As someone who recently started an LLC and just beginning to find my footing in business bookkeeping, thank you for this from the bottom of my heart. It covered all the big questions I had about keeping my own books month to month.
Thank you Hanna! This "How To" rather than a "What It Is" video is extremely helpful. Please keep making these How To videos with real world scenarios and examples.
I am 52 and on disability do to a TBI!! To get off disability i hust earned a degree in accounting and NOW LEARNING QB. Thank you for several of your videoes. Your work is helping me get a 2nd career. I use to be an Armed Security until TBI
This QuickBooks tutorial was amazing! It was so helpful and made everything so clear. I've been struggling with QuickBooks for a while, but this tutorial made it all click. Thank you so much for putting it together!
You ROCK! This is hands down..THE BEST monthly bookkeeping tutorial I have watched. I did some things right other stuff I got clarity on: categories and bank rules! I now understand WHY they are so important. Also creating an excel spreadsheet to import data and let QBO do the work and I clarify a transaction, vs directly entering a transaction...game changer. Thank you for sharing and a new subbie!❤🦋
Thank you so much for taking the time to show me a full month of Bookkeeping. I understood every step of the process. I will be watching your other videos for more training! Great Job!
Thankyou ❤ I appreciate this video to manually enter transactions as the banks in my country are still in the process of connecting QBO with SMEs. Our small island nation is still getting there. 😊
This was a GREAT video, thank you so much. I've used QB for a not for profit company and it was on the desktop last updated in 2010. So I've never used QB online. It has such great features. I love it!! Thank you again.
SBO here- I have been subscribed to QBO for about 5 weeks and almost quit 2 days ago. I was so frustrated!!!! This video was great. I needed an overview before I can work on the details. THANK YOU! Very much!
Clara, I want to thank you so much for doing this training. I’m learning a lot from seeing step by step and then applying what I’ve learned. Sometimes you just need to see someone else do it to feel confident.❤
Awesome!!! Best tutorial out there. This practical and so well explained video was exactly what I needed to stop pushing my self back. I am ready to jump on it. Thank you Hanna.
Very Helpful. Thank you, Clara. I just started bookkeeping and was having issues understanding while balances where different. but it was 4 months of transactions.
Hello everyone! Im newbie as a bookkeeper VA. But I've done my training at QBO. I know to do basic reports like invoices, AP/AR, bill, payment bill. Monitoring sales and expenses from customer and vendor. I can lend a hand freely if your team needs a AP/AR clerks. I just want to gain experience that I can put on my CV
I am listening to you because I joined quickbook 2 months ago every expensive since you are the first explanation how to start. I waste over 300 because no one like you taught step by step. Thank you
Hanna this is a fantastic video, very clear and easy to follow. I have some accounting knowledge and experienced in Quicken software. I am helping a friend set up QB for her business and found your video very helpful .
Wow… thank you so much for these videos. Just started using QBO and have been struggling… this was Concise, clear and I can step through a process. Excellent job Hannah!
This video made my day. I have been looking for full use case. This video did it. Now i just need to learn how to add my COGDS and i should be golden Thank you so much
First of all, thank you so much for sharing. This is exactly I was looking for. I am new to QuickBooks and started learning. This is the first time I watched a video on this channel and loved it. You got a new subscriber 😊 Just wanted to check the process to handle below scenarios in QBO. Sorry, if you already shared below in any of your videos and I missed. 1. How to categorise a payment transaction which is paid for service and includes recoverable tax as well. 2. How to record deferred income and prepaid expenses (I know the accounting treatment, but not sure if there is any functionality in QBO to handle this efficiently) Once again thank you so much for great video. Your guidance is really helpful.
Clear and easy to understand. Thanks. Question: You mentioned that you should have a receipt for every transaction in case of audit. How do you get the receipts for each transaction if the client retains the receipts? That could be a large amount of receipts to process.
HI. Thank you so much for this information and this video. I appreciate it quite a bit. I have recently had to change careers and this video is helping me to stay excitd about what I am doing. Plus I can rewind and listen more than once if I need to. Bless You Much!
Hi Clara, sorry for being nitpicky, fistly that you VERY much for this amazing free content. May I ask that you try to keep your cursor more steady while talking? or point slowly without cursor jumping around while you indicate on screen? Sorry to ask, definitely not meant to minimize the fantastic tutorial you're sharing. Thank you, Joe
Great video by the way! Basically this is all about Transaction Classification from the part of the bookkeeper and the Justification on the part of the auditor. Having a comprehensive Classification cheat sheet would help newbies bookkeepers and so coupled with scanned receipts supports Justification. What would you recommend do sources for such a cheat sheet?
Hi Clara, superb tutorial. Very helpful indeed. Moreover, can you please give separate tutorial for 1099? It would would be a great help for us (bookkeeper). My clients are from the USA and I am their bookkeeper but I am leaving outside the USA. Please make a separate video for more detailed for 1099. What is 1099 and when to start tracking 1099 and other important notes about 1099. It would be a great help for us. Thank you
Hi. I am starting a first time new job as accounts assistant in a small accountancy firm. They use Quickbooks and Excel. Any video or pdf to help my new job is much appreciated. Thank you
We are just about to pull the trigger on QBO for our small business. What are the best practices for tracking projects/job specific profitability? Using Chart of Accounts/sub-accounts or another method?
Hi Hanna. Do you have a video for new bookkeepers on how to get a new client set up on QBOA and all steps to do a months worth of their work? Love you videos!
Watching this from Ireland - best video I've found on QB..thanks so much for explaining it so simply 😊 any videos on journal entries / petty cash journal entries? Thanks Clara
This was a great QBO tutorial. Would you create a bank reconciliation in Excel to support the QuickBooks balance, especially where there is activity between a business checking accounts and credit card payments? Second question: I have a client who would pay for her business credit card from her checking account. Should I record the payment as Equity towards the credit card? I also advised my client to deposit funds from her personal checking account into the client's business checking account as Equity. My client is basically bootstrapping her business. Your thoughts?
Thank you for this video. As an aspiring bookkeeper, this video has helped so much! You mentioned that every transaction should have documentation to back up sales or expenses. Is it best to upload/verify each document as back up during this work flow. How does one keep sufficient record in case of an audit? Could you make a video about this? Also, does this work flow only apply to cash basis: would an accrual basis have additional steps? Any insight would be appreciated. Thank you again.
From what I understood, 1) Import transactions from bank accounts and credit cards 2) categorize 3) Look at income statement for off amounts, anything odd 4) Bank reconciliation. In general is that correct?
Your videos are great! I do have one suggestion to those who use a POS system such as Stripe. You actually can’t just click add on it because the deposit is very different from the details. For example, with a $325 deposit, you might have $500 in sales and a $170 refund and $5 in fees. So if anybody reads this, be aware of that. It was a mistake I made when I was a beginner!
What would be the correct way to add it to QB? The transaction would automatically be added so then do you have to add additional transactions to get it all the match?
Questions: 1. What if there is a difference? How do we reconcile then? 2. For construction business for example, can you assign expenses and labor to certain jobs?
Your videos are more informative than the training course I got into. Thank you for this Clara. May I know how you generate your .csv file in that format?
This was such a helpful video. If you have 2 business banking accounts and transfer money from one account to the other, it shows in QBO as Online Xfer Transfer and Paired to another Transfer ( Category or Match) In the action column it says "Record Transfer." Does anything else need to be completed before clicking that button? Is it wise to have 2 bank accounts?
I have QBO Plus. We are a church organization and receive weekly income and weekly bills which we pay by hand written checks. We are currently using Money Counts which is an Intuit product without support. We are upgrading to QBO. How do we manually enter income and expenses on a weekly basis? We will eventually link our bank accounts and credit cards, but for the transition we want to manually enter the income and expenses.
You can do this directly through the bank register. Make sure you are in the right bank account, and then on the top line of the register, you can manually add new transactions. MAKE SURE you are doing monthly bank reconciliations! This is imperative when doing so many manual entries to avoid major mistakes.
Hey Clara. I got a quick a question here. I was wondering what if you have doubts about a transaction or vendor on what account exactly to add it to or what was the transaction about or if you need a receipt for that specific transaction, should you ask more clarifications to your client or how exactly should we figure it out? Thanks again for this tutorial.
Great video coming from NetSuite; QB seems so much easier and intuitive. Do you have any videos on how QB does cashflow, any pros or cons of running that report using QB
Hi Clara, I have a specific question regarding transactions for a record label. We pay for recoupable expenses for artists. We recoup when we receive sales royalties and then pay out a portion. I’d like to show those expenses as assets until we receive sales royalties - we would then apply a portion of sales to each artist - what would be the best way to do so?
Thanks for the great walkthrough, Ciara! What if there is a "Due to Shareholder" and there was a personal expense accidentally put on a corporate card (single shareholder). Can we choose not to categorize it as a "Owner draws", but under "Due to Shareholders"?
Good question! Here is a recent video about personal charges on the company card and vice-versa! Hopefully this helps: th-cam.com/video/pqT2Ky4_9ME/w-d-xo.html
Would you please make a video like this for people learning to be bookkeepers? I need to learn all the steps for a full month of doing a clients QBO. I can't find any videos like that anywhere, so I'd really appreciate that!
Thank you so much! This is well explained and so clear to understand. I’m going to watch again step by step when doing mi reconciliation. Thank you again ❤😊
This video was wonderful and gave me some direction. I am needing to learn how to utilize this for a personal account. Is there a way to categorize items into personal areas...most of the ones listed are business obviously and most use it for that.
You don't want to combine business accounts and personal accounts into one QB file. If you want to manage your personal finances through QBO, that would probably be fine, but you would want to change the chart of account options. Just don't combine business and personal together.
Clara, that was great! Thank you. Don't most businesses operate on an accrual basis and not cash? I'm wondering about your comment at the end of your video where you said, most of us will be on a cash basis.
Love this tutorial! I have been working on QB desktop for the past 9 years and now will be starting with a new company using QB online. I wanted to ask you where do I go for the QB discount?
![Learn the Basics of Bookkeeping [FREE QuickBooks Training]](http://i.ytimg.com/vi/xWv391G8Nyw/mqdefault.jpg)
This is the best QBO full tutorial in TH-cam right now... Great job Hanna!
Thanks Hector! That means a lot coming from you! Hope you are well!
@@ClaraCFO im doing wonderful now that I have competition in TH-cam! :)
Haha @hectorgarciacpa I've got a lot of catching up to do to keep up with you!
A mutual admiration relationship.
who is Hanna?
The absolute BEST bookkeeping review I have ever watched on TH-cam! Seriously, thank you so much for posting this.
Wow thanks! Happy I could help!
finally, I found this kind of full-month bookkeeping tutorial, Gracias!!
I am new to using QBO, and this is the best QBO full tutorial on TH-cam right now... Great job Clara! Greatly appreciated
This is the best beginner Quickbooks info I've found on TH-cam, thanks you!
Wow, thank you! So glad it was helpful!!
As someone who recently started an LLC and just beginning to find my footing in business bookkeeping, thank you for this from the bottom of my heart. It covered all the big questions I had about keeping my own books month to month.
Thank you Hanna! This "How To" rather than a "What It Is" video is extremely helpful. Please keep making these How To videos with real world scenarios and examples.
Thank you! Will do!
I am 52 and on disability do to a TBI!! To get off disability i hust earned a degree in accounting and NOW LEARNING QB. Thank you for several of your videoes. Your work is helping me get a 2nd career. I use to be an Armed Security until TBI
This QuickBooks tutorial was amazing! It was so helpful and made everything so clear. I've been struggling with QuickBooks for a while, but this tutorial made it all click. Thank you so much for putting it together!
You ROCK! This is hands down..THE BEST monthly bookkeeping tutorial I have watched. I did some things right other stuff I got clarity on: categories and bank rules! I now understand WHY they are so important. Also creating an excel spreadsheet to import data and let QBO do the work and I clarify a transaction, vs directly entering a transaction...game changer. Thank you for sharing and a new subbie!❤🦋
Thank you so much for taking the time. You are the only so far who has actually walked us thru QBO. May you always prosper
Thank you! I hope this helps a LOT of people!
Thank you so much for taking the time to show me a full month of Bookkeeping. I understood every step of the process. I will be watching your other videos for more training! Great Job!
So clearly explained with a clear voice and accent. Love it. Thank you so much!
This is an exceptional tutorial for a small business learning how to properly manage and keep books! Thank you!
Much better than most presenters!!! Clara did not try to squeeze 1 hour of info into 15 minutes.
glad it was a good pace! I get feedback both ways sometimes!
This is the best bookkeeping video I have seen yet. Thank you for doing this.
Thanks for saying that! It was a labor of love 🤗 glad it’s been able to help so many people!
Thankyou ❤ I appreciate this video to manually enter transactions as the banks in my country are still in the process of connecting QBO with SMEs. Our small island nation is still getting there. 😊
This was a GREAT video, thank you so much. I've used QB for a not for profit company and it was on the desktop last updated in 2010. So I've never used QB online. It has such great features. I love it!! Thank you again.
SBO here- I have been subscribed to QBO for about 5 weeks and almost quit 2 days ago. I was so frustrated!!!! This video was great. I needed an overview before I can work on the details. THANK YOU! Very much!
This is very helpful for beginners like me. Hope you can do more QBO bookkeeping stuff Clara. You are awesome!
One of the most helpful videos out here so far! Thank you for explaining this in detail! :)
Clara, I want to thank you so much for doing this training. I’m learning a lot from seeing step by step and then applying what I’ve learned. Sometimes you just need to see someone else do it to feel confident.❤
Absolutely! I feel the same way, and that's what hoped this video would do for some of you! ❤️
Hey! I am new in QBO so I also want to enter all this data for
practice purposes can you guide me?
I agree. I hired a mentor for my first month and my confidence is through the roof now!
Agree 100%.
Hello can I get connected with workforce app how?
Awesome!!!
Best tutorial out there. This practical and so well explained video was exactly what I needed to stop pushing my self back. I am ready to jump on it. Thank you Hanna.
Great to hear! Thanks so much for watching!
Very Helpful. Thank you, Clara. I just started bookkeeping and was having issues understanding while balances where different. but it was 4 months of transactions.
Glad it was helpful!
You seem nice and sincere and would tell the ones who tell you anything negative can go to H....They are wrong
Hello everyone! Im newbie as a bookkeeper VA. But I've done my training at QBO. I know to do basic reports like invoices, AP/AR, bill, payment bill. Monitoring sales and expenses from customer and vendor. I can lend a hand freely if your team needs a AP/AR clerks. I just want to gain experience that I can put on my CV
Thanks for the lesson. It is so much better when I see a visual. Again than you, I will be tuning in for more.
I am listening to you because I joined quickbook 2 months ago every expensive since you are the first explanation how to start. I waste over 300 because no one like you taught step by step. Thank you
Glad to have stumbled onto this video. Exceptionally helpful, straightforward, and well done. Thank you!
Seeing the step by step was great!! I am new to QBO and this helped answer so many questions. Thanks
Amazing!! So glad I could help!
This is freaking amazing!! Thank you so much for the comprehensive walkthrough... it has helped me soo much! I look forward to seeing more.
Hanna this is a fantastic video, very clear and easy to follow. I have some accounting knowledge and experienced in Quicken software. I am helping a friend set up QB for her business and found your video very helpful .
Really appreciate your straightforward approach! It helped me understand the basics of keeping my transactions complete and my reports meaningful!
Wow… thank you so much for these videos. Just started using QBO and have been struggling… this was Concise, clear and I can step through a process. Excellent job Hannah!
You're very welcome!
Thank you so much. I am a visual learner and really appreciate coming across this video!
Hi Clara. Im a newbie in QBO. This vid helps me a lot to familiarize. So many thanks to you. Lookng forward for more of your tutorials. 😊
Awesome - this playlist will be helpful for you! th-cam.com/play/PLUcXTCG4ArAlATaIlyGPM94PEs_icwSFb.html&si=dGHf9bI8_lWSSPdT
This video made my day. I have been looking for full use case. This video did it. Now i just need to learn how to add my COGDS and i should be golden
Thank you so much
First of all, thank you so much for sharing. This is exactly I was looking for. I am new to QuickBooks and started learning. This is the first time I watched a video on this channel and loved it. You got a new subscriber 😊
Just wanted to check the process to handle below scenarios in QBO. Sorry, if you already shared below in any of your videos and I missed.
1. How to categorise a payment transaction which is paid for service and includes recoverable tax as well.
2. How to record deferred income and prepaid expenses (I know the accounting treatment, but not sure if there is any functionality in QBO to handle this efficiently)
Once again thank you so much for great video. Your guidance is really helpful.
this video is very helpful and it build my confidence in doing bookkeeping in QBO. thanks a lot.
Clear and easy to understand. Thanks. Question: You mentioned that you should have a receipt for every transaction in case of audit. How do you get the receipts for each transaction if the client retains the receipts? That could be a large amount of receipts to process.
Thank you for showing a straightforward and practical path to understanding.
Its more than everything, i watched it twice and its its its, nothing else i need, THANKS instead THAAAAAAAANKSSSSS
HI. Thank you so much for this information and this video. I appreciate it quite a bit. I have recently had to change careers and this video is helping me to stay excitd about what I am doing. Plus I can rewind and listen more than once if I need to. Bless You Much!
Very impressive! Your tutorial is very easy to understand and follow! Highly recommended!
Thanks a lot! So glad I could help!
Thanks so much for drilling down to the basics. Great reminders for me.
You are very easy understand.
Thank you.
So glad this was helpful for you!
GREAT GREAT GREAT video! 👏🏻 I have saved it to my watchlist so I can go back to it whenever I need to.
Thank you so so so much! ❤
Thank you for this video.
Yes. A lot of people say how to but they are really what is.
Hi Clara, sorry for being nitpicky, fistly that you VERY much for this amazing free content. May I ask that you try to keep your cursor more steady while talking? or point slowly without cursor jumping around while you indicate on screen? Sorry to ask, definitely not meant to minimize the fantastic tutorial you're sharing. Thank you, Joe
Thank you for such a great tutorial. I've enjoyed every second of it and have learnt so much from it. Keep up the amazing work!
So glad I could help, thanks so much for watching!
I have been looking for a walk through from the beginning, this is awesome,,,thank you!!!!!!
So glad it is helpful!
New QBO user just getting started and this was SUPER helpful, thank you. 👍👍
You are so welcome, happy I could help!
Video was awesome, didn't see which plan you were on for Quickbooks. Much appreciated.
You are absolutely the best! Thank you for taking time from your day.
Thank you for taking the time to break it down. The video is helpful!
Best learning in life through TH-cam. Thank You.
Great video by the way! Basically this is all about Transaction Classification from the part of the bookkeeper and the Justification on the part of the auditor. Having a comprehensive Classification cheat sheet would help newbies bookkeepers and so coupled with scanned receipts supports Justification. What would you recommend do sources for such a cheat sheet?
First, thank you so much for your video. One of my issues is duplicate entries. I would love input on how to correct these duplicate entries.
Thank you Hanna, This was a great refresher for me since it's been a while!!
You're so welcome! Thanks for watching!
Hi Clara, superb tutorial. Very helpful indeed. Moreover, can you please give separate tutorial for 1099? It would would be a great help for us (bookkeeper). My clients are from the USA and I am their bookkeeper but I am leaving outside the USA. Please make a separate video for more detailed for 1099. What is 1099 and when to start tracking 1099 and other important notes about 1099. It would be a great help for us. Thank you
Superb description, Thanks a lot Hanna.
Thanks so much!!
Hi. I am starting a first time new job as accounts assistant in a small accountancy firm. They use Quickbooks and Excel. Any video or pdf to help my new job is much appreciated. Thank you
3:02 and stuck, as my platform looks nothing like yours!
Awesome video. Thanks for taking the time to do this. Very well thought out and structured. Great job!
We are just about to pull the trigger on QBO for our small business. What are the best practices for tracking projects/job specific profitability? Using Chart of Accounts/sub-accounts or another method?
Hi Hanna. Do you have a video for new bookkeepers on how to get a new client set up on QBOA and all steps to do a months worth of their work? Love you videos!
Watching this from Ireland - best video I've found on QB..thanks so much for explaining it so simply 😊 any videos on journal entries / petty cash journal entries? Thanks Clara
Not yet! Thanks for the ideas though! Thanks for watching! Didn't know we'd be relevant in Ireland!
This was a great QBO tutorial. Would you create a bank reconciliation in Excel to support the QuickBooks balance, especially where there is activity between a business checking accounts and credit card payments? Second question: I have a client who would pay for her business credit card from her checking account. Should I record the payment as Equity towards the credit card? I also advised my client to deposit funds from her personal checking account into the client's business checking account as Equity. My client is basically bootstrapping her business. Your thoughts?
Very helpful on "creating rules"... excellent feature. Great Job!
Thank you for this video. As an aspiring bookkeeper, this video has helped so much! You mentioned that every transaction should have documentation to back up sales or expenses. Is it best to upload/verify each document as back up during this work flow. How does one keep sufficient record in case of an audit? Could you make a video about this? Also, does this work flow only apply to cash basis: would an accrual basis have additional steps? Any insight would be appreciated. Thank you again.
You're a rockstar! Me, my business, and mostly accountant thank you!!
Thanks for watching! Glad they can help!
This is very helpful for beginners like me.Thank you Hanna!
From what I understood, 1) Import transactions from bank accounts and credit cards 2) categorize 3) Look at income statement for off amounts, anything odd 4) Bank reconciliation. In general is that correct?
Thanks so much for this. Do you have a video about journal entries for Stripe? Thanks
Your videos are great! I do have one suggestion to those who use a POS system such as Stripe. You actually can’t just click add on it because the deposit is very different from the details. For example, with a $325 deposit, you might have $500 in sales and a $170 refund and $5 in fees. So if anybody reads this, be aware of that. It was a mistake I made when I was a beginner!
What would be the correct way to add it to QB? The transaction would automatically be added so then do you have to add additional transactions to get it all the match?
@@MuffinsEatCrafts Dr. Deposit, Dr. Refund Expense , Dr. Fee, Cr. Sale/income.
i absolutelly enjoyed watching your video again. thank you
Hanna, This tutorial was perfect! I'm a beginner and I'm learning Quickbooks. Can you provide this spreadsheet to practice on? Please!
Thanks for this great tutorial! Best info and you do a great job presenting.
Aww thanks! I appreciate that! Glad it was helpful!
Questions:
1. What if there is a difference? How do we reconcile then?
2. For construction business for example, can you assign expenses and labor to certain jobs?
Your videos are more informative than the training course I got into. Thank you for this Clara. May I know how you generate your .csv file in that format?
Love this so much! Id love a video that quickly explains all the categories.
This was such a helpful video. If you have 2 business banking accounts and transfer money from one account to the other, it shows in QBO as Online Xfer Transfer and Paired to another Transfer ( Category or Match) In the action column it says "Record Transfer." Does anything else need to be completed before clicking that button? Is it wise to have 2 bank accounts?
Thank you so much for this training. Just a question, how do you manually add an opening balance as you did?
I loved this! It helped me to decide to purchase Quickbooks Online. Thank you!
I have QBO Plus. We are a church organization and receive weekly income and weekly bills which we pay by hand written checks. We are currently using Money Counts which is an Intuit product without support. We are upgrading to QBO.
How do we manually enter income and expenses on a weekly basis? We will eventually link our bank accounts and credit cards, but for the transition we want to manually enter the income and expenses.
You can do this directly through the bank register. Make sure you are in the right bank account, and then on the top line of the register, you can manually add new transactions. MAKE SURE you are doing monthly bank reconciliations! This is imperative when doing so many manual entries to avoid major mistakes.
Hey Clara. I got a quick a question here. I was wondering what if you have doubts about a transaction or vendor on what account exactly to add it to or what was the transaction about or if you need a receipt for that specific transaction, should you ask more clarifications to your client or how exactly should we figure it out?
Thanks again for this tutorial.
Great video coming from NetSuite; QB seems so much easier and intuitive. Do you have any videos on how QB does cashflow, any pros or cons of running that report using QB
Hi Clara, I have a specific question regarding transactions for a record label. We pay for recoupable expenses for artists. We recoup when we receive sales royalties and then pay out a portion. I’d like to show those expenses as assets until we receive sales royalties - we would then apply a portion of sales to each artist - what would be the best way to do so?
Thanks for the great walkthrough, Ciara!
What if there is a "Due to Shareholder" and there was a personal expense accidentally put on a corporate card (single shareholder). Can we choose not to categorize it as a "Owner draws", but under "Due to Shareholders"?
Good question! Here is a recent video about personal charges on the company card and vice-versa! Hopefully this helps: th-cam.com/video/pqT2Ky4_9ME/w-d-xo.html
Thanks a lot for the detailed tutorial. The best one I have seen.
Thanks!
Would you please make a video like this for people learning to be bookkeepers? I need to learn all the steps for a full month of doing a clients QBO. I can't find any videos like that anywhere, so I'd really appreciate that!
thank you for the helpful video! Curious when are you gonna deal with the receipts and how does that fits into this workflow? Thank you!
Hello Clara, The above video is quite helpful.
So happy it helps, thanks for watching!
Thank you so much! This is well explained and so clear to understand. I’m going to watch again step by step when doing mi reconciliation. Thank you again ❤😊
Glad it was helpful!
This video was wonderful and gave me some direction. I am needing to learn how to utilize this for a personal account. Is there a way to categorize items into personal areas...most of the ones listed are business obviously and most use it for that.
You don't want to combine business accounts and personal accounts into one QB file. If you want to manage your personal finances through QBO, that would probably be fine, but you would want to change the chart of account options. Just don't combine business and personal together.
Clara, that was great! Thank you. Don't most businesses operate on an accrual basis and not cash? I'm wondering about your comment at the end of your video where you said, most of us will be on a cash basis.
Most small businesses operate on a cash basis!
The US Bookkeeper QB subscription I have is free for life..
Hands on project i have been looking for . Good work 👏
Hello Ms. Clara. Thank you so much for these video. Can u guide me revise date of I Banking after upload transactions?
Love this tutorial! I have been working on QB desktop for the past 9 years and now will be starting with a new company using QB online. I wanted to ask you where do I go for the QB discount?
happy to help! www.claracfo.com/qbo will give you the discount!
OMG! This is really helpful. Thank you. Good job.
So glad it is helpful!