QuickBooks Online: Full Tutorial for Beginners

Setup QuickBooks free trial + 30% off: hectorgarcia.com/qb
My QuickBooks LinkedIn Course: bit.ly/quickbookslinkedin
Install RightTool (Chrome Extension): righttool.app/FREE
Full 2024 Tutorial Playlist (10+ Hours):
• QuickBooks Online 2024...
Timestamps:
00:00 Introduction
00:29 Timestamps and Additional Links
01:14 Creating an Account for scratch
02:30 Choosing the right version of QuickBooks
03:50 Creating a new login vs. resetting old one
06:21 Answering all the initial setup questions
17:41 Navigating Home Screen & Left Bar
22:53 Creating and Sending Electronic Invoices
27:15 Accepting Electronic payments
28:48 Working with the Chart of Accounts
31:05 Connecting your Banks and Credit Cards
34:00 Where to find everything else
35:23 Account and Settings Screen
38:15 Downgrading/Upgrading versions
39:42 The "help" Menu
41:20 Using the Search
42:03 Using RightTool (Browser -add-on to QuickBooks)
56:10 Outro / Final Thoughts
Any Additional QuickBooks Questions? email me: [e-mail]
Popular Book:
QuickBooks Online For Dummies 2023
amzn.to/47fkY4H
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[@HectorGarciaCPA]

Full 2024 Tutorial Playlist (10+ Hours): kzbin.info/aero/PL8LZsiw8a1zuUgaMsKhTgRg_Wriznb2GW

[@NatureLiving1]

You are very good at explaining it for beginners! Thank you!

[@HectorGarciaCPA]

Glad it was helpful!

[@shinningstar3360]

Very good explanation of QuickBooks business i love it

[@HectorGarciaCPA]

Awesome

[@johnsims709]

Very helpful video for complete rookie.....thank you!

[@HectorGarciaCPA]

Glad it was helpful!

[@Monicamendezea]

This video is great!

[@HectorGarciaCPA]

Glad you like it

[@abbywiles6941]

Thank you for the quick response.

[@HectorGarciaCPA]

Any time!

[@PaulaArcuri]

This has been so helpful! Thank you

[@HectorGarciaCPA]

Great

[@OUMAMIRUKAOFFICIAL]

this is so great. I've used QBO for three years and its just as exact as it is suppose to be.

[@HectorGarciaCPA]

:)

[@TheGirlfromWyntersPen]

Thank you so very much for this. I am new to QB and this has helped me tremendously.

[@HectorGarciaCPA]

Glad it was helpful!

[@TheGirlfromWyntersPen]

@@HectorGarciaCPA thank you. I am watching all of your videos. How can I take your course?

[@JuaniceNeal]

You are AMAZING! this is exactly the information I needed. Thank you so much!

[@HectorGarciaCPA]

Awesome!

[@lashondahoward4397]

Thank you

[@HectorGarciaCPA]

:)

[@user-ky2ww8bs6n]

Thank you 🙏 Hector. This video is great 👍

[@HectorGarciaCPA]

:)

[@user-tq9pf1bf5f]

Hi Hector! I wanna learn about Bookkeeping. I am good with numbers, I like numbers and I think I'm gonna like bookkeeping. I've seen some of your videos where you explain what a bookkeeper does, where to start etc etc. I am also watching your QBO tutorials so I can create an idea for the job. I am a complete beginner. Can you please suggest a course or some sort of something where I can begin and learn the basics and the fundamentals of bookkeeping? Thank you!

[@HectorGarciaCPA]

Coursera has a course..the issue is that bookkeeping is hard to learn virtually, is more of a hands on expericne

[@user-gv1jh3ov8o]

Hi Hector Garcia, thanks for sharing your videos. I have a question.....Can I use Quickbook Online for Personal Finances? if not, what app do you recomend for that?

[@HectorGarciaCPA]

Not meant for that

[@maureentorres]

Hi! Thanks for the video. Do you have the link that you mentioned where you explain how to choose the right plan? Thanks!

[@HectorGarciaCPA]

In the description

[@PaulineChoi-vf9zr]

Hello Hector, Thank you for the video. I have trouble figuring out the date to begin downloading my bank account and credit card. I started my business March 2023 but just now I am trying to do my booking. So do i put the date now and bring in the balance and credit card or do I put from march 2023 and bring in the balance beginning of march?

[@MrHumayn]

I think you should start from beginning of your transactio, It would be better and you will enjoy it.

[@HectorGarciaCPA]

I do would a whole clean year from inception.. so yes from march

[@EarthsEdgeAD]

What do you study in the Training Library for just the simple Quickbooks Online Certificate test? (Not the training Material for the ProAdvisor Certificate) Should I just study everything in "Training Library"---> "Quickbooks Online" And save the other 3 sections to study for the pro advisor test?

[@HectorGarciaCPA]

Yes, study as much as possible prior to the exam

[@saraturcios3807]

Hi Hector -thank you for your videos - I been following you for a while- and have learn quit a lot with them. I have a question- I been using the basic Online quick book. But I use QB for a non profit org. I find it a little confusing for what I do- it’s there a quick book service only for nonprofit org.?

[@HectorGarciaCPA]

You might want to find an expert in non profits to guide your through the process.. I am not one

[@ElizabethGarcia-nb2eh]

Great Tutorial for starting/setting up! Thinking of my starting date for transferring my bank data, can I choose a date from last year or is it better to start from this year? Trying to find the best way to consolidate my information from when I started my business mid 2023?

[@HectorGarciaCPA]

Download all the bank transactions from back then, or enter a journal entry with those total amounts

[@BardenAccounting]

Hi Hector, I love your videos. You are really good at explaining things to all levels of bookkeepers and accountants. Thank you. I have one question. I have a client for whom I need to start a new QBO file. We are starting a new file for two reasons, one because he has incorporated and needs fresh books and two because the old QBO has unresolvable issues that are too hard to fix. So... I am starting a new file for him, but he's not new to QBO. My main concern is my beginning balances. I was planning to put in a balance sheet and P&L for 2023 by a journal entry. I don't know how to determine owner's equity for 2023. Thanks for your feedback. You rock!

[@HectorGarciaCPA]

Once you enter all the beginning balances, you send all the differences to retained earnings. Owners equity will be retained earnings eseentially

[@BardenAccounting]

@@HectorGarciaCPA Thanks Hector

[@user-zo7sc1lk5o]

Hello Hector, is QB basic also available to run most processes from my cell/Samsung?

[@HectorGarciaCPA]

Yes

[@timbacino4559]

Thank you Hector! We not 100% sold on QB online. The main hesitation is the look and feel of the desktop version vs the online look and feel. Is there a way to make the online interface look the same as the desktop layout?

[@HectorGarciaCPA]

No, it’s going to be different for sure.

[@user-re6nk8wz2m]

Is there a Video on uploading a exsisting Co. File from Desktop Pro Plus on to QBO Essentials?

[@HectorGarciaCPA]

Yes, there is a video on that.

[@user-re6nk8wz2m]

could you please semd me the link to the video@@HectorGarciaCPA

[@lynnw7618]

Thank you for great explanations

[@HectorGarciaCPA]

:)

[@ube-23s]

Hi Mr. Garcia. Thank you for your help. My Question is: Are these two QB lessons the same. ------ (1)---QuickBooks Online: Full Tutorial for Beginners 2023 Hector Garcia CPA (2)---QuickBooks Online: The Complete Tutorial by Hector Garcia CPA Hector Garcia CPA And I see a little difference from other QB KZbin videos by the navigation bar. Some have more features or lists some have few lists. Thank you.

[@HectorGarciaCPA]

Every year they are different, as QB gets redesigned. 2023 is the newest version.

[@ube-23s]

@@HectorGarciaCPA OK, thank you Mr. Garcia,

[@shahidmirza585]

Hi Hector! I am using Quickbooks online accountant us but i lost my cell no for verification what should i do

[@HectorGarciaCPA]

I dont know. Call them i guess

[@PaulineChoi-vf9zr]

To continue from the message I just posted. I would like to bring in everything from the beginning of my business in march 2023 but just this month I am starting the book keeping. How can I do this to keep my book keeping correctly from the beginning of March?

[@janycejacksonjones4117]

I have the same question. Did he answer you?

[@HectorGarciaCPA]

Download the transactions from the bank

[@katherinesetliff1982]

Thank you, but I'm still nervous. A bit familiar with accounting, but I had a controller and an AP/AR clerk, this business has sold recently. Now I'm taking on the family rentals and extremely nervous. Quickbooks came to mind due to its longevity in the industry, but I'm still intimidated. This video hasn't exactly assuaged my fear, but my CPA said in his firm there are people very versed in it. I'm just overwhelmed with the closing of a decent size business, sold to another store, we were profitable, but aging out with technology, I'm 65. I plan on plodding forward with QB and hope that my nervousness is all for naught.....I need prayers.....thanks again.....

[@HectorGarciaCPA]

Prayers

[@karinlopez3016]

We have used Quickbooks for a short time. Very helpful! Do you have tutorial on the Sales Tax Payments applied on invoices and the payments made for sales tax due? I am trying to get that matched up in liabilities with a sub account but it doesn't quite look right. Thank you!

[@HectorGarciaCPA]

Yeah there is a video on sales tax… but it doesn’t troubleshoot issues

[@johncrick8074]

Great work, Hector. My company was already on the free offer through QuickBooks before becoming aware of your courses and QB discount. Is there a discount code associated with your offer that we can use when the 30-day trial is complete?

[@HectorGarciaCPA]

Free offer? Not sure what you mean? Email me your company ID, ill have someone look at it.

[@NaomiMacPherson-dv4lq]

I just purchased QBO for my personal finances. I plan on buying for my corporation as well. First, I want to start with my personal finances to get to know QBO well. I want to do all my finances from 2018 - to now. My Corporation started in 2020 so I need to start in 2020 for that. Anyway, can I start adding in 2024 stuff while I am putting in 2018, 2019, 2020, 2021, 2022 and 2023? or should I do all my 2018 1st and then close each year before I move on to another year. How should go about this?

[@HectorGarciaCPA]

I would go in order

[@bands1756]

Hey Hector, you are doing a great job! Before I dive into your videos, etc., I have a quick question: Is the setup for the US and EU the same? I appreciate your answer 🙏

[@HectorGarciaCPA]

Not the same 100% - maybe 90% are very similar

[@caspertinder3072]

Im a Filipino aspiring Virtual assistant (no experience working remotely) with a niche in bookkeeping and educational background in accounting. I have Quickbook and Xero Proadvisor certificate and also other workshop certificates that I attended . But since I still dont have experience working with actual clients and hands on in QBO,I am still not that confident with my skills, If anyone offering a virtual job with minimal supervision, please consider me , Im willing exert my effort and time. Thank you

[@HectorGarciaCPA]

Best of luck

[@bradleyking7006]

Hey, quick question. I just closed on transfer of a business that I previously worked for. wondering if I should transferred the owner's desktop QuickBooks to QuickBooks online , in business for 30 years so the client list is huge . Which makes me hesitant to switch .

[@HectorGarciaCPA]

Can you rephrase your question?

[@bradleyking7006]

@@HectorGarciaCPA would I be able to transfer the data from the previous owners QuickBooks to a new QuickBooks account?

[@noeliapatino8718]

Hi Hector I am complete beginner on this I really want to learn there is any course can you suggest thanks I appreciate.

[@HectorGarciaCPA]

I have a 4 hour course in linkedin, its pretty complete

[@williamjohnston1967]

Hi Hector. Love your videos. I'm relatively new to quickbooks and pay my employees by direct deposit using quickbooks. Payroll was deducted from the proper bank account, however I didn't notice that the corresponding account was cash. So even though it was paid from the correct account, quickbooks thinks it was cash. Then when the bank transactions are downloaded into quickbooks, it's registered in 2 accounts and all the reports show payroll as double the actual amount. This went on for about 2 months before I figured out the problem. I would like to just delete the transactions from the cash account, but it won't let me. Is there a relatively easy way for me to fix this?

[@HectorGarciaCPA]

You have to merge cash and the real bank account. Move all the real cash transactions to another account

[@jannemequel]

Sir, I looked into my invoice and I dont find the customer payment options. Is there anyway to find it and to activate or set up my payment account ? Also i dont have my payments bar on the account and settings. Im using a QB Plus trial.

[@HectorGarciaCPA]

Are you outside USA? Because this is a US only feature

[@abbywiles6941]

Hi Hector, your videos are great. I work for a construction company that just recently moved from QB desktop enterprise edition to QB online. We are being told that the certified payroll reports that we could run with the QB desktop enterprise version are not available in the online edition. Can you please shed some light on this topic? Much appreciated!

[@HectorGarciaCPA]

Thats correct. Not available. You need to stay on Enterprise

[@Dave-tz9zx]

It appears that QB is pushing users to move to QB online. After seeing your comment here, would you advise those that process payroll and print payroll forms, remain with QB desktop and not convert to QB online? @@HectorGarciaCPA

[@marielarendon4355]

how to get packing slips for this new invoice template?

[@HectorGarciaCPA]

Not available yet

[@marielarendon4355]

Thank you, also how to add the ship to only on the old invoice template?@@HectorGarciaCPA

[@NaldoP2C]

Is the subscription discount available in Canada?

[@HectorGarciaCPA]

Usa only, sorry

[@yvonnemallak7635]

Are you saying that the Chart of Accounts does not convert over with the starting balances? IE: Bank accounts - that all of those will need to be re-entered once the data is converted from "Desktop" or did I misunderstand something?

[@HectorGarciaCPA]

No, they all come in with their balances, is when you connect them Again after converting that it enters a weird entry for beginning balance

[@windoroupvc]

The div r so blind . When u make receive paymentit show always 0 Tell me is right?

[@windoroupvc]

Also there no option to modify the report like receive payment or other reports

[@HectorGarciaCPA]

Cant follow

[@windoroupvc]

@@HectorGarciaCPA I mean if u make invoice 1000$ and customer pay 500$ and u make recipe payment it most show 500$ balance in received payment report The dix must fix it

[@windoroupvc]

Its always show 0$ balance Just try by ur self please

[@HectorGarciaCPA]

@@windoroupvc well.. if you get paid, is $0 balance, that’s how it works

[@user-bp2jj2zn1b]

Great video. If an operating/subsidiary LLC is owned by a holding company LLC, then would you have to purchase and create two separate QuickBooks Online accounts for the accounting of the respective companies? or could you purchase and use only one QuickBooks Online account for the accounting of both companies?

[@HectorGarciaCPA]

You need 2 separate subscriptions to keep the books separated. If you put them on the same file; is going to be very confusing

[@user-bp2jj2zn1b]

@@HectorGarciaCPA Thank you for the quick response.

[@bensonpaul7705]

Is better for each account in chart of accounts to be numbered?

[@HectorGarciaCPA]

Is more organized that way, but not required

[@lawrencessprueljr.5264]

Hello Hector, what if you use a third party, like ADP to do your payroll. how do you record that on quickbooks?

[@HectorGarciaCPA]

Via a Journal Entry

[@lawrencessprueljr.5264]

@@HectorGarciaCPA thank you

[@hzbook2024]

thank you for the helpful video Hector! Could you talk about the receipts? I got really confused with the workflow of bank feeds and receipts matching. (like bank feeds - receipts - reconcile?) and I am frustrated with the duplicate from receipts creating expense transactions. Thank you!

[@HectorGarciaCPA]

Thats going to be a different video, its a very complex workflow

[@hzbook2024]

@@HectorGarciaCPA really looking forward to the video! also would really appreciate if you mention in the video of the best setup of functions between clients and accountants - sometimes clients actions really complicate quickbooks (for example when they upload receipts they create expense and then review along with bank statement - which is actually causing more complexities) really really appreciate!

[@HectorGarciaCPA]

@@hzbook2024 that is very tricky, i agree

[@hzbook2024]

@@HectorGarciaCPA Definitely! I really look forward to your insight into this topic! 🙏🙏🙏

[@HectorGarciaCPA]

@@hzbook2024 :)

[@jamiebryan3218]

oh man...Are we still able to get a discount if we've already signed up? I did the 3 months...

[@HectorGarciaCPA]

Depends how old the account is.. email me

[@user-mf3vh2kb2f]

hola i can work with diferents business ? i have my two business and i make diferentes works for other people and in a week a going to work with a company....

[@HectorGarciaCPA]

With QB Online, you would need two separate subscriptions, one per company

[@gonzalex2002]

HECTO porque mi Quickbooks online envés de decir invoices dice pledge??? Se puede cambiar eso?

[@HectorGarciaCPA]

Por que estas en “non profit”

[@gonzalex2002]

@@HectorGarciaCPA cómo puedo cambiarlo?

[@ritztitla6605]

If i have 3 small business. How Can i do it quickbooks to keep separate my transactions??

[@HectorGarciaCPA]

If its 3 different balance sheets and/or different tax returns, you probably should have 3 separate subscriptions. But of is 3 lines of business reporting in the same entity, you can use Classes in QBO Plus to manage that

[@user-fr8xl8yj5q]

Hi Hector! I love your Getting Started Tutorial but you spent too much time on Short Cut and Right Tool especially for people who are beginner users. This part should be on another video

[@HectorGarciaCPA]

:)

[@happysunnyrain1531]

I think it was fine.

[@melaniemitchell8497]

Hi hector.. i am wondering if I can do two different entities with one account

[@HectorGarciaCPA]

You need 2 monthly subscriptions for 2 entities

[@ahmedmidey7817]

Hi Hector does QBO has post dated cheque PDC ?

[@windoroupvc]

لا تشتريه اونلاين انه سيء

[@HectorGarciaCPA]

You can post date checks yes

[@ravich7934]

Hi Hector I need Customer and vendor hours comparison report. How to run that report in online QuickBooks.please help me

[@user-cb9qp8lt4r]

From South Africa would like to learn from beginning

[@HectorGarciaCPA]

Check our the 2024 playlist

[@joaquinamoses237]

what is the best quickbook plan is best for our business. we are a subcontractor for Windows by Anderson . We don't buy material, send invoices. Our business is window installer at this time

[@HectorGarciaCPA]

@@joaquinamoses237 contractors look at QBO Plus or Advanced, because of the Projects feature

[@joaquinamoses237]

@HectorGarciaCPA we are a subcontractor. So most of all our materials are given to us for each job we do. At this time we are getting paid by Renewal I believe it's a 1099

[@joaquinamoses237]

Wow I wish I used your promotion code. As I bought quickbook from Intuit for 70% off for 3 months

[@HectorGarciaCPA]

@@joaquinamoses237 if you dont need to track profitability by project, then simple start or essentials can work

[@MrT4free]

Your email doesn’t work. Your link doesn’t work. What’s up with you. Your 30% off link has caused me a lot of problems

[@HectorGarciaCPA]

My email does work [e-mail] Call my office 954-415-1524 if the email is giving you trouble. The 30% is only available in USA, so if you are outside US it will not.

[@user-rq8eo4jn8s]

YOUR VIDEOS AREN'T ORGANIZED CORRECTLY. PROPER SORTING WOULD ENHANCE THEIR UTILITY.

[@HectorGarciaCPA]

Try a playlist.

[@latiphasangole2898]

Thank you

[@HectorGarciaCPA]

Welcome!