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@AustinMockridge
@AustinMockridge Сағат бұрын
Under Inventory, I don't seem to have all those options you do. Inventory Stock status by item is non existent in my QB enterprise?
@CertumSolutions
@CertumSolutions 9 минут бұрын
You probably have a different tier or you need to enable advanced inventory or the industry version for manufacturing. I will send this to our team, but you can reach Sam via [email protected].
@Akshedur
@Akshedur 10 күн бұрын
nice
@samanthagoncalves4662
@samanthagoncalves4662 18 күн бұрын
How would you reimburse an employee? I know there is a section to put it the amount but what if you wanted to put it towards a certain account? For example safety shoes for $100.00. Would I set the employee up as a vendor then put the expense to safety? Then mark it as paid and put $100.00 in the reimbursement line?
@CertumSolutions
@CertumSolutions 18 күн бұрын
You can definitely do that. You can also put via a payroll item, but you have to remember to cancel it and it’s easy to forget, so I prefer to keep them separate as you described.
@VBKPayroll
@VBKPayroll 19 күн бұрын
Can we print locations on the cheques?
@CertumSolutions
@CertumSolutions 19 күн бұрын
My immediate thought is to include it in the account description or check form so it prints on the checks.
@VBKPayroll
@VBKPayroll 19 күн бұрын
@@CertumSolutions Can you guide on the check form, which form are you referring to
@nicolecyster1571
@nicolecyster1571 20 күн бұрын
Hi, does this option not keep track of employee leave
@CertumSolutions
@CertumSolutions 10 күн бұрын
QB Time keeps track of PTO requests and leave.
@Paul-tp9yh
@Paul-tp9yh 21 күн бұрын
I really like the expression bubbling idiot, it's way better than the more traditional babbling idiot- though this appears accidental it's so funny and charming in a way that I would encourage you to keep using this expression. :)
@CertumSolutions
@CertumSolutions 21 күн бұрын
Hi Paul, it’s actually bumbling idiot that I usually say. I got it from my father. 😊
@CertumSolutions
@CertumSolutions 21 күн бұрын
dictionary.cambridge.org/dictionary/english/bumbling
@Paul-tp9yh
@Paul-tp9yh 21 күн бұрын
@@CertumSolutionsThank you, my boo boo.
@Paul-tp9yh
@Paul-tp9yh 21 күн бұрын
@@CertumSolutions Cool. 🙂🤓😊
@Paul-tp9yh
@Paul-tp9yh 21 күн бұрын
Instead of killing two birds with one stone maybe you could feed two birds with one snack?! 🧐😯🤓
@CertumSolutions
@CertumSolutions 21 күн бұрын
Hahahahaha thank you. That’s funny. 😆 ba dum bshhh
@dustyr.647
@dustyr.647 Ай бұрын
Mine worked at first and now it's set up to print low
@CertumSolutions
@CertumSolutions Ай бұрын
You need to change the calibration settings and that should fix it. I would go back thru it if needed.
@flyshacker
@flyshacker Ай бұрын
Hi Katie! I’m about to take on treasurer duties for a county political party, and I found this video which I just watched. Great intro to QBO for nonprofits. I think I have access to local talent for help. But I may need to reach out to you if they can’t help me. I’m just trying to acquaint myself at this point. I’ll be going in depth with the outgoing treasurer in a couple days, so this video (and others I found) are giving me a great starting point. Best wishes and thank you for making this video!! 👍
@CertumSolutions
@CertumSolutions Ай бұрын
Hi!! I am here however I can help. My email is [email protected]. Sounds awesome!
@HALOEnterprisesInc
@HALOEnterprisesInc Ай бұрын
Good morning, my question is concerning tips received from clients, tips are nontaxable. When I enter the sales receipt, there is a section at the bottom of the sales receipt for tips. This is where I enter them. When I look at the sales tax liability report it shows the dollar amount that is nontaxable. Is there a report that will show me a list of the clients that paid the tips?? Also - where would the tip information go on the chart of accounts? I appreciate your time and look forward to your answer.
@CertumSolutions
@CertumSolutions Ай бұрын
Hello! Depending on the state if the tips are mandatory they can be taxable. If the client can choose the amount to tip and it is blank it typically isn’t, but it depends on the state. Some states see mandatory tip charges as service fees and consider them taxable. (Oi) That being said, tips go to the Undistributed tips account on the Balance Sheet, so I would run a transaction detail by account keying off that account to see which tips were received. Does this help?
@LouisPallascio-e4n
@LouisPallascio-e4n Ай бұрын
Hi! I don’t understand if I missed something but where is it shown how to setup the integration? Can this be done in Quickbooks Plus? Why is it reserved for Quickbooks Advanced if it’s an external app?
@CertumSolutions
@CertumSolutions Ай бұрын
There isn’t a ton to set up, but what there is is shown in the video.
@martyb660
@martyb660 Ай бұрын
Good afternoon, I had to go back to my clients sales and calculate sales tax that was not broken out, (a total fee was charged for the taxable service)and reduce the total sales and create the liability i have a sales tax payable but I dont have it listed to the NJ Div of taxation. Is this a journal entry fix to move it from one liability to the other or are there things in the system that need to be addressed?
@CertumSolutions
@CertumSolutions Ай бұрын
You would need to fix it within the sales tax module so it will reflect correctly. Ledger entries usually won’t reflect in other modules.
@martyb660
@martyb660 Ай бұрын
@@CertumSolutions Thank you for your assistance since the sales transactions came through initially without the tax module being properly set up would i need to journal those sales?
@Mai_Mia_2024
@Mai_Mia_2024 Ай бұрын
That was short and sweet! I understand it now! Thanks!
@CertumSolutions
@CertumSolutions Ай бұрын
I’m so glad!
@BusinessCoachP
@BusinessCoachP Ай бұрын
great work.
@lmn1966
@lmn1966 Ай бұрын
Unfortunately only USA. We're good in Canada so far
@kalyngrindle55
@kalyngrindle55 Ай бұрын
Genuinely SO helpful, thank you so much! :)
@CertumSolutions
@CertumSolutions Ай бұрын
Thank you, Kalyn!! That means a lot, and I’m so glad it’s helpful!!
@risingisaac1394
@risingisaac1394 Ай бұрын
Quick question: When you're entering the information in Recieve Payments, is that before or after you've entered the check(s) you received?
@CertumSolutions
@CertumSolutions Ай бұрын
You will show the check there when doing receive payments and the reference number is the check number. The items in undeposited funds are the received payments you’ve booked to go to undeposited funds instead of straight to the bank account
@risingisaac1394
@risingisaac1394 Ай бұрын
@@CertumSolutions Okay. I noticed that when I entered an invoice, I was able to put it into undeposited funds. After that I make the batched bank deposit in QBO and send the checks to the bank?
@CertumSolutions
@CertumSolutions Ай бұрын
​​⁠an invoice should not post directly to undeposited funds. Undeposited funds is for the receipt of the money used to pay the invoice. An invoice should typically post to a revenue account.
@tranngocvananh3697
@tranngocvananh3697 2 ай бұрын
Hi Katie, Could you pls sign me up to your QBO in Nonprofit Org. demo? Thank you so much
@waqara4241
@waqara4241 2 ай бұрын
I have few questions regarding sales tax on expenses, please guide on email. Regards
@CertumSolutions
@CertumSolutions 2 ай бұрын
Hello! Happy to help. [email protected]
@fredrickjames1247
@fredrickjames1247 2 ай бұрын
Really enjoyed this video Katie! Just found your channel this morning and I have subscribed. Completely understand what you're saying about having a traditional brick-and-mortar office location. I started my bookkeeping business in January working from home like so many others I've seen on KZbin. I truly understand how the aspect of WFH means less overhead with rental expense. Not doubting that one bit and for those that run their business from home, my hat's off to them!! I just signed my lease a week ago for my new office location downtown and I've had some ask me why would I take on the added expense? I view this choice as ROI vs an expense for two primary reasons. One is after months of research, I've found potential clients have more trust in a business brand that has a physical location. Granted, the majority of my work is online, same as when I was WFH, and the need for clients to visit the office is rare. But from a psychology aspect, business owners still feel more secure dealing with a service company with a physical office address. Case in point, when I first started marketing my business offering outsourced bookkeeping, payroll, and financial services virtually from my WFH location, all I heard was crickets. Now that I have announced my moving into my new downtown address office location, in the first week I've received half a dozen potential clients reach out looking for more information. Again, for me, the ROI is in brand trust. Second reason has a non-tangible value. I feel the need for proper Work/Life Balance is important. I noticed when I was WFH, I rarely took a break. Granted I'm still in start-up mode and putting a lot of hours, blood, sweat, and tears into the growth of my business, but I was feeling the burn out. By having my business in a different location instead of at my home, I can take breaks and detach myself on occasion as needed. I was worried I was going to run myself so ragged, that burning out would cause me to lose my passion of growing my business. A fire needs air to grow, but sometimes too much air can reduce the flame. Again, I enjoy your wonderful content and look forward to watching more of your videos!
@CertumSolutions
@CertumSolutions 2 ай бұрын
Thank you so much for your thoughtful and insightful comment! I'm thrilled to hear that you enjoyed the video and have subscribed to the channel. Your perspective on having a traditional brick-and-mortar office location is really valuable and mirrors the experiences of many business owners. The balance between reducing overhead costs and building brand trust with a physical location is a common consideration. It's fantastic to hear that your new downtown office is already paying off in terms of client inquiries and trust. The point you made about work/life balance is equally important. It's true that working from home can blur the lines between personal and professional life, leading to potential burnout. Having a separate office space can indeed provide that much-needed mental break and help maintain passion and productivity. Thank you again for sharing your experiences and insights. It's comments like yours that foster a great community here. I look forward to hearing more from you and wish you continued success with your bookkeeping business!
@CertumSolutions
@CertumSolutions 2 ай бұрын
Thank you so much for the reply!! I wanted to also personally respond. I fully agree!! Funny enough, we ended up buying the building this video was about and are opening our second this month. I also feel the ROI is there and is both tangible and intangible. I leave my laptop at work now and don’t have a computer at home and it is very freeing!!! Very much appreciate the subscribe as well. -KB
@day-cinvacuums5909
@day-cinvacuums5909 2 ай бұрын
Leah, I watched your video and believe you can help me out. I'm one of those users of Windows Pro POS 18 (Single User) . POS system is out front (in my store) and I send my financials to my back office. As you know both PC (out front) and POS Financials (on this same PC and and in my back office. I been a Quick Books POS since 2010. So I up dated to POS 18 in 2018 after finding out Quick Books POS 2010 does not support Windows 10. Enough said about this. My POS works great for my stand alone store. My sales, my input of inventory, and the financial exchange. I use my own stand alone Merchant Services. So Quick Books POS and Financial software works great for me. Here is my problem. Since State of Ohio extended there free tax to all for 10 days (back to school) I decided to set my POS Work Station preferences to be tax exempt for all sales. That caused a problem in the Exchange and Update Summary Shown of the POS: Sales Receipt Sent: Problem Found (in Red) However, everything is being sent to the financial. How do I correct this and make this go away? Where it use to close automatically, now I have to close this prompt to close it manual. My name is Dave and I'm the owner of Day Cin Vacuums. I would really appreciate talking and asking your help me solve this error. Other than that, everything seems to be working well. I just seem to get Financial Exchange message to go away.
@JoseHernandez-gj2st
@JoseHernandez-gj2st 2 ай бұрын
Very helpful. Thanks
@CertumSolutions
@CertumSolutions 2 ай бұрын
Anytime!! Glad it helped!
@jb64ism
@jb64ism 2 ай бұрын
Thank you for posting this video.
@CertumSolutions
@CertumSolutions 2 ай бұрын
You are so very welcome! I am glad it was helpful!
@jb64ism
@jb64ism 2 ай бұрын
You are hilarious!
@CertumSolutions
@CertumSolutions 2 ай бұрын
😂 thank you!! Thanks for watching - your comments made my day!
@TheCenterforAmericanStudiesatC
@TheCenterforAmericanStudiesatC 3 ай бұрын
We honor what you do. We’d love to set up quickbooks for our non-profit organization. We’d love to know which Version better suits us, whether Quickbooks essentials or plus. We have a small staff of basically 4 to 5 people. What might you advise us please? Thank you kindly.
@CertumSolutions
@CertumSolutions 2 ай бұрын
Hello! I think either could be helpful, but Plus includes budget functions. You can also look at Xero. If you email me via [email protected] I’m happy to go over options and we have a non-profit version as well with a demo on this channel. Thank you for the kind words. 😊
@sunburst29
@sunburst29 3 ай бұрын
Hi, I am just a mom who was the only one left to volunteer to be a treaurer for our nonprofit. I'm nervous because I am new and unfamiliar with quickbooks. Although we are up to date with reconciliations, there are a lot of (I think) uncleared charges that may be duplicate entires or just....uncleared. How do I handle those charges and clean up our quickbooks account? I've found several videos but all of them are teaching regular business accounts.
@CertumSolutions
@CertumSolutions 3 ай бұрын
Hello!! If you set up a call with me I am happy to give you a free consultation. It sounds like you are probably right. The reconciliation process is basically the same. Differences really come into play around accounts and reporting. My email is [email protected]. You need to be careful around correcting them if they hit closed periods.
@nickmahmood8170
@nickmahmood8170 3 ай бұрын
your views on effort regarding moving from on-prem version to online hosted version
@CertumSolutions
@CertumSolutions 3 ай бұрын
On prem to hosted cloud won’t be much different. It will be the same file hosted. We use a trusted provider for hosting and can introduce you. Would not use the canned Rightworks hosting. My email is [email protected] if I can help with more questions!
@NilsaMartinez-w6q
@NilsaMartinez-w6q 3 ай бұрын
THANK YOU for sharing your knowledge. I appreciate your time. God bless you.
@CertumSolutions
@CertumSolutions 3 ай бұрын
Thank you so much, Nilsa! Comments like these make my day.
@LisaConrad-k6n
@LisaConrad-k6n 3 ай бұрын
Katie, Thanks for the video. Do you have one that goes more in-depth regarding sub items of items? In our electronics company we have several sub-assemblies to the assembly, and we use the build function. We don't use the sub assembly function right now. Thanks, Lisa
@CertumSolutions
@CertumSolutions 3 ай бұрын
Hi Lisa! I will add this to my list! If you want, we can also schedule a meeting. I’m on vacation thru next week, but am back the week following, or if you contact our main email they can set you up as well. My eml is [email protected].
@kathooks4404
@kathooks4404 3 ай бұрын
I'm halfway thru this video. You remind me of Mayim Bialik :)
@CertumSolutions
@CertumSolutions 3 ай бұрын
That is a HUGE compliment. Screenshotting this!!! Thank you!! I love her!
@kathooks4404
@kathooks4404 3 ай бұрын
@@CertumSolutions It was meant to be a compliment (I love her too!) And I realize this is an old video but I like your content better than other QBO content I've watched and I'm wondering what happened to the Workflow option. I cant find it.
@1tinMan
@1tinMan 4 ай бұрын
I know I'm late to this party, but I go by the handle "Tinman" and I insist that you rewatch the Wizard of Oz. The Scare Crow didn't have a brain. The tinman wanted a heart. The Wizard showed the tinman that he already had heart, and the heart clock was a symbol to remind him of it. Thus the song lyric, "Oz never gave nothing to the Tinman, that he didn't already have."😂
@CertumSolutions
@CertumSolutions 4 ай бұрын
I think I commented that or mentioned it afterwards. Totally realized I goofed that but it’s kind of my m.o. 😂. Thanks for the catch lol…
@TheSendakite
@TheSendakite 4 ай бұрын
Yes, great segway . . . you know your stuff. I just picked up my ProAdvisor Advanced Certification.
@CertumSolutions
@CertumSolutions 4 ай бұрын
Thank you + Way to go!!
@TheSendakite
@TheSendakite 4 ай бұрын
@@CertumSolutions I just can't land my first job . . . .
@jenaebohne7949
@jenaebohne7949 4 ай бұрын
What if I missed the deadline, how do I retrieve all of my information?!
@CertumSolutions
@CertumSolutions 4 ай бұрын
The deadline is for support from Intuit and integrations; you should still have access to your data! We are here if you need any help switching to a new method! Just reach out to [email protected]
@TheSendakite
@TheSendakite 4 ай бұрын
That being said . . . lol
@CertumSolutions
@CertumSolutions 4 ай бұрын
😂 it is definitely my go to lol
@ForestGreenRivers
@ForestGreenRivers 4 ай бұрын
what account/ subscription do you need to have to be able to have this features? I dont see if on my self-employ account
@CertumSolutions
@CertumSolutions 4 ай бұрын
Self employed won’t have these features. You will probably need qbo essentials. We can help and confirm and provide a discount if you contact us. [email protected]
@PapaJoesHumbleKitchen
@PapaJoesHumbleKitchen 4 ай бұрын
If I use Quickbooks Desktop internally, strictly for my business books...no payroll, no checks, no banks, no online anything....can I continue using ??? I do not want my books online, I backup regularly to an external drive. I do not want Quickbooks in my business... help!
@CertumSolutions
@CertumSolutions 4 ай бұрын
I will get an answer on this for you! Some editions will keep working, but connections and “extras” won’t connect. Our product team will have more specifics. I love the name of your business and it’s making me hungry! 🤤
@iamloved1971
@iamloved1971 3 ай бұрын
I use mine for the same purpose. No payroll, checks or anything online. But I’ve got to upgrade, is there an edition I can still purchase outright & use without having to do the monthly or yearly fees??
@kiblee
@kiblee 2 ай бұрын
I'm still using my Desktop 2021. I constantly get pop-ups from them and wait for them to do something to screw me over. Is there a way to log out of my desktop out from intuit so they can't do that? It's funny they won't give us support anymore, but they still inundate me with upgrading to the online version and paying 1000% more. I don't want my account online!
@lmn1966
@lmn1966 Ай бұрын
For their course it's 599 bucks for 6 months. That's a price gouging business unfortunately
@printability9898
@printability9898 4 ай бұрын
I enjoyed your video. I really like that you talk fast. It was refreshing. I watched the whole thing without pausing or fast forwarding. I just didn't get the answer to what I was looking for. Since the latest qbo update, the sales tax liability report lists the state as well as the counties. I was wondering if I need to add the numbers together or is the state portion included with the county numbers?
@CertumSolutions
@CertumSolutions 4 ай бұрын
You are so nice, thank you!! It depends on what state you are in and if you have a combo tax or not. If you email me [email protected] I am happy to help you find it and check.
@jb64ism
@jb64ism 2 ай бұрын
I have had that same thing happening to me in Florida.
@francieely845
@francieely845 4 ай бұрын
Great video. Thanks for the info. Would I enter an amount I pay a vendor for a job in the pay bills section or in the job info itself?
@CertumSolutions
@CertumSolutions 4 ай бұрын
Hey ladybug! Thank you so much!! I need to see what you mean. If you email me [email protected] I’m happy to take a look!
@DaisyMoreno-mb3hu
@DaisyMoreno-mb3hu 4 ай бұрын
Great video! Thank you for all the great information.
@CertumSolutions
@CertumSolutions 4 ай бұрын
You are more than welcome, my dear!!! And I can’t wait until you have your debut as our construction pro considering all you do for our amazing clients!!!
@johnrogers7208
@johnrogers7208 5 ай бұрын
What are some of the plugins that do change orders with QBO?
@CertumSolutions
@CertumSolutions 5 ай бұрын
Buildertrend is a good add on if you are in the market. You can also do workarounds like the video shows. Happy to talk further just email me [email protected]
@VEGANSAM
@VEGANSAM 5 ай бұрын
Hello, I can't stand QB, which I've had for years, which is also why I'd like to switch from QB desktop to another desktop software that's designed for that purpose, so it's seamless, easy migration, almost identical, with built-in shipping manager, etc. Is there such a thing, & if so, which is the best? Thank you...
@CertumSolutions
@CertumSolutions 5 ай бұрын
We have some options. If you can email me at [email protected] I’ll share my thoughts and get you sorted!
@AceCPAsBookkeeping
@AceCPAsBookkeeping 5 ай бұрын
TLDR: QuickBooks Enterprise offers specialized features and support for construction companies to streamline processes, track job costs, and ensure accurate financial reporting. 00:00 🏗 QuickBooks Enterprise for contractors emphasizes the importance of change orders, with industry-specific additions and support for intercompany transactions. 03:34 🏗 Set up preferences and chart of accounts in QuickBooks Enterprise, use class tracking only when necessary, avoid opening balance fields and names items, use QuickBooks Payroll for job costing, and consider using kiosks on job sites for tracking. 11:21 🏗 Enable real-time integration, sales orders, barcode scanning, and landed costs in QuickBooks Enterprise for construction companies, while consulting with an advisor for specific setup needs. 18:04 🏗 It's important to keep transactions in one currency, set up QuickBooks payments, use job costing, consult with a CPA for accurate reporting, and consider sales tax compliance. 22:56 🔨 Set up QuickBooks Enterprise for construction accounting, including preferences, job costing, and cost centers, to streamline processes and ensure accurate reflection of construction job costs. 28:09 🏗 QuickBooks Enterprise 2023 introduces new item list categories and custom fields, different item types are important for tracking revenue and costs, and the video discusses various lists, new vendor features, managing customer groups, job cost reports, attaching files to contracts, navigating estimates, and viewing journal entries. 37:17 🏗 QuickBooks Enterprise for construction allows for efficient invoicing, payment tracking, and job costing, with multiple ways to organize customer profiles. 42:32 🏗 QuickBooks Enterprise for construction includes special fields for vendor information, paying bills, managing inventory, cycle counts, job cost reports, budgets, and forecasts.
@afriend621
@afriend621 5 ай бұрын
Do I have to download the files from my bank before May 31, 2024 if I have desktop 2021 and am moving to online quickbooks?
@CertumSolutions
@CertumSolutions 5 ай бұрын
Yes, all integrations to QB desktop, including bank feeds, will stop after midnight on 5/31!
@lakshmib8542
@lakshmib8542 5 ай бұрын
I love the way you described about the payroll things with nice & short jokes, thank you.
@CertumSolutions
@CertumSolutions 5 ай бұрын
Glad you enjoyed it! Thank you for watching!
@bshubo
@bshubo 5 ай бұрын
i use QB desktop for basic bookkeeping for over 20 companies. online version you pay per compnay which would get very expensive. any recommendations? thanks
@CertumSolutions
@CertumSolutions 5 ай бұрын
You can move up to enterprise and we have some great discounts on that and it’s a relatively easy transition, or we can talk about some other options depending on your business. We have several. Happy to talk if you email [email protected]
@reedaventurevlog
@reedaventurevlog 5 ай бұрын
I just have a question about the previous claim for sick leave and annual leave. Is it normal to keep deducting the previous sick/annual leave from the beginning balance and from the accrued on YTD? I got confused because, on my paycheck, my previous sick/annual leave claim still shows that was being deducted on YTD. So, every paycheck I lose the number of sick/annual leave balances. TY for your advance response.
@CertumSolutions
@CertumSolutions 5 ай бұрын
Hello!! I am not sure I understand. If you can email [email protected] I am happy to help.
@jase6653
@jase6653 5 ай бұрын
👇 Promo_SM
@AnnBunge
@AnnBunge 6 ай бұрын
Very helpful, thank you!
@CertumSolutions
@CertumSolutions 6 ай бұрын
Thank you!! Glad it was helpful!!