Quickbooks Basics: How To Use Quickbooks Online

[@ClaraCFO]

**** 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 [e-mail] 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]

I signed up for starter yesterday before this video. Can I upgrade to essentials with your discount? Thank you for the video!!

[@lixyibethgarcia1892]

I have the same question 😅 I signed up before running into your video

[@ksenlf4558]

Hello. Does this discount work for Canadians as well?

[@ClaraCFO]

@@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]

Lol here to sell

[@varatham8747]

Hi Clara, i get cleared about QuickBooks by your excellent explanation, i am working as an accountant from Tamilnadu, Chennai. Thank you

[@suzannehayes8944]

You take a long time to get to the learning. Shorter intro would be appreciated.

[@ClaraCFO]

You may appreciate this one: kzbin.info/www/bejne/m6iskItrgsR0rck

[@sc-xq8io]

Exactly what I was going to say

[@niajeannine]

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]

It wasn't THAT long 😂 or maybe you should have some patience lol

[@subgirl_999]

You can use the ff button you know.

[@russellgray3303]

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.

[@mirembegloria6723]

I would like to know the steps to take when using quick books from creating the company and chart of accounts

[@WANLILIANG]

How to set up a restaurant business in Quickbook? Can you make a video sample? Thank you!

[@michelleemanueljohnson8088]

This was a great starter video. Appreciate your time and style of presenting!

[@ClaraCFO]

Thanks so much!

[@cecyboga7435]

I have quickbooks online I have the knowledge on accounting, but I don’t have much experience doing things on a computer. I don’t know when I see my income sometimes two times a client payment, specifically when I deposit and pop up on my quickbooks system.

[@c2ctruckingacc59]

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?

[@escanorpride9652]

Thank you. I just want you to know that I appreciate what you are doing.

[@ClaraCFO]

So nice of you, thank you so much!

[@paulchoate1]

Right Tools app is a game changer. I didnt like QBO as I came from desktop. After installing Right Tools I like QBO.

[@ClaraCFO]

I am definitely going to do a video on that too! It’s definitely helpful!

[@brianholzberger7662]

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

[@sallybarkham4813]

Let's get started please

[@TarrieLedford]

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!

[@margaritabouzas6986]

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.

[@ogtmjupiter8798]

Oh wow u said it, and I watched mad videos but not has one person said it , that invoked such clearness in my accounting journey 9:45 is where she snapped yall

[@scottshipley8913]

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.

[@mano_lax]

Such a great intro video! You’re amazing

[@ClaraCFO]

Aww thanks so much for watching!

[@tomdwyer5188]

Hello, Very informative, but what about inventory?

[@marydwyer1764]

I've been trying to find out the fees Quickbooks has charged for every transation over the quarter and I'm stumped!

[@jerseypete6674]

You skipped an important step: that is signing in. You have to sign-in on line before you do anything. I know you know that....but some people may not.

[@Secretname206]

It is helpful. Thanks a lot!

[@abdulsamadwahllaabdulsamad1654]

good morning

[@mattydoehollow]

Will this show how to transfer QB online data back to your QB Desktop

[@ClaraCFO]

Nope!

[@civcast]

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!

[@nataliyagranska6879]

Very helpful even I am not involver into posting transactions but to analyse the the business accounting cycle is managing in compliance with to General accounting principles and be ready to audit the transactions following to the company business intentions to exceed customer expectation , Really helpful tool for Project Management planning / budgeting / cost reduction / decisions to be on budget especially for engineering field of operation . Thank you

[@carljohanson6936]

what would helpful is LESS introduction and more transaction viewing.

[@mozee01]

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]

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

[@kennethlohman1154]

Thank you for posting this video. My QuickBook skills are very rusty.

[@GettingNegative]

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!

[@TamraAmmerman]

I would like to see a video on how to use QBO for nonprofit church please. I am the office manager for my church and I am beyond confused. I know that I am not anywhere near understanding. The desktop version was super easy and did not rely on internet which in our area is slower than molasses.

[@bobrozek7723]

What Do You Do If You Don't Have A Business Just For Home Bills? I Wish You Had Some Thing For Just Home People

[@ClaraCFO]

Have you looked into quicken for personal finance? You should look into a personal finance management tool for personal expense management and bills. They will be cheaper too!

[@tdig6546]

Desktop had direct bank link too.

[@RaphaelAnkrah]

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.

[@etinaghedo9314]

Good information but hard to follow due to rapid movement of the mouse and screen that is not coordinated with the voice comments.

[@ClaraCFO]

Thank you for the feedback!

[@kimsullivan]

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]

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 🙌

[@MilesHintzen]

very well done!

[@ClaraCFO]

Thank you! Cheers!

[@SandraMcKee-xm4ot]

Do you have any experience in migrating data from QB desktop to QB online? Hints for success?

[@ClaraCFO]

My hints are that is actually really easy! Ideally start a transition after a full month has been completed and reconciled in Desktop, then you can import all history and start the new month in QBO. You can follow the steps here for the first part: kzbin.info/www/bejne/nqq6n3t4qbd1lZY I guess I should do a migration video?? What do you think?

[@RichA7CV41]

Thank you so much for this. I just obtained QB, and your video and presentation skills are just what I needed. Thank you!!! Subscribed!!

[@ClaraCFO]

Thanks for being here! Glad I could help!

[@TerryCollinsP31Lifestyle]

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?

[@PaulaTobon-vk4om]

Would love to learn about pulling the donor information to create thank you letters

[@meghaliupadhyay4044]

I enjoyed your video with the brief explanation .

[@dawns3902]

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....

[@cindysmith3725]

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]

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

[@theresaholloway8767]

Need sample set up for a non profit. We do not use Accts Payable or Accts Receivable

[@teejay6063]

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]

Yes, I did

[@patbailey4669]

Looking for info on how to register your vermeil to forward to QBO as well as matching

[@colinbagley786]

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]

lol, we have a video coming out in 2 weeks about the view changes and talking through the new customization options!

[@colinbagley786]

@@ClaraCFO great, Ill watch for it!

[@kimzeiss9396]

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]

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.

[@dmontaigne5643]

Hi Hannah - Great content as always! Keep up the great work.

[@ClaraCFO]

Thanks so much!

[@eastcoastbearingsllc5794]

Where do I add inventory & adjust inventory?

[@yiliannyrodriguez9180]

Did the math! 30% thanks!

[@robinfowler3943]

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.

[@jimmycampos3398]

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.

[@Ruthie-j8q]

How to write a check to vendor paying for several invoices.

[@robertohipolao1969]

Good day, may i request a tutorial for quickbook newbie on steps how to used the app in bookkeeping

[@ClaraCFO]

Ask and you shall receive! :) Here you go! kzbin.info/www/bejne/m6iskItrgsR0rck and make sure you check out the whole playlist here: kzbin.info/aero/PLUcXTCG4ArAlATaIlyGPM94PEs_icwSFb

[@craigsanders8397]

So, once again, Just to clarify, I must purchase or free trial QBO before I can add a comment or ask a question.

[@ClaraCFO]

Not sure what you mean here? For quickbooks to answer your questions?

[@HectorGarciaCPA]

Great video!

[@ClaraCFO]

Thanks Hector 🙌

[@claraaguilera945]

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.

[@michellemoss1976]

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.

[@ArtBragg-p8i]

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!

[@gbaca07]

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

[@utvolfan3522]

This has been really helpful! Thanks!

[@ClaraCFO]

So glad! Thanks for watching Tracy!!!

[@jeffreylbfd]

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]

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!

[@kashishverma4020]

the bank account is not showing in a cash flow statement, how to get it?

[@Iksmohj1]

Hi Ms.Clara.this is the account that we will be handling soon.Our introduction for the whole week just ended yesterday.I want to dig down more about Quickbooks and Quickbooks Premiere.This is crucial for a shifter like me.I don't have knowledge about accounting so I could really use your help.This is nerve racking experience to be honest.

[@ClaraCFO]

Hi there! Make sure you watch this one: kzbin.info/www/bejne/m6iskItrgsR0rck

[@Milo-f9r]

Anyone else speed it up to 1.5x ?

[@addiesmith150]

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]

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!

[@robertdonaldson3814]

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]

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

[@Amber-Nailed-It-86]

Skip to 6:00 minutes for teaching to begin

[@jenniecurtis2663]

How do you transfer files from Desktop to online quickbooks

[@chuksokoli7536]

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?

[@adebolababalola6403]

How to upload bank statement without connecting it to internet banking

[@ClaraCFO]

I show how to here: kzbin.info/www/bejne/m6iskItrgsR0rck

[@valeryguptill4952]

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.

[@nicholasiezzi9790]

I am going to college for Accounting soon, but they say they don't teach Quickbooks, only Excel not sure why.

[@triXsolarflare]

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

[@lindadickeson4667]

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

[@RobinThomas-w4w]

If some set up qb and turned it over to you can you go in and make changes

[@justinechristianveza5615]

would have it loaded up on their laptop and I’d ALWAYS assu they stole it. I’m older and I thought about cracking it again but I plan on

[@janiquechouxdas7073]

Hi, please could you advice how to transfer quickbook online files to turbo tax business. Thanks

[@manikakanda5265]

If I follow your all vedio, Can I start to work, my academic background accounting.

[@hollythomas-nd7mc]

How do you use “Cost Of Goods Sold”?

[@ClaraCFO]

this might help: kzbin.infoUAhO1eRNFZA

[@andreagoodas4328]

how do you edit uncategorized income to sales

[@ClaraCFO]

Ideally, there is nothing in uncategorized income at the end of the month. If there is, you need to re-code the individual transactions into a different sales line-item. You can create a new revenue line item called "misc sales" or something like that if you have small amounts that don't fit in with your overall main revenue streams.

[@ShwetaPatel-c3x]

Can you use payroll with the link you provided?

[@ClaraCFO]

If you want to get QBO payroll, email us at [e-mail] and we can connect you to our intuit contact

[@tinahector3931]

Need help for new church secretary using quick books. Can you provide this?

[@w0lf1969]

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

[@lindseyjohnson7541]

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.

[@rowenalacuesta546]

Could you do tutorial about catch up and clean up? Thank you, Clara.

[@DebraNelson-td2dg]

Hey, Clara can you tell me if I order QuickBooks online can I run books for multiple companies

[@ClaraCFO]

You need to have one QBO account to each company.

[@terrikelsey9953]

Awesome! Thank you

[@ClaraCFO]

Thanks for watching! Be sure to check out the entire playlist to help you setup and optimize! kzbin.info/aero/PLUcXTCG4ArAlATaIlyGPM94PEs_icwSFb

[@mackarma2923]

I'm a little frustrated because I CAN'T find anything!! Ugh!

[@TishTravel]

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?

[@TeresaHampton-d2p]

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.

[@martylwylie]

Is there a way to connect your Venmo and Cash App Apps to your Quickbooks accounts?

[@islandvibes8459]

Can QuickBooks work anywhere in the world with regards to the banking transactions? Can it pull from any bank across the world?

[@beckicampi9605]

How to make short cut icons on my quickbooks home page.

[@amiller6485]

Would like a video on trade ins

[@denatindale6914]

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]

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]

@@ClaraCFO Thank you.

[@dottiebonventre5004]

just switched from desktop to online. After entering sales reciept, how do i record the deposit?

[@dayanrocha760]

Thank you!

[@TerryCollinsP31Lifestyle]

So a vendor is someone you pay? Do you have video on terminology?