Quickbooks Basics: How To Use Quickbooks Online

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Clara CFO Group

Clara CFO Group

Күн бұрын

Пікірлер: 459
@ClaraCFO
@ClaraCFO 2 жыл бұрын
**** IMPORTANT **** to get the 30% discount after the trial period, you MUST input your credit card information into the system before the trial period ends. You will lose your discount if you do not do this. If you lost your discount, email us at hello@claracfo.com and tell us the email you used to sign up, and we can get the discount applied manually. Get the discount HERE >>>> claracfo.com/QBO
@TexomaHomes
@TexomaHomes 2 жыл бұрын
I signed up for starter yesterday before this video. Can I upgrade to essentials with your discount? Thank you for the video!!
@lixyibethgarcia1892
@lixyibethgarcia1892 Жыл бұрын
I have the same question 😅 I signed up before running into your video
@ksenlf4558
@ksenlf4558 11 ай бұрын
Hello. Does this discount work for Canadians as well?
@ClaraCFO
@ClaraCFO 11 ай бұрын
@@ksenlf4558this is a US-only discount - I am sorry! you can try it, but I've been told it's only US. I wish I could get them to extend the discount to everyone!
@lmn1966
@lmn1966 14 күн бұрын
Lol here to sell
@mirembegloria6723
@mirembegloria6723 Жыл бұрын
I would like to know the steps to take when using quick books from creating the company and chart of accounts
@brianholzberger7662
@brianholzberger7662 Жыл бұрын
Hello Clara. Would love to know how to avoid duplications. I had a ton of duplicated payments and receivables this year when I reconciled.Thank you
@lindseyjohnson7541
@lindseyjohnson7541 4 ай бұрын
The first 9 minutes can be cut out. Dive right into the subject matter. Most people who are looking for tutorials already have QBs and just want to get right into learning.
@varatham8747
@varatham8747 Жыл бұрын
Hi Clara, i get cleared about QuickBooks by your excellent explanation, i am working as an accountant from Tamilnadu, Chennai. Thank you
@tomdwyer5188
@tomdwyer5188 Жыл бұрын
Hello, Very informative, but what about inventory?
@roseminemathews5983
@roseminemathews5983 7 ай бұрын
I’m a hairdresser and wondered whether there is an inventory control for my retail items and products I use on clients?
@WANLILIANG
@WANLILIANG 7 ай бұрын
How to set up a restaurant business in Quickbook? Can you make a video sample? Thank you!
@jeffreylbfd
@jeffreylbfd Жыл бұрын
Great video. THANK YOU! I will be upgrading from QBSE to QBO January 1st, 2023. A few questions: 1) Do you have videos on creating a Schedule C, or 1120S using QBO. QBSE spits out a Schedule C and is very easy. Ive heard it called a glorified spread sheet. Ive heard QBO does not BUT that you can use Tax Line Mapping. 2) Does QBO allow miles to be added and a thorough description of miles driven? Thank you again! Jeff
@ClaraCFO
@ClaraCFO Жыл бұрын
The profit and loss statement can be used to help you fill out the tax form. Most CPAs/Tax preparers would only need that to do a return. Or a General Ledger from QBO. For mileage, I found this: quickbooks.intuit.com/learn-support/en-us/help-article/track-mileage/automatically-track-mileage-quickbooks-online/L2qPCRGgI_US_en_US I haven't used it though!
@mozee01
@mozee01 Жыл бұрын
We have 2 small businesses at home and we wanna keep track of all our expenses in different categories with both businesses showing its own expense worksheet. Can you do that in one program or do I have to buy 2 seperate programs for each business? we dont do payroll and this is just to give my tax person all our income form each business and espenses. TY
@ClaraCFO
@ClaraCFO Жыл бұрын
Hi there, you need to have a separate QBO account for each business. Simple start would be the place I'd start. The time it saves at end of year to not have to pull together all the expenses seems like it would be worth it. If you do end up setting it up, make sure you maintain it - and I show you how to do that here: kzbin.info/www/bejne/m6iskItrgsR0rck
@GettingNegative
@GettingNegative Жыл бұрын
I have a small video production company as a side hustle that I want to start looking at with a more professional mindset, so I started a QB account. I need to learn how I should organize my regular job/personal pay etc from my side business expenses. I think I should make all my business expenses a separate vender? But I’m new so I want to start off on the right foot!
@claraaguilera945
@claraaguilera945 Жыл бұрын
I enjoyed your video with the brief explanation of how qb works. I have never used qb since I have always worked in large organizations and used JD Edwars, PeachTree, Basic 4... we are going way back but JDE was the most recent. I'm not an accountant but had experienced with A/R, A/P, Billing, and payroll. I'm hoping to take a course online to do booking at home. What online course do you recommend? Thank you.
@civcast
@civcast 9 ай бұрын
Our small family business currently uses an old version of quicken for bookkeeping. Will it cause any problems if I start doing billing (invoicing) through QBO and move our bookkeeping over later? Thanks!
@TarrieLedford
@TarrieLedford Жыл бұрын
I have always used desktop pro and I need to upgrade this month. I am considering the on line version but I am nervous because it looks different. I am especially concerned about the set up and importing my bank and credit card balances daily. I am the only user. Which plan to I need and is it hard to transfer over? Help!
@kimsullivan
@kimsullivan 2 жыл бұрын
Hi Clara, thanks for this. I'd love to see a video on how to make the expense and other categories in Quickbooks work well for you. What are good categories to add? I saw on another video you mentioned "owner's draw". That's great, I've made these mistakes too. Thanks again!
@ClaraCFO
@ClaraCFO 2 жыл бұрын
Hi Kim! Our video this week sounds like what you are asking for! Make sure you are subscribed and getting notifications! We post on Thursdays 🙌
@c2ctruckingacc59
@c2ctruckingacc59 7 ай бұрын
I have a question, I received a discounted payoff amount for a note I had. How do I close the note payable account and categorize the discounted amount?
@LindaAlexander-z5b
@LindaAlexander-z5b 2 күн бұрын
There was a link in one of these QBO tutorials to start the process to file a claim for the Visa & MC settlement where they charged merchants excessive transaction fees. Can you please direct me to it. I've watched so many tutorials I don't know where I saw it. We would like to file a claim. Thank you for your help.
@cindysmith3725
@cindysmith3725 2 жыл бұрын
We are a non-profit. How to do donations from donors as sales but register in contributions income. or is there an easier way for end of year donor letters?
@ClaraCFO
@ClaraCFO 2 жыл бұрын
Hi Cindy - I think what you are trying to do is match the invoice line items to a certain item on your P&L - This video should help! kzbin.info/www/bejne/ravOXnWEq7Ckidk
@scottshipley8913
@scottshipley8913 9 ай бұрын
I am wondering how you have found quick books online works with a grocery store/ convenience store? We still use a cash register as our POS system.
@suzannehayes8944
@suzannehayes8944 Жыл бұрын
You take a long time to get to the learning. Shorter intro would be appreciated.
@ClaraCFO
@ClaraCFO Жыл бұрын
You may appreciate this one: kzbin.info/www/bejne/m6iskItrgsR0rck
@sc-xq8io
@sc-xq8io Жыл бұрын
Exactly what I was going to say
@niameanspurpose
@niameanspurpose Жыл бұрын
i appreciate the intro. lets me know whats up before i commit! thank you for taking the time to provide this complimentary info on your time🦋
@nickiiimar
@nickiiimar Жыл бұрын
It wasn't THAT long 😂 or maybe you should have some patience lol
@subgirl_999
@subgirl_999 10 ай бұрын
You can use the ff button you know.
@mattydoehollow
@mattydoehollow Жыл бұрын
Will this show how to transfer QB online data back to your QB Desktop
@ClaraCFO
@ClaraCFO Жыл бұрын
Nope!
@valeryguptill4952
@valeryguptill4952 Жыл бұрын
I'm new to QBO. My daughter's business would like to add me as a regular user with Admin or user right's. She is licensed for 5 users. We have added as an Admin, however, it will not give me access. It requires I sign in under the Primary Admin account. How can we solve this issue.
@RaphaelAnkrah
@RaphaelAnkrah Жыл бұрын
I wish to learn about the QBO as I have accounting and auditing background. The little I have read about the QBO indicates that with it can be used for basic bookkeeping and accounting records for businesses and organizations. With dedication, I can go through the tutorials and acquaint myself with the tenets of the QBO.
@dmike305
@dmike305 11 ай бұрын
I would like to use your link to enjoy QBO's the 12 month discount. Does it include the payroll service? If I only need to make payroll now, which service would you recommend. Do you have a link for that service providing some kind of discount as well. By the way, i enjoy your videos. Thank you.
@ClaraCFO
@ClaraCFO 11 ай бұрын
Hi! the QBO discount link is for QBO only, and does not include payroll. However, if you are interested in payroll, we can send you directly to our Intuit rep and get you a discount as well. If you send us an email at: hello @ claracfo.com, tell us about your employee structure, and we can help direct you to a payroll provider that might work the best. We have discounted relationships with a few of the main providers.
@dmike305
@dmike305 11 ай бұрын
I have just started a small LLC business doing online retail business. I need only two employee right now. I hope to use a platform like QBO. Thank you for your reply and help. if you some other provider suite my situation better, please provide me with a link or recommend it to me. @@ClaraCFO
@ArtBragg-p8i
@ArtBragg-p8i 10 ай бұрын
Hi! Thanks for the video. I currently use Desktop to manage a small number of rental properties, and use Clases to track each property separately. I understand I would need Online Plus to have classes - but Online plus is more expensive than Desktop. Would there be another way to manage mutliple rentals in one QB Online account? Thanks!
@margaritabouzas6986
@margaritabouzas6986 9 ай бұрын
Thank you Clara for this informative video. I am interested in learning about setting up Quickbooks online for E-Commerce, such as Shopify or Amazon FBA. How to set up the accounts? It is very difficult to have each customer information. How to be able to start from zero with a new FBA business. Which accounts? how to name them? etc. I hope you do a video like that because I know there is a tremendous need in such area for people who do not have accounting background but who want to do the right thing from the beginning. Even before starting the actual E-commer business. Thanks again.
@marlenebaldree170
@marlenebaldree170 Жыл бұрын
If I want to use QB Payroll, can I order the bundle through your link?
@ClaraCFO
@ClaraCFO Жыл бұрын
Hi Marlene - if you want QB Payroll - email us at Hello@claracfo.com and we can hook you up!
@marydwyer1764
@marydwyer1764 Жыл бұрын
I've been trying to find out the fees Quickbooks has charged for every transation over the quarter and I'm stumped!
@gouri105
@gouri105 8 ай бұрын
Hi Clara. I have a question, I have non profit organization for cultural programs, and want to create different programs earnings and expenses, how do I start? We do only 4 events in a year and need reports for each event. Earning are ticket sale and donations. Expenses are auditorium fee, musician's charges, audio/visual charges etc.. Where do I start in quick books. Thanks in advance for your help.
@russellgray3303
@russellgray3303 9 ай бұрын
Your videos are very useful and provide lots of information. I have received lots of help after watching this post, please continue to share this kind of information. Thank you.
@TerryCollinsP31Lifestyle
@TerryCollinsP31Lifestyle 8 ай бұрын
I guess I thought this video was going to be a getting started on how to set up quickbooks. Do you have a video on that?
@SabrinaNorbert
@SabrinaNorbert 28 күн бұрын
This was great! Many thanks! I have a question: towards the end (17:10) you talk about filling out the Description and the Payee. I noticed that the account you are showing they are all the same. So, are they always going to be the same or there will be a time when they info will be different? If yes, when will be the case? Many thanks in advance!
@christinemarie6976
@christinemarie6976 22 күн бұрын
I usually change the description to indicate what the payment is for.
@colinbagley786
@colinbagley786 11 ай бұрын
do you have a video talking about the pro/cons of business view vs accounting view in the settings? Seems like the menus and layout changes a lot if you switch between them
@ClaraCFO
@ClaraCFO 11 ай бұрын
lol, we have a video coming out in 2 weeks about the view changes and talking through the new customization options!
@colinbagley786
@colinbagley786 11 ай бұрын
@@ClaraCFO great, Ill watch for it!
@suyenredd6811
@suyenredd6811 Жыл бұрын
Hi Clara< I have a small cleaning business and Im new to quickbook. Can I convine my personal account to as a separate act to Quickbook Pro?
@ClaraCFO
@ClaraCFO Жыл бұрын
Hi Suyen! First, thanks for the support! Second - are you asking if you should link your personal bank accounts to Quickbooks Online?
@speedybeak
@speedybeak Жыл бұрын
What qb online option do you suggest for me, I run an automotive accessory shop. I’m looking to just keep track of expenses and income and do invoices. I also stock new materials monthly
@ClaraCFO
@ClaraCFO Жыл бұрын
Hi Joey, since you have stock, you will need QB Plus to be able to keep track of inventory and add inventory items to an invoice.
@JOETERRANY
@JOETERRANY 2 жыл бұрын
What version are you using in the video? Your menu options look different than mine. I’m using quick books self employed
@ClaraCFO
@ClaraCFO 2 жыл бұрын
This is Plus. We don't recommend self employed in general. Have you started using it yet? We'd recommend Simple-start instead. You can't upgrade from Self employed to the other ones, so that's the biggest downside.
@teejay6063
@teejay6063 9 ай бұрын
Craig's landscaping is quite open with their books. They're on all Quickbooks turorials! Thanks, Craig. Honestly, if I download it, can I mess around with Craig's landscaping as well? I was hoping there would be a faux company built in I can just mess around with to see how it works.
@JessFit1
@JessFit1 5 ай бұрын
Yes, I did
@TerryCollinsP31Lifestyle
@TerryCollinsP31Lifestyle 8 ай бұрын
So a vendor is someone you pay? Do you have video on terminology?
@TishTravel
@TishTravel 5 ай бұрын
good day, my question is this... i would like to hone my bookkeeping skills before bringing in clients...however, the sample company in quickbooks online accountant, will not allow me to save my work...it automatically logs out, and in less than just a few hours, it wipes out all of my work,...where can i go to gain the practice that i so desperately need?...should i set up a fake mock company within quickbooks, and just simply practice using that?
@dawns3902
@dawns3902 Жыл бұрын
I do not know how to find purchase orders once I have created it. If I want to find a PO I sent to "xyz" vendor a month ago...how do I find it. Boy I love the old system where you just scroll thru things....
@JudyTidwell-e9h
@JudyTidwell-e9h Жыл бұрын
I would like to have a class online. Where would you recommend. ?
@denatindale6914
@denatindale6914 Жыл бұрын
I feel like QBO is too advanced for my business. I was using Quickbooks Self-Employed and it was perfect, but I do have one employee now. Do you have any insight for me? Nothing in my business has changed other than paying the employee.
@ClaraCFO
@ClaraCFO Жыл бұрын
Dena, I like Quickbooks simple start because it basic enough and can be upgraded down the road if you ever need more complexity. I don't like self-employed because it cannot be upgraded. I think it was a dumb idea for QB to even make the SE version, but they did!
@denatindale6914
@denatindale6914 Жыл бұрын
@@ClaraCFO Thank you.
@patbailey4669
@patbailey4669 11 ай бұрын
Looking for info on how to register your vermeil to forward to QBO as well as matching
@islandvibes8459
@islandvibes8459 4 ай бұрын
Can QuickBooks work anywhere in the world with regards to the banking transactions? Can it pull from any bank across the world?
@JShaNee
@JShaNee Жыл бұрын
What happens when the accountant does not pay QBO subscription for 8 months and its now in collections. How does the client transfer billing to themselves to obtain thier records? QBO support is stating that the billing has to be transferred through the accountant to client. Is this the correct process? What happens when the accountant is no longer unreachable? Thanks for feedback in advance!
@kimzeiss9396
@kimzeiss9396 Жыл бұрын
So where do I put individuals who tithe or donate to the church. I need to keep track of the total amounts at the end of the year.
@ClaraCFO
@ClaraCFO Жыл бұрын
Hi Kim! I'd recommend making each donor a "Customer" in QBO, and then running each donation as a sales receipt. You'll be able to pull Customer reports as the end of each year for their reporting.
@PaulaTobon-vk4om
@PaulaTobon-vk4om Жыл бұрын
Would love to learn about pulling the donor information to create thank you letters
@myrnabeardshear2310
@myrnabeardshear2310 Жыл бұрын
We are a current beauty salon and been using a bookkeeper since we aterted. We have now decided to bring it in-house and the quick books will be delivered to me next week. I have never used the program and will be taken on the books that they are currently using. I went into Quick Books and took the 30-day free trial and have discovered that the help line and videos that they give don't take you into the daily operations as I saw in your video. I know if I cancel the free trial I will lose a potential discount on the program and would really like to do it through you as your videos are fantastic. Can you circumvent this all if I cancel the trial and still give me your discount? Thanks, Myrna
@triXsolarflare
@triXsolarflare Жыл бұрын
I am trying to figure out bundled inventory, I buy Part A from one company which is a complete part but I can break it up into two parts, I buy Part B from another company and again its a complete part but I can break it into two parts. I can then take one of those parts from Part A and one from Part B and make a new product Part C. I need to figure out when an order for that new Part C comes in from an Online marketplace as a whole part, that it accounts for the inventory from Part A Pieces and Part B Pieces. Is that confusing as it sounds? LOL
@morganjenkins3965
@morganjenkins3965 2 жыл бұрын
Hi Clara, you did not mention which version of Online you were reviewing...was it Essential, Plus or Advanced product we were looking at? Thanks.
@ClaraCFO
@ClaraCFO 2 жыл бұрын
It's Plus!
@BrianSchelde-nm9io
@BrianSchelde-nm9io 8 ай бұрын
Hi Clara, Great job on the videos! Can you run two or three companies with the plus or does each company have to have its own program?
@ClaraCFO
@ClaraCFO 8 ай бұрын
Each company needs its own account. Thanks for asking! Depending on the complexity and needs of the company, you may want to use different levels of the product.
@escanorpride9652
@escanorpride9652 Жыл бұрын
Thank you. I just want you to know that I appreciate what you are doing.
@ClaraCFO
@ClaraCFO Жыл бұрын
So nice of you, thank you so much!
@2525garyl
@2525garyl 7 ай бұрын
Great information, I have been difficulties getting balance every month on profit and loss statement, Showing income of about 40% more than Sales by customer summary? I cant figure where this extra income is coming in from. Recomendations on where to start? thank you
@ClaraCFO
@ClaraCFO 7 ай бұрын
This happens when you don't have a customer assigned to every income transactions. So this can happen when you receive money that isn't assigned to an invoice or if you have sales that are coming in from product sales. I'd drill down into your income detail and see if there are any transactions that don't have a customer listed. This should help you solve the problem.
@robinfowler3943
@robinfowler3943 Жыл бұрын
I would love to see videos on IOLTA (trust accounts) through QBO. I have enjoyed your videos and learning about QB. There is not many that I have found that is easy to follow and explains things. Your videos are very easy to follow which I am great full for.
@michellemoss1976
@michellemoss1976 Жыл бұрын
I need guidelines or assistance in cleaning up projects. I don't think they were ever started correctly and can't figure out where to start.
@tinahector3931
@tinahector3931 5 ай бұрын
Need help for new church secretary using quick books. Can you provide this?
@TeresaHampton-d2p
@TeresaHampton-d2p Жыл бұрын
I didn't do a great job getting my wording centralized on my checks. I need to re do it. Where do I go, I can't find where to edit it.
@robertdonaldson3814
@robertdonaldson3814 Жыл бұрын
How do you put in a fake bank? I am just learning this stuff and they want to hook up to my regular bank account. I do not want to give them my banking information.
@ClaraCFO
@ClaraCFO Жыл бұрын
You don't need to connect a fake bank. Just skip over the option to connect a bank and you can upload files with your bank information. I go over how to do that in this video: kzbin.info/www/bejne/m6iskItrgsR0rck
@carrieblakeney4781
@carrieblakeney4781 2 ай бұрын
I want to raise an invoice for a client and she has made deposits for various projects. When I invoice my client the deposit for another project is taken off automatically which is so annoying. How do I invoice without the deposit for another project being credited.
@ccatdaddy64
@ccatdaddy64 Жыл бұрын
Thank you Clara. Thank you so much. Because my wife is a bookkeeper, she has drilled into my head the importance of bookkeeping and I just got my license as a Florida paint contractor. I got my DBA, my EIN number, approval by the construction industry licensing board. I'm waiting my physical license number and need to get insurance and QBO plus. Once all this in place, is there an online QBO class I can or should take? Is there anything you can recommend? I think I may click on the link you have provided since that will save me some money and support your channel. Thank you.
@dealerhealer3673
@dealerhealer3673 Жыл бұрын
Congrats!
@ClaraCFO
@ClaraCFO Жыл бұрын
Yes, congrats Jimmy! QBO does have training, but I made this video that should help you as you get started: kzbin.info/www/bejne/m6iskItrgsR0rck Will your wife be doing your bookkeeping? If it's not your forte, I'd recommend outsourcing it to her if she is taking new clients :)
@lindadickeson4667
@lindadickeson4667 Жыл бұрын
We are a legal for, and keep clients funds in the Trust Account until we need to transfer some to a general Account to pay government fees or our legal fees. How do I record a transfer of funds please from one account to the other? 2:21
@TreasurerRKMCC
@TreasurerRKMCC 2 ай бұрын
I am a non for profit organization and will like to know how to set up my account for receiving Donation and issued Tax Receipt to donor.
@BillSklodowski
@BillSklodowski Жыл бұрын
Simple question: I have a monthly invoice for a business I provide services too. Can I (how do I) change which of my bank accounts in QBO the $$ goes in to? Thanks!
@ClaraCFO
@ClaraCFO Жыл бұрын
Go to the gear icon in the upper right hand corner, and then go to "Payments". You will find your deposit account there and you can change it!
@eastcoastbearingsllc5794
@eastcoastbearingsllc5794 3 ай бұрын
Where do I add inventory & adjust inventory?
@user-wm8wj3qk8g
@user-wm8wj3qk8g 9 ай бұрын
Hi Clara, do you recommend quickbooks for a one person S-corp, small construction business? and with payroll for one person? Thank you for the video. I would like to see the use of quickbooks with a sample construction/remodeling business. Thank you!
@martylwylie
@martylwylie 10 ай бұрын
Is there a way to connect your Venmo and Cash App Apps to your Quickbooks accounts?
@michelleemanueljohnson8088
@michelleemanueljohnson8088 2 жыл бұрын
This was a great starter video. Appreciate your time and style of presenting!
@ClaraCFO
@ClaraCFO 2 жыл бұрын
Thanks so much!
@AlexesErtle
@AlexesErtle Жыл бұрын
The only reason I'm considering going online (I've use desk top for over 40 years) is to easily share reports with my accountant. Do you have a video on how to do this?
@ClaraCFO
@ClaraCFO Жыл бұрын
Good question! Since others might also have this question, I just made this short to explain how to do that :) kzbin.infoMDIyaU9Pj_U
@kimzeiss9396
@kimzeiss9396 Жыл бұрын
Hi Clara. Thank you so much for this tutorial. I’m just starting out as a Treasurer for a small church. Will I just enter numbers passed on to me from prior Treasurer who kept manual records.? Exactly,?where should I begin?
@ClaraCFO
@ClaraCFO Жыл бұрын
Hi Kim, I'd recommend starting from the beginning of a year. You can retroactively import transactions when you link up the bank feeds - you can set the start date of when you want that information to pull from. Make sure you watch this one: kzbin.info/www/bejne/m6iskItrgsR0rck
@DebraNelson-td2dg
@DebraNelson-td2dg Жыл бұрын
Hey, Clara can you tell me if I order QuickBooks online can I run books for multiple companies
@ClaraCFO
@ClaraCFO Жыл бұрын
You need to have one QBO account to each company.
@kellieandrews7306
@kellieandrews7306 2 жыл бұрын
Hi, how long does it usually take to physically complete a bookeeping per business ? I’m a single mam looking in to doing this as a career x
@ClaraCFO
@ClaraCFO 2 жыл бұрын
Kellie, it totally depends. I'd recommend starting out on hourly billing until you get an idea of how long it takes. Some clients take 20 min, others could be 20 hours (extremely complex though). It depends on complexity of the client, communication with client, and your speed. It is a great thing to do from home. If you're detail-oriented, it could be a great profession to pursue!
@ClaraCFO
@ClaraCFO 2 жыл бұрын
Sending good vibes from another single mom 🙌
@deanstephens2389
@deanstephens2389 2 жыл бұрын
Is QBO a good fix for running an RV park with 100 plus tenants. Need to keep track of rents (income) and expenses (maintenance, etc). Any suggestions will be greatly appreciated.
@ClaraCFO
@ClaraCFO 2 жыл бұрын
QBO can handle the accounting, but you might want to consider something else for invoicing. The reason I say that is that you can send recurring invoices, but sometimes the matching can get complicated with incoming payments. It can definitely be done, but make sure that someone is helping you set up your account and the process to make sure that payments are properly matched to outstanding invoices. I bet it would be a nightmare if payments were improperly matched. You might also want to look into an add-on and see if there's something specifically for rental income like this. I've heard of Appfolio, but I have never used it.
@ShwetaPatel-c3x
@ShwetaPatel-c3x 9 ай бұрын
Can you use payroll with the link you provided?
@ClaraCFO
@ClaraCFO 9 ай бұрын
If you want to get QBO payroll, email us at hello@claracfo.com and we can connect you to our intuit contact
@RAYMONDNORRIS-xs4cg
@RAYMONDNORRIS-xs4cg Жыл бұрын
I'm looking at Essentials plan. Can I have on-line banking with this plan? will it be able to print checks? Can it be used to reconcile bank statements? Can I get 10% off with a one-time payment? Thank you for your help.
@rowenalacuesta546
@rowenalacuesta546 Жыл бұрын
Could you do tutorial about catch up and clean up? Thank you, Clara.
@Ccolagirl
@Ccolagirl Жыл бұрын
I'm interested in getting the discount. How long is this deal good for? I don't need to use it until December. Thanks!
@ClaraCFO
@ClaraCFO Жыл бұрын
Thanks! Just go to the link pinned in the comments (www.Claracfo.com/QBO) for the discount!
@nicholasiezzi9790
@nicholasiezzi9790 Жыл бұрын
I am going to college for Accounting soon, but they say they don't teach Quickbooks, only Excel not sure why.
@AmisuTaiwo-eg7mz
@AmisuTaiwo-eg7mz Жыл бұрын
Hi clara, I was sent an email about this, but I totally don't understand what's it's does, and how to start it
@LeeTiang
@LeeTiang 5 ай бұрын
Must I link a credit note to a sales invoice ? I did not and I was not able to clear the credit note in the customer's records. What can I do now ? Thank you
@manikakanda5265
@manikakanda5265 11 ай бұрын
If I follow your all vedio, Can I start to work, my academic background accounting.
@Ruthie-j8q
@Ruthie-j8q 6 ай бұрын
How to write a check to vendor paying for several invoices.
@herbertpeterkin
@herbertpeterkin Жыл бұрын
Good afternoon. Please assist me resolve this problem. Any account that I make inactive is removed absolutely from the Chart of Account and as a line item from the Balance Sheet. However, accounts rendered inactive in relation to the Profit & Loss Statement / Income Statement remains with zero (0) balances among the other line items in the report with the word deleted in parenthesis ... (Deleted). How can I actually remove line items for inactive accounts from the Profit and Loss Statement / Income Statement? Many thanks in advance.
@w0lf1969
@w0lf1969 Жыл бұрын
How do I change the check numbers and make it count that number towards the next check? When I print a check it always starts with the same number and I have to keep changing it to my check number. Can you tell me how to fix this issue? Thx
@jaredvillarreal1877
@jaredvillarreal1877 2 жыл бұрын
I love your channel, question, could I use two companies in one quickbooks account?
@ClaraCFO
@ClaraCFO 2 жыл бұрын
Thanks Jared! No, you need one QBO account for one business.
@Celiaperaltabgmail.comperalta
@Celiaperaltabgmail.comperalta Жыл бұрын
Hi. I have a question? Where is the best clasificación to register the weekly salary as a owner of the company?
@theresaholloway8767
@theresaholloway8767 Жыл бұрын
Need sample set up for a non profit. We do not use Accts Payable or Accts Receivable
@shanzazahrahyzin6437
@shanzazahrahyzin6437 2 жыл бұрын
How can we set higher keys to process payment in QB? (Payment is processed by Accountant, and it has to be approved by Finance Manager and Partner)
@ClaraCFO
@ClaraCFO 2 жыл бұрын
Hi Shanza, for approvals, you will need to use a bill pay app that syncs with QBO to do this. Try bill.com or Melio (www.claracfo.com/melio to learn more)
@calklobuchar
@calklobuchar Жыл бұрын
I own a pressure washing business, and I have certain clients that I have on a recurring basis could I for example put something down like “wash Patrick’s patio” for March 29th, and have that same reminder pop up every 6 months does that make sense?
@brettbickham9579
@brettbickham9579 Ай бұрын
Thanks for sharing! My buddy is starting a business 200 miles from me and I will be doing his QBO for him. My question is should he purchase the QBO and I will be a user or should I purchase QBO and he will be a user? Does it even matter? Thanks Brett
@brettbickham9579
@brettbickham9579 Ай бұрын
I answered my own question. Thanks for all the great videos!
@ClaraCFO
@ClaraCFO Ай бұрын
He should own the quickbooks (send him my link to use so he gets the discount) - and then he can invite you as an accountant user. Are you using the QBO accountant version? That's the best way to manage multiple clients!
@chuksokoli7536
@chuksokoli7536 Жыл бұрын
Please, I am aware that knowing Quickbooks theoretically is good but practical knowledge is very critical. How do you expose students to practical knowledge and certification?
@jeremiefb7047
@jeremiefb7047 Жыл бұрын
Hi Hannah, does your free 30 days trial and 30% off for one year also apply to QuickBooks Online Canada? Because I can online see US pricing on your landing page. Thank you in advance for your clarification :)
@ClaraCFO
@ClaraCFO Жыл бұрын
Hi - unfortunately this is a US-only discount :(
@christinesolomons3029
@christinesolomons3029 2 жыл бұрын
Love the video, I do have quick books, but, this video does not tell me how to use each section and how to get started.. :( where do I go to find that??
@ClaraCFO
@ClaraCFO 2 жыл бұрын
Here's the playlist for "how to do stuff in QBO" kzbin.info/aero/PLUcXTCG4ArAlATaIlyGPM94PEs_icwSFb If you have any specific questions on How To - please let me know!
@janiquechouxdas7073
@janiquechouxdas7073 Жыл бұрын
Hi, please could you advice how to transfer quickbook online files to turbo tax business. Thanks
@judithsos
@judithsos Жыл бұрын
I loved your video, do you know if the program can be linked to more than one device?
@gbaca07
@gbaca07 Жыл бұрын
I would like a video on how to fix errors in balance issues in the Balance Report and Profit and Loss report. My teacher is not very helpful. Thank you
@jimmycampos3398
@jimmycampos3398 Жыл бұрын
Hello thank you for the information. i am a public accountant from venezuela, i work as an accounting & administration coordinator here in my country, i am trying to learn how to use quickbooks so i can work remote for US companies and make good money. maybe start an online bookkeeping business.
@priscillaresendez158
@priscillaresendez158 Жыл бұрын
Do you have a video on how to use it alongside square ? We use square to collect payments. We are an alarm company and we send out lots of estimates and invoices, but our customers will be monthly paying customers. Im having a hard time figuring out how to manage the square and qb together.
@charleskaufman8084
@charleskaufman8084 7 ай бұрын
I am a used bus dealer. I saw your Chart of Accounts video and would like to download your template.
@ShraddhaTilva
@ShraddhaTilva Жыл бұрын
Hello there! I'm new to Canada and I've taken some QuickBooks training by watching videos. However, I've noticed that many job positions in bookkeeping require experience, which I don't have. I'm wondering how I can start my career in this field despite my lack of experience. Any advice would be greatly appreciated. Thanks!
@addiesmith150
@addiesmith150 2 жыл бұрын
i just bought the on line qb but hate it, it is not at all like QB Desktop.I will be getting a refund. I have been on hold too long for help. Thanks for your video. Mine was not like yours so it was hard to learn how to use it.
@ClaraCFO
@ClaraCFO 2 жыл бұрын
Hi Addie - there is an "accountant view" that I was showing which is different from the business view. Also, it does have quite a different interface compared to QB desktop. I am sorry you hated it! I hope your refund process is smooth!
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