Welcome to our QuickBooks video training library!

To learn more a specific product, just click on the product below and it will open to display the videos related to that product or category.

If you have any additional questions or need more help, just call us at 866-949-7267 and we are more than happy to help get you any resources that you need!

This video section will teach you how to perform the key functions in QuickBooks Online

QuickBooks Online Setup And Overview

QuickBooks Apps

QuickBooks Apps expand the capabilities of QuickBooks Online, each working together to improve your business.

How To Reconcile Your Accounts

Reconciling your accounts in QuickBooks Online can be intimidating and confusing.  This video will help explain how to do it.

Add A User In QuickBooks Online

Learn how to add additional people in your company and give them specific access.

Export Your Company File To QuickBooks Online

So you’re ready to switch from your old QuickBooks to QuickBooks online. Great!  This will show you how to convert your file to Online.

QuickBooks Online Mobile

Learn how to use the mobile version of QuickBooks Online.

Online Banking Overview

Learn how to connect your bank accounts to QuickBooks so it can download your transactions.

Customize Reports And Email

QuickBooks has lots of pre-created reports you can customize to show you the information you need the way you want to see it. You can email your custom reports automatically too. Here’s how you do it.

Navigating QuickBooks Online

In this video you will learn where to find everything you need to use QuickBooks with confidence.

Invoicing And Payments In QuickBooks Online

How To Create An Invoice In QuickBooks Online

In this video you will learn where to find everything you need to create and use invoices in QuickBooks Online.

Time Tracking and Invoices In QuickBooks

In this video you will learn where to find everything you need to use QuickBooks with confidence.

How To Set Up And Use QuickBooks Payments

Learn how to set up and use QuickBooks Payments so that you can accept credit cards and electronic checks from customers.

Create Estimates In QuickBooks Online

Learn how to create your estimates in QuickBooks, email them to customers, and then convert them into invoices after you complete the work.

Sales In QuickBooks Online

Create Sales Recipients In QuickBooks

Do you sell items or services to customers and get paid on the spot? This will teach you how to create sales receipts in QuickBooks Online.

Receive Payments In QuickBooks Online

You got paid! Great—now you need to record the payment in QuickBooks. That’s called receiving a payment. Watch this video to learn how.

How To Set Up And Use QuickBooks Payments

Learn how to set up and use QuickBooks Payments so that you can accept credit cards and electronic checks from customers.

Create Refund Receipt In QuickBooks

It’s no fun, but some day you might have to give a customer a refund. Here’s how.

How To Add Customers In QuickBooks Online

A great way to start working in QuickBooks is to add your customers’ contact info.  Learn how to do that here.

Add Product Information To QuickBooks

Need to enter information about your products into QuickBooks? Here’s how to add it, or import it from an Excel spreadsheet.

Create An Invoice In QuickBooks

Learn how to create and send your first invoice in QuickBooks Online.

How To Add A Pay Now Button To An Invoice

Once you’ve turned on payments, learn how to email an invoice with a Pay Now button. We will walk you through what your customer will see when they receive the invoice, and how they can easily pay the invoice directly online.

Getting Started With QuickBooks Payroll

Looking to pay your employees with QuickBooks Online.  Here’s how it works!

Expenses In QuickBooks Online

Create Bills And Expense Reports

Here’s how you generate reports that show you where your business’s money is going.

Online Banking Overview

Connect your bank accounts to QuickBooks so it can download your transactions. Categorize transactions and add them to QuickBooks, so QuickBooks can start doing the work for you.

Managing Expenses In QuickBooks Online

Learn how to connect your bank accounts in QuickBooks Online. Once your bank and credit card accounts are connected, QuickBooks downloads the transactions directly into your software

Printing Checks In QuickBooks Online

Now that you’ve created a bunch of checks in QuickBooks. Here’s how you print them out.

Managing Inventory In QuickBooks Online

Creating And Tracking Inventory

This tutorial will show you how to enter inventory information and track inventory movement in QuickBooks Online. Note: This requires a Plus subscription.

Adding Products To QuickBooks Online

Need to enter information about your products into QuickBooks? Here’s how to add it, or import it from an Excel spreadsheet.

This video section will teach you how to perform the key functions in QuickBooks Online for Accountants.  This video set is focused towards tips and tricks for Accountants working with their clients in QuickBooks Online And QuickBooks Self Employed.

QuickBooks Online Accountant Setup And Tools

Introduction To QuickBooks Online Self  Employed For Accountants

Learn how self-employment is changing the face of work in America and what that means for your accounting practice.

Using The Accountant Toolbox

In QuickBooks Online Accountant, we’ve put your most essential tools, the ones you use every day to support your clients, in one consistent place, no matter whose books you’re working on.

Introduction To QuickBooks Online Accountant

QuickBooks Online Accountant is built to help you serve your QuickBooks Online clients more efficiently, with time-saving tools and online access to your clients’ books.

Using A Trial Balance

Trial Balance has two components: Working Trial Balance and tax mapping. The working trial balance gives you an opportunity to review a client’s financial data, see prior year balances and track changes. The other is tax mapping, which allows you to map QuickBooks Online data for importing to Intuit Tax Online to prepare tax returns.

Using The Client Dashboard

The client dashboard shows you what needs your attention with alerts, to-dos and recent activities for each client along with one-click access to their books and payroll.

Using Accountant Reports And Templates

The Accountant Reports tab has reports that only you as the accountant user can see. The list includes Adjusted Trial Balance, Adjusting Journal Entries, Profit and Loss Comparison, and Balance Sheet Comparison. Management Reports are available to both you and your clients, but you will see a slightly different list of Management Reports than your client will.

Reclassify Transactions

Reclassify Transactions is used to move transactions in batch from one account or class to another.  If you have changed your chart of accounts and set up sub-accounts to streamline your reporting, you can use this tool to reclassify the transactions into the correct sub account.

Using Bank Rules

Bank Rules automate the categorization of the transactions on the bank feed, including assignment of the transaction type, category, payee, class, and location. They can also be used to automatically split transactions.

Rules can be prioritized over other rules, copied, edited, and exported or imported for use in other QuickBooks Online company files. Finally, you can create bank rules to automatically add transactions to the register.

Using Scheduled Email Reports

Once you save a customized report, you can send individual report or group of reports by email on a recurring schedule.

See Business Health In QuickBooks

You may have already connected your bank and credit card accounts when you set up QuickBooks. But if you didn’t, you can do that by clicking Connect account. QuickBooks will walk you through the rest. Once your bank and credit card accounts are connected, QuickBooks downloads the transactions directly into QuickBooks.

Collaborate with Schedule C Clients Using QuickBooks Self-Employed

QuickBooks Online Accountant works easily with QuickBooks Self-Employed. In the client list from QBOA, simply click on your self-employed client to launch QBSE and view all of their important information in one place.

QuickBooks Online Accountant Slack Integration

The QuickBooks Online Accountant-Slack integration helps your firm ensure nothing falls through the cracks while enabling you to spend less time in your email inbox. Here we demo how to connect Slack to QuickBooks Online Accountant and the notifications, updates, and reminders functionality.

This video section will teach you how to perform the key functions in QuickBooks Enterprise as well as a detailed overview of features found in modules such as Advanced Inventory and Advanced Reporting.

QuickBooks Enterprise Advanced Reporting

Advanced Reporting Training 1 – Basic

Advanced Reporting Training 2 – Intermediate

Advanced Reporting Training 3 -Advanced

Advanced Reporting 40 Minute Demo

Full QuickBooks Advanced Reporting demo with Joseph Lasee and TC Younger

How To Navigate And Use Advanced Reporting

This video will give you a quick overview on how to use the Advanced Reporting feature in QuickBooks Enterprise.

Year Over Year Comparison Report

A year over year comparison report is a great way to evaluate your business over time.  You can create this Report using Advanced Reporting in QuickBooks Enterprise.

Learn About Dimensions And Expressions

This video will help you understand the dimensions and expressions controls in Advanced Reporting.

Edit An Object In Advanced Reporting

This video will give you a quick overview on how to edit an object in QuickBooks Enterprise Advanced Reporting.

How To Delete An Object From Your Report

This video will give you a quick overview on how to delete and object from your report in Advanced Reporting.

Learn About Filtering And List Boxes

This video will help you understand filtering and list boxes in Enterprise Advanced Reporting.

Using List Boxes To Build Reports

This video will give you a quick overview on how to use list boxes to build reports QuickBooks Enterprise Advanced Reporting.

Move Columns And Rows

This video will teach you how to work with columns and rows in QuickBooks Enterprise Advanced Reporting.

Create A Syntax For An Expression

An Expression uses a structure (syntax) that lets your data show in your reports. We’ll walk through an example report so you can see how to build the syntax and apply it to your own report.

Need Help Getting Started With Advanced Reporting?

If you’re new to Advanced Reporting, check out our User Guide to learn the basics. If you’re already familiar with Advanced Reporting, you can use the Data Dictionary to see the tables we’ve pulled from QuickBooks.

If you need additional help or would like to have custom reports created for you, we can help.  Just call us at 866-949-7267 and our Advanced Reporting group can help!

QuickBooks Advanced Inventory

Efficient And Automatic Picking

Speed up the inventory picking process and help reduce data entry errors with a mobile inventory scanner. Send sales orders to workers on the floor, scan inventory within a warehouse, and transfer the data wirelessly. Use your mobile inventory scanner for receiving too.

Enhanced Inventory Tracking

Track sales orders in real time with defined status messages such as Picked, Pick in Progress and Partially Picked

Easy Order Fulfillment

Delight your customers by prioritizing the most urgent sales orders and empower employees to fulfill orders. View critical information like ship date, inventory availability and value of order.

Create Picklists

Select the orders you want to fulfill on the Sales Order Fulfillment worksheet. Review the opened sales orders for their status, and then create picklists by assigning it to a picker at the site.

Pick Items

The picker receives the picklist on the mobile inventory scanner or Android device to start the picking process. You can keep track with real-time status messages in QuickBooks indicating picked, pick in progress and partially picked.

Update Sales Order

Once the picking is complete, you can update your sales order to reflect its exact status.

Activate Site Operations

Learn how to use the Sales Order Fulfillment Worksheet in QuickBooks.

Set Up A Scanner Or Mobile Device

See how to download the QuickBooks Desktop Warehouse app on your scanner or mobile device and link it with your QuickBooks company file.

Add Pickers

Add pickers in the vendor list. Picker’s names will only show up in the device once a picklist has been assigned to them.

QuickBooks Advanced Pricing

QuickBooks Enterprise Advanced Pricing Overview

Advanced Pricing, included free in QuickBooks Enterprise Platinum Edition, lets you control, customize, and automate your pricing, right within QuickBooks with no more manual updates.

Enterprise Advanced Pricing Demo

See QuickBooks Advanced Pricing in action in a 9 minute demonstration put on by TC Younger, Senior Sales Engineer at Intuit.

QuickBooks Desktop Point Of Sale Features

QuickBooks Desktop Point Of Sale Overview

QuickBooks Desktop Point of Sale helps you ring sales, accept credit cards, manage inventory, and build customer relationships. Learn more

QuickBooks Payments For Point Of Sale

See how Point of Sale Payments works to make accepting payments easier when you’re using QuickBooks Desktop Point of Sale.

How To Make A Sale In QuickBooks Point Of Sale

Find out how QuickBooks Desktop Point of Sale makes it easier to ring up a sale for both you and your customers.

How To Add Inventory In QuickBooks Point Of Sale

See how QuickBooks Desktop Point of Sale makes it even easier to manage and keep track of your inventory.

Intuit Field Service Management Features

27 Minute Field Service Overview

This 27-minute in-depth video covers how your Service team uses the scheduling, dispatching, service history seen in the office, then shows the mobile App used by the field tech to capture work order notes, create invoices, capture signature, and get paid. Lastly, it shows how the invoices and payments sync into QuickBooks for your Accounting team.

QuickBooks Online And Field Service Management

This demo highlights Field Service Management and how it integrates with QuickBooks Online.

Advanced Inventory And Field Service Management

Intuit Field Service Management seamlessly integrates with the Advanced Inventory module for QuickBooks Enterprise Edition so you can track inventory usage by your field technicians. See it in action here!

Calculating Service Technician Performance

This video shows you how to calculate on-time performance of your service technicians.

Create New Customers In The Field

This video shows how your field service technician can create a new customer in the field via the Intuit Field Service Management mobile app.

Creating Quotes And Estimates In The Field

When you dispatch a work order with Intuit Field Service Management, your field technicians access the work order out in the field via either our app on their mobile smart devices (Apple or Android) or on a laptop via browser.  While at the customer location your techs can create invoices, capture signatures, and take payment via our app running on the mobile device. This video shows you how.

Custom Fields And Backdating Work Orders

Learn about the different types of custom fields inside Intuit Field Service Management and where they show up for office users and field techs.  You will also learn how to backdate work orders as well.

Dispatch Board Tips And Tricks

Learn about the four views on your Dispatch Board inside Intuit Field Service Management.

Initial Setup:  Settings And Configuration

This video introduces first-time configuration and settings for Intuit Field Service Management.  We recommend that you take these steps before integrating your Intuit Field Service Management with your QuickBooks file.

Reports Tutorial

This short tutorial on the reports within Intuit Field Service Management covers standard reports, creating both List-style and Matrix-style reports and including custom fields in your reports.

Service Agreement Add On Module

This video will teach you more about managing Preventive Maintenance and Service Agreements with the Service Agreement add on module.

Capturing Signatures And Emailing 

For your service & installation technicians: this video shows how to use the Intuit Field Service Management mobile app on your Apple iPhone/iPad or Android phone/tablets.

Time Card Module

Never wait for time cards to come in again, because they’re already in your system. Field Service Management creates GPS-stamped “when” and “where” for each time card, so you spend less time reviewing and approving them.

Using Reports As A Search Tool

This will teach you how to use your reports in Field Service Management as a search tool.

See What Your Tech Is Doing In The Field

This video will show you how to access appointments, update work order status and access service history of a customer, location, or specific piece of equipment you’ve tracked in the system.  It will also go over things like how to capture photos, customer signatures, create invoices, and take payments in the field that integrate with QuickBooks back in your office.

Intuit Field Service Management Features

27 Minute Field Service Overview

This 27-minute in-depth video covers how your Service team uses the scheduling, dispatching, service history seen in the office, then shows the mobile App used by the field tech to capture work order notes, create invoices, capture signature, and get paid. Lastly, it shows how the invoices and payments sync into QuickBooks for your Accounting team.

QuickBooks Online And Field Service Management

This demo highlights Field Service Management and how it integrates with QuickBooks Online.

Advanced Inventory And Field Service Management

Intuit Field Service Management seamlessly integrates with the Advanced Inventory module for QuickBooks Enterprise Edition so you can track inventory usage by your field technicians. See it in action here!

Calculating Service Technician Performance

This video shows you how to calculate on-time performance of your service technicians.

Create New Customers In The Field

This video shows how your field service technician can create a new customer in the field via the Intuit Field Service Management mobile app.

Creating Quotes And Estimates In The Field

When you dispatch a work order with Intuit Field Service Management, your field technicians access the work order out in the field via either our app on their mobile smart devices (Apple or Android) or on a laptop via browser.  While at the customer location your techs can create invoices, capture signatures, and take payment via our app running on the mobile device. This video shows you how.

Custom Fields And Backdating Work Orders

Learn about the different types of custom fields inside Intuit Field Service Management and where they show up for office users and field techs.  You will also learn how to backdate work orders as well.

Dispatch Board Tips And Tricks

Learn about the four views on your Dispatch Board inside Intuit Field Service Management.

Initial Setup:  Settings And Configuration

This video introduces first-time configuration and settings for Intuit Field Service Management.  We recommend that you take these steps before integrating your Intuit Field Service Management with your QuickBooks file.

Reports Tutorial

This short tutorial on the reports within Intuit Field Service Management covers standard reports, creating both List-style and Matrix-style reports and including custom fields in your reports.

Service Agreement Add On Module

This video will teach you more about managing Preventive Maintenance and Service Agreements with the Service Agreement add on module.

Capturing Signatures And Emailing 

For your service & installation technicians: this video shows how to use the Intuit Field Service Management mobile app on your Apple iPhone/iPad or Android phone/tablets.

Cloud Point Of Sale

Vend POS Setup And Training

Setting Up The Motorola CS3000

The Motorola CS3000 Series is a mobile barcode scanner that provides real-time capture and transmission via a wireless Bluetooth connection. The CS3000 features a 24-hour batch/12-hour Bluetooth mode battery life.

Setting Up The Honeywell Voyager Scanner

Honeywell’s Voyager 1400G is the ultimate 2D barcode scanner. This linear imager is capable of reading even poor quality and mobile 2D barcodes. 2D barcode scanners are becoming increasingly popular across a wide range of industries.

Importing Product Variants

Quickly create multiple product sizes, colors or other variations by importing variants into Vend using a CSV file.

Setting Up The Cash Drawer: Epson TM-T88V

The cash drawer connects to your receipt printer, and is triggered to open when you finish a sale and the receipt is printed by the printer. With your RJ12 cash drawer paired to your PC and Epson TM-T88V receipt printer, you’re ready to print sales receipts in Vend.

Setting Up The Cash Drawer: iPad

The cash drawer connects to your receipt printer, and is triggered to open when you finish a sale and the receipt is printed by the printer. With your RJ12 cash drawer paired to your iPad and receipt printer, you’re ready to print sales receipts in Vend.

Setting Up The Cash Drawer: Mac

The cash drawer connects to your receipt printer, and is triggered to open when you finish a sale and the receipt is printed by the printer. With your RJ12 cash drawer paired to your Mac and receipt printer, you’re ready to print sales receipts in Vend.

Getting Started: Vend And Shopify

Vend with Shopify is the ideal omnichannel solution for advanced and multi-store retailers, with inventory, customers and orders all managed from one system.

Setting Up The Cash Drawer: TSP 1000

The cash drawer connects to your receipt printer, and is triggered to open when you finish a sale and the receipt is printed by the printer. With your RJ12 cash drawer paired to your PC and Star TSP100 LAN receipt printer, you’re ready to print sales receipts in Vend.

Setting Up Exclusive Taxes

A tax-exclusive retailer is a retailer who displays prices for products without their tax component. Canada and U.S.A. are tax exclusive regions.

Customizing Receipts In Vend

Receipts can be customized to your store’s and customers needs, and can be associated with different Outlets and Registers.

Setting Up Basic Promotions

Promotions in Vend lets you quickly and easily set up targeted promotions or store-wide discounts to reward customers, enhance loyalty, and boost revenue in-store.

Setting Up Inclusive Taxes

When setting up your taxes for the first time in Vend, ensure you are choosing the right tax and type for your outlets and products.

Setting Up Vend On An iPad

Vend Register app on iPad can be set up by Administrators or Managers. You must have a Vend account that is activated or still in the trial period to use the app.

Importing Customers Into Vend

When setting up a new store in Vend, you can can easily import your existing customer data by using a CSV file.

Selling Gift Cards With Vend

Once enabled, gift cards will automatically appear as a product in your store. Load it with any amount by using a barcode scanner or typing in the code with Vend’s Sell screen.

Training Mode In Vend POS

Training mode allows you to try out Vend without affecting any of your store data. This is a useful for training new staff, or trying out new features. All sales processed in Training Mode will not be recorded or synced to Vend.

Setting Up Customers In Vend POS

By adding customers to your store in Vend, you will better capture their purchase history, loyalty amounts earned, and balances on their account.

Adding Customers To Vend

It is easy to add customers to your store’s database and their contact information. This will allow you to add them to your loyalty program, and track their purchases, returns, exchanges, and purchase preferences and habits.

Creating Collections In Vend

To make a product available for customers shopping on your Vend Ecommerce store, it will need to be added to a Collection. A Collection is a group of products that you’d like to appear together on your online store.

Setting Up Outlets In Vend POS

Open a new store or warehouse in minutes, set up a new register, and easily add extra registers whenever you need them with Vend.

Setting Up The Vend iPad Display

The Vend Display app is the perfect companion for the Vend Register app. It’s a customer facing display using a secondary iPad that allows your customers to view their purchases at the time of sale.

Importing Single Products

Quickly add a new single product to Vend using a CSV. A single product, also known as a standard product, has no different types or versions. To import a product with different types or versions, import a product with variants.

Setting Up Pages In Vend POS

Create a page on your Ecommerce store to provide information to customers about anything other than your products; such as About Us, Return Policy, Shipping Information, or Size Guide. To include a Contact Us form, simply use the page created by Vend.

Gift, Loyalty, And Payments

Accepting Payments In Vend

Vend supports a wide variety of payment options, including contactless and NFC options, such as Visa, Mastercard, Debit/Interac, Square and Apple Pay.

Setting Up Gift Cards In Vend POS

Gift cards are always popular and great for your bottom line. 65% of shoppers spend almost 40% above the value of their card, and 20% of gift cards are never redeemed.

Importing Gift Cards

If your store already uses gift cards, the existing balances can be imported into Vend using a CSV.

Redeeming Gift Cards With Vend

With gift cards enabled, customers have even more ways to pay. Vend gift cards can be used to make a partial payment, or pay for the entire sale.

Selling Gift Cards With Vend

Once enabled, gift cards will automatically appear as a product in your store. Load it with any amount by using a barcode scanner or typing in the code with Vend’s Sell screen.

Vend Loyalty Program

Grow repeat business with Vend Loyalty. Once enabled, choose how much a customer needs to spend to earn loyalty dollars, or choose to offer bonus loyalty to encourage customers to join your program.

Daily Processes

Creating Promotions

Move stock faster by offering customers a discount with the more items they buy. Set up a Buy and Save promotion in Vend to offer customers savings off their entire sale when they buy a set number of items.

Managing Cash In Vend

Reduce counting errors, theft, and discrepancies by tracking movements with Cash Management in Vend. Before getting started, you may need to enable Cash Management by editing your Register.

Closing Your Vend Register

It is essential to close your store’s register on a set schedule, as this ensures an accurate till count compared to the sales and payments processed and shown in Vend.

Issuing Store Credit

Vend store credit is added to the customer’s account and encourages repeat business as they’ll want to spend their credit in your store.

Selling Products With Vend POS

There are multiple ways to add a product to your sale, and make a variety of adjustments. These include adding sale and product level notes and discounts, and adjusting the quantity of products sold.

Using Inventory Reports In Vend

Vend’s Inventory reports help you manage and plan your inventory across all of your outlets, ensuring you always have enough of your most popular products.

Shipping And Delivery In Vend

Before you get your first order, shipping methods will need to be set up on Vend Ecommerce.