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August 22, 2025
Question

Introduction video

  • August 22, 2025
  • 2 replies
  • 8 views

We are currently on Quickbooks Desktop and will be converting to Quickbooks Online Advanced shortly. We have a number of different functional areas that use QBO and I would like to provide them with some short and basic introduction videos before the conversion. I'm not looking for something super in depth ( yet !) but something that is maybe 3-5 minutes long that provides a good overview of what to expect. 

Any suggestions for a couple videos that might be useful?

Thanks! 

2 replies

SIAB
Level 2
August 22, 2025

You can check these materials

https://quickbooks.intuit.com/learn-support/en-us/help-custom/L8onrlA6N

 

You can also use the trial version of QB Desktop Enterprise to access your historical data for good if required.

QuickBooks Team
August 22, 2025

It's great to see you're planning ahead to ensure a smooth onboarding process for your team across the various functional areas, fmkport. I’m here to recommend videos and articles to simplify the transition for your team.

 

Before we begin, it’s helpful to understand basic accounting concepts, as these terms frequently appear throughout the program. For quick definitions, check out this resource: Accounting Terms and Definitions.

 

After that, you can visit this webpage for step-by-step video tutorials on getting started with QuickBooks Online (QBO). These tutorials cover account setup and key features to help you use QBO efficiently: Get started with QuickBooks Online.

 

If you need additional help navigating features or functionalities, our QuickBooks Live Expert Assisted team is available to support you. They can provide best practices to help you fully optimize your QBO account.

 

Feel free to reply to this post if you need further assistance or have additional questions. We’re here to help.