#Online quickbooks training for mac full#
#Online quickbooks training for mac plus#
#Online quickbooks training for mac series#

have workers in the field who would benefit from entering invoices, receiving payments, entering expenses and more from a mobile device.

are tech challenged or don’t want to manage their own server or IT.

are tech savvy and perhaps asking to move to the cloud.

have owners or workers in various locations and need to share the data.

you need/want to share the data with the client.

How do you determine which clients to convert first? Consider clients who: I recommend you choose the easiest ones first and save the challenges for a later time, after you have more experience converting the easiest clients from desktop to QuickBooks Online.

You can do a few at a time to help ease the transition. Next – and this is really important – realize that you don’t have to convert all of your clients at once.

#Online quickbooks training for mac plus#

When you sign up for QuickBooks Online Accountant (free for accounting professionals), you get a free QuickBooks Online Plus subscription for you to use for your firm’s books. This will help you gain confidence and familiarity with the process. How do you start converting desktop clients to QuickBooks Online? First, start by converting your own firm. Intuit ® invests a lot to help accounting professionals enhance our knowledge and skills so that we can confidently support our clients and help them move to QuickBooks Online. Plus, there are other training resources provided by Intuit’s Accountant University to help accounting professionals learn more about QuickBooks Online, converting and more. The training and certification is included (all free) and you can do it all online. Next, I really encourage you to become a Certified QuickBooks ProAdvisor for QuickBooks Online. If you haven’t checked out QuickBooks Online within the last year or so, you really need to do it! Start by joining the QuickBooks ProAdvisor ® Program that has a free membership level for QuickBooks Online.

The wasted time sending files back and forth, worrying about compatibility between versions of QuickBooks, data file problems and more are all a thing of the past if you use QuickBooks Online. In fact, now the thought of working with desktop clients seems painful. However, after learning more about QuickBooks Online, navigating tips and more, I now love and prefer QuickBooks Online over desktop. I was apprehensive about QuickBooks Online, initially. In fact, I started teaching QuickBooks seminars in 1999, written books, presented numerous training courses and co-authored the Advanced Certification. I’m a long-time QuickBooks Desktop user, and I knew it inside and out.

#Online quickbooks training for mac series#

This is the first in a series of articles to help you create an action plan for moving your clients to QuickBooks Online this one focuses on identifying which clients to convert first.

#Online quickbooks training for mac full#

Centralized Dashboard offering customizable date ranges, layouts and widgets.The move to the cloud is in full swing! Many accounting professionals and small businesses are moving to QuickBooks ® Online.

Refreshed reporting structure improving customization, usability, presentation and navigation.

Easily enter employee hours to instantly print checks or complete direct deposit (yes, direct deposit is free). Automate your bank transaction workflow by category and triggered downloads, to easily submit sales tax payments. Run a Profit and Loss statement in a matter of seconds to gauge the health of your business.

Run a quick Profit and Loss Statement: Get your financial stats with the click of a few buttons.

Whether customers are paying with debit, credit, or a bank transfer, payment can be completed directly from your invoice.

No nonsense invoicing: Quickly and easily create custom branded invoices with your logo, color palette, and fonts so your clients recognize your brand with just a glance.

Snap a picture of your receipt with your phone, then link it to the respective transaction.

Custom Report Writing for QuickBooks® by ebs.