YouTube Videos

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

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

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 )

Take my full course: https://hectorgarcia.com/contractors Email me HECTOR@GARCIACPA.COM to upgrade your QBO to Advanced (to enable this feature)

Download app: https://righttool.app/FREE

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)

Download the FREE app: https://chrome.google.com/webstore/detail/right-tool/ocgmjfcfjilnmobeocoklcbpcanilpjd

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

Sign up for free beta: https://com.us9.list-manage.com/subscribe?u=2a294f5bf60809abca9922575&id=a99bf995b8

If you don't have RightTool yet, sign up to be part of the public beta! https://com.us9.list-manage.com/subscribe?u=2a294f5bf60809abca9922575&id=a99bf995b8

Sign up for RightTool for FREE: https://com.us9.list-manage.com/subscribe?u=2a294f5bf60809abca9922575&id=a99bf995b8

check out my podcast: https://focused-firm.transistor.fm/episodes/business-model

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

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

Sign up to be a beta tester for free: https://hectorgarcia.com/right Join the Facebook Group for QB Power Users: https://www.facebook.com/groups/QBPowerHour/

#shorts Listen to the whole episode: https://www.cloudaccountingpodcast.com/300

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

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

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

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

Slides: https://bit.ly/qbdt2023 Register for my free webinars: https://us06web.zoom.us/webinar/register/6115544930397/WN_cyfZbUStQgy4y8ywVm_W6g

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

Article: https://www.firmofthefuture.com/content/quickbooks-desktop-changes-2022/ 2023 New Features video coming mid-september...

*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

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

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

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