Check out the video on the basics of connecting the Bank feeds (part 1 version of this video): https://youtu.be/7MmcaaB2Es8
***CHECK OUT PART 1, a 2-Hour Intro Video*** : https://youtu.be/HQwzVJMijkw And the follow up to this one, QuickBooks Online 2018 Tutorial: Mastering Bank Feeds (Online Banking) https://youtu.be/sbR_IY71Pw4 Learn QuickBooks Online Bank Feeds in this video!
e-mail Hector@garciacpa.com if you want 1099 preparation services for your business! Prepare and 1099-Misc Forms (1099s for independent contractor) from QuickBooks Online. 1099 IRS forms in QBO, not free, but VERY inexpensive to file your own forms
First, setup a new account for free (30 day trial) www.quickbooks50.com Topics Covered in this video: 00) Intro and Using Google Chrome as your main browser for QuickBooks Online 01) 00:02:51 Setting up a free trial: www.quickbooks50.com 02) 00:03:38 Choosing the right version of QBO, we will start with ESSENTIALS 03) 00:08:00 Configuring QuickBooks Settings for your business 04) 00:19:28 Setting up your Chart of Accounts 05) 00:46:12 Connecting you Bank to QuickBooks 06) 00:51:20 Setting up new Customers and Vendors 07) 00:57:30 Creating opening balances for existing customers and vendors 08) 01:00:02 Creating Products and Services (Items) 09) 01:05:02 [More]
COMPLETE QUICKBOOKS PLAYLIST: https://www.youtube.com/watch?v=hdRLWj4K6aA&list=PLnWrVWj1APWsrEKbX8ZdhRMTvqONkc24d MY COOKING / PERSONAL CHANNEL: https://www.youtube.com/watch?v=ekSlt4mox10&list=PL6oq3Yy8TRGwG6e9O2ltr0aUdpYHMfkj6
Creating 1099s in QuickBooks Online by Hector Garcia, CPA
QB POWER HOUR: Time sheets in QuickBooks Online + T-sheets for scheduling
In this QB Power Hour, we discussed job costing in QuickBooks Online with the new Projects feature. NOTE: You must have QBO PLUS to do the job costing and there are some limitations (i.e. no labor / payroll allocations except for manually and no progress invoicing). Specifically we discussed: –setting up for job costing including setting up 2 sided (aka double-sided) items — set up a budget for the customer / project (if desired) — enter transactions for the costs (expenses, checks or bills), assigning them to a customer / project and marking it billable or not. (also mentioned entering [More]
Hector Garcia, CPA explores the new BETA feature: Price Rules as of Mid-November 2017 for QuickBooks Online
Hector Garcia, CPA shows you how purchase orders work in QuickBooks Online Plus and how to do NEW partial receiving
Updated Reconciliation feature released to all users in May 23rd 2017 – QuickBooks ONLINE only.
Hector Garcia, CPA shows four ways to reclassify transactions: 1) One by One 2) Doing a Journal Entry 3) Batch categorize via the Expenses Tab 4) Use the Reclassify feature in the Accountant’s Toolbox (Accountant’s Only)
In this session, you’ll learn how to navigate within QuickBooks Online and QuickBooks Online Accountant. You’ll also be introduced to the settings that heighten your productivity within QuickBooks Online.
The basics of double entry bookkeeping including simple ways to remember debits and credits. Need help with Sage or other accounting software? Drop us an email at email@example.com Take our Online Sage training course http://www.bpfs-online.com/p/online-sage-training-course.html Create a bookkeeping spreadsheet using Microsoft Excel http://youtu.be/LlWADbkGdac Sage Accounts Bookkeeping Tutorial/Training Learn more at www.bpfs-online.com
Hector Garcia CPA shows you in detail how does the Bank Feeds (Downloaded Transactions) work in QuickBooks Online. firstname.lastname@example.org
Get Your QuickBooks Online 30 Day Free Trial: http://fitsmallbusiness.com/goto/quickbooks-online In this lesson, we’re going to cover how to reconcile bank accounts in QuickBooks Online. Similar to your personal bank accounts, it is important that you reconcile your business bank accounts on a monthly basis. Reconciling is the process of matching the transactions on your bank statement to what you have recorded in QuickBooks Online. ====================================================== Access Our Course On How To Set Up QuickBooks Online: http://fitsmallbusiness.com/how-to-set-up-quickbooks-online/?utm_source=youtube&utm_medium=video&utm_campaign=QBO ====================================================== Module 4 Lesson 2 How To Manage Downloaded Banking Transactions In QuickBooks Online How to Manage Downloaded Banking Transactions (Bank Feeds) in QuickBooks [More]
Lesson 11: How To Set Up Multiple Users In QuickBooks Online Get Your QuickBooks Online 30 Day Free Trial http://fitsmallbusiness.com/goto/quickbooks-online/ In this lesson, we’re going to cover how to give your accountant, bookkeeper, or other users access to your QuickBooks Online account. One of the benefits of QuickBooks Online is the ability to give other people access to your QuickBooks data. Most commonly, this is used to give your accountant, bookkeeper, or tax professional access to your data. This allows them to log in, see your business and financial data, and do your bookkeeping for you from their office without [More]
Hi everyone. As some of you may know, I have spent the past couple of years building a library of 60+ free QuickBooks Online tutorials. I noticed that most of my tutorials related to entering income in QuickBooks cover how to enter invoices. What about those of you who don’t invoice customers? Yes, there are many businesses that don’t invoice customers – eCommerce, restaurants, medical, veterinarians, chiropractors, salons, spas, and more. Don’t worry – I didn’t forget you all. In fact, I’m going to share with you my secret method for recording daily sales in QuickBooks Online. Any company that [More]
Recorded by Michelle Long, CPA on 08/24/2017
http://www.rapidtax.com – online tax preparation is easy with rapidtax.com! For a rapid refund & online income tax filing, file your tax online with rapidtax.com & get a refund anticipation loan.
Hector Garcia, CPA presents the key differences between the different platforms of QuickBooks (Online and Desktop) from the perspective of an Accountant and QuickBooks Consultant Reseller. Comparing QuickBooks Online Essentials, QuickBooks Online Plus, QuickBooks Pro, QuickBooks Premier, QuickBooks Accountant, and QuickBooks Enterprise COMPARATIVE MATRIX: http://bit.ly/QBOvsQBES Contact Hector: email@example.com Contact Steve: firstname.lastname@example.org
Part 1 of 3 of Mastering QuickBooks Online – Downloaded Transactions (Bank Feeds): How to connect your bank to QuickBooks Online to Add new transactions or Match existing ones. Part 2 Bank Rules: https://youtu.be/n419HRW7oP4 Part 3 Auto-Add: https://youtu.be/zGqYMA2R7tE by Hector Garcia CPA
Working with the new Cleared Date under the Reconciliation feature in QuickBooks Online
Free Trial: www.quickbooks50.com Quickbooks Online 2017 Tutorial for Beginners – getting started. Recorded July 2017 by Hector Garcia CPA. QuickBooks Tutorial free. QuickBooks Online free tutorial.
If you’re accustomed to QuickBooks Pro or Premier, you’ll want to know a few tips and tricks to help you get comfortable with QuickBooks Online. We’ll give you a useful grab-bag of shortcuts you can utilize to help you navigate the site and perform various functions at the touch of a button. Run your whole business better with QuickBooks Online. Be sure to SUBSCRIBE to our YouTube channel for more tutorials and updates on exciting new features. If you have any questions, feel free to leave a comment! http://quickbooks.intuit.com/ https://www.facebook.com/IntuitQuickBooks https://plus.google.com/+quickbooks/posts https://twitter.com/QuickBooks
Get Your QuickBooks Online 30 Day Free Trial http://fitsmallbusiness.com/goto/quickbooks-online/ In this lesson, we’re going to cover how to set up products and services in QuickBooks Online. It is important to set up products and services in QuickBooks Online if you plan to provide your customers with an invoice or a sales receipt for products or services that you sold to them. These settings determine how much information is included on all invoices and sales receipts that you create in QuickBooks Online. ====================================================== Access Our Course On How To Set Up QuickBooks Online: http://fitsmallbusiness.com/how-to-set-up-quickbooks-online/?utm_source=youtube&utm_medium=video&utm_campaign=QBO ====================================================== Subscribe For More Videos On How [More]
To save you time and money, the CRA publishes a list of certified tax preparation software packages and web applications, some of which are FREE. To view the list of certified software, go to cra.gc.ca/netfilesoftware.
The QuickBooks Online Fundamentals Webinar Series is targeted for accounting professionals who are new to QuickBooks Online. There were 3 webinars in this series. In Part 1 of the QuickBooks Online Fundamental series, I covered the following: –overview of Intuit, industry changes and intro to QuickBooks Online and the different subscription levels available (QBO Self-Employed, Simple Start, Essentials and Plus) –QuickBooks Online Accountant (QBOA): –how to sign up for it if you are an accountant, bookkeeper, tax pro, etc. working with multiple clients –details of the client dashboard, alerts and more –team members and how to add them –ProAdvisor Program [More]
Watch our recent and comprehensive webinar held by QBO Bookkeeper, Diane Lucas. She covers how to set up QuickBooks Online and provides great guidance on some of the product’s useful features, such as creating invoices, categorising expenses, how to connect QBO to your bank account, using the QBO app, and more! To find out more about QuickBooks Online, visit: https://www.intuit.com.au/
A tax tip: Did you know you can file your taxes online for free? While you may have to pay to use some certified software and web applications, others are available, free of cost. For more information, go to http://www.netfile.gc.ca/software and http://cra.gc.ca/getready.