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If you’re new to QuickBooks Online (QBO) or are considering making the move from QuickBooks Desktop to Online, it’s important you know how to use this robust piece of software as best as possible.
Don’t worry, we’ve got you covered. Below is a list of the absolute best sources that teach how to use QuickBooks Online. Once you get through all of these resources, you’ll be a QBO pro!
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Starting with the obvious, I want to call out a few Intuit websites that I keep bookmarked and visit OFTEN. These websites cover everything there is to know on how to use QuickBooks Online:
1. Quickopedia – Love the name, first off. Second, it’s dead simple to navigate and find answers about how to do stuff in QuickBooks Online Accountant.
2. QuickBooks Connect Conference Nov 13-15, 2016 This? This is only the best conference I’ve ever been to, ever. EVER. It’s 3 goals: Inspire, connect and educate are absolutely accomplished. In 2014, we were inspired by the likes of Magic Johnson, Martha Stewart, Arianna Huffington and Brad Smith. With around 4000 Intuit employees, accounting professionals, small business owners (and employees!) and entrepreneurs, it was impossible NOT to connect with someone that could help you change your business for the better. The variety of training available made it difficult to choose, but no doubt, the tracks were designed to educate attendees in a wide range of topics. Icing on the cake? The food was amazing and Train was the entertainment!
3. Intuit Academy – Tons of great training here (I’m biased, maybe, since I present quite a bit of it), and not just on product – you’ll find help in topics like moving online and practice management as well.
4. QBO Blog – This is the official QBO blog, providing tips, tricks and product updates.
Outside of Intuit, there are some amazing “third party” resources that provide excellent insight on how to use QuickBooks Online:
5. Real World Training – They’ve been doing live and on-demand QuickBooks training for years and they’re GOOD. Check ‘em out.
6. and 7. Intuitive Accountant Newsletter and Scaling New Heights – Both of Joe Woodard’s (a long time QuickBooks guru) vehicles are amazing QuickBooks Online resources. Intuitive Accountant is an online resource for product info, human interest, technical articles and event listings. Scaling New Heights is a dizzying affair of nothing but training that is related to QuickBooks – both online and desktop. There is certification training, add-on training, business management, and so much more.
Who better to turn to for QBO help then users jut like you? Here is the best crowdsourced info for using QuickBooks Online:
8. Twitter – So much stuff here, right? Just do a search for QuickBooks and you’ll be able to create a list based on hashtags and people that fit right in with whatever you are looking for.
9. QBO Chat – Again with Twitter, but this is a weekly tweet chat that includes Intuit employees, third party developers, as well as QuickBooks experts. My friend Cathy Iconis runs it and she’s one cool chick full of QBO wisdom.
10. Between Wall and Main – Another one of my friends, Seth David, started this group. I’m lucky enough to be an admin on this group, and it’s an eclectic group. From newbies to seasoned experts, this group just wants to help. No spam and no judgement here, and if you get nasty, we’ll delete your posts. Get really jerky or post spam, and we ban you. FOR LIFE.
11. Meetup Groups – What can I say? Live, in-person meetings? What the what? But really, they rock. I force myself to change out of my “work clothes” (yoga pants and a tank top) and into normal human clothes once a month and go out to my local QuickBooks Users group. Not one in your area? What are you waiting for? START YOUR OWN.
12. The QB Show – What can I say? I saved my favorited (hint: My own thing) for last. Started over 4 years ago as Radio Free QuickBooks, we’re live every week, talking about QuickBooks. Now that we’re live on hangouts instead of an audio podcast, we can do lots of screen share. And we have a ton of how to videos on our YouTube channel.