Quickbooks Online Tutorial Series -Intro

QuickBooks Online has undergone some big changes since Fall of 2013. In Spring of 2014 they began to transition existing clients from the Classic QBO look over to the new “Harmony” version.

You may have just received a notice that your company file is ready to update, and are are wondering whether to hit the “Do It Now!” button, or you may have avoided the button for the last month to find that the time has come where you no longer have a choice. Either way, the change is inevitable.

The good news is that most of these changes and new tools are REALLY COOL. The not so good news is that the video support for the new QuickBooks Online Harmony is not as comprehensive as the tutorial tools were for the Classic version.

Polymath has you covered! We are personally remaking all of the video tutorials from the Classic QuickBooks Online from within the new QuickBooks Online Harmony interface. Any time you can’t find something or don’t know where to go next in your work flow, just hop over to Polymath.com for quick and easy reminders.

Watch the video below to find out how this series can help you with the upcoming changes to QuickBooks Online


Welcome viewers to this Polymath Book Keeping instructional video. I am Ingrid Edstrom of Polymath LOC and Ashton Book Keeping Services. This is the introduction in our series of videos on the changes going on within QuickBooks Online. This video series is all about the overall work flow within the new QuickBooks Online Harmony. Be sure to watch the full series to get the whole picture of how QuickBooks Online has changed.

[expand title=”Continue reading…”]The new Harmony version of QuickBooks Online does not have the Click Map that many of us are used to from the classic version of QuickBooks Online, and even from the desktop versions of QuickBooks Pro Premier and QuickBooks for Mac. We want to give you an easy introduction on how to navigate the new QuickBooks Online Harmony interface. Comparing the old homepage to the new homepage, you can see that quite a lot has changed. There are some great new tools available and some tool that you’re used to are in new places. The menus have changed but you can it. Check out episode one of this series after you’ve finished watching this introduction to learn where everything is in comparison to the old QuickBooks Online, and how to navigate most easily through your workflow now that the Click Map is gone.

In episode two, we’ll take a more general look at the new Harmony layout without the comparison to the old version. There are some new features that you should be aware of and some changes on how to get around. In episode three, we will show you how to add and manage users and for episode four, I bet you’re ready to start making money. Let’s take a look at how to make sale receipt transactions. This is where money is collected at the time of purchase or service. This video will walk you through setting up your sales receipt, entering the products and services that your customers are purchasing and then sending it out to your client.

In episode five, now that you are a bit more familiar with navigating QuickBooks Online Harmony without the classic Click Map, let’s take a closer look at how to create invoices. Now if you’re not sure if you should be making invoice, or making a sales receipt, you can check out polymath.com for more awesome videos outside of this getting started series. We will show you when to use a sales receipt versus an invoice and why as well as how to customize each of those documents, to add your logo and personal company flare. There is a whole lot of other great tools. You can also contact us to request video topics on which you would like more instruction.

In episode six of this series, we will show you how to apply payments to your invoices. Now that you have the money from your client, episode seven will show you how to deposit it to the bank within your QuickBooks. Episode eight takes a look at how to make an estimate and how an estimate is different from making an invoice. Now there are a few different ways that you can enter expenses, so in episode nine, we’re going to take a quick look at how to enter those expenses and when each different method is best.

In episode 10, we’re going to check out how to enter bills in the new QuickBooks Online Harmony. Note that using QuickBooks Online to assist in organizing your bills and bill payments is a feature that’s only available in the essentials and plus versions of the program. The simple start version only allows you to manage your expenses without tracking your accounts payable. Simple start users can watch this videos to determine if upgrading maybe worthwhile for your company, to save time and stay more organized.

Now that your bills are entered, let’s pay them. Episode 11 will cover the process of paying bills. Keep an eye out on polymath.com for more videos about when you should enter a bill and when you should just write a check or enter an expense. This can make a big difference on your reports depending on whether you report on cash basis or accrual basis. If you don’t know the difference between cash and accrual basis, you can also check out our blog to learn more about that topic.

Now that you have entered your transactions, episode 12 covers how to run the reports that show you how your business is doing. Reports are essential to making the educated business decisions that will help you grow and be profitable.

Finally, episode 13 will cover how to use the new banking page. We will go over how to set up QuickBooks Online Harmony to download transactions directly from your online banking then how to categorize and match them.

Now that you’ve had a glimpse of what each of the videos in this series will cover, it’s time to dive in and learn. With this many great tools, it’s no wonder that QuickBooks Online has been such a popular and quickly growing product.

I’m Ingrid Edstrom of Polymath, LLC and Ashton Book Keeping services, thanks so much for watching and I hope you enjoyed the series.

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