YouTube Videos

QuickBooks Desktop to stop selling to new U.S. subscribers https://www.firmofthefuture.com/product-update/faq-desktop-stopsell/ Changes to QuickBooks Desktop Payroll direct deposit fee https://www.firmofthefuture.com/payroll/changes-desktop-payroll-direct-deposit-fee/ Our podcast: https://uqb.show Alicia’s QuickBooks Online class: https://learn.royalwise.com/visitor_catalog_class/show/796776/QBOA-for-ProAdvisors?affiliate=3282945

Slides: https://bit.ly/qbo2023q4 Table of contents: 00:00 Introduction 03:18 QuickBooks Connect 2023 Key Takeaways 08:59 What is Intuit Assist? 12:00 New Re-imagined ProAdvisor Program 24:04 New Features added to RightTool for QuickBooks Online (Up to Nov. 2023) 34:01 QuickBooks Desktop 2024 new features 41:38 QBO Payroll Updates 46:08 QBO Plus/Advanced: Budgets Updates 57:35 QBO Bank Feeds: New updates for Manual Uploads 1:01:49 QBOA - New Chart of Accounts Templates 1:05:33 NEW! QuickBooks Ledger for QBOA 1:15:28 QBO Advanced: Fixed Asset Manager, New P&L BETA, User Permissions updates

QB Ledger Homepage: https://quickbooks.intuit.com/accountants/products-solutions/accounting/quickbooks-ledger/ QB Comparison Sheet from Intuit: https://quickbooks.intuit.com/accountants/compchart/ Hector's QB Ecosystem Comparison Guide: http://bit.ly/QBCOMPARE All QuickBooks Online Reports by Version: https://bit.ly/qboreportslist Add RightTool Extension to your Chrome or Edge Browser: https://righttool.app/FREE

Slides: https://docs.google.com/presentation/d/186UWoS_VNwdNjjOqx4k3WCQ9KQhDLeK4KSlkgNetQFg/edit?usp=sharing Pre-recorded version: https://youtu.be/4T4q15eRY_U?si=3c-2zww0OaQnxbr9

Podcast: https://unofficialquickbooksaccountantspodcast.transistor.fm/ QuickBooks Comp chart: https://quickbooks.intuit.com/accountants/compchart/

Slides: https://bit.ly/chatgpt102 Earn CPE for courses like this: https://hectorgarcia.cpaacademy.org/webinars/a0D2S00000tntkNUAQ

Subscribe to Podcast: https://www.thesoulofenterprise.com/tsoe/creative-business-models-accountants Come to our conference in 2024: https://altaccountant.com/reframe-2024/ Table of Contents: 00:00 Intro (about this video) 01:18 Ron: Podcast Introduction 02:55 Ed: "Confessions of a Meta-Consultant" 04:40 Ed: The Answer to HOW is YES by Peter Block 16:59 Hector: The conference: Creativity, Branding, and AI 21:49 Ed/Ron: Thinking in Questions 24:40 Hector/Ed: The Mother of all Questions 28:43 Audience question: Journey towards beautiful questions 35:50 Audience question: Talent crisis / rebranding the profession 44:43 Audience question: Pitfalls to moving into subscriptions 50:05 Bonus question: Connections between questions and business models 58:20 Hector's successful crash and "Costco model"

14 day free trial to TaxDome: https://taxdome.com/?fpr=exceedsales Follow-up video on TaxDome Workflow: https://www.youtube.com/watch?v=tMzNfouLoQE&t=69s Timestamps: 00:00 Intro 04:05 New feature updates 2023 14:23 Integrations 16:17 Pricing 23:12 Taxdome Navigation Menu Overview 27:42 Creating a +New Account & Contact 31:33 Brief intro to Tags & Custom Fields 34:24 Inviting the Client to the Portal 37:42 Client Profile overview 39:54 Client Document Management 41:17 Requesting third party document upload 42:20 Sending a Secure Message 43:08 Sending a Proposal and EL 49:55 Custom Fields and Tags overview 50:41 Team Member Access Rights 54:11 Manual One Time/Recurring Invoices 55:25 Templates 57:00 Organizers 01:04:20 Uploading a Document & Requesting Approval 01:08:13 Lock a document to an Invoice 01:13:40 Client View of Approving / Disapproving a document 01:15:00 Requesting a E-Signature 01:17:46 Intro to Workflows and Automations 01:21:31 Hector's Recommendations 01:22:46 How to work with Carlos 14 day free trial to TaxDome: https://taxdome.com/?fpr=exceedsales Special Offer: Get 2 free subscription months when they subscribe to a Taxdome Pro Annual license with the promo code above

Get the free Chrome Extension: https://www.RightTool.app/FREE

The Unofficial QuickBooks Podcast: http://uqapodcast.com/ Contact Hector's Office for QuickBooks Sales: 954-414-1524 hector@garciacpa.com Timestamps: 00:00 Introduction 05:30 List Searching in Fixed Assets, Memorized Transactions, Payroll Items 08:28 Workaround for pre-payments prior to 2024 14:55 Customer Pre-Payments on Sales Orders 38:38 Item Categories Improvements 48:43 Improved Lot Number Reports 52:42 My thoughts on QuickBooks 2024

Slides: https://bit.ly/creativeaccountants928 Ron's Book: https://www.amazon.com/stores/Ronald-J.-Baker/author/B001H6QE7E?ref=ap_rdr&store_ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true

Slides: https://docs.google.com/presentation/d/1kAUH_XA9a-9JjU5RsH6qq2NynQHme_QXpAZkFknq0hs/edit?usp=sharing To get CPE in webinars like this, visit https://www.cpaacademy.org/ ! Table of Contents: 00:00 Introduction to Amazon/E-commerce Accounting issues 12:00 How Amazon Settles the payment 20:11 Dealing with Sales Tax 25:06 How to read Amazon Reports 33:35 Entering transactions into QuickBooks 44:17 Entering a single Journal Entry on QuickBooks 47:03 How to automate all this with ConnectBooks (3d party app)

UPDATE/NOTE: Some states have the 30 month extension rule to pass the CPA exam… https://nasba.org/blog/2023/04/24/nasba-announces-historic-exam-rule-amendment/ All Other Links: 1. CPA Avg. Salary: https://www.indeed.com/career/certified-public-accountant/salaries?from=top_sb 2. Educational Requirements: https://www.thiswaytocpa.com/segmented-landing/getting-to-150/ 3. CPA Exam: https://www.thiswaytocpa.com/segmented-landing/exam-101/ CPA Study Materials: BECKER https://www.becker.com/cma-review ROGER https://accounting.uworld.com/cpa-review/ WILEY https://www.efficientlearning.com/cpa/ 4. State Licensing: https://www.thiswaytocpa.com/licensure/state-requirements/ 5. CONTINUED EDUCATION: Webinars: https://www.cpaacademy.org/ Podcasts: https://earmarkcpe.com/ 6. AICPA Specialty Credentials: https://www.aicpa-cima.com/membership/landing/credentials Chartered Global Management Accountant (CGMA) Designation: https://www.aicpa-cima.com/resources/landing/chartered-global-management-accountant-cgma-designation 7. ALTERNATES TO CPA IRS Enrolled Agent (EA): https://www.irs.gov/tax-professionals/enrolled-agents/become-an-enrolled-agent Certified Management Accountant (CMA): https://www.imanet.org/en/IMA-Certifications/CMA-Certification Certified Fraud Examiner (CFE): https://www.acfe.com/cfe-credential/how-to-earn-your-cfe-credential Certified Financial Planner (CFP): https://www.cfp.net/get-certified/certification-process ACCA Global: https://www.accaglobal.com/gb/en/qualifications/glance.html ACA UK: https://careers.icaew.com/how-to-become-a-chartered-accountant 8. Thousands of CPA Jobs in USA: https://www.indeed.com/jobs?q=CPA&l=United+States&vjk=572fff790e7a1ab2 Table of Contents: 00:00 Introduction 01:55 What does it mean to be a "CPA"? (Brand Personality) 05:10 Functions of a CPA 11:57 Educational Requirements 14:26 Passing CPA Exam 17:03 State Licensing 22:22 Continued Professional Education (CPE) 23:56 AICPA - Sub-certifications 31:34 State CPA Societies 32:28 Alternatives to CPA 40:48 How to make a living as a CPA Other "How to become" videos: How to become a Bookkeeper? https://youtu.be/g_-J6sRBMWU

Links: American Institute of Professional Bookkeepers https://AIPB.org Free Bookkeeping & Tax Training from Intuit: https://academy.intuit.com/programs Coursera: Intuit Bookkeeping Professional Certificate: https://www.coursera.org/professional-certificates/intuit-bookkeeping Coursera: Accounting Foundations Graduate Certificate: https://www.coursera.org/certificates/accounting-foundations-uiuc Coursera: Finance/Accounting Specialization: https://www.coursera.org/specializations/finance-accounting Certiport QuickBooks Certified User: https://certiport.pearsonvue.com/Certifications/Intuit/Certifications/Certify/QuickBooks-Certified-User QuickBooks Online ProAdvisor Program https://PROADVISOR.INTUIT.COM My software: RightTool https://righttool.app Timelines: 00:00 Introduction 02:16 EDUCATION 09:46 CERTIFICATIONS 17:25 PERSONALITY 22:44 HOW TO MAKE A LIVING 37:17 ARTIFICIAL INTELLIGENCE 45:53 My Journey: from Bookkeeper to Software Developer

Check out the new Unofficial QuickBooks Accountants Podcast: https://unofficialquickbooksaccountantspodcast.transistor.fm/ Timeline: 00:00 - New Unofficial QB Podcast! 00:35 - Left Navigation Bar overhaul 10:15 - Subscription & Billing Shortcut 11:14 - Upload Budgets in QBO Improvements (available in PLUS now!) 14:15 - NEW Fixed Asset Manager (QBO Advanced) Setup new QuickBooks Online account with 30% off: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337

Original video: https://www.youtube.com/watch?v=Pb5oIIPO62g Based on this Book: https://amzn.to/3L24ZgQ John Cleese Training company: www.videoarts.com My conference in "Creative Business Models for Accountants" (not related to this book or video): https://altaccountant.com/creative/

Webinar Slides: https://bit.ly/anchorcreative Conference: https://altaccountant.com/creative/ Anchor: https://www.sayanchor.com/ Table of contents: 00:00 About this webinar 04:00 My Conference for Accountants in Miami 09:18 What does “Creative Accountant” mean? 16:50 “Subscribe to a Shoe” a creative excercise 25:31 Drafting an offer with options 36:39 Accounting example: “Subscribe to a tax return” 51:02 Why Anchor and Hector are “all in” in this creative business model revolution

Chris Do's BrandLab: https://thefutur.com/brand-lab My Conference in Miami: https://altaccountant.com/creative/ Chris' YouTube Channel: https://www.youtube.com/@thefutur

Subscribe to @askTSOE Podcast: https://www.thesoulofenterprise.com/tsoe/hector-garcia Miami Conference: https://altaccountant.com/creative/ AVOCADO BUSINESS MODEL EXERCISE: https://youtu.be/img2PO4Nkxg 00:00 Introduction 01:57 Business Model Innovation in Finance or Real Estate 07:31 Only 2 things customers will look for... 15:52 Careers of the future 19:28 All Language is TRANSLATIONS 24:18 Bonus: Avocado Exercise Summary 36:47 Bonus: Subscribe to a Blender Exercise 1:08:42 Bonus: Brainstorming with ChatGPT 1:24:23 Bonus: What we learned from the exercise

RightTool: https://righttool.app/pro/ My ChatGPT Prompt: You are CategorizePro - I will give you details about a transaction and you will give me your best guess for what accounting category it belongs in. Give a brief description of why you chose that category in 80 words or less. Please add a line break for every sentence. Keep in mind that anything that seems like Personal Entertainment, personal health, charitable donations, or a transaction that personal benefits the owner of the business could be a personal expense. If this happens, still give your own suggestion, but disclaim the potential personal nature of that transaction. Things that are personal in nature could also be categorized as "Shareholder Distribution" Output Example: “Category: Software Expense Payee Name: Adobe Inc Description: Adobe offers various software products for businesses, such as Photoshop, Illustrator, and Acrobat. Justification: The expense would likely fall under the software expense category as it is a cost associated with using software for the business operations. Disclaimer: However, if the subscription is for personal use, it may be considered a personal expense.”

Slides: https://bit.ly/CHATGPT101 Main theme is ChatGPT for Accounting, timeline: 00:00 Intro / About my Conference in Miami 02:32 Getting started with a new account 06:18 Data controls and Settings 12:45 Resuming old conversations 15:03 Copy/paste chats 16:10 Providing Feedback and getting alternative answers 20:10 Sharing your chats 23:13 Deleting or renaming old conversations 25:02 Custom Instructions (Now available in FREE edition) 33:34 Smartphone app 35:35 Release notes page 36:30 Bing Chat with ChatGPT 40:56 Google Bard and Claude2 41:28 Prompt Engineering 101 47:04 My Prompting cheat sheet 47:34 ChatGPT Plugins to look at 48:12 Other Resources My Miami Conference: https://altaccountant.com/creativecpa/ Ger FREE CPE via cpaacademy.org by watching webinars like this.

Chatting with Blake Oliver CPA about what is happening in the world of QuickBooks. Signup to Podcast list: http://eepurl.com/iw4kpE Credit to Earmark Media Podcasts: https://youtube.com/@earmark

Slides: https://bit.ly/qbo2023q3 Timeline: 00:00 Introduction / Table of Contents 03:19 Intuit/Industry News  19:36 QuickBooks Online Price Increases 21:49 New features we added to RightTool during Q2 of 2023 31:54 Left Navigation Bar and + New button updates 35:23 Customizable Dashboard update 37:54 Merge Contacts feature 46:21 QB Time and QBO Payroll re-branding 47:42 QBO Desktop app for Mac finally available 50:52 QBO Payroll: Attachments to Employees 51:29 QBO Payroll: 943 Support 42:37 QBO Advanced: Spreadsheet Sync, Edit Budgets 1:01:16 QBO Advanced: Custom Fields available in Projects 1:08:12 QBO Advanced: Visual Workflows 1:14:15 QBO Advanced: Custom Reports major updates! 1:29:59 QBO Advanced: Custom User Permissions RightTool for QuickBooks Online: https://righttool.app/

Conference info: https://altaccountant.com/creative/ Slides: https://docs.google.com/presentation/d/1-2ItnLAeJ7Woi0smTHoVmVjU_ewwdqbMMiOJVsT9Zek/edit?usp=sharing Timeline: 00:00 Introduction 02:35 About the Conference & Venue in Miami (Oct. 2023) 11:32 About the "Creative Business Model" Theme 21:50 Conference Agenda (ChatGPT and Innovation Workshops) 29:23 Brainstorming Innovation Exercise 01:03:09 Putting the Business Model Together Our LucidChart template: https://lucid.app/documents/view/77ec4d8c-d5c9-4971-8c32-3730c11609a0

Setup QuickBooks free trial + 30% off: https://hectorgarcia.com/qb My QuickBooks LinkedIn Course: https://bit.ly/quickbookslinkedin Install RightTool (Chrome Extension): https://righttool.app/FREE QuickBooks Online YouTube Playlist: https://www.youtube.com/playlist?list=PL8LZsiw8a1zuxGh6E95H9rv1Lk38Z52OD Timestamps: 00:00 Introduction 00:29 Timestamps and Additional Links 01:14 Creating an Account for scratch 02:30 Choosing the right version of QuickBooks 03:50 Creating a new login vs. resetting old one 06:21 Answering all the initial setup questions 17:41 Navigating Home Screen & Left Bar 22:53 Creating and Sending Electronic Invoices 27:15 Accepting Electronic payments 28:48 Working with the Chart of Accounts 31:05 Connecting your Banks and Credit Cards 34:00 Where to find everything else 35:23 Account and Settings Screen 38:15 Downgrading/Upgrading versions 39:42 The "help" Menu 41:20 Using the Search 42:03 Using RightTool (Browser -add-on to QuickBooks) 56:10 Outro / Final Thoughts Any Additional QuickBooks Questions? email me: HECTOR@GARCIACPA.COM Popular Book: QuickBooks Online For Dummies 2023 https://amzn.to/47fkY4H Keywords: quickbooks tutorial,quickbooks online for dummies 2023,quickbooks tutorial for beginners,quickbooks online,quickbooks accounting review,how to use quickbooks,quickbooks course,quickbooks review,quickbooks payroll,how to use quickbooks online,quickbooks self employed walkthrough,master quickbooks,quickbooks accounting,quickbooks for beginners,quickbooks tutorial 2023

How to merge duplicate contacts or names (Vendors and Customers) in QuickBooks Online Create a 30-day trial account in QuickBooks Online (+30% off after trial) https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing

Come to Miami! my conference is on 10/26 and 10/27, 2023: https://altaccountant.com/creativecpa/ To get CPE in webinars like this, go to: https://www.cpaacademy.org/ Slides: https://bit.ly/chatgpt4accts Topics: 00:00 Introduction 04:12 Ways to work with "AI" beyond ChatGPT 07:26 ChatGPT's Limitations and Data access 10:21 Answering Tax Questions 15:49 Transaction Categorization (no Bing Search) 22:13 Transaction Categorization (with Bing Search) 29:20 ChatGPT in Google Sheets (works in Excel Too) 35:38 ChatGPT inside QuickBooks (with RightTool) 38:39 Chat with QuickBooks Online data (with Digits) 41:21 Chat with your PDF's or with a custom ChatBot 46:14 Sider AI for your browser (Google Chrome Extension) 48:31 More info/resources & Outro

Hosted by Anchor: https://sayanchor.com Table of Contents: 00:00 Ron: What is the subscription model? 03:55 Hector: My first step, Implementing Value Pricing (and challenges) 07:44 Hector: Simplicity of "subscribe/unsubscribe" to reduce friction 10:54 Ron: 3 different models to pivot to Subscription 11:23 Hector: Why I chose the "Complete Transition: method 13:36 Hector: How we are communicate the the new options CORE vs. PLUS 17:16 Ron: Reduction of cognitive load focus on the serial transformation 18:38 Hector: What I see happening in terms of "services" within subscription 22:20 Hector: My fascination with Costco (and how I want to model them) 25:29 Ron/Hector: The hardest thing to articulate about subscriptions 28:14 Hector: How has all this changed you as a business owner 34:09 Hector: How Anchor helped with implementation (screen share) 42:26 Hector: What would I say to people that are "afraid" of Subscriptions?

Setup your Melio account today for free: https://go.melio.com/Hector

Long exercise to show how ChatGPT categorization capabilities vs. QBO's built-in categorization suggestions

Download free version of RightTool: https://righttool.app/FREE Upgrade to PRO: https://righttool.app/pro/

Using ChatPDF.com's service to load a PDF file and use the ChatGPT technology to inquiry just that PDF file

Deep dive into using ChatGPT to ask Tax-related questions

Join the AltAccountant Community: https://www.altaccountant.com Inspiration from Chris Do from TheFutur:https://www.youtube.com/watch?v=wiu5Efx029s&list=PLzKJi2GjpkEH1ZCM14JscPteM9XTPLRU6

Email me if you need consulting with your AI/ChatGPT for Accounting idea hector@garciacpa.com (Minimum Fee $1,500)

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

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

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 Part 2 of this session: https://youtu.be/6uf2dsChX6A Join the ALTACCOUNTANT coaching/mentorship program: https://altaccountant.com/

Full Episode: https://focused-firm.transistor.fm/episodes/sales-process-onboarding

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

Episode Link: https://focused-firm.transistor.fm/episodes/attracting-retaining-talent

Access to Full Episodes https://go.earmarkcpe.com/the-focused-firm

CPA Academy course (CPE): https://www.cpaacademy.org/webinars/a0D2S00000tr3zEUAQ Slides: https://docs.google.com/presentation/d/145rXZSFThSF2CVyffUb-T0HP4cYH8_q54EuNuHSE758/edit?usp=sharing

Slides: https://bit.ly/qbo2023q2

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

Jason Staats channel:@jasoncpa TransactionsBud prompt: https://jstaats.notion.site/jstaats/TransactionBud-a29c40f89f734cdea3dffa3e153a758b My Facebook Group about AI: https://www.facebook.com/groups/aiforaccountants

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.

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

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