Description:
In this video we show to you all the features in QuickBooks Self-Employed and how they work
Video:
Table of contents:
- 00:00:00 Intro to QuickBooks Self-Employed Account (link)
- 00:02:36 – QuickBooks Self-Employed website account (home, transactions, miles, taxes, reports, invoices)
- 00:05:23 – Gear button and all his features (transactions, taxes, about you)
- 00:05:34 – Bank accounts (connect your bank and credit cards)
- 00:05:40 – Import transactions (manually)
- 00:05:53 – Rules (transactions rules) (create rule)
- 00:06:07 – Receipt forwarding
- 00:06:30 – Tax profile
- 00:06:52 – Vehicle info
- 00:07:00 – Healthcare profile
- 00:07:33 – About you (profile, accountant invitation, cancel trial, sign out)
- 00:08:52 – How to connect your bank and credit card to QuickBooks Self-Employed
- 00:11:03 – Categorize transactions
- 00:12:59 – How to add rules (how to create rule)
- 00:14:44 – Edit rule
- 00:17:16 – Batch transactions (select and categorize them)
- 00:24:52 – Go back to home and see your profit and loss and expenses
- 00:25:35 – Invoices (How to create an invoice)
- 00:28:56 – Reports (profit and loss report)
- 00:29:40 – Tax summary
- 00:30:17 – Tax details (excel)
- 00:31:36 – Taxes (Q1, Q2, Q3, Q4) Quarterly taxes and how it works
- 00:33:57 – Miles (configure your car) (turn on auto-tracking) or add a trip manually button and how it works
- 00:35:25 – Transactions (how to exclude transaction, add more notes, receipt option)
- 00:36:40 – Phone app and how it works (all features)
- 00:44:09 – Choose your QuickBooks Online plan
