This movie describes methods for experimenting with QuickBooks Online. You can go online and user Intuit’s online sandbox, which has a company already set up with sample data. You can also sign up for a QuickBooks Online trial account. In this movie you also discover how often QuickBooks Online is updated.
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- [Voiceover] Do you want to experiment with QuickBooks Online? If so, you have a few options. In addition, you need to know Intuit does some experimenting of its own. The easiest way to try out QuickBooks Online is with Intuit's online sandbox. Be sure to enable cookies in your browser before you access this webpage. When you see the box asking you to type in the word that you see, just type in the characters that you see below, and then click Continue.
This sandbox already has a company set up with sample data. It's great if you don't want to set up an Intuit account for your experiments, or you want to experiment with the latest features without messing up your own data. You can also sign up for a 30-day free trial. If you have a spare email address or want to set up a temporary one, sign up for a free trial to use QuickBooks Online while you watch this course.
All you have to do is click the Try It Free button for the edition that you want to try. It takes just a couple of minutes to create your Intuit account, and set up your company basics. The info you have to fill in is straightforward. Things like your name, contact info, and company 411. Be sure to choose the correct business type, like sole proprietor or S corp. QuickBooks Online uses that to choose your tax form, and some of the accounts in your chart of accounts.
It also uses the industry you select to customize your chart of accounts, products and services, reports, and so on. For example, in this course, I've set up Two Trees Olive Oil as a partnership in the specialty food stores industry. Another thing you need to know is that QuickBooks Online changes frequently. Every month, QuickBooks Online gets new enhancements, tweaks, and bug fixes, but not everyone gets these updates at the same time.
In addition, the company often releases updates with alternative approaches for features. Some people get alternative A while others get alternative B. That way, Intuit can determine which one works better. The bottom line, when you run through this course, what appears on your screen might differ slightly from what you see in the movies. That's a quick peek at how to try out QuickBooks Online, and why the software may behave differently than what you see in this course.
- Choosing a QuickBooks Online edition
- Creating an account
- Setting up customers and vendors
- Setting up products and services, billable expenses, and time tracking
- Paying bills
- Creating invoices
- Receiving payments
- Handling refunds
- Setting up online banking accounts
- Running reports
- Paying sales tax
- Automating recurring transactions