YouTube Videos

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

*75 Minute Conversation, Recorded on April 12, 2023* Follow Jason's Main Channel: https://www.youtube.com/@jasoncpa Follow Jason's Daily Channel: https://www.youtube.com/@JasonCPADaily Both amazing!

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 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

Subscribe to TSOE podcast for free: https://www.thesoulofenterprise.com/ Become a paid member to have access to Bonus Episodes!: https://www.patreon.com/TSOE

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

Join my Facebook Group: https://www.facebook.com/groups/aiforaccountants QuickBooks Community: https://quickbooks.intuit.com/learn-support/us-quickbooks-community/misc/03/community-us ChatGPT: https://chat.openai.com/chat ChatGPT in Accounting Video Playlist: https://www.youtube.com/watch?v=4VMYJG3GFgU&list=PL8LZsiw8a1zvEsTcF_aX2ycRFA3OvFPPy

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

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

#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