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?

nice

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?

Can we print locations on the cheques?

Hi, does this option not keep track of employee leave

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. :)

Instead of killing two birds with one stone maybe you could feed two birds with one snack?! 🧐😯🤓

Mine worked at first and now it's set up to print low

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!! 👍

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.

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?

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?

That was short and sweet! I understand it now! Thanks!

great work.

Unfortunately only USA. We're good in Canada so far

Genuinely SO helpful, thank you so much! :)

Quick question: When you're entering the information in Recieve Payments, is that before or after you've entered the check(s) you received?

Hi Katie, Could you pls sign me up to your QBO in Nonprofit Org. demo? Thank you so much

I have few questions regarding sales tax on expenses, please guide on email. Regards

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!

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.

Very helpful. Thanks

Thank you for posting this video.

You are hilarious!

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.

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.

your views on effort regarding moving from on-prem version to online hosted version

THANK YOU for sharing your knowledge. I appreciate your time. God bless you.

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

I'm halfway thru this video. You remind me of Mayim Bialik :)

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."😂

Yes, great segway . . . you know your stuff. I just picked up my ProAdvisor Advanced Certification.

What if I missed the deadline, how do I retrieve all of my information?!

That being said . . . lol

what account/ subscription do you need to have to be able to have this features? I dont see if on my self-employ account

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!

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?

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?

Great video! Thank you for all the great information.

What are some of the plugins that do change orders with QBO?

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...

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.

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?

I love the way you described about the payroll things with nice & short jokes, thank you.

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

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.

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Very helpful, thank you!