QuickBooks Online Features, Tips and Tricks Learned at QuickBooks Online Certification Training

In order to provide high quality support to our QuickBooks® Online (QBO) customers, we continue to update our QBO Certification annually. Intuit® provides live sessions and webinars to accounting professionals at no charge. I attended the certification last year in the Boston area and completed my 2016 certification the same day.

The live sessions were presented by Stacy Kildal and Heather Satterly, members of the Intuit Trainer Writer Network who also provide accounting and consulting to small businesses and accountants. Stacy and Heather use QBO and apps every day, so they understand how actual users might use it, too. Also, if you need any QBO consulting or help, I highly recommend Stacy and Heather.

Every single year, I attend these live sessions and I always learn a lot of great things about QBO, as well as tips and tricks to more easily navigate the software. I would like to share what I learned, and what I am currently excited, about in QBO.

Other QuickBooks Online Apps

  • QBO Apps are available for Windows and Mac to run QuickBooks right from your desktop.
  • The QBO Payroll App allows you to process payroll from your mobile device.

QuickBooks Online Awesome Features

  • Your QuickBooks Desktop data can be converted to QBO with Intuit’s built-in tools.
  • Bank Feeds are awesome. What is happening is that your bank transactions are brought into QBO daily so that your numbers are always up to date. It also seems like every month, new features are being added in this area.  As you know, at Transaction Pro Importer, we are all about eliminating data entry!
  • Classes and Locations tracking are available in QBO, whereas QuickBooks Desktop only has a Class field. Imagine you are an Auto Parts Dealer and had multiple stores ... you could use both of the two fields to not only track activity by store, but also by manufacturer.
  • QBO has delayed charges that allow you to accumulate services throughout the month, and then invoice your customer once a month. This eliminates the confusion of sending multiple invoices.
  • Easily email out your invoices to your clients, right within QBO, and your clients just click on a button to view the invoices and make a payment. There is no login to remember!
  • Interactive messaging is available right on the invoice form in QBO.  You can see when the client opened up the invoice, and any correspondence you have had regarding the invoice right within QBO.

Browser Tips

  • Easily work in multiple tax and windows in Google Chrome by using the duplicate feature. Read more on 5 Minute Bookkeeping’s website. This will work if this is all for the same QBO company.  However, if you have multiple QBO companies, you can set up multiple Chrome users.
  • Easily bookmark pages frequently visited in QBO to save time. Read more here. You can also easily create a QBO folder on the Chrome Bookmark bar and then export these bookmarks, so that they can be used by everyone else who uses QBO at your company.

Finally, Most Important!

  • If you have any feedback on anything within QBO, you can provide it while you are logged in.  Read more here. Be sure to be as specific as you can and include screen shots. Intuit wants to hear your feedback.

Editor's note: Make sure to check out one of our free QuickBooks Online certification webinars:

  • February 23 (11 a.m.-3 p.m. CST / 4 CPE / Free: Register
  • March 2 11 a.m.-3 p.m. CST / 4 CPE / Free: Register