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How to use QUICKBOOKS ONLINE

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  • เผยแพร่เมื่อ 16 ส.ค. 2024
  • FREE TRIAL / DISCOUNT (USA) → geni.us/quickb...
    FREE TRIAL / DISCOUNT (Canada) → geni.us/quickb...
    A quick rundown on how to get started using QuickBooks Online. In this tutorial, you'll discover how to navigate the QuickBooks Online interface using the Gear Icon, Create Menu, Nav Bar and Search Function. Together these tools will help you unlock all the key features of this cloud accounting software. They will allow you to enter your company details, create transactions and run financial reports such as the Profit and Loss, Balance Sheet and the Accounts Receivable Ageing Summary.
    🔝 CLOUD ACCOUNTING SOFTWARE
    ▪ QuickBooks Online USA (FREE TRIAL / DISCOUNT) → geni.us/quickb...
    ▪ QuickBooks Online Canada (DISCOUNT) → geni.us/quickb...
    ▪ Xero (FREE TRIAL) → xeroamericas.g...
    🔗 VIDEO LINKS
    ▪ QuickBooks Online Playlist → • How to use QUICKBOOKS ...
    ▪ Which QuickBooks Online is right for you? → • Which QuickBooks Onlin...
    ▪ How to do a Bank Rec → • How To Do A Bank Recon...
    ▪ How to Invoice → • Invoices: What You NEE...
    ▪ QuickBooks Online Shortcuts → • SAVE TIME With These Q...
    ▪ Accounting Basics Playlist → • ACCOUNTING BASICS for ...
    FAQ
    ▪ My Favourite Accounting Book for Beginners → geni.us/5mKR7m
    🚶FOLLOW ME ON
    ▪ Instagram → / accountingstuff
    ▪ TikTok → / accounting_stuff
    ▪ Facebook → / thisisaccountingstuff
    ________________________
    DISCLAIMER
    Some of the links above are affiliate links, where I earn a small commission if you click on the link and purchase an item. You are not obligated to do so, but it does help fund these videos in hopes of bringing value to you!
    ________________________
    #quickbooks #quickbooksonline #accounting

ความคิดเห็น • 296

  • @AccountingStuff
    @AccountingStuff  3 ปีที่แล้ว +2

    QuickBooks Online has changed a bit since I made this one. Here is that latest version → th-cam.com/video/MdPfY4vcbmk/w-d-xo.html

  • @sebastianopagliaro2377
    @sebastianopagliaro2377 3 ปีที่แล้ว +7

    It is amazing how you explain these hard concepts so simply, especially for those who are foreign and are studying this stuff for their first time! Thank you, really appreciate it!

  • @AccountingStuff
    @AccountingStuff  5 ปีที่แล้ว +16

    NEW VIDEO... Which version of QuickBooks Online is right for you? -> th-cam.com/video/sr5cwF6Xg1w/w-d-xo.html

  • @abf7172
    @abf7172 4 ปีที่แล้ว +11

    this guy is changing lives. Thank you so much . i really hope you do personal finance classes in future. thankyou again

  • @judyhernandez3872
    @judyhernandez3872 4 ปีที่แล้ว +1

    Just started quickbooks for dummies. PLEASE do videos on the three different purchase price materials revealing the most helpful for the most problematic. Thanks for THIS. Be blessed.

  • @chimz19
    @chimz19 4 ปีที่แล้ว +8

    Exactly what I was looking for. Concise and straight to the point! Thank you for this video.

  • @doodjenkins4038
    @doodjenkins4038 4 ปีที่แล้ว +29

    “Wait have I? Damnit.”
    That one hit me. Too real

  • @BekhamBecky
    @BekhamBecky 4 ปีที่แล้ว +4

    After the first seconds of watching how gracefully adorable you use your hands to talk... i knew this channel was for me.

    • @rhysharries7315
      @rhysharries7315 4 ปีที่แล้ว

      It's like he's doing it for lip readers!

  • @jillrosen6485
    @jillrosen6485 3 ปีที่แล้ว +1

    To the point and fast paced...which is what I like!

  • @jonelleh1259
    @jonelleh1259 4 ปีที่แล้ว +16

    Great job. This is one of the best tutorials that I have watched on Quickbooks. It was very clear and informative!

  • @smilysunshine156
    @smilysunshine156 ปีที่แล้ว

    Absolutely brilliant! Thank you very much James. You are such a wonderful teacher!!!

  • @anamariarodriguezcortes8737
    @anamariarodriguezcortes8737 4 ปีที่แล้ว +3

    I love this guy!! I watched a lot of videos about Quickbooks and this one is GOOD.

  • @argentinaquick5040
    @argentinaquick5040 4 ปีที่แล้ว

    Great vid. I purchased 2 weeks ago and kept pushing off playing around with it. I'm ready now 😆

  • @Bencursons1
    @Bencursons1 4 ปีที่แล้ว +10

    I’m a sole trader and I’m just started using QuickBooks. How do I pay myself and what category do I put it under? Thank you.

    • @suzieexantus5520
      @suzieexantus5520 4 ปีที่แล้ว

      Me too

    • @laserbeamaccounting
      @laserbeamaccounting 4 ปีที่แล้ว

      @@suzieexantus5520 Any one interested can join community.savvycloudpreneurs.com/sign_up for free. Accounting Q&A platform moderated by a CPA. I can give you an idea on how to pay yourself and record it in Quickbooks online.

  • @ashleigh2888
    @ashleigh2888 4 ปีที่แล้ว +1

    Thanks so much! I just started working with QB today and this is a great tutorial.

  • @sylviamoore5808
    @sylviamoore5808 4 ปีที่แล้ว

    Great lesson, thinking about using this for church

  • @kellyv1672
    @kellyv1672 3 ปีที่แล้ว +2

    Love his personality!

  • @greentargetonline
    @greentargetonline 5 ปีที่แล้ว +2

    wow that is again a remarkable video from you James, really like the way you simplify how you explain things about accounting stuff!

  • @markoberhaus1414
    @markoberhaus1414 3 ปีที่แล้ว

    Great video. More of the same about quick books online would be helpful. Thanks for all you videos. I bought a book about accounting. Had trouble understanding some of the concepts until I started watching your channel.

  • @arslawan7339
    @arslawan7339 4 ปีที่แล้ว +1

    How to insert food recipes in quick book and how to link that sales with inventory items. Is it beneficial to use quick books in food and brevages company..

  • @AngelReyes-oj6mv
    @AngelReyes-oj6mv 4 ปีที่แล้ว +7

    This is awesome I'm new to all of this I'm starting my own business n I'm excited for a new chapter in my life thanks.. all your information is very helpful thanks 👍😀

    • @AccountingStuff
      @AccountingStuff  4 ปีที่แล้ว +1

      No worries Angel. All the best with your new business!

    • @nessabc253
      @nessabc253 4 ปีที่แล้ว

      Im wondering if it’s easier to hire a book keeper??? I just don’t know what to do

    • @AccountingStuff
      @AccountingStuff  4 ปีที่แล้ว +1

      @@nessabc253 Hiring a bookkeeper might be a good idea if you have the money to pay for one. It'll save you a lot of time and allow you to focus on growing your business

  • @heatherstretch3905
    @heatherstretch3905 3 ปีที่แล้ว +1

    Great introductory video. I look forward to digging into your videos particularly around UK VAT and how it is handled in QuickBooks!

    • @AccountingStuff
      @AccountingStuff  3 ปีที่แล้ว

      Thanks Heather and cheers for your suggestion!

  • @running4fun863
    @running4fun863 3 ปีที่แล้ว

    Thanks for the best teaching video ever, super helpful.

  • @ivanpogisajul5075
    @ivanpogisajul5075 3 ปีที่แล้ว

    not skipping ads for you ;]

  • @victoriatang8678
    @victoriatang8678 3 ปีที่แล้ว

    Nice and simple! Thx

  • @micheleguy968
    @micheleguy968 3 ปีที่แล้ว

    Thank you for your video. If a transactions is 'uncategorized', does it show up in a 'report'? If a payment has been deposited, however, not applied to an invoice, does is show up in a 'report'?

  • @tawandatimbe9567
    @tawandatimbe9567 3 ปีที่แล้ว

    Great Video, it's been very clear and helpfull. It will help me with my start up company..

  • @davidmciver7846
    @davidmciver7846 3 ปีที่แล้ว

    Very engaging presentation style

  • @gregchaney7380
    @gregchaney7380 4 ปีที่แล้ว +1

    What if you run two businesses .Can you use one subscription or have to order a second?

  • @bdz636
    @bdz636 3 ปีที่แล้ว

    I am new to your site and QB. I watch this video and you mentioned you would list below more videos entering transactions, Bills, Banking, etc. I can not find them on your site. Can you please let me know where I can view the additional QB tutorials? Thank you

  • @Kitty-lj7eg
    @Kitty-lj7eg 4 ปีที่แล้ว

    Great video!! Please go through the depth of how to use Quickbook. Thanks

  • @swiftchika6122
    @swiftchika6122 2 ปีที่แล้ว

    Great content with detailed information. Technology made our lives really easy now.

  • @rasju8605
    @rasju8605 ปีที่แล้ว

    Wow ...thats awesome. Thank you bro

  • @lottedeguzman5300
    @lottedeguzman5300 3 ปีที่แล้ว

    your tutorial is very helpful!!

  • @elainehylton1483
    @elainehylton1483 4 ปีที่แล้ว +1

    Thank you. I look forward to viewing more of your videos.

  • @brandyanderson3979
    @brandyanderson3979 3 ปีที่แล้ว

    I am a bookkeeper. I now use QB Desktop. Can I have multiple clients on Essentials?

  • @TerryCollinsP31Lifestyle
    @TerryCollinsP31Lifestyle 7 หลายเดือนก่อน

    Thank you so much for this video

  • @gregchaney7380
    @gregchaney7380 4 ปีที่แล้ว

    James, great video on DIY to QB. Better explanation than Intuit provides. Plus it is always better to hear it from a user than a trainer. 5 Stars. Greg

  • @pattyspeedmusic
    @pattyspeedmusic 3 ปีที่แล้ว +1

    Side Note: Your thumbnail photo is the exact expression I have had SEVERAL times throughout the years with QuickBooks. lol

  • @sasirekha7785
    @sasirekha7785 3 ปีที่แล้ว

    Hi Buddy! This is a very informative video. Can you share the video about TAX? Especially "How to set automated sales tax in USA" ..... I need a detailed video about the tax page. What are functionalities are there in TAX? etc....

  • @TheTorsohe
    @TheTorsohe 4 ปีที่แล้ว

    AMAZING tutorial! thank you so much, very useful and time efficient.

  • @jawadbukhari9325
    @jawadbukhari9325 3 ปีที่แล้ว

    Please make more quick books videos....and also quick excel tutorials.... please please please

  • @AdaptedStudios
    @AdaptedStudios 4 ปีที่แล้ว +1

    With quickbooks, is there much of a need to do physical accounting and recording?

  • @jopark626
    @jopark626 4 ปีที่แล้ว

    Hi, can you please give a little more detail about the 'TAX' box you selected in the Bills & Expenses module?

  • @emilyloulo8686
    @emilyloulo8686 3 ปีที่แล้ว

    Hi,
    I am having an issue sending the invoice to our clients. I used to do it before but now it’s not accessible. I also tried to update the email settings on the account still not working.
    I appreciate your help in this matter.
    Thank you

  • @vonlucy
    @vonlucy 4 ปีที่แล้ว

    Just started QBO last month with Simple Start and Core Plus. Then I added credit card processing thru QB. Do you have a video on that? Having issues with the fee that I charge customers not matching up with fee charged by QB.

  • @christophgouws8311
    @christophgouws8311 4 ปีที่แล้ว

    Lets say a company has a number of depots doing sales at each one and they send the information back to the head office to process into Pastel. The ideal would be for each depot to do it's own financial processing. Does Quickbooks make it possible for a user to only be limited to certain functions? Such as only being able to process one of the bank accounts and only certain customer invoices and to not be able to view all types of reports?

  • @RohitSharma-zz3pv
    @RohitSharma-zz3pv 4 ปีที่แล้ว

    Hi,
    Thank you for your wonderful video.
    It is very helpful.
    A question! If I add a reciept which was paid from a personal account or cash , how do I create that as an expense?
    What do I add in the payment account?
    TIA

  • @susanachoi7799
    @susanachoi7799 3 ปีที่แล้ว

    I would love a video on dealing with multi currency! Transfers between multi currency bank accounts, recording EFTs sent to customers paid in currencies other then home currencies.

    • @AccountingStuff
      @AccountingStuff  3 ปีที่แล้ว

      Hey Susana, thanks for your suggestion!

  • @siddharthdhm
    @siddharthdhm 3 ปีที่แล้ว

    Hey.... Could u make a video comparing Tally ERP with Quickbooks?? Which do u think is better??

  • @hargovind4576
    @hargovind4576 ปีที่แล้ว

    Very useful

  • @betzirojas8707
    @betzirojas8707 4 ปีที่แล้ว

    I am thankful for the videos. I have a concern about how to enter payments from a host of clients in a daycare setting. What is the best way to ensure my income is properly entered in this case?

  • @jeneedamatane
    @jeneedamatane 3 ปีที่แล้ว

    Thanks for your video in just curious where in QB can I setup for a particular financial year? For example I want to post transactions dating back to 2018 and how do I close that financial period?
    Thanks

  • @boba.8701
    @boba.8701 3 ปีที่แล้ว

    If I have two companies, can I use the one quick book in one computer to manage my two companies.

  • @debknopp1296
    @debknopp1296 3 ปีที่แล้ว

    Excellent tutorial. Thanks for making it interesting!

  • @adamtheownerofyourpassiona3879
    @adamtheownerofyourpassiona3879 4 ปีที่แล้ว +1

    Your editing style is so cool! What program do you use for editing? Oh and thanks so much for all the accounting help!

    • @AccountingStuff
      @AccountingStuff  4 ปีที่แล้ว

      Thanks Adam! I do all of my editing in Final Cut Pro X

  • @VeganPolitics
    @VeganPolitics 3 ปีที่แล้ว +1

    Thanks for making this, James! If I'm in the US and supposed to keep books of account in accordance with general accepted accounting principles, can I just use QuickBooks Simple Start? Do I need to do anything special?

  • @Ddstairclimber
    @Ddstairclimber 3 ปีที่แล้ว

    are there any tutorials you recommend for quickbooks online?

  • @tomalexander7313
    @tomalexander7313 3 ปีที่แล้ว

    So can quickbooks help me determine how much I need to set aside for taxes based on my state?

  • @thihansavidanagamachchi7645
    @thihansavidanagamachchi7645 4 ปีที่แล้ว

    Though I have a CPA for my business can I use QB for my own purpose? Anyway I like all your videos and its really useful.

  • @philipmarriott8619
    @philipmarriott8619 4 ปีที่แล้ว +1

    Could i set this up to pay last years taxes? as in 2018/19

  • @roccosdough
    @roccosdough 3 ปีที่แล้ว +1

    Awesome!

  • @mumbamwila213
    @mumbamwila213 4 ปีที่แล้ว

    Like using this app

  • @dalehein107
    @dalehein107 4 ปีที่แล้ว

    What is your bank does not work with Quickbooks -can you download and upload expensese or what is the alternative?

  • @aqueenofheart6632
    @aqueenofheart6632 3 ปีที่แล้ว

    Hello,
    Thanks for the upload,
    Does Quickbook automatically update bank account information i=once in sync with one another?

  • @silviucherloaba3802
    @silviucherloaba3802 3 ปีที่แล้ว

    Tina Razavi once mentioned QB Online as I recall!

  • @kathdiary
    @kathdiary 4 ปีที่แล้ว

    This is so helpful. Thanks

  • @flyingrider171
    @flyingrider171 3 ปีที่แล้ว

    I'm currently using Quickbooks on my PC Can I transfer my saved back up data from my PC version in to the online version?
    Thanks!

  • @BrandyJoyTV
    @BrandyJoyTV 4 ปีที่แล้ว

    Can you do a budget or forecast for the following month?

  • @nimclavon7536
    @nimclavon7536 3 ปีที่แล้ว

    Does Quickbooks work well on the MacBook Pro

  • @gauravpabla8568
    @gauravpabla8568 3 ปีที่แล้ว

    Thanks for the video. Do you have a video of what to do when you snapshot a receipt from the quickbooks app? What would be the exact steps after that? I opened a new business and im having trouble booking all these receipt payments ive made. :)

  • @HatchNutrition
    @HatchNutrition 3 ปีที่แล้ว

    Your tutorial was excellent, but I found that background music, that started at the tail end of your video, extremely distracting. Thank you for taking the time to make this tutorial.

    • @AccountingStuff
      @AccountingStuff  3 ปีที่แล้ว

      Hey Carmen, thanks for your feedback!

  • @Treasure0710
    @Treasure0710 4 ปีที่แล้ว

    Great Information on QuickBooks Online! Enjoyed the simplicity of how to operate QB in your business!

    • @AccountingStuff
      @AccountingStuff  4 ปีที่แล้ว

      Thanks Tanya! Cheers for your feedback

  • @muhammadsirajulislam7411
    @muhammadsirajulislam7411 3 ปีที่แล้ว

    It's really really amazing. It's too much helpful. Thank you boss.

  • @tintersinparadise
    @tintersinparadise 4 ปีที่แล้ว

    Ive been using spreadsheets to keep up with my books but I now have quickbooks online and now i need to load all of my old past sales into quickbooks. Do you have a video that shows how to do that?

  • @landscape351
    @landscape351 3 ปีที่แล้ว

    how to fill in the description box automatically from daily sale of product? and split section aswel?

  • @12schnsaint
    @12schnsaint 3 ปีที่แล้ว

    i'm looking for software i can use to track expenses and loss plus profitability and tracking the income my property is making? is there easy software for this. i don't have employees, or vendors. i have a property management that controls most of my rent. i need to see the profitability.

  • @mcleod7989
    @mcleod7989 4 ปีที่แล้ว

    So helpful

  • @exoscrewdriver4213
    @exoscrewdriver4213 3 ปีที่แล้ว

    I might have missed it does it have credit Card on file for customer to be charged when service is complete?

  • @davetutt5301
    @davetutt5301 3 ปีที่แล้ว

    Absolutely outstanding video. Thank you

  • @lesleyliner5280
    @lesleyliner5280 4 ปีที่แล้ว

    Do you have a video for the Projects portion?

  • @ats_nana
    @ats_nana 3 ปีที่แล้ว

    If I offer a bookkeeping service, it means for each client I have to make one quickbook account, is it right?

  • @roccosdough
    @roccosdough 3 ปีที่แล้ว +1

    Do I really need an accountant if I get comfortable with quickbooks and can do my own taxes ?

  • @tapchip5843
    @tapchip5843 2 ปีที่แล้ว

    Great videos, as always. Would you be able to do a video on multi currency accounting?

  • @gianghihau7252
    @gianghihau7252 4 ปีที่แล้ว

    I am working on the project which needs the nonbillable Time on the project report but I can't find it on my computer. Please help!

  • @taylorzheng4621
    @taylorzheng4621 3 ปีที่แล้ว

    the greatest video! thank you

  • @darindaymusicltd
    @darindaymusicltd 4 ปีที่แล้ว

    what a great video. I have subscribed. I run a limited company in the entertainment business. my accountants bills are nearly £2000 a year. I want to take more control and obviously save money from accountants bills. I will give this a trial but I may need help along the way

  • @abubakarqureshi4615
    @abubakarqureshi4615 2 ปีที่แล้ว

    please explain to us the entire procedure of "Quickbooks" from starting to end

  • @frapeyou
    @frapeyou 5 ปีที่แล้ว +2

    yes review all of it, if the extra $ is worth it

    • @AccountingStuff
      @AccountingStuff  5 ปีที่แล้ว

      Yeah my thoughts exactly. The top packages won't be worth it for everyone

  • @kayewinfield3002
    @kayewinfield3002 4 ปีที่แล้ว

    Hi, we are a new not for profit association in Australia (incorporated in Jan 2020 & in the environmental sector) and our needs are pretty simple except we have been awarded a couple of grants ($15000 & $10000). Other than the grants, we have yet to determine our income & expenses for 12 months and don't want to over commit on expenditure. Which QuickBooks would be advisable for NFP please

  • @thesingingzookeeperlouhenw3146
    @thesingingzookeeperlouhenw3146 4 ปีที่แล้ว

    My dash board- home page looks nothing like the pages demoed on this video

  • @babarkhan6925
    @babarkhan6925 3 ปีที่แล้ว +5

    Hey u look like Johnny Depp of “Public Enemy Number One”

  • @johnspitziginsurance4720
    @johnspitziginsurance4720 4 ปีที่แล้ว

    GREAT VIDEO AND EXCELLENT INFORMATION !

  • @johnnyk5489
    @johnnyk5489 4 ปีที่แล้ว

    Nice overview thanks man

  • @desturner8600
    @desturner8600 4 ปีที่แล้ว

    Is there a tutorial version on QuickBook so can play around and experiment with all the features before starting an active business version?

    • @AccountingStuff
      @AccountingStuff  4 ปีที่แล้ว +1

      Hey Des, there is an option to 'test drive' it for free → th-cam.com/video/9CoNzoyu5QQ/w-d-xo.html

  • @JMc_1
    @JMc_1 4 ปีที่แล้ว

    Love the music James . lol

  • @RedRockMaintenance
    @RedRockMaintenance 4 ปีที่แล้ว

    I find it confusing with Bill and Expense as I came from QBD and in there eventing is an expense. Ive been using it for a year and am so confused by it.

  • @sarahkruse534
    @sarahkruse534 4 ปีที่แล้ว

    Thank you so much! this was so helpful!!

  • @rossbriannestein5054
    @rossbriannestein5054 4 ปีที่แล้ว

    What type of software do most business used for accounting? Is it quick books, or at least something similar?

    • @AccountingStuff
      @AccountingStuff  4 ปีที่แล้ว +1

      Hey Ross, there are many different kinds of accounting software so it's important to choose carefully. QuickBooks might work great for some but not all

  • @starrlight9063
    @starrlight9063 4 ปีที่แล้ว +1

    Is this video about QB online accountant?

    • @AccountingStuff
      @AccountingStuff  4 ปีที่แล้ว

      No - this is about QuickBooks Online (Simple Start / Essentials / Plus / Advanced)