Hi Rachel, I'm familiar with your training through the 60 day program. I would like to know if you offer mentorship. I feel your way of doing quickbooks is more my style. What is the best way to talk with you?

I have QB desktop! Do you have this video for desktop users?? I really need it 😢

Will this still work now that Intuit is not supporting QB Desktop Pro?

Very nice video. I’m actually trying to find a way to delete my account on tax 99. Is this possible? Thanks in advance.

Very useful vid. Thank you

when or why would i give someone primary admin role? right now I am as primary and I added my acct as company admin, in what case would it be helpful or why would i switch it. Was trying to figure out the difference and found your video

Rachel, Will track1099 site do a 1098 , and on here is the "payer" that would be the one re- paying interest( hard money loan) and the receiver would be the one getting the interest from the loan I gave them from a mortgage.

how do I request this invoice if i don't want it to be in accounts receivable?

In my QuickBooks setup, the screen for entering transactions manually comes up at the bottom of the screen instead of at the top. What should I do so that it comes up on the top?

how do you enter a new loan that had processing fees, when you receive the amount different from the amount financed?

Good info!

How do you restore a debited transaction? I can't figure that one out

Yeah I found that as well. Why they dropped the reactions selection on the participants screen is beyond me. Another example of changing a working product to give it less utility. Thanks for nothing , zoom.

Thank you for showing us how to deal with old unreconciled transactions. I was able to correct this for my books.

Thank you Rachel perfect

Thank you so much! Extremely helpful!

Hi Rachel! I hope you are doing well. But I need your help just for 2 minutes. Can you please talk to me? My hubDoc is not showing the third option to create CSV report. Can you please help me?

Would you suggest using this if you have a customer with two differnt locations and both locations pay different sales tax rates?

I like your tutorials - do you work directly with clients.

Do you know how to add a Class to a single line item transaction? Class is an option when selecting Split, but I typically only have one line item.

Can you tell me why the total increases by the invoiced amount when converted?

Thank you!

I still need to find the gear icon

Do you have any questions about switching from tags to custom fields? Let me know in the comments!

Hi Rachel. Having no experience with Stripe or Square, would you know the exact amount, via a predetermined fee, for how much to subtract from your bank deposit, on any given sales amount? Is this something that is known in advance? Thank you for the great videos.

Good Discussion

Does anybody know why QBO will not let me email invoices to customers? It tells me to double check customer information but their email address is correct.

I entered a transaction in QB online to our credit card as an expense. It was reconciled before I realized it should not have been treated as such and the expense amounts were kind of double entered. Instead I realize I should have used the pay down credit card transfer option. So I deleted the reconciled error transaction and then entered the pay down credit card option as it should have been. I suspect I did this wrong because now I have caused an error in our reconciliation. HELP!!!!! Thank you.

Thank You!!! ☺

Thank you. Thank you. Thank you. PayPal should be ashamed of themselves.

Hi Rachel, thank you for your clear explanation. I have a situation with a liability that has to be switched from one "client" to "another client" (same owner different enterprises) how do you set up the first journal entry? The liability account is clear, but I can not figure out the other account in the JE. Would very much appreciate your help. Thank you

I like how you keep the different fees separate. I work with a client who has revenue from Airbnb sites. I want to bring in certain fees n such. Thank you!

Thank you!

Hi, how would I record the stripe fee and amt for quickbooks desktop?

How do I get the second column to show?

Thank you!!

Thanks for keeping us updated on these important payroll tax changes!

can you email receipts directly to quick books

How do I move my Quickbooks from QBox to Online Quickbooks? That would be a great video topic - thanks

Your content is so intuitive; I have a query, you have correlating video. A symbiotic relationship. Thanks so much ;-)

Thank you so much for this! I'm working out of both Online and Desktop for different companies and the same methods I use for corporate cards on DT apparently didn't translate onto QBO. You're a lifesaver!

Excellent video; cleared up some questions I had.🙂

Same here it's not working... It's creating new company

Very helpful. Thank you.

This is a great channel

Thanks Rachel! Of course I just got this message yesterday with a client of my client ..I will make her aware today since I thought this was 1 of QBO payrolls many glitches.

Hi Rachel, my company was sold as an Asset tot eh new owner and he did a a line of credit to pay off the old owner, how could I set this in QBO.

Thank you so much for this video!❤️ I saw that message when I tried to reclassify a reconciled transaction. I was so scared to change it because the process of unreconcile/reconcilng it again was very overwhelming especially that I’m almost completing my year-end bookkeeping.❤️❤️❤️

Can you do something about Due To/From Accounts (Intercompany, etc)

Big thanks! Subscribed