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That's great! I'm so glad my videos have helped you out.

You're welcome! I'm so glad it was helpful.

QBO's import does have limitations. I'd suggest checking out SaasAnt, it's great for importing data into QBO. I have a few videos on it: th-cam.com/video/Eg0xnKp4kKk/w-d-xo.html You can also check apps.com, there are lots of options for importing transactions.

@@GentleFrog Great thank you. I am actually importing Checks. I have it all figured out except how to import the checks with Print Later selection, so they automatically go into the print queue. Is there a way to do that?

@@BrandonGoodwin-y5hin your import file you need a "Print Status" column and the status needs to be TRUE. It took me a couple tries to figure this out so I'm going to make a video on it using SaasAnt.

@@GentleFrog :-) Funny I tried that but put FALSE and it didn't work. I didn't think to try TRUE because i thought it was asking if it had been printed. This works perfectly. Thank you! You are fantastic!

@@BrandonGoodwin-y5h I'm so glad you got it to work! It's not intuitive at all.

That's so great to hear! I'm glad the video helped you out.

Everything there looks great. Detail Type doesn't matter. In my videos whenever I create an account I always mention that it doesn't matter and pick the first thing in the list, because it really doesn't matter.

You're welcome!

I don't have any tutorials on this. I'm asking around to see if anyone who's good with non-profits has suggestions.

@@GentleFrog thank you 🙏

No. Your wages are for employees. Your contractors are not employees and the money paid to them should be classified separately. The "where" depends on your chart of accounts and what they do for you.

Tax is not my area of expertise and the accounting for taxes is different in every country. I suggest reaching out to a bookkeeper who specializes in tax in your country.

You're welcome! I'm so glad you found it helpful.

It might help you to log into the test file, Craig's Design and Landscaping Services, and test it out. Test file log in link: qbo.intuit.com/redir/testdrive Go to reports and search for "product" and you'll be able to see all the of product and service reports with sample data. If you have further questions, or want to brainstorm how best to set this up for your client you can schedule a meeting and we can take a look at it together: www.gentlefrog.com/meeting/

Your welcome! I'm glad you like it.

I don't think so.. you can edit the dates for an AR aging report but I've never seen a way to do it for the customer facing statements.

Unfortunately, I don't know of a way to do that. You can click Feedback and leave a note for Intuit letting them know you'd like that added as a feature.

You can schedule a free discovery call at: gentlefrog.com/meeting

Not that I've found. What do you want it to include, maybe I can suggest something else instead.

@@GentleFrog Thanks so much for replying. I want to add my company logo and change the signature

@@XpresspackAccounting Unfortunately, I don't know how to make those changes.

So, money is going into your checking account and the source is a loan from a partner, then that money is getting use for payroll? If that's the case it doesn't matter why you got the loan, just as long as everything coming and going is accounted for.

In the "sharing" menu across the top of the screen click "Show meeting" and then the Reacts should appear. I'll add this to my video queue.

@@GentleFrog Got it! Thanks a lot ☺

I'll be making a video on this. The Send Later toggle just "tags" the invoice. If you go to Sales -> All sales and click the Delivery method drop-down you'll see "Send later" as one of the options. So you still have to remember to come back and manually send the invoice, you just have a place you can go to see all the invoices you've marked as "Send later," it's not very useful. If this is an invoice that gets sent more once you can setup a recurring template: th-cam.com/video/acW7_XCYdXs/w-d-xo.html

What is the purpose of copying the bill/expense? If you copy without changing anything you will have a duplicate transaction.

You're welcome!

While I have a few videos on tax it's not my area of expertise. I suggest contacting Hope Brown, the Tax Minded Bookkeeper: linktr.ee/taxmindedbookkeeper

@righttolearnrighttolearn2268 Here's the TH-cam channel for the Tax Minded Bookkeeper: www.youtube.com/@taxmindedbookkeeper

You should track all of the financial transactions, including ones using foreign currencies. Their are different approaches you can use depending on how many transactions their are. If you need help you can schedule a meeting and we can take a look at it together and figure out what approach will work best: www.gentlefrog.com/meeting/

You're welcome! I'm so glad my video helped you out.

It sounds like you have a product/service, or maybe even multiple, that have interest income incorrectly set as their income account. I have a video on this: th-cam.com/video/SKsXXtIdef0/w-d-xo.html In the video I show how to update the income account for a product/service around 3:00. There is an "Also update this account in historical transactions" checkbox which I mention and caution against clicking. I'd like to also mention here that I DO NOT suggest clicking that as it can screw up a lot of past transaction and can be very difficult to fix. If you need further assistance fixing this issue you can schedule a meeting and we can look at it together over Zoom and get it fixed: www.gentlefrog.com/meeting/

A bank is a financial institution and AR is money the clients owe. I would need more information to answer this question. You can schedule a 15-minute meeting and we can take a look at it together and figure out what's going on: rachelbarnett.as.me/15minutes

Where did you log their business cash last year? This info should be there and the balances as of 5/2024 is what you'll enter into QBO. If you need help you can schedule a 15-minute meeting and I can walk you through it: rachelbarnett.as.me/15minutes

@@GentleFrog it was paid in july last year from master credit card .

@@ravindersharma4272 When you recorded your records last year, this info would already be there and you can bring over the balances to QB rather than setting up the original values. If you need help doing this you can schedule a meeting and I'll walk you through it.

@@GentleFrog thanks Rachel for your valuable guidance. I have asked for last year balances from our company’s previous accountant. Once I receive it , I will try to figure it out how to put those balances into Qb, if i need your help, i will surely let you know. Thanks again! Ravinder

You're welcome! I'm so glad the video was able to help you learn what you needed and hopefully save you some time with your monthly bills.

You're welcome! There's definitely more videos to come. If you ever have idea for a video, drop them in the comments.

Make a truck asset and then choose that when recording the purchase in bank feeds. If the money did not come from a business checking account then use a journal entry and debit the truck asset and create an account for the source of the cash (if one doesn't already exist) and credit that account.

This software is the contract & invoice all in one.

You're welcome! I'm so glad you found it informative.

Thank you!

You can send a statement that summarizes everything or multiple invoices. Invoices can't be combined into one invoice and you wouldn't want to with the different sales tax.

You can turn/off payment methods per invoice. But you have to do it on individual invoices, it's not something you can set for a customer. Here's a video on customizing payments in the new layout: th-cam.com/video/AZxPcmS9-fw/w-d-xo.html

I've never encountered this. I would suggest sending this exact invoice to your home email and see what happens. Open the invoice in a different browser so it's definitely not logged into QBO. Ask the recipient to send you a pic of what the recipient sees. There's the possibility that you may have unselected the payment methods. In the new invoice layout this is in the Payment options section of the Manage menu to the right of the invoice. I have a video about it: th-cam.com/video/AZxPcmS9-fw/w-d-xo.html

Unfortunately, if you use sales tax you can't use the QBO invoice importer. There are lots of apps that let you do it. I'm a big fan of SaasAnt, I have several videos where I show how to use it: th-cam.com/play/PL1KoTzZLwfD0dD9R0Agqh_URFAEwu7XvU.html

You cannot add clickable links to the emails sent through QBO. I suggest you leave feedback letting Intuit know you'd like this as a feature. You can leave feedback by clicking the gear in the upper right corner, then selecting Feedback under PROFILE.

That's unusual. Can you let me know what you're looking at? Invoice/Receive Payment/Deposit? If you can share a link to a screenshot that would be helpful.

@@GentleFrog Looking at the Receive Payment screen. I am trying to share a screenshot but not having much luck. I also found that the drop down does not appear on other payments made besides credit cards so it is not solely that. I wonder if it is something in my settings?🤔

​@@shaunjones2610 It should be there without needing to do anything special in the settings. YT doesn't let you add images to comments directly but if you can save the screenshot to Google Drive, Imgur, etc. You can post a link and I can take a look.

@@GentleFrog drive.google.com/file/d/1Hon7Bdga3-BwxYEtOzB4TVgYPzPY0Lze/view?usp=drive_link

@@GentleFrog Have you received the link? I sent it yesterday.

I don't have any videos on use tax, yet. I'll add it to the queue.

I don't have a computer with QBDT in front of me but from what I remember Edit --> Preferences is where a lot of global defaults are. And editing the customer is where you can pick the default for each customer, as needed.

That's not our area of expertise. I'd suggest contacting the bank and asking them.

Thanks Richard! Upwork can be a challenge. There's a lot of competition from around the world. You may want to check out r/Upwork, it has a lots of good tips including existing posts from accountants looking to get gigs: www.reddit.com/r/Upwork/comments/1cktz93/accountant_looking_for_tips_to_land_the_first_job/