Explore the world of accounting with QuickBooks Desktop, Intuit, and Online in this comprehensive presentation. Learn the ins and outs of each platform and discover how to effectively utilize them for your financial needs. Master the art of accounting software with this informative PowerPoint presentation.

1. How to Use QuickBooks
Desktop, Intuit, and
QuickBooks Online
A guide by QuickBooks Online

2. Introduction
● Briefly introduce QuickBooks as a popular
accounting software developed by Intuit.
● Mention the three main versions: QuickBooks
Desktop, QuickBooks Online, and the
company Intuit.

3. QuickBooks Desktop
➔ Define QuickBooks Desktop as a locally-
installed software.
➔ Highlight its features: robust accounting
tools, advanced reporting, industry-
specific versions (e.g., QuickBooks Pro,
Premier, Enterprise).
➔ Discuss the benefits of using
QuickBooks Desktop: data control,
advanced customization, no internet
dependency.

4. Using QuickBooks Desktop
Installation:
● Download software from Intuit's website.
● Follow installation prompts.
● Register or activate the software using a license key.
Setting Up:
● Create a new company file or import existing data.
● Customize chart of accounts, customer/vendor lists.
● Configure preferences according to business needs.
Navigation:
● Familiarize with the dashboard, menus, and icons.
● Access modules like Customers, Vendors, Employees, Banking, Reports.

5. Intuit: The Parent Company
● Introduce Intuit as the developer of QuickBooks.
● Briefly explain Intuit's role in financial software
development.
● Mention other popular products by Intuit, like TurboTax
and Mint.

6. QuickBooks Online
● Define QuickBooks Online as a cloud-based
version of the software.
● Highlight key features: accessibility from
anywhere, automatic backups, collaboration tools.
● Discuss benefits: real-time data updates, easy
sharing with accountants, scalability.

7. QuickBooks Online
➔ Define QuickBooks Online as a cloud-based
version of the software.
➔ Highlight key features: accessibility from
anywhere, automatic backups, collaboration
tools.
➔ Discuss benefits: real-time data updates,
easy sharing with accountants, scalability.

8. Using QuickBooks Online
Sign Up:
● Create an Intuit account.
● Choose a subscription plan (Simple Start,
Essentials, Plus).
● Customize settings for company profile.
Dashboard Overview:
● Navigate the intuitive dashboard.
● Access key features: Transactions, Sales,
Expenses, Reports.
Data Input:
● Add customers, vendors, and employees.
● Import bank transactions or connect bank
accounts.
● Input invoices, expenses, and other
financial data.

9. Choosing the Right
Version
● Compare QuickBooks Desktop and
QuickBooks Online.
● Considerations: internet availability,
business needs, collaboration
requirements, budget.

10. Intuit Ecosystem
● Explain how QuickBooks fits into the broader
Intuit ecosystem.
● Mention integration with other Intuit products.
● Highlight benefits of an interconnected
ecosystem for financial management.

11. Data Security and
Privacy
● Address concerns about data security in
cloud-based software.
● Discuss Intuit's security measures:
encryption, authentication, regular updates.
● Explain how to secure your own usage
(strong passwords, secure networks).

12. Conclusion
● Summarize the main points discussed:
QuickBooks Desktop, QuickBooks Online,
and Intuit.
● Emphasize the flexibility and power of
QuickBooks software for different
business needs.
● Encourage further exploration and
consideration of the most suitable version.

13. Good luck!
We hope you’ll use these tips to go out and
deliver a memorable pitch for your product
or service!
For more (free) presentation tips relevant to
other types of messages, go to
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For more about making
your ideas stick with
others, check out our
book!
Good luck!
We hope you’ll use these tips to go out and
deliver a memorable pitch for your product
or service!
For more (free) presentation tips relevant to
other types of messages, go to
heathbrothers.com/presentations
For more about making
your ideas stick with
others, check out our
book!
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