30-day free trial + 50% off link: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing
EXPIRES 7/31/2021
Table of Contents
00:00:00 Introduction
00:01:30 Choose right version and create new account
00:08:52 Add your Company Name, basic info, and/or logo into QuickBooks Online
00:09:57 Basic navigation inside QuickBooks Online
00:12:12 Account and Settings overview
00:15:43 Manage and create QuickBooks users
00:17:57 Setting up your chart of accounts and beginning balances
00:28:22 Setup products and services, including inventory items
00:32:29 Setup new customers and new vendors
00:34:34 Transactions: Purchase Orders and Bills (Accounts Payable)
00:36:43 Transactions: Estimates and Invoices (Accounts Receivable)
00:42:07 +New Transactions button overview
00:43:20 Receive payments against invoices (A/R)
00:44:33 Pay Bills with a bank/check or credit cards (A/P)
00:45:45 Create a manual expense
00:47:26 Make bank transfers
00:48:47 Making a Journal Entry
00:50:17 Basic Profit & Loss Report
00:52:25 Working with Classes and/or Locations
00:56:30 Connect the bank and download transactions (Bank Feeds)
00:58:46 Manually uploading bank transactions into Bank Feeds
01:00:50 Categorize downloaded transactions
01:09:00 Reconcile Bank Account
01:10:16 Tracking Projects – Job Costing and Profitability
01:15:32 Reports overview
01:17:01 Outro
Additional Videos:
Advanced QBO Navigations Tips – https://youtu.be/6Ob6iiQM3Ow
Chart of Accounts w/ beginning balances – https://youtu.be/uy5hDI4qmXs
Customizing Reports – https://youtu.be/yMVqLZOJD5Y
Customizing Invoices & get paid online- https://youtu.be/RtagNV-ZQSw
Payroll Job Costing – https://youtu.be/X9uYTJvCj5I
Categorizing Bank Feeds – https://youtu.be/fp5x-WZ6McY
Bank Rules – https://youtu.be/rXunIjcjda8
Setup Credit Cards (with Sub-accounts) in bank feeds –
Bank Reconciliations – https://youtu.be/X3OoWSMKUpY
Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (rates vary from $275 to $525) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com
QuickBooks Online 30-day free trial + 50% off link: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing
EXPIRES 7/31/2021
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QuickBooks Online 30-day free trial + 50% off link: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing
EXPIRES 7/31/2021
Hi,
Your videos are a great help!
Could you help me out, how to enter prize money paid out on events to participants?
Many thanks!
Excellent video, it was so helpful. I was able to use your sign-up link to et the 50% off for 12 months, I really appreciate it.
Thank you so so much for this video!! We appreciate your effort . This is amazing
Hi Hector, thank you for this tutorial. I have a question I hope you could ask. If a company was once a sole proprietor and is now a corporation. Is it simpler to change the entity on Quickbooks ( if so, how?) Is starting a new QBs account a better plan? thank you
Thanks for the instruction. Did you say I could get a discount through you for the Online payments. I bought Quickbooks this month and have been working on the online program. I do need the online payments. I also need to buy a card reader. Did you say that I could get a discounted rate for this option? I see the card reader that I want through Quickbooks, I just need the best interest rates!! Thanks so much! Melissa
How do you say "accounting geniis" in quickbooks.
Hello Hector, i made an error and entered reconciled my visa account twice and both were saved under 2 different dates. can i delete the duplicated one?
Does this video prepare you to take the QBO cert test?
currently, my wife manages 3 homes with tenets and is a certified and does her books but wants me to learn in case something happens to her. They all are LLCs and I saw S corp and other but didnt see a option for LLC. So,, what should I pick?
Thank you, Mr. Garcia! you're a big help! Keep It Up …..
Just started – created my company details, and entered a few transactions. However, I would like to start all over again. Is there a way to delete everything and start all over again?
this is the first time i'm watching a quickbooks video.you've explained it perfectly,.thank you.
great video Hector .. i had a question about paying my 5 contractors via Direct Deposit.. i saw an option to Pay contractors and file 1099s for $4/month per every contractor…. is this all I'd have to pay in order to pay them through direct deposit or do i still need one of the payroll features to be added to my account? Please advise..
06-13-2021 Thank you, Sir Hector.
This tutorial was better than the Intuit demo. Thank you.
Hi Hector – what video would you recommend for someone wanting a high level understanding of QBO but not wanting to get into the details (example, a client looking to log in and understand what they are looking at but not do any bookkeeping).
Thank you Hector your video's are very helpful to my business.
sir, can you please help me to get out from this situation. I am using single user QB desktop edition but how I can sync the QB with another computer. like, i have one computer in Canada and other one in India. i want whatever entries i will make in India it will reflect to another desktop automatically. pls help me . thanks
Thank you so much – comprehensive and easy to follow. Can you advice sales made by cash and payments by cash too
So invoiced payments can't circumvent QB and go directly my bank or my payment card processor such as stripe?
Thanks friend, I really appreciate the effort yo made to make this video!! Best regards
You're amazing! This is such a great video and though as you said, accounting is hard, you made this so much easier to understand. Very well done! Very easy to understand. I know this was a big feat for you, and I really appreciate your time in sharing this tutorial with me. Thank you again!
Hi hector is it possible to contact you by email?
hey Hector I use Fiverr, to do work for me. how do I categorize this expense ?
Thanks for Quick book class , you explain widely .
The way you explain each thing is so helping and the way your speak is so helpful in learning. Really loved to watch it . Thanks <3