How to do a full month of bookkeeping in QBO {full tutorial}

[@HectorGarciaCPA]

This is the best QBO full tutorial in KZbin right now... Great job Hanna!

[@ClaraCFO]

Thanks Hector! That means a lot coming from you! Hope you are well!

[@HectorGarciaCPA]

@@ClaraCFO im doing wonderful now that I have competition in KZbin! :)

[@ClaraCFO]

Haha @hectorgarciacpa I've got a lot of catching up to do to keep up with you!

[@vdpeer]

A mutual admiration relationship.

[@universaldonor3100]

who is Hanna?

[@ChadAmI80]

The absolute BEST bookkeeping review I have ever watched on KZbin! Seriously, thank you so much for posting this.

[@ClaraCFO]

Wow thanks! Happy I could help!

[@DebbieWilliams-g9i]

This is the best beginner Quickbooks info I've found on KZbin, thanks you!

[@ClaraCFO]

Wow, thank you! So glad it was helpful!!

[@keithkander7241]

Much better than most presenters!!! Clara did not try to squeeze 1 hour of info into 15 minutes.

[@ClaraCFO]

glad it was a good pace! I get feedback both ways sometimes!

[@oscarm.melara4272]

I am new to using QBO, and this is the best QBO full tutorial on KZbin right now... Great job Clara! Greatly appreciated

[@jasonreed1921]

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

[@jasonreed1921]

You seem nice and sincere and would tell the ones who tell you anything negative can go to H....They are wrong

[@KathrynLeaphart]

This is the best bookkeeping video I have seen yet. Thank you for doing this.

[@ClaraCFO]

Thanks for saying that! It was a labor of love 🤗 glad it’s been able to help so many people!

[@ashwindhanesha9843]

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.

[@ClaraCFO]

Thank you! Will do!

[@xblasterrific]

So clearly explained with a clear voice and accent. Love it. Thank you so much!

[@TwoBerrystruckingalong]

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!

[@niajeannine]

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!❤🦋

[@gabrielnaranjo271]

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

[@ClaraCFO]

Thank you! I hope this helps a LOT of people!

[@Rag3Hustle]

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.

[@biancapaki9732]

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. 😊

[@kathimannino3311]

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!

[@carolekotser7694]

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

[@Venitap119]

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.❤

[@ClaraCFO]

Absolutely! I feel the same way, and that's what hoped this video would do for some of you! ❤️

[@dataavenger]

Hey! I am new in QBO so I also want to enter all this data for practice purposes can you guide me?

[@elishagarcia2568]

I agree. I hired a mentor for my first month and my confidence is through the roof now!

[@lissetsanchez5316]

Agree 100%.

[@xolisilemanyatela4477]

Hello can I get connected with workforce app how?

[@aleli1997]

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!

[@TerryCollinsP31Lifestyle]

Thank you for this video. Yes. A lot of people say how to but they are really what is.

[@jannettabreu6960]

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.

[@ClaraCFO]

Great to hear! Thanks so much for watching!

[@SocietyofReignMakersLLC]

This is an exceptional tutorial for a small business learning how to properly manage and keep books! Thank you!

[@ArianneMayeMari]

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

[@RandomFactsByYou]

this video is very helpful and it build my confidence in doing bookkeeping in QBO. thanks a lot.

[@plytyme100]

Thanks for the lesson. It is so much better when I see a visual. Again than you, I will be tuning in for more.

[@kermit9987]

Thank you for showing a straightforward and practical path to understanding.

[@loube_israel]

Thank you for taking the time to break it down. The video is helpful!

[@januarylago5220]

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. 😊

[@ClaraCFO]

Awesome - this playlist will be helpful for you! kzbin.info/aero/PLUcXTCG4ArAlATaIlyGPM94PEs_icwSFb&si=dGHf9bI8_lWSSPdT

[@Olivia-c7o]

One of the most helpful videos out here so far! Thank you for explaining this in detail! :)

[@DarElBarka]

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

[@lissetsanchez5316]

Thank you so much. I am a visual learner and really appreciate coming across this video!

[@ecombalance3501]

Very impressive! Your tutorial is very easy to understand and follow! Highly recommended!

[@ClaraCFO]

Thanks a lot! So glad I could help!

[@nadeemsohail-s9m]

Its more than everything, i watched it twice and its its its, nothing else i need, THANKS instead THAAAAAAAANKSSSSS

[@scotttorrey857]

Really appreciate your straightforward approach! It helped me understand the basics of keeping my transactions complete and my reports meaningful!

[@sarairomero9909]

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! ❤

[@lianazerbe8752]

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.

[@ClaraCFO]

Glad it was helpful!

[@payalpatel1920]

Superb description, Thanks a lot Hanna.

[@ClaraCFO]

Thanks so much!!

[@StephaniesKitchen]

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.

[@lenitaramossunshinerealty6606]

i absolutelly enjoyed watching your video again. thank you

[@kristibarrow9071]

Seeing the step by step was great!! I am new to QBO and this helped answer so many questions. Thanks

[@ClaraCFO]

Amazing!! So glad I could help!

[@connienorve3040]

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 .

[@paulaneary7877]

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!

[@christalespinosa1929]

You are absolutely the best! Thank you for taking time from your day.

[@donnabraxton9179]

Thank you Hanna, This was a great refresher for me since it's been a while!!

[@ClaraCFO]

You're so welcome! Thanks for watching!

[@graymurillo5336]

Video was awesome, didn't see which plan you were on for Quickbooks. Much appreciated.

[@MohsinRaza-f9n]

Best learning in life through KZbin. Thank You.

[@itsshahprem]

Thanks a lot for the detailed tutorial. The best one I have seen.

[@ClaraCFO]

Thanks!

[@tahahassan3407]

This is very helpful for beginners like me.Thank you Hanna!

[@charlesclements1897]

Glad to have stumbled onto this video. Exceptionally helpful, straightforward, and well done. Thank you!

[@OutsourcedOperations]

Awesome video. Thanks for taking the time to do this. Very well thought out and structured. Great job!

[@Govinda7995]

Hello Clara, The above video is quite helpful.

[@ClaraCFO]

So happy it helps, thanks for watching!

[@josephsporn2308]

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

[@acceldefi5169]

I have been looking for a walk through from the beginning, this is awesome,,,thank you!!!!!!

[@ClaraCFO]

So glad it is helpful!

[@geoffreyfinch9199]

Very helpful on "creating rules"... excellent feature. Great Job!

[@edmarkberns]

This is very helpful for beginners like me. Hope you can do more QBO bookkeeping stuff Clara. You are awesome!

[@gloriamitchell3518]

Thanks so much for drilling down to the basics. Great reminders for me. You are very easy understand. Thank you.

[@ClaraCFO]

So glad this was helpful for you!

[@MoniqueJohnson]

This is freaking amazing!! Thank you so much for the comprehensive walkthrough... it has helped me soo much! I look forward to seeing more.

[@SandeepKumarOfficial2020]

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.

[@DMSLYRB]

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!

[@ClaraCFO]

So glad I could help, thanks so much for watching!

[@ShariHaley]

Thanks for this great tutorial! Best info and you do a great job presenting.

[@ClaraCFO]

Aww thanks! I appreciate that! Glad it was helpful!

[@IvoP1980]

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?

[@spearageddon3279]

New QBO user just getting started and this was SUPER helpful, thank you. 👍👍

[@ClaraCFO]

You are so welcome, happy I could help!

[@jasonfalk8471]

You're a rockstar! Me, my business, and mostly accountant thank you!!

[@ClaraCFO]

Thanks for watching! Glad they can help!

[@JamesKeithBaker]

Love this so much! Id love a video that quickly explains all the categories.

[@ahsantheanalyst7199]

Hands on project i have been looking for . Good work 👏

[@teamwesvine3676]

best tutorial in YT.! thnx a lot!

[@ClaraCFO]

Well thank you!

[@azizkhan938]

That was quite helpful since it was explained in an easy to understand way.

[@jefferyz9271]

Nicely done. I learned some new things. Thank you!!

[@NidiaPerez-u1p]

Clara, I'm so pleased with your tutorial. We hired a bookkeeper, and she made a mess out of our books. The firm decided not to do business with us anymore, leaving me to fend for myself. I been going crazy looking at different videos. The worst is that now is tax season, and the new CPA tells me that nothing matches up. Once again thank you and I will continue to be a student of yours.

[@ApartmentKing66]

*Hanna

[@JenniferBrown-p8d]

Great explanation of QuickBooks tutorial.

[@anabellesulit3231]

OMG! This is really helpful. Thank you. Good job.

[@ClaraCFO]

So glad it is helpful!

[@Vsmiles7980]

I loved this! It helped me to decide to purchase Quickbooks Online. Thank you!

[@whynot6058]

Than you so much, I want to do some work on the side & this videos is a great help! ❤️

[@stevenpeach6971]

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.

[@nabeelahmed1764]

So far, so good. Impressive!

[@DaisyrieDoriman]

Thank you for this video it's very clear and informative..

[@israelalvarado9720]

This is very good . Thank you z other videos are out there they skip so many steps.

[@Doefie-y4u]

The US Bookkeeper QB subscription I have is free for life..

[@skydancer15]

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!

[@MuffinsEatCrafts]

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?

[@Kensingtonhawk]

@@MuffinsEatCrafts Dr. Deposit, Dr. Refund Expense , Dr. Fee, Cr. Sale/income.

[@mrnogot4251]

I am now very interested in quickbooks. Thank you

[@ClaraCFO]

Great! Be sure to use our code fore 30% off if you do want to get it! www.claracfo.com/qbo

[@yaidyarrieche5697]

You have safe my life with this 😊, thank you

[@ClaraCFO]

oh really!? I didn't know accounting was a life and death situation, but I am happy to add "lifesaver" to my resume :D Glad I could help!

[@catherinecronin4446]

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

[@ClaraCFO]

Not yet! Thanks for the ideas though! Thanks for watching! Didn't know we'd be relevant in Ireland!

[@wendyfranklin3225]

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!

[@ClaraCFO]

You're very welcome!

[@KnowTech1999]

The best Tutorial i have ever seen🥰

[@heathrollins]

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.

[@j.daniel7902]

Appreciate the content... Very useful. Thank you.

[@AshleighEllena]

This was unbelievably helpful! Thank you so much!

[@ClaraCFO]

I'm so glad! Thanks so much for watching!

[@TwoBerrystruckingalong]

Definitely subscribed. I will be watching more

[@Miriam-jy7tgz]

Great Video, just what I needed to know! Thank you for sharing.

[@ClaraCFO]

Glad it was helpful!

[@ibrahimlambat7949]

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?

[@muhammadsafiqulalammridha2373]

Really helpful.Thanks for sharing.

[@ClaraCFO]

Glad it was helpful!

[@nwokochablessing4429]

Thank you and God bless you for this insightful video

[@ClaraCFO]

You are so welcome

[@rww4624]

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!

[@mrs.rebeccarose]

Great work! Thank you

[@thosibabavan8434]

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

[@cuddledog142]

This was a great video and I learned a lot as a small business owner. Thank you

[@ExcelExplorers786]

Your skills have the potential to enhance my work significantly.🙂🙏

[@AnnmarieDinsmore]

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?

[@almaur703]

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?

[@Chucku153]

Thank you!!! Very helpful!!