Description:
In this video we show to you how to manage accounts payable in QuickBooks
Video:
Table of Contents:
- 00:00:00 – Intro
- 00:04:53 – Balance sheet
- 00:05:14 – Chart of accounts (create new vendor account) (other current liabilities) (example)
- 00:05:36 – Create a bill (new vendor) (create subcontractor account) (vendor retainage) (duplicate bill)
- 00:08:12 – Reports (balance sheet) (customize transaction report)
- 00:08:52 – Write check
- 00:11:04 – Switch to QuickBooks Desktop (open vendor center)
- 00:11:40 – How to make a vendor active or inactive (add/edit multiple list entries)
- 00:13:35 – Pull report that shows vendor’s activity (reports, custom reports, summary) (modify report: custom summary report) (filters)
- 00:15:02 – Excel (create new worksheet)
- 00:15:22 – Spreadsheet (CSV file) (active vendors) (clean up file) (list of vendors that had activity this year)
- 00:16:10 – Customize report in QuickBooks (advanced, all)
- 00:16:45 – Export to excel all the vendors
- 00:17:22 – Excel file (all vendors)
- 00:17:34 – Move all vendors to the same book or same CSV file of active vendors
- 00:17:45 – Add new column in all vendors (formula)
- 00:18:45 – VLOOKUP and IFERROR formula in excel (how it works)
- 00:21:16 – Lists (add/edit multiple list entries) (vendors list) (all vendors) (customize columns) (set up custom fields for names) (custom summary report)
- 00:23:38 – Copy & paste from excel file to QuickBooks (witch activity column)
- 00:25:13 – Item receipt vs. Bills issues with A/P
- 00:28:15 – QuickBooks Desktop (vendor center) (write checks) (how to fix it when you choose write check instead of pay bills) (example)
- 00:29:54 – Pay bills (set credits) (discount and credits)
- 00:31:44 – Item receipt (transaction journal)
- 00:32:40 – Bill (bill received)
- 00:33:55 – Printing bills or bill-payment stubs
- 00:39:16 – How does Bill.com works (special guest)
- 00:40:14 – Bill.com pays bills in four easy steps (email or upload bills, code, get approvals, pay)
- 00:53:49 – Automating payables using Hubdoc (special guest) (how it works) (demo) (Q&A)
- 01:09:55 – Open QuickBooks with Bills.com company (showing bill; bill payment) (Q&A)
