QuickBooks Online 2023: Standard Chart of Accounts & Reports

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  • เผยแพร่เมื่อ 26 มิ.ย. 2022
  • To setup a 30-day free trial of QuickBooks Online and then a 30% off for 12 months: www.quickbooksoffer.com/?cid=i...
    To purchase my Chart of Accounts: qbkaccounting.com/ultimate-ch...
    QuickBooks’ Standard Chart of Accounts: docs.google.com/spreadsheets/...
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ความคิดเห็น • 53

  • @mehrangaz8467
    @mehrangaz8467 ปีที่แล้ว +1

    Thanks for video.sir can you upload a video on invoices and bills?

  • @MoniqueJohnson
    @MoniqueJohnson 11 หลายเดือนก่อน

    Thank you so much HECTOR! Amazing video! Quick Question, the journal entries you created to account for the new imported chart of accounts, I noticed it was all saying debit for a value of 0. Wouldn't there need to be an offset of in credits? I am assuming you put that in a separate journal entry since you said you did several? Thanks!

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 หลายเดือนก่อน

      Zeros dont need to be offset

  • @BrianRask
    @BrianRask ปีที่แล้ว +1

    Hey Hector! That was a great video, I am considering switching to Quickbooks from Sage. Is there a option to suppress a GL Account from printing on the Balance Sheet or P&L if there is a Zero balance in the account for the period you are running the report on?

    • @mcbridebookkeeping
      @mcbridebookkeeping ปีที่แล้ว +1

      Absolutely you can. QBO reports have a built in feature to hide zero or no-activity accounts

  • @PAKBOOKKEEPINGSERVICES
    @PAKBOOKKEEPINGSERVICES 2 ปีที่แล้ว

    Great video.

  • @evelynechristie7181
    @evelynechristie7181 2 ปีที่แล้ว +1

    I'm a bit confused. What happens to the QB old accounts that already has numbers(transactions) for example Checking, sub acct Expenses etc after I import your chart of acct? Will there be any duplicates? Do I need to make some of the QB old accounts inactive?

    • @HectorGarciaCPA
      @HectorGarciaCPA  2 ปีที่แล้ว

      My chart of accounts is P&L accountd monthly. So your own bank accounts and credit card accounts just stay. You can change the number after the fact

  • @april_stefanik
    @april_stefanik ปีที่แล้ว

    Hi Hector! Thank you so much for your helpful videos. A question not related to QuickBooks, how did you install the magnification on your mouse pointer when you hover over certain items? Thank you again!

    • @HectorGarciaCPA
      @HectorGarciaCPA  ปีที่แล้ว +1

      Its built into Mac

    • @april_stefanik
      @april_stefanik ปีที่แล้ว

      @@HectorGarciaCPA Thank you for your response :)

  • @susanwelborn404
    @susanwelborn404 ปีที่แล้ว +1

    Hi, I'm interested in purchasing through your offer however it seems there may have been a price increase. Is you offer for the "Plus" still stand for 30% off for 12 months? Thanks !

  • @andrewkapeghian5292
    @andrewkapeghian5292 ปีที่แล้ว

    Hector, I just purchased your "Chart of Accounts" and am confused as to which chart I need to install. New Business set up as a SP and brand new to QB Online?

    • @HectorGarciaCPA
      @HectorGarciaCPA  ปีที่แล้ว

      I like the one with personal expenses aa equity. Is the most “correct”

  • @hazelnut7309
    @hazelnut7309 ปีที่แล้ว

    Hi Hector,
    I've been watching and learning from your videos here on TH-cam. I noticed that when you do a report you have class (on the columns) you have different names, is there a way to add class columns if needed? I only show Uncategorized, which was set up from the person before me and I feel its wrong.
    Please help!
    Thank you

    • @HectorGarciaCPA
      @HectorGarciaCPA  ปีที่แล้ว +1

      You need to enable classes..

    • @hazelnut7309
      @hazelnut7309 ปีที่แล้ว

      @@HectorGarciaCPA another question is there a way to not show certain cost on a general ledger report?

    • @HectorGarciaCPA
      @HectorGarciaCPA  ปีที่แล้ว +1

      @@hazelnut7309 export to excel, remove what you dont want

    • @hazelnut7309
      @hazelnut7309 ปีที่แล้ว

      @@HectorGarciaCPA thank you!! You’re awesome

  • @chlochlochloe6693
    @chlochlochloe6693 2 ปีที่แล้ว

    Hi Hector,
    I can't find any video regarding integrating UPS WORLD SHIP to ship from QB... Any suggestions?

    • @HectorGarciaCPA
      @HectorGarciaCPA  ปีที่แล้ว

      I don’t have one, and not sure if it even can integrate… maybe you need an app like shipstation

  • @Vlogs-ux7bn
    @Vlogs-ux7bn ปีที่แล้ว +1

    Hi Hector, Can you please create a video for the following questions or reply here. #TIA
    If products are not listed in the QBO, what is the process of recording the Month-end Inventory value received from the warehouse count?
    When using a merchant service not syncing to the QBO, what is the process of matching deposits to the invoices?
    What is the process of recording 401K payments in QBO?
    How would you record paystub information to the QBO?

    • @HectorGarciaCPA
      @HectorGarciaCPA  ปีที่แล้ว

      Thats a lot of questions, might be easier to schedule a 2 hour training session with someone in my team.

    • @Vlogs-ux7bn
      @Vlogs-ux7bn ปีที่แล้ว +1

      @@HectorGarciaCPA how do I schedule?

  • @cr370
    @cr370 ปีที่แล้ว

    Thanks for the video. If I may post a questions. If you had a car that is paid for and would like to use it for your business, how would you records this transaction. Or if you had a car that is half paid for and you have a loan balance on that car, how would you record that if you use it for your business. thank you in advance.

    • @HectorGarciaCPA
      @HectorGarciaCPA  ปีที่แล้ว

      You would have it appraised and transferred to the busienss

  • @ahsanbaig3994
    @ahsanbaig3994 ปีที่แล้ว

    Hi Hector, want to ask you I am from Pakistan can I take Certiport QuickBooks exam online from Pakistan to get certified user or please tell if you know any other way or paper which I can directly do from here to get certified

  • @kettyketty637
    @kettyketty637 2 ปีที่แล้ว

    Hi hector please do you have some courses practice about quickbool bookkeeping begginers?

    • @HectorGarciaCPA
      @HectorGarciaCPA  2 ปีที่แล้ว +1

      no.. i only do advanced courses

    • @kettyketty637
      @kettyketty637 2 ปีที่แล้ว

      @@HectorGarciaCPA great business people answer

    • @louietoltolvlog9699
      @louietoltolvlog9699 2 ปีที่แล้ว +1

      @@HectorGarciaCPA I appreciate your all lectures. You’re much better than my college instructor. I think I see you every day every night for learning. Super easy to understand. Very detailed. Lots of gem information.
      I was wondering if you have a qb desktop for restaurant(retail version).
      Because I may start work next week and I have no idea how to record a daily sales and other for 3 restaurants.
      Owner has 3 different locations with all different foods. Sushi, bbq and other.
      They want to record income and expenses and payrolls in each 3 bank accounts using qb desktop.
      Do I need to use a class at preference?

  • @valeriecolaco4019
    @valeriecolaco4019 2 ปีที่แล้ว

    Can we get AR aging from the date of invoice instead of the due date ?

    • @HectorGarciaCPA
      @HectorGarciaCPA  2 ปีที่แล้ว +1

      Not in QB online

    • @valeriecolaco4019
      @valeriecolaco4019 2 ปีที่แล้ว

      @@HectorGarciaCPA thanks

    • @valeriecolaco4019
      @valeriecolaco4019 ปีที่แล้ว

      Can u create a short video or guide me the path to get AR aging from date of invoice. I downloaded the desktop version but the options are same as online

    • @HectorGarciaCPA
      @HectorGarciaCPA  ปีที่แล้ว

      @@valeriecolaco4019 its in the preferences

  • @mumtazkhan5654
    @mumtazkhan5654 ปีที่แล้ว

    Hi Hector
    I need some task to complete as i m beginner I have watched most of your videos and understood all the things but the point is completion a task to clear all the thing can you help me out? Can you provide me some task to complete?

  • @TheRealAlenaBrooks
    @TheRealAlenaBrooks 9 หลายเดือนก่อน

    I have a unique business. It’s a market that includes a convenience store, restaurant, coffee shop and grocery store. Income from lottery, petroleum, alcohol, and ATM. Where can I find a COA template for my industry?

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 หลายเดือนก่อน

      Good question. Search for Alicia Katz Pollock, she is the convenience store expert

  • @Mae-im7nj
    @Mae-im7nj ปีที่แล้ว

    Hi, how to clear payment in QuickBooks online marked as paid and offset to journal entry?

    • @HectorGarciaCPA
      @HectorGarciaCPA  ปีที่แล้ว

      Sorry very hard to answer

    • @Mae-im7nj
      @Mae-im7nj ปีที่แล้ว

      @@HectorGarciaCPA no problem, I knew the answer already. Your vids are really helpful.

  • @sallycheruiyot6846
    @sallycheruiyot6846 ปีที่แล้ว

    Gah

  • @marjanulislam4553
    @marjanulislam4553 2 ปีที่แล้ว

    The topic is great but sorry to say that the video quality is very bad..