Melio Payments for Accountants
Setup your Melio account today for free: https://go.melio.com/Hector
ChatGPT for Accounting. Part 10: ChatGPT Expense Categorization vs. QuickBooks
Long exercise to show how ChatGPT categorization capabilities vs. QBO's built-in categorization suggestions
Import Journal Entries in QuickBooks Online from Excel, with RightTool PRO
Download free version of RightTool:
https://righttool.app/FREE
Upgrade to PRO:
https://righttool.app/pro/
ChatGPT in Accounting. Part 9: Chat with a PDF file
Using ChatPDF.com's service to load a PDF file and use the ChatGPT technology to inquiry just that PDF file
ChatGPT in Accounting. Part 8: Tax Research & Advice
Deep dive into using ChatGPT to ask Tax-related questions
Personal Branding for Accountants with Carlos Garcia
Join the AltAccountant Community: https://www.altaccountant.com
Inspiration from Chris Do from TheFutur:https://www.youtube.com/watch?v=wiu5Efx029s&list=PLzKJi2GjpkEH1ZCM14JscPteM9XTPLRU6
Full Interview with Jason Staats (Content Creation, Managing a Firm, AI, etc...)
*75 Minute Conversation, Recorded on April 12, 2023*
Follow Jason's Main Channel: https://www.youtube.com/@jasoncpa
Follow Jason's Daily Channel: https://www.youtube.com/@JasonCPADaily
Both amazing!
ChatGPT in Accounting. Part 7 - Coding & Automation
Email me if you need consulting with your AI/ChatGPT for Accounting idea hector@garciacpa.com (Minimum Fee $1,500)
Copy Down Rows in QuickBooks Online (with RightTool app)
You need an app called RightTool PRO for QuickBooks Online to be able to do a "COPY DOWN": https://righttool.app/pro
Get FREE version of RightTool for QuickBooks Online via Chrome Web Store:
https://righttool.app/free
RightTool PRO: The Must-Have Tool for QBO Power Users
APP URL: https://righttool.app/
RightTool FREE vs. PRO: https://docs.google.com/spreadsheets/d/1C5NWlezg1NKe9LGRbykdK8V1sK4_dObh_ryC_WnV6k0/edit?usp=sharing
Brought to you by http://www.schoolofbookkeeping.com - Keep Learning
Advanced ChatGPT concepts for Accountants
Slides:
https://docs.google.com/presentation/d/145rXZSFThSF2CVyffUb-T0HP4cYH8_q54EuNuHSE758/edit?usp=sharing
Try the AI software I use (MyAskAI): https://myaskai.com?via=freetrial
If you missed the first (Basics 101) here is the link:
https://youtu.be/JVoTQXxma6Q
Join the ALTACCOUNTANT coaching/mentorship program:
https://altaccountant.com/
Don't Work With Prospects That Can't Follow Instructions #shorts #FocusedFirm
Full Episode:
https://focused-firm.transistor.fm/episodes/sales-process-onboarding
QuickBooks Online: Profit & Loss by Bank Account?
Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe
Call our office 954-414-1524 to setup a private training/consultation about QuickBooks starting at $575
E-mail Hector your questions hector@garciacpa.com
To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing
How To Filter Accounting Job Candidate #Shorts #FocusedFirm
Episode Link: https://focused-firm.transistor.fm/episodes/attracting-retaining-talent
How To Spot A Great Culture Fit Hire #Shorts #FocusedFirm
Access to Full Episodes
https://go.earmarkcpe.com/the-focused-firm
ChatGPT in Accounting. Part 6: Brainstorming a Client Meeting
ChatGPT for Accountants 101 & Practical Examples
CPA Academy course (CPE): https://www.cpaacademy.org/webinars/a0D2S00000tr3zEUAQ
Slides: https://docs.google.com/presentation/d/145rXZSFThSF2CVyffUb-T0HP4cYH8_q54EuNuHSE758/edit?usp=sharing
QuickBooks Online - New Features Update (2023 Q2)
Slides: https://bit.ly/qbo2023q2
ChatGPT in Accounting. Part 5: Profit & Loss Analysis
Download RightTool for QuickBooks Online for free: https://righttool.app/free
Join my AI for Accountants FB Group: https://www.facebook.com/groups/aiforaccountants
Table of Contents:
00:00 copy/paste report into ChatGPT
01:16 Creating a custom analysis
09:23 A conversation/Q&A based on the reports
15:46 ChatGPT for QuickBooks Online via RightTool
PODCAST: ChatGPT in Accounting and business model transformations… (The Soul of Enterprise)
Subscribe to TSOE podcast for free: https://www.thesoulofenterprise.com/
Become a paid member to have access to Bonus Episodes!: https://www.patreon.com/TSOE
ChatGPT in Accounting. Part 4: Prompt Engineering
Jason Staats channel:@jasoncpa
TransactionsBud prompt: https://jstaats.notion.site/jstaats/TransactionBud-a29c40f89f734cdea3dffa3e153a758b
My Facebook Group about AI: https://www.facebook.com/groups/aiforaccountants
Attracting & Retaining Talent w/ Michael Ly (AltAccountant Excerpt)
Join my coaching program https://www.Altaccountant.com/ (Use Promo code: YOUTUBE20 for 20% off for life)
Work with in Michael Ly's company https://www.reconciled.com/careers
Table of Contents:
00:00 Intro: the Battle for Talent
00:43 For "Solopreneurs" without employees
04:17 Full-time vs. Part-Time vs. Contractors
11:57 Types of Candidates that apply
18:46 The value of "Challenging" your talent
22:43 The Desired/Ideal candidate fallacy
29:23 Positioning Statement for attracting talent
35:18 8 ways to attract talent (details skipped)
37:30 Re-branding what you call your collaborators
Summary:
Hector emphasizes the importance of branding to attract top talent, as the battle for talent will be crucial for survival in the future. Hector suggests the use of the term "collaborator" to refer to employees as a more modern and relevant term. Hector also discusses the different types of collaborators, including part-time employees and contractors, and the importance of understanding their motivations. Hector suggests that ideal candidates that are affordable are unicorns, and that businesses should aim to attract partner-like talent who are competent and likely to be loyal. Finally, Hector provides tips on building a culture to attract talent, including the use of creative and relevant terminology to refer to employees.
ChatGPT In Accounting. Part 3: Categorizing Expenses
Join my Facebook Group: https://www.facebook.com/groups/aiforaccountants
ChatGPT: https://chat.openai.com/chat
ChatGPT in Accounting Video Playlist: https://www.youtube.com/watch?v=4VMYJG3GFgU&list=PL8LZsiw8a1zvEsTcF_aX2ycRFA3OvFPPy
ChatGPT in Accounting. Part 2: Searching the web in your prompts
Join my Facebook Group: https://www.facebook.com/groups/aiforaccountants
WebChatGPT Chrome Extension: https://chrome.google.com/webstore/detail/webchatgpt-chatgpt-with-i/lpfemeioodjbpieminkklglpmhlngfcn
ChatGPT: https://chat.openai.com/chat
ChatGPT in Accounting Video Playlist: https://www.youtube.com/watch?v=4VMYJG3GFgU&list=PL8LZsiw8a1zvEsTcF_aX2ycRFA3OvFPPy
ChatGPT in Accounting. Part 1: Answering QuickBooks Questions
Join my Facebook Group: https://www.facebook.com/groups/aiforaccountants
QuickBooks Community: https://quickbooks.intuit.com/learn-support/us-quickbooks-community/misc/03/community-us
ChatGPT: https://chat.openai.com/chat
ChatGPT in Accounting Video Playlist: https://www.youtube.com/watch?v=4VMYJG3GFgU&list=PL8LZsiw8a1zvEsTcF_aX2ycRFA3OvFPPy
QuickBooks Desktop to QB Online Conversion
To setup a 30-day free trial of QuickBooks Online
http://www.quickbooksoffer.com/?cid=irp-4337#pricing
Discount = 30% off for 12 months!
Next videos to watch and learn QuickBooks Online (aka 9-hour course):
https://www.youtube.com/playlist?list=PL8LZsiw8a1zuxGh6E95H9rv1Lk38Z52OD
Call our office 954-414-1524 to setup a private training/consultation about QuickBooks starting at $575
E-mail Hector your questions hector@garciacpa.com
To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing
Fun Conversation with my 7.755-year-old: Alejandro Garcia
QuickBooks Online 2023 Q1 Updates & New Features
Slides: https://bit.ly/qbo2023q1
Download RightTool for FREE: https://righttool.app/
Table of Contents:
00:00:00 Introduction
00:00:54 QuickBooks Desktop Enterprise 23 R3 Updated features
00:01:32 FREE "Guided Support for new QBO Accounts
00:04:08 Nominate ProAdvisor of the Year
00:05:00 1099 / "Contractor Payments" services by QuickBooks
00:09:13 RightTool Pro: "Reconciled: flag on transactions
00:11:30 Changes to QuickBooks Desktop to QBO migration process
00:29:28 Bank Feeds Matching now takes priority over Bank Rules
00:34:49 Foreign Currency Bank Feed Matching
00:36:18 Batch Edit Bank Rules (turn off auto-add)
00:37:09 Chart of Accounts page selector on top
00:38:09 Add tips to Invoices via QB Payments
00:38:56 Accept PayPal/Venmo and Cryptocurrency via QB Payments
00:40:55 New Left Navigation Menu for Accountants
00:45:32 QBO Advanced: Estimates vs. Actuals Report
01:04:03 QBO Advanced: Custom Report Builder Charts and Scheduled reports
RightTool for QuickBooks Online 1.0
Slides: https://docs.google.com/presentation/d/1VqinxT5_wzLXE1dLzOHG6Hlt9n1_0gujsKGiegd8WPE/edit?usp=sharing
Download FREE app:
https://chrome.google.com/webstore/detail/righttool-for-quickbooks/ocgmjfcfjilnmobeocoklcbpcanilpjd
Subscribe to Pro: https://righttoolpro.com/register
Promo Code Coupon: 30off12months
EN ESPAÑOL: https://youtu.be/I35evLh9buI (gracias a Vanessa de @ComoUsarQuickbooks )
QuickBooks Online Advanced for Construction: Estimates vs. Actuals
Take my full course: https://hectorgarcia.com/contractors
Email me HECTOR@GARCIACPA.COM to upgrade your QBO to Advanced (to enable this feature)
RightTool: The best FREE companion for QuickBooks Online
Download app: https://righttool.app/FREE
Top 8 Tax Mistakes, with Tax Attorney Eric Green
Webinar - 8 Tax Season Mistakes:
https://bit.ly/8taxseasonmistakes
Webinar - IRS Offers in Compromise:
https://bit.ly/IRSoffers
Pre-Audit Checklist:
https://bit.ly/irschecklist
Table of Contents:
01:04 - Tax Collection /Audit Checklist
05:42 - Common Mistakes (simple errors)
08:02 - Tax Preparer Considerations (and liability)
14:47 - Non-Cash Contributions (charity)
20:41 - Hobby Loss (businesses without profit)
23:20 - Innocent Spouse (married filing jointly)
30:56 - Balance Due (late filling / catchup)
33:03 - Earned Income Tax Credit (low-income parents)
37:30 - Foreign Forms (Income or Accounts overseas)
Speech Recognition for QuickBooks Online!
Download the FREE app: https://chrome.google.com/webstore/detail/right-tool/ocgmjfcfjilnmobeocoklcbpcanilpjd
What if Disney+ offered accounting services? with Ron Baker (EXCERPT)
Ron Baker's book: https://amzn.to/3vff7L3
Coaching Program: https://www.altaccountant.com
Timelines:
00:00 AltAccountant Manifesto with Hector Garcia
04:25 Thought experiment: What if Disney...
08:57 Ron Baker's thoughts about Disney offering accounting
10:19 Ron's take on the role of technology with a subscription model
The Blessing and Curse for Accountants #shorts
check out my podcast: https://focused-firm.transistor.fm/episodes/business-model
Technology is supposed to serve, not vice versa! #shorts
Thanks to @Avalara and @earmark for producing this podcast!
Complete podcast (video): https://www.youtube.com/watch?v=hwa9U1tdY1Y
Subscribe to podcast version: https://focused-firm.transistor.fm/episodes/
Get CPE: https://app.earmarkcpe.com/?course_id=11d08a91-988a-4465-8e0c-e974240b637d
The person I mentioned Ron Baker: https://www.verasage.com/ronald-j-baker
Learn how to say NO #shorts
From my podcast: https://focused-firm.transistor.fm/episodes/positioning with @Avalara and @earmark
#shortsvideo
Get cPE: https://app.earmarkcpe.com/?course_id=11d08a91-988a-4465-8e0c-e974240b637d
40% of Busienss Owners say accounting is the worst... #shorts
#shorts Listen to the whole episode: https://www.cloudaccountingpodcast.com/300
Cloud Accounting Podcast #300: Live streaming with Blake and David
Subscribe to the #1 accounting podcast in the world: https://www.cloudaccountingpodcast.com/
Slides: https://s23.q4cdn.com/935127502/files/doc_presentations/2022/09/Intuit-Investor-Day-2022_092822_For-Upload_SHIPPED.pdf
QuickBooks Online
Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe
To setup a 30-day free trial of QuickBooks Online and then a 30% off for 12 months:
http://www.quickbooksoffer.com/?cid=irp-4337#pricing
Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500)
E-mail Hector your questions hector@garciacpa.com
To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months:
http://www.quickbooksoffer.com/?cid=irp-4337#pricing
QuickBooks Online Q3 Updates & New Features
Slides: https://bit.ly/qbo2022q3
00:00 Introduction and Table of Contents
--Non-QuickBooks Online related News:
02:45 Intuit got a new logo
03:52 Trada by QuickBooks
05:31 Intuit Accelerate
07:59 QuickBooks Desktop 2023 Price Increases
12:03 New Tool for moving QBDT to QBO
14:35 QB Self-Employed to QBO Conversion
17:46 RightTool (Hector's new App!)
--NEW QuickBooks Online Features:
37:34 New Search Experience
42:08 Customizable Left Sidebar
49:23 New Invoice/Estimate UI
50:55 E-Commerce in QuickBooks Online
1:03:45 Upload Payroll/Employee Data
1:06:05 Bank Feeds (Append/Replace Memo)
1:13:34 QBO Advanced: Custom Reporting updates
1:16:24 New Features for Accountants
1:30:03 AltAccountant+ Community
Links:
AltAccountant+ Community:
https://altaccountant.com/
RightTool Public beta signup:
http://eepurl.com/h_HNpD
Value Pricing & Selling Price Increases
Slides: https://bit.ly/valuepricing2022
Join the AltAccountant Program:
https://www.altaccountant.com
40% Coupon: FIRST40
Ron Baker - Time's Up (Value Pricing 2.0):
https://www.thesoulofenterprise.com/timesup
Jeb Blount - Selling the Price Increase:
Table of Contents:
00:00 Table of Contents ( and AltAccountant+ program intro)
06:02 What the accounting profession is ignoring (and causing stress)
17:04 The Broken Business Model (Hourly Billing)
20:19 Value Pricing 2.0: Subscriptions
27:51 Having the Awkward Conversations
44:15 Value Pricing and the WHY Conversation
50:21 How to charge for a Diagnosis
57:15 The Smile Curve (Where the most value?)
01:03:54 Selling the Price Increase
01:17:21 Resources and Book Recommendations
01:19:52 The AltAccountant+ program and Q&A
QuickBooks Desktop 2023 NEW FEATURES & broken things from R1
Slides: https://bit.ly/qbdt2023
Register for my free webinars: https://us06web.zoom.us/webinar/register/6115544930397/WN_cyfZbUStQgy4y8ywVm_W6g
Quick QuickBooks Online Tip #12 - Left Navigation Bar
Sign up for a free QuickBooks Online 30 day trial, then 30% off:
http://www.quickbooksoffer.com/?cid=irp-4337#pricing
My video on building a custom shortcuts menu:
https://youtu.be/kO4whKteBSo?t=826
Watch the series "100 QuickBooks Online Tips":
https://www.youtube.com/watch?v=b-YOqNjiOl4&list=PL8LZsiw8a1ztZYHfBoHHM8nym64AJmdWp
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 $575) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com
To setup a 30-day free trial of QuickBooks Online and then a 30% http://www.quickbooksoffer.com/?cid=irp-4337#pricing
QuickBooks Desktop 2023 NEWS (Good & Bad)
Article: https://www.firmofthefuture.com/content/quickbooks-desktop-changes-2022/
2023 New Features video coming mid-september...
Setup a FREE QuickBooks Online account
*30-day free trial of QuickBooks Online for Small Businesses:
https://quickbooks.intuit.com/partners/irp/qbopayroll/?cid=irp-4337#qbo
*FREE ProAdvisor Account For Accountants:
https://quickbooks.intuit.com/accountants/proadvisor/
1+ hour Full Tutorial on how to use QuickBooks:
https://youtu.be/jOtsT91SZ2A
QuickBooks Online: Features by Version
To setup a 30-day free trial of QuickBooks Online and then a 30% off for 12 months:
https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing
Next Lesson 1 Hour Video:
https://youtu.be/jOtsT91SZ2A
Comparison Spreadsheet:
https://docs.google.com/spreadsheets/d/1qH3PTdaYB4eIdfYDeVjzJ3iAalOt5dCV_5QUAqQhIZ8/
Timelines:
00:00 Introduction
00:28 QuickBooks Online vs. Desktop + comparison spreadsheet
01:46 Note on 30 day FREE TRIAL (no credit card)
02:28 QuickBooks Online USA Edition vs. other countries
03:21 Track Income & Expenses (Bank Feeds)
04:05 Profit & Loss Report for taxes
04:12 Invoices and Accept Payments
04:47 Basic Reports
05:09 Capture Receipts with smartphone
05:30 Mile Tracking
06:13 Cashflow Tool
06:41 Sales Tax Tracking
06:56 Send Estimates to customers
07:08 Manage 1099 Contractors
07:45 Accounts Payable (Bills)
08:06 Pay Bills Online
08:25 Multi-user (3 users)
08:45 External Accountants
09:03 Time Tracking
09:50 Class & Location Tracking
10:29 Project Tracking
10:45 Inventory & Purchase Orders
11:17 Budgets
11:45 5 Users + Unlimited Time Tracking or Report-Only Users
12:58 Custom Fields
13:56 Advanced Custom Reporting Tool
14:30 More than 5 users
14:48 Custom Permissions and Roles
15:35 Over 40 Classes/Locations and 250+ Accounts
16:28 Spreadsheet Sync
17:00 Batch Enter Transactions
17:20 Premium Support & Video Tutorials
18:45 Expense Management
19:00 Automate Workflows
19:29 Backup and Restore
19:46 Outro and next steps
Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $550)
E-mail Hector your questions hector@garciacpa.com
To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months:
http://www.quickbooksoffer.com/?cid=irp-4337#pricing
QuickBooks Online - Standard Chart of Accounts
To setup a 30-day free trial of QuickBooks Online and then a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing
To purchase my Chart of Accounts: https://qbkaccounting.com/ultimate-chart-of-accounts-for-quickbooks-desktop/
QuickBooks’ Standard Chart of Accounts: https://docs.google.com/spreadsheets/d/1XevjPEFH4QIuY1lhnGz33X74OowVyLVeEYqAKNWG3uc/edit
QuickBooks Online Q2 Updates & New Features
Slides: https://bit.ly/qbo2022q2
Sign up with my 2 QBO Courses:
1) Mastering QuickBooks Online Bank Feeds & High Efficiency Tips and Tricks
https://hectorgarcia.teachable.com/p/quickbooks-online-mastering-bank-feeds-advanced-content
2) Mastering QuickBooks Online Custom Reports:
https://hectorgarcia.teachable.com/p/quickbooks-online-custom-reporting-course
OR
3) Get access to all my QBO courses for $50/month:
https://hectorgarcia.teachable.com/p/quickbooks-online-advanced
Timeline:
00:00 Intro
01:32:05 Expense Claims in QuickBooks Online Advanced
QuickBooks Online + @mailchimp integration
Quick tutorial and review of how QuickBooks Online and Mailchimp (also an Intuit company) integrate together to use your accounting system to create newsletters or marketing email reminders to customers
00:00 QBO + mailchimp integration basics
04:26 Live Demo
10:40 Outro