Effortless Steps for Upgrading Your Bookkeeping Software and Enhancing Efficiency
We've seen the push that Quickbooks has been doing - to encourage its users to move from Quickbooks (the desktop version) to Quickbooks Online (QBO), but how easy is it? Very! And that's what this course will show you how to do. Follow the expert instructor and author of Quickbooks Online: The Handbook, Lisa Newton in this specially created course, so that you too, can take your data from Quickbooks desktop (any version) and move it across and over onto Quickbooks Online.
We'll show you two methods.
Your tutor has been working with Quickbooks since 2003 and there have been many changes during this time. Initially, QBO wasn't as user-friendly as the desktop, and there were several things that it couldn't do. As time and investment have gone by, it's quite clear that Intuit is taking their online software very seriously, and they're starting to stop the support for older versions of the desktop version. There is a push to get all of their users onto the online version of the software. Once upon a time, this was a complicated, long-winded, time-consuming, and expensive process - not anymore!
This course will show you how to jump from Quickbooks desktop to Quickbooks online. We take it step by step and show you how to make sure that the data is correct, how to deal with recurring transactions, how to make sure that the opening balances match, how to connect your bank to the software, how to connect your credit cards to the software, how to reconcile the accounts on the online system and to move forward.
We look at the benefits of the online version, why you may want to move, and how automation in the online version can save you a lot of time. We take real-life examples - and move the accounts over. There are massive benefits to going online. In our case studies example the bookkeeping (which used to take a couple of hours), now takes maybe 5-10 mins per week! (if that)! There is no longer a backlog, and the accounting information is virtually in real-time.
This course is for bookkeepers and accountants who are thinking of helping their clients to switch over from the desktop to online. It's for business owners who would like to move their desktop to online, but don't want to spend hundreds of pounds getting someone else to do it when they could easily do it themselves.
It's never been easier to make the switch. We will consider the pros and cons of using both systems and we'll look at how you can do this for yourself. Remember, the desktop data doesn't get deleted, so if you really don't like the online version, you can always go back to the desktop - no problem. However, as someone who has switched over many businesses... I can virtually guarantee that once you see how easy, and automated your QBO system is, you'll wish you had done it sooner.
Infopreneur, Author & Bookkeeping tutor
Lisa Newton BA MSc AAT has a Masters degree in Investment Management and a first class honours degree in Accounting with Marketing. She formed her first company in 2004 with £150 in the same month of graduating from City University, London UK. Lisa has never had a full-time 9 to 5 job in her life. She's a serial entrepreneur and author who holds directorships in various industries including telecoms, property management, publishing, hair & beauty as well as finance. She has won various awards in Business including: Young Entrepreneur of the Year Award 2007, in 2008 Enterprising Business Award, in 2016 BE Mogul Award and has been nominated and shortlisted in numerous others. In 2011 and in 2012 one of her companies won Best Accounting Franchisor Award. In 2015 and 2017 one of her companies won Best Bookkeeping Business London (Accountancy International Awards). Lisa's books include: How to write a book in two weeks, Constant Cashflow, Make the most of your money, How to start your own bookkeeping business, Cosmic Ordering with Vision Boards, How to Franchise Your Business and Quickbooks Online The Handbook. Some of the books are in audio-format on itunes and audible. Lisa hosts her own show The Authors Podcast which can be found on the iTunes channel. Lisa supports the charity The MS Society. A speaker, coach, consultant and an avid networker, Lisa enjoys meeting people and working on projects with like-minded individuals. In her spare time, Lisa likes traveling, dancing salsa, writing books, learning languages, meditation, yoga and cosmic ordering.
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