you an experienced user of QuickBooks Desktop (QBDT), but are considering a move to the online world?


This workshop will guide you through the differences between the desktop vs. online versions, review new features available with QBOL, and help you make a smooth transition from your desk into the cloud — or just decide which version is best-suited for your business needs.                                                                                                  


Class Outline:                                                                                                                                                                                                                                                                                                                                        Overview of QBOL vs. Desktop                                                                                                                                                                                                                                         Subscription Levels, Features, and Reports                                                                                                                                                                                                                 Importing Desktop Data to QBOL and Setting Up Your Company                                                                                                                                                                                                Best Practices and Navigating around QBOL                                                                                                                                                                                                                         Types of Sales & Revenue and Expense Transactions, as well as additional transactions initiated from the Quick Create Menu

Payroll offerings that integrate with QBOL                                                                                                                                                                                                                           Accessing QBOL Apps

You’ll also receive a copy of the QuickBooks Online Training Guide for use during and after class.


In this class, we’ll use laptops and a sample company to explore QBOL.  If you wish to bring and use your own laptop (Windows or Mac), the preferred browser is Google Chrome.  Please note: We will not use your own company records during the class or be able to trouble-shoot issues with your personal machines.


The class is taught by Henry Reeves, CPA, Certified QuickBooks ProAdvisor, JMU Professor of Accounting, Certified Business Advisor, and founder of QB Financials, LLC.

Date: Wednesday, September 23, 2015

Time: 1:00 pm - 5:00 pm


Registration closed for this event.

Call (434) 979-5610