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!

[@user-ou7hd8ej3b]

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

[@ClaraCFO]

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

[@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!

[@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

[@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?

[@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.

[@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

[@RebeccaPruss]

This step by step tutorial was perfect! I haven't used Quickbooks before, so seeing this in action with real life numbers and situations was perfect. I feel like I can dive right in and use it now. Thank you for making and sharing this.

[@ClaraCFO]

This makes my heart happy! Thanks for sharing!

[@SocietyofReignMakersLLC]

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

[@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

[@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!

[@AlexDonnett]

this video was better than the entire QBO proadvisor course i took

[@ClaraCFO]

Haha yay! And it was a lot shorter!!! 😂

[@HectorGarciaCPA]

I agree

[@niameanspurpose]

please preach! the QBO Advisor training is excellent but generic. it served its purpose. The only way to learn is to do! And lets say thank you Clara for showing us how to actually "do" bookkeeping in real time. I practiced on MY books first and now Im more confident providing the service to others vs practicing on folks and messing their books up! 😮😅. I have QBOA and Im going to get certified for this year and fine tune my systems and processes and then market my services. It also helps me determine exactly what type of client I want to serve..

[@user-dp2nb7hl5o]

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.

[@niameanspurpose]

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!❤🦋

[@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!

[@mariazusetteagcopra9880]

finally, I found this kind of full-month bookkeeping tutorial, Gracias!!

[@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!

[@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.

[@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!

[@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

[@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.

[@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. 😊

[@acceldefi5169]

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

[@ClaraCFO]

So glad it is helpful!

[@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!

[@xblasterrific]

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

[@edmarkberns]

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

[@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!

[@AboutYou_0]

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

[@user-hf8ed4ef9j]

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

[@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!

[@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.

[@ichoosetowin]

Hi Clara, superb tutorial. Very helpful indeed. Moreover, can you please give separate tutorial for 1099? It would would be a great help for us (bookkeeper). My clients are from the USA and I am their bookkeeper but I am leaving outside the USA. Please make a separate video for more detailed for 1099. What is 1099 and when to start tracking 1099 and other important notes about 1099. It would be a great help for us. Thank you

[@spearageddon3279]

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

[@ClaraCFO]

You are so welcome, happy I could help!

[@geoffreyfinch9199]

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

[@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

[@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.

[@jasonreed1921]

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

[@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!

[@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

[@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 .

[@lenitaramossunshinerealty6606]

i absolutelly enjoyed watching your video again. thank you

[@DadjesforDays]

Thank you for this video. As an aspiring bookkeeper, this video has helped so much! You mentioned that every transaction should have documentation to back up sales or expenses. Is it best to upload/verify each document as back up during this work flow. How does one keep sufficient record in case of an audit? Could you make a video about this? Also, does this work flow only apply to cash basis: would an accrual basis have additional steps? Any insight would be appreciated. Thank you again.

[@ecombalance3501]

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

[@ClaraCFO]

Thanks a lot! So glad I could help!

[@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!

[@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.

[@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

[@graymurillo5336]

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

[@tahahassan3407]

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

[@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.

[@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?

[@jasonfalk8471]

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

[@ClaraCFO]

Thanks for watching! Glad they can help!

[@TerryCollinsP31Lifestyle]

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

[@user-ko8vl7dr8t]

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! ❤

[@charlesclements1897]

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

[@lissetsanchez5316]

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

[@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!

[@payalpatel1920]

Superb description, Thanks a lot Hanna.

[@ClaraCFO]

Thanks so much!!

[@ExcelExplorers786]

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

[@vaibhavbhade9742]

most appreciated video. Clara thankyou

[@ClaraCFO]

Glad it was helpful!

[@nwokochablessing4429]

Thank you and God bless you for this insightful video

[@ClaraCFO]

You are so welcome

[@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

[@anabellesulit3231]

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

[@ClaraCFO]

So glad it is helpful!

[@satishudreshe7995]

Hello Clara, The above video is quite helpful.

[@ClaraCFO]

So happy it helps, thanks for watching!

[@ahsantheanalyst7199]

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

[@Mrsnavidad]

Thank you so much! This is well explained and so clear to understand. I’m going to watch again step by step when doing mi reconciliation. Thank you again ❤😊

[@ClaraCFO]

Glad it was helpful!

[@user-up7bt5te7s]

Best learning in life through KZbin. Thank You.

[@kermit9987]

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

[@jefferyz9271]

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

[@Chucku153]

Thank you!!! Very helpful!!

[@JamesKeithBaker]

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

[@beckigarcia6211]

Thank you so much! This was super helpful! :)

[@ClaraCFO]

I'm so glad!!

[@mrs.rebeccarose]

Great work! Thank you

[@valuanalyst]

Very helpful! Thanks!

[@nataliethomas6954]

Great video!!! Thank you so much!!!

[@Vsmiles7980]

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

[@CarolMarrero-ys1su]

Awesome lesson

[@user-xb2hr6ou1x]

This was so helpful- thank you!

[@ClaraCFO]

So glad!

[@azizkhan938]

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

[@AshleighEllena]

This was unbelievably helpful! Thank you so much!

[@ClaraCFO]

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

[@shehzadamin672]

The best Tutorial i have ever seen🥰

[@marioh.4361]

Great video coming from NetSuite; QB seems so much easier and intuitive. Do you have any videos on how QB does cashflow, any pros or cons of running that report using QB

[@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!

[@rizwanwaris3587]

I would like to see the similar videos with practical examples for Customer Invoice and Vendors invoice, please.

[@whynot6058]

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

[@naarfviews9617]

Nice tutorial on BQO in brief.

[@ClaraCFO]

glad you liked it!

[@gailmcleod8295]

The question about how to document a transaction is so simple to do in QBO. You can attach the backup document within the transaction. Then you don't really need to file everything on paper.

[@rww4624]

Would you please make a video like this for people learning to be bookkeepers? I need to learn all the steps for a full month of doing a clients QBO. I can't find any videos like that anywhere, so I'd really appreciate that!

[@cuddledog142]

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

[@marinaemelina3958]

Thank you so much. I love to see it

[@ClaraCFO]

Great!

[@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?

[@jawidt7317]

Thank you Clara. This was very helful!

[@ClaraCFO]

I'm so glad!

[@katenewbegin7348]

This was very helpful. Thank you!

[@ClaraCFO]

So glad! Thanks for watching!

[@muhammadsafiqulalammridha2373]

Really helpful.Thanks 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?