How to add a new Project, Estimate And Invoice in QBO Online

@bkbyalliance

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QuickBooks Online

A step-by-step guide to safely convert from QuickBooks Desktop to QuickBooks Online without losing data, breaking reports, or choosing the wrong subscription.

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Why it worked

The video provides a clear, step-by-step tutorial on a common business task within a widely used software, directly addressing a potential pain point for users. The creator's own product (a QuickBooks conversion guide) is promoted via their bio link, adding a layer of authenticity and value.

Summary

This video demonstrates how to create a new project, estimate, and invoice within QuickBooks Online. It walks through the steps of entering project details, selecting a customer, and then generating an estimate and converting it into an invoice.

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Transcript, structure and on-screen text

5 beats and 6 lines of on-screen text — the parts you need to write your own version.

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How to add a new project, customer, estimate and invoice in QBO Online #fyp #bookkeeping #quickbooks #construction