QuickBooks Desktop uses different terms than QuickBooks Online for menu options, features, lists, items, transaction types, reports, and other labels.
Here's a list of the terminology differences between QuickBooks Desktop and QuickBooks Online:
QuickBooks Desktop Term | QuickBooks Online Term |
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Documents / Doc Center | Attachments |
Payment Reminders | Reminders / Automatic invoice reminders |
Income Tracker | All Sales |
Bill Tracker | Suppliers window |
Upload & Review Bills | Receipts |
Forecast | Budgets |
Budgets | Budgets |
Reconcile | Reconcile |
Stock Parts | Stock |
Non-stock Parts | Non-stock |
Assemblies | Bundles (Products & services) |
Groups | Bundles (Products & services) |
Other Charges | Not available in QuickBooks Online |
Subtotals | Subtotal |
Discounts | Not available in QuickBooks Online |
Payments | Not available in QuickBooks Online |
Services | Services |
Jobs | Sub-customers Projects |
Items | Products and services |
Memorised transactions | Recurring transactions |
Leads | Not available in QuickBooks Online |
Price Levels | Not available in QuickBooks Online |
Billing Rate Levels | Not available in QuickBooks Online |
Other Names | Not available in QuickBooks Online |
Suppliers | Suppliers (for all Suppliers) Contractors |
Fixed Asset Items | Asset Account |
Sales Reps (Customer & Supplier Profile Lists) | Not available in QuickBooks Online |
Supplier Types (Customer & Vendor Profile Lists) | Not available in QuickBooks Online |
Job Types (Customer & Supplier Profile Lists) | Not available in QuickBooks Online |
Customer Messages (Customer & Supplier Profile Lists) | Not available in QuickBooks Online |
Ship Via (Customer & Supplier Profile Lists) | Not available in QuickBooks Online |
Vehicles (Customer & Supplier Profile Lists) | Manage vehicles |
Templates | Custom Form Styles |
Add/Edit Multiple List Entries | Not available in QuickBooks Online |
Customers | Customers |
Employees | Employees |
Classes | Classes (and Locations) |
Chart of Accounts | Chart of Accounts |
Customer Types (Customer & Supplier Profile Lists) | Customer Types |
Terms (Customer & Supplier Profile Lists) | Terms |
Payment Methods (Customer & Supplier Profile Lists) | Payment Methods |
Memorised reports | Custom reports |
Scheduled reports | Custom reports |
Commented reports | Not available in QuickBooks Online |
Custom reports | Custom reports (QuickBooks Online Advanced) |
Company Snapshot | Business Snapshot |
Job & Item Estimates vs Actuals | Not available in QuickBooks Online |
Bills | Expenses Bills Supplier Credits |
Credit Card Charges | Expenses Credit Card Credits |
Item Receipts | Expenses Bills |
Sales Orders | Not available in QuickBooks Online |
Credit Notes | Credit Notes Refund Receipts Delayed Credits |
Batch Invoices | Batch transactions (QuickBooks Online Advanced) |
Receipt Management | Receipts |
Adjust Quantity/Value on Hand | Stock Quantity Adjustment |
Make General Journal Entries | Journal Entries |
Make Deposits | Bank Deposits |
Transfer Funds | Transfer |
Enter Statement Charges | Not available in QuickBooks Online |
Statements | Statements |
Estimates | Estimates |
Invoices | Invoices |
Receive Payments | Receive Payments |
Sales Receipts | Sales Receipts |
Checks | Checks |
Purchase Orders | Purchase Orders |
Pay Bills | Pay Bills |
Undeposited Funds | Undeposited Funds Payments to deposit |
Use Register (For Banks/Accounts) | View Register |
Edit > Preferences | Settings (gear) > Account and settings Settings (gear) > Payroll settings |
My Company | Settings (gear) > Account and settings |
Weekly Timesheet | Time Entries (If you have the Time tab) Weekly Timesheet (if you don't have the Time tab) |
Time / Enter Single Activity | Time Entries (If you have the Time tab) Single Time Activity (if you don't have the Time tab) |
Calendar | Not available in QuickBooks Online |
Set Up Users | Manage Users |
To Do List | Tasks (QuickBooks Online Advanced) |
Reminders | Not available in QuickBooks Online |
Letters | Not available in QuickBooks Online |
Customer Groups | Not available in QuickBooks Online |