YouTube Videos

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

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

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

To create a new account with 30% off, use this link: https://quickbooks.intuit.com/partners/irp/qbopayroll/?cid=irp-4337 Timestamps 00:00 - Introduction 00:58 - Create brand new QBO account to test this 01:49 - Business View vs. Accountant View 02:36 - Access the Chart of Accounts 03:14 - New Account Screen (Business View) 09:27 - Issue with Merging Accounts (Business View) 12:17 - Working with Bank Accounts (Business View) 16:59 - Merging Accounts (Accountants View) 18:11 - Expense Accounts (Accountants View) 23:42 - Account related reports 27:38 - Importing your own chart of accounts 29:12 - Make all default accounts inactive 29:39 - Default accounts that cannot be deleted 31:40 - Importing Accounts from Excel 34:09 - Cleaning up accounts post-import 43:30 - Where the “old” experience still shows… 48:19 - Outro Hector's Ultimate Chart of Accounts: https://qbkaccounting.com/ultimate-chart-of-accounts-for-quickbooks-desktop/

Available in QuickBooks Desktop Enterprise 2022 and newer If you need to upgrade to Enterprise, contact us at 954-414-1524

QuickBooks Online Banking Course, permanent access $200 https://hectorgarcia.teachable.com/p/quickbooks-online-mastering-bank-feeds-advanced-content Monthly access $50/m: https://hectorgarcia.teachable.com/p/quickbooks-online-advanced Purchase my macro spreadsheet $26: https://sowl.co/s/4Mm1v To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337 00:00 introduction 01:17 Online Banking (download transactions) screen 04:04 Creating Bank Rules 14:37 Using Rule Creation suggestions 19:40 Rule Issues and Auto-Add Rules 24:12 Monitoring rule activity in reports 28:08 Rule priorities / overriding rules 32:42 Exporting / Importing Rules (Excel editing) 49:19 Using my Excel Macro file for importing payees and rules 01:10:38 Outro

Article: https://hectorgarcia.com/versus Get QuickBooks Online for 30% off: https://quickbooks.intuit.com/irp/?cid=irp-4337#pricing

Download My $25 Bookmarks Menu: https://bit.ly/hectorsbookmarks Entire Reports Database: https://bit.ly/qboreports VIMIUM Google Chrome Extension: https://bit.ly/vimiumextension

Microphones: Samson Q9U: https://amzn.to/3OqL6Al Samson Q2U: https://amzn.to/3Oqyklc Samson DEU1/LMU1: https://bit.ly/36BEzSk Arms for Q9u: Samson Boom Arm: https://amzn.to/3rHHKPx Desk Clamp: https://amzn.to/3xHYhXy Screw Head Adaptor: https://amzn.to/3OkS61H Samson Microphone Review

Use this link to create a discounted QuickBooks Online account: http://hectorgarcia.com/qb Official Article from QuickBooks' site: https://intuit.me/3uSEdQs My Spreadsheet comparing all features: https://bit.ly/qbcomparison QuickBooks Desktop to Online conversion complete video tutorial: https://youtu.be/9thIkfc9uq8 For pricing/upgrade info, email me: hector@garciacpa.com

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 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Table og Contents 00:00 Preface: Manual Vendor Creation 03:04 NEW “Add New Vendor” quick link 04:22 Issues with it and multiple examples 15:58 Outro 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 a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Setup your free scribe account: https://scribe.how/hectorgarcia The blog articles (with scribe) I showed in the video: https://qbkaccounting.com/quickbooks-online-create-pl-by-month-for-last-year/ https://qbkaccounting.com/quickbooks-online-create-pl-by-month-for-last-year-iframe/

Slides: https://bit.ly/qbo2022q1 My friend: Kathy Grosskurth's Youtube channel: https://youtu.be/deODknDrKJw Timestamps: 0:00 Introduction 02:29 New Features for All QuickBooks Online Versions 23:31 New MailChimp integration for QuickBooks Online 35:18 New Features for Accountants 48:50 New Features QBO Advanced Only

Slides: http://bit.ly/qbdesktoptips To purchase QuickBooks Desktop Accountant 2022, use this link: https://quickbooks.myshopify.com/collections/for-windows-only/products/quickbooks-desktop-accountant-2022-us-version 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 a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Convert to QuickBooks Desktop URL: https://app.qbo.intuit.com/app/exportqbodatatoqbdt All Limitations on the Online to Desktop Conversion: https://quickbooks.intuit.com/learn-support/en-us/help-article/data-systems/limitations-convert-quickbooks-online-quickbooks/L2KWX4vj6_US_en_US 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 a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

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 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Other video on "Entering Expenses paid in CASH (or with owner’s personal account)": https://youtu.be/kbwX5natX9c 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 a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Hector's email: HECTOR@GARCIACPA.COM Check out Blake's app http://www.EarmarkCPE.com

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, 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 a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Purchase my template/macro: https://sowl.co/s/UWQEy 00:00 The problem to solve... 02:56 Manual Journal Entry Adjustment 15:26 Using the Macro IIF to allocate from another class 28:40 Unclassified to Class allocation 36:38 How to purchase the IIF Macro

Slides in PDF: https://hectorgarcia.com/pay-yourself Tax Brackets: https://www.nerdwallet.com/article/taxes/federal-income-tax-brackets Other Videos: Business Tax Deductions: https://youtu.be/WmB16oZJrnc Personal Tax Deductions: https://youtu.be/W-U07iKrCmA How are Income Taxes calculated: https://youtu.be/r85b9HZ6Sgc Home Office Deductions: https://youtu.be/u-Z4URkAqM8 Table of contents: 00:00 3 ways to pay yourself from your LLC 02:02 Table of Contents review 04:32 IRS forms related to LLCs 07:32 What we call "owners" of LLCs 08:20 What is an "owner's draw"? 09:27 Single Member LLC rules 11:17 Calculating owner's tax Liability 15:38 Paying estimated taxes 19:40 Owner's draw/loan effects on tax liability 21:17 Single Member LLC rules 24:09 Guaranteed Payments 26:03 Silent Partner vs. Passive Partner 29:47 Foreign Partner withholding 31:27 "Subchapter S Corporation" rules 40:19 "C Corporation" rules & Dividend 43:47 Frequently asked questions 49:00 My recommendation

To setup a 30-day free trial of QuickBooks Online + 30% off: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing My 2022 Tax Video Playlist: https://www.youtube.com/playlist?list=PL8LZsiw8a1zsfnWaSzjEVtM1p0YpWwzVU 00:00 Who gets a 1099-NEC? 01:53 Payments via Venmo, CashApp, Zelle, PayPal, etc. 03:05 What if you get one? 04:01 More Tax-related resources

To purchase QuickBooks Desktop: https://quickbooks.myshopify.com/collections/for-windows-only 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

Purchase more courses: https://www.hectorgarcia.com/qbcourse Complete Course. Learn how to use QuickBooks Tutorial for Beginners. Covers QuickBooks Desktop Pro, Premier, Accountant, and/or Enterprise. Compatible with year versions 2013 to 2022 “Missing Manual” QuickBooks Desktop 2016: https://http-download.intuit.com/http.intuit/CMO/quickbooks/2016/docs/QuickBooks_2016_The_Missing_Manual.pdf Table of Contents - QuickBooks Lesson 1 : 00:00 Intro - About this 4-hour Course 03:27 1) New Company File & Navigation 25:15 2) Chart of Accounts 53:50 3) Items (Products & Services) 01:18:23 4) Creating Customers & Vendors 01:45:43 5) Customer Transactions (Sales) 02:18:55 6) Vendor Transactions (Expenses) 03:09:33 7) Banking Transactions 03:32:52 8) Financial Statements & Reports 03:45:17 Outro

QuickBooks Online 30% Discount Link: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing Free trial + 30% discount (up to 50% off for payroll) My email: qbo@garciacpa.com

14 day free trial to TaxDome: https://taxdome.com/?fpr=exceedsales Carlos' email for questions: taxdome@garciacpa.com Topics: 00:00 Intro / Why we implemented use TaxDome 05:27 Pricing/Features 12:52 TaxDome Demo 13:44 - Creating a new client / Accounts vs Contacts 17:10 - Inviting a customer to the client portal 18:03 - Team access rights 18:46 - Customer portal setup & navigation 22:47 - Firm portal notifications 23:00 - Customer internal messaging 24:30 - Templates overview 25:00 - Sending an Organizer to the customer 27:30 - Sending a Contract to the customer 29:11 - Sending an Invoice to the customer 35:30 - File sharing features (Sealing, PDF editor) 44:20 - Linking an invoice to to a document (customer has to approve & pay before signing) 46:16 - Pipelines, Jobs, Tasks - Workflow automation overview 54:30 - Adding a Job to a Pipeline & workflow automation example 1:02:00 - Hector’s TaxDome setup (high level) 1:08:30 - Carlos’s recommendation on how to use TaxDome 1:10:00 - Outro

Setup new account (30 day trial + 30% Discount): http://www.quickbooksoffer.com/?cid=irp-4337#pricing My email: hector@garciacpa.com My 9-hour QuickBooks Online 2022 Tutorial Playlist: https://hectorgarcia.com/playlist Timestamps: 00:00 BEFORE you convert your QuickBooks file! 04:50 Create a NEW/FRESH Company file 06:22 Choose the RIGHT version 10:22 New file setup step by step 14:21 Migrate / Export data from Desktop 19:31 Compare Reports (after conversion) 24:40 What you lose during the conversion 34:22 Learn QuickBooks / Get Help 40:36 Outro / Conclusion Data transfer limitations: https://quickbooks.intuit.com/learn-support/en-us/help-article/import-export-data-files/expect-switch-quickbooks-desktop-quickbooks-online/L0dEyNosU_US_en_US

Slides: https://drive.google.com/file/d/1_Rt9ml8-RhpkxrX-oW2AmQsdVYbux_WG/view?usp=sharing Scaling New Heights 2022: www.scalingnewheights.com Table of Contents 00:00 Intro and Table of Contents 03:30 Reports by Version 06:14 Custom Reports Menu (Chrome) 15:41 Customizing a P&L Report 39:30 Customizing a Transaction Detail Report 47:53 Hidden Report #1: Account Quick Report 53:06 Hidden Report #2: Custom Summary Report 57:01 Custom Fields (Advanced) 01:09:07 Custom Report Builder (Advanced) Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe

To purchase QuickBooks Desktop Accounting 2022 for PC/Windows (outright license) for $899: https://hectorgarcia.com/accountant2022 Part 2 coming soon in early 2022 Table of contents: 00:00 Accountant Center 03:13 Client Data Review 09:12 Troubleshoot Prior Account Balances 16:22 Working Trial Balance / "Adjusting" Journal Entries 23:26 Merge Vendors 30:27 Journal A/R Adjustment vs. Credit Memo vs. "Write Off" 43:21 Fix Unapplied Customer Payments & Credits 45:10 Fix Unapplied Vendor Payments & Credits

Setup a free Melio Payments account: https://bit.ly/3Gl1TRn 100% Free for bank/ach payments within USA. 2.9% transaction fee applies to credit card based payments. Optional rush payments or international payments have additional charges

https://intuit.me/3m0WaYe - Una de las lecciones más importantes que aprendí es la importancia del conocimiento. No solo tener la capacidad de aprender, sino también la capacidad de enseñar. Una de las mejores partes de la enseñanza es la capacidad de ayudar a otros emprendedores latinos. Como CPA y asesor, puedo enseñarles cómo usar @QuickBooks para administrar mejor sus negocios. Capacitar y educar en español es especialmente útil porque les permite cerrar la brecha para comprender mejor sus finanzas y cómo administrar sus negocios en su propio idioma. Les doy las herramientas para que se sientan cómodos colaborando con un contador para permitirles concentrarse en su negocio sin la carga de preocuparse por las finanzas. Me apasiona compartir mi conocimiento y permitir que mi comunidad y mi familia. Quiero empoderar a quienes me rodean e inspirarlos a aprovechar al máximo cada día. #SmallBizSuccess #ExitoDeNegocio #ad https://intuit.me/3m0WaYe

https://intuit.me/3m0WaYe Starting my business, one of the most valuable life lessons I learned is the importance of knowledge. Not only having the ability to learn, but the ability to teach. One of the best parts about teaching is that I can help my fellow Latino entrepreneurs. As a CPA and advisor, I am able to teach them how to use @QuickBooks to better run their businesses. Coaching and educating in Spanish is especially helpful because it allows them to better understand their finances and how to run their businesses in their own language. I give them the tools they need to feel comfortable collaborating with an accountant so that they can focus on their business without the burden of worrying about finances. I am passionate about sharing my knowledge with my community and family. I want to empower those around me and inspire them to make the best out of each day. #SmallBizSuccess #ExitoDeNegocio #ad https://intuit.me/3m0WaYe

Sign up for a free month of Synder: https://synder.me/hector_garcia Table of Contents: 00:00 Introduction (About this video) 02:55 E-commerce Accounting Definitions 12:58 Devising an e-commerce automation strategy 22:27 Sketching out your accounting workflows 26:42 Big decisions to make 30:49 When is Synder the perfect solution for automation? 35:22 How does Synder work? (DEMO) 42:32 Synder + QuickBooks Online (DEMO) 54:11 Giveaway by Synder and coupon code Slides: https://docs.google.com/presentation/d/1Gj75KkBRhMaGAQY9gyq7Z5T2dBMvHWW4Gl4Gb11Pa5k/edit?usp=sharing

To purchase QuickBooks Desktop Pro/Premier 2021: https://hectorgarcia.com/qb2021/ To purchase QuickBooks Desktop Accountant 2022: https://hectorgarcia.com/accountant2022 Sheet Comparing QuickBooks Desktop versions: https://hectorgarcia.com/compareqb E-mail your questions or for a quote: hector@garciacpa.com

Slides: https://bit.ly/QBO_Knowify Webinar Series: http://hectorgarcia.com/knowify Become a Knowify Advisor: https://www.knowify.com/knowify-advisor-program/ Table of Contents: 00:00 Introduction QBO + Knowify 05:28 What QuickBooks Online Can and Cannot Do 16:40 Job costing expenses to Projects 20:05 Estimates & Progress Invoicing 26:42 Profit & Loss Report by Project 26:28 Budgets vs. Actual 33:35 Custom Fields (Advanced) for Job Status Report 38:42 Knowify: AIA-Style Billing 47:41 Knowify: Maintenance or Service Work 50:49 Knowify: Budget vs. Actual Report 55:22 Knowify Work in Progress Report 59:59 Learn Knowify in-depth

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 Slides: https://docs.google.com/presentation/d/1pi5MLL2Ywguak_SXpJD3O2xchgbsSlMl8J7ZBRwoS4w/edit This content was originally created for https://www.theresellersummit.com/register

Slides: https://bit.ly/QBO102121 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 a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Slides: https://bit.ly/qbworks To setup a 30-day free trial of QuickBooks Online and then a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-33278 Table of Contents: 00:00 Introduction / Agenda 01:19 Pick the right version of QuickBooks 08:18 Bank Feeds / Automated Categorization 34:08 Tags and Tag Groups 43:12 Customizing Reports 51:34 Q&A 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 a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-33278

SLIDES: https://bit.ly/QBDESKTOP2022 This presentation was sponsored by gotomyerp: https://www.gotomyerp.com/ QuickBooks Desktop Pro, Premier, Enterprise, and Mac officially released on October 12, 2021 (Accountant edition pre-released on 9/28) - New Features... Table of Contents 00:00 Introduction / Agenda 01:11 Desktop has moved to Subscription! 05:30 Mobile App for QB Desktop (receipt/bill/attachment management) 06:35 Non-Subscription Options: Accountant Edition 08:03 Pro/Premier Subscription Pricing 12:52 Annualized Cost Comparison 14:07 The "Big A Spreadsheet" feature comparison across all versions 17:40 QuickBooks for MAC 2022 (New Features) 24:27 QuickBooks Desktop Pro/Premier 2022 (New Features) 44:20 QuickBooks Desktop Enterprise 2022 (New Features) 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 a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Signup for the upcoming "Masterclass" on QBO Reports on 11/11/21 for $150: https://hectorgarcia.com/reportsmasterclass Table of contents 00:00 Introduction 01:22 Discussing the concept of "Commission Reports" 05:45 Using Tags to build a Sales Rep tag group and tag reports for "Sales by Rep" 24:05 Alicia: how to analyze reports to search for accuracy or inaccuracies 40:48 Advanced Custom Report Builder Tool 52:20 Advanced Custom Charts 54:20 About my "masterclass" course and additional resources about reports

QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing

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 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, 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 a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

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 Table of contents: 00:00 How to mess up your reconciliations 06:06 Amount Changed 07:23 Changed Source Account 08:53 Unreconciled in Register 10:14 Deleted Transactions 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 a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

My QuickBooks Online Wishlist: https://bit.ly/qbowishlist Hannah's (CLARA CFO) YouTube video: https://youtu.be/Y3YB5g75W_o 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 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

Register for 9/30/21 Webinar: https://bit.ly/qbdesktop2022 Article: https://www.firmofthefuture.com/content/upcoming-changes-2022-quickbooks-desktop-updates/

Slides: https://bit.ly/qbotips2021 Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe Table of Contents: 00:00 Introduction (Guest host: Kate Johnson) 02:07 Table of Contents Summary 06:55 User permissions across all--- versions 09:54 Adding payees to banking transactions 28:46 Importing Vendor names from excel 36:07 Specific payee names vs. generic names 42:11 Using Tags in reports 51:23 Comparing Classes & Locations vs. Tags 01:04:45 Custom Fields (Advanced Only) 01:12:43 Custom Graphs (Advanced Only) 01:16:00 Conversation with Kate Johnson 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 a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Download/purchase my timesheet templates: https://qbkaccounting.com/timesheetiif/ 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 a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Purchase my Excel macro to check IIF template for $38: https://qbkaccounting.com/billschecksiif/ Download Sample Check IIF file: https://bit.ly/samplecheckimportiif Timeline: 00:00 Intro 01:01 Zero Net Checks with items (time/payroll allocation by job) 16:06 Using Zero Net Check to adjust overhead by class 25:07 Using my spreadsheet macro to create 48:28 Outro 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 a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe

Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe 00:00 Introduction 01:59 Method #1 - Negative Accounts Receivable 22:07 Method #2 - Current Liability Method & Progress Invoicing 47:55 Using TAGS to separate the types of invoices 51:38 Outro 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 a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing