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
QuickBooks Online 2022: New! Chart of Accounts Experience
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/
QuickBooks Desktop Enterprise: Purchase Order & Bill approval workflows
Available in QuickBooks Desktop Enterprise 2022 and newer
If you need to upgrade to Enterprise, contact us at 954-414-1524
QuickBooks Online: BANK RULES for Downloaded Transactions
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
QuickBooks Online v. Desktop (2022)
Article: https://hectorgarcia.com/versus
Get QuickBooks Online for 30% off:
https://quickbooks.intuit.com/irp/?cid=irp-4337#pricing
QuickBooks Online: Shortcuts!
Download My $25 Bookmarks Menu: https://bit.ly/hectorsbookmarks
Entire Reports Database: https://bit.ly/qboreports
VIMIUM Google Chrome Extension: https://bit.ly/vimiumextension
Best SAMSON Microphones for Recording Videos
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
QuickBooks Desktop 2019: END OF SUPPORT
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
QuickBooks Online: Auto-Create Vendors in Banking
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
Create effective HOW TO Tutorials with Scribe
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/
QuickBooks Online - NEW FEATURES 2022 Q1 Update
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
QuickBooks Desktop: High Efficiency Tips (2022)
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
Covert from QuickBooks Online to QuickBooks Desktop
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
QuickBooks Online: Petty Cash Account
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
"The Future of QuickBooks" a Conversation w/Blake Oliver CPA
Hector's email: HECTOR@GARCIACPA.COM
Check out Blake's app http://www.EarmarkCPE.com
QuickBooks Online: Profitability by Invoice Report (Advanced)
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
QuickBooks Desktop: Allocate overhead expenses to multiple classes
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
New IRS Tax Letters in 2022 to GIVE TO YOUR CPA!
How to get paid from your LLC (multiple scenarios)
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
What is a form 1099-NEC? What to do...
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
QuickBooks Desktop 2021/2022: Receipt Management
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
Introduction to QuickBooks Desktop (2022 Full Tutorial Upload)
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
How to get a discount on QuickBooks Online subscription
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
TaxDome for Practice Management 2022: Review, Tutorial, and Complete Demo
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
BEFORE you Convert from Desktop to QuickBooks Online
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
QuickBooks Online 2022: Customizing Reports (Advanced Tutorial)
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
QuickBooks Desktop Accountant Tools (Part 1)
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
QuickBooks Online + Melio (free electronic payments)
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
Lecciones Importantes de Vida #ExitoDeNegocio
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
Valuable Life Lessons #SmallBizSuccess
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
E-Commerce Accounting Workflows 101
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
QuickBooks Desktop 2022 Licenses vs. Subscription (US version)
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
QuickBooks Online for Construction w/Tonya Schulte
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
QuickBooks Online for Resellers
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
QuickBooks Online: New Features Update 2021 Q4
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
Make QuickBooks Online work for YOU
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
QuickBooks Desktop 2022 - PRICING & NEW FEATURES
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
QuickBooks Online: Advanced Custom Reports w/ Alicia Katz
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
What happened to QuickBooks Online’s 50% discount?
QuickBooks 30-day free trial + 30% off for 12 months:
https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing
Talking to Alejandro Garcia (my son)
QuickBooks Online Advanced: CUSTOM FIELDS
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
QuickBooks Online: Fixing Reconciliation Discrepancies
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
The REAL Pros/Cons of QuickBooks Online
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
QuickBooks Desktop 2022 moved to Subscription only
Register for 9/30/21 Webinar: https://bit.ly/qbdesktop2022
Article: https://www.firmofthefuture.com/content/upcoming-changes-2022-quickbooks-desktop-updates/
QuickBooks Online: Tips & Tricks Webinar
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
QuickBooks Desktop: Import Time sheets from Excel/CSV files
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
QuickBooks Desktop: Zero Net Checks & Importing checks with items from Excel
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
QuickBooks Online: Customer Deposits, Pre-payments, Retainers, and Progress Invoicing
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