Your videos are so helpful! Slowly trying to get my head around Quickbooks and your videos make it much easier.
@dianestone90643 жыл бұрын
Love your videos. Even though I took a college course many years ago in qb desktop. It helps watching your videos as qb is constantly changing and I am a self-employed bookkeeper. It is reassuring to know that I am doing things correctly. Thank you!
@shantryce3753 жыл бұрын
Great video as always! I have learned so much from you in the last few months.You have been a blessing to my new small business!!!!
@AnythingWetPools2 жыл бұрын
Hector, you have some of the best videos on Quickbooks!
@sva-e7d Жыл бұрын
one Credit card account is connected Suppose for 01/01/2023 can we change it to 12/22/2022?
@HectorGarciaCPA Жыл бұрын
Once connected can go backwards
@dtsai2 жыл бұрын
Do you have any Quick Book tips for people that have multiple LLCs and S Corps? It would be nice to get a video for this.
@michellefLA Жыл бұрын
Thanks to your lectures, I am getting used to QBO interface from desktop 2018. Can you please show some reports bookkeepers run every quatre and what to do at the end of the year? TIA!
@HectorGarciaCPA Жыл бұрын
I have other videos focused on reports already in the channel, just search
@patricianavarrovesga92783 жыл бұрын
hey hector hope you doing well ! how do you categorize checks ? ... I make checks payable to my gold vendors, each check has a specific #, since january 2021 to present, QB uploaded more than 100 checks, I am having a really hard time categorizing them, because I can't create a rule on them .... all checks are for different gold vendors .... is it better to pay with debit card in the future so the transaction shows with the vendor name on my checking and I can create rules ? ... thanks again for your amazing job. God bless you man.
@crose426716 күн бұрын
I signed for the membership for your courses. Is there a channel that I should sign into?
@HectorGarciaCPA16 күн бұрын
We release here in KZbin early videos before they get released ro the public
@fabianmwilson27723 жыл бұрын
you were exceptional, the effort you put in is emensly appreciated! the clarity and explanations are very helpful. thanks very much
@HectorGarciaCPA3 жыл бұрын
Glad you like it.
@kathy7095 Жыл бұрын
42:50 oh no Hector, you misspelled tax!
@robingwynne81112 жыл бұрын
Amazingly helpful, Hector! I'm trying to reenter the workforce and my QB knowledge goes back to desktop, so this is a much needed refresher. I already had one embarrassing interview/skills assessment before discovering your videos. (Just a Note--Probably not important since it's not your actual QBO account, but FYI: in the video you entered State Farm as a payee and QB categorized the Type as a Customer instead of a Vendor. You were entering quickly and talking so you didn't see it or change it.)
@md.alaminmridha60986 ай бұрын
Can you provide the categorizing process link of the Intuit transactions (invoice matching)?
@HectorGarciaCPA6 ай бұрын
No clue what you mean
@joeanntorricer8353 жыл бұрын
Great Video. 💕 thank you so much for your effort. Great help. God bless 🙏
@maryerdman65622 жыл бұрын
GREAT TUTORIAL ! THANK YOU
@awalshfamily3 жыл бұрын
Once you hit confirm or "add" on my version, where does it go and can it be changed?
@neldasolis4193 жыл бұрын
Thank you so much for your video. I learned a lot. I will start categorizing by vendor now.
@frankmartin-adirondackcampcab3 ай бұрын
Hector Ty greatly. When writing checks in desktop I would put in full amount and then go to split below. I could put in first split amount and enter and it would go to the next split line and automatically show balance of my total check amount in entered...and so on. I don't see this in qbo? Can you help. Ty
@HectorGarciaCPA3 ай бұрын
It doesn’t do that in QBO
@celestelewis21317 ай бұрын
Hi Hector. I am enjoying your videos; very informative. I have a question about categorizing. Your screen has "Confirm" and my screen has "Add". Are they the same? Thank you.
@HectorGarciaCPA7 ай бұрын
That is correct
@lorrainezea79883 жыл бұрын
Does anyone know how to categorize the transactions from Roth IRA and Robinhood on Quickbooks?
@patriciamarzari Жыл бұрын
Hi Hector Thank you for all your helpfull videos, I feel confident when I waTched the videos, but when I go to my Qb everything look different. Let me tell you I am amateur in this, trying to help. Here is my question, many time I see payments regrouping under only one transaction, and the number dosn't match with whatever custumer pay. and make feel lose. Can you please guide me how to look on this.Thanks in advance.
@DuayneHoward3 жыл бұрын
Reconciling the bank accounts, I get. But the biggest caveat I left with was actually understanding the difference between the QBO bank balance and the bank statement balance! I finally get it! Thanks, Hector!
@johnfoushee3861 Жыл бұрын
I have my main checking account connected, but when I go to banking/transactions, it does not give me the option to add another. It only shows the checking account transactions. How do I add my cc account?
@HectorGarciaCPA Жыл бұрын
There is a section for “Manage Connections” where you can do that
@jessicagarcia33312 жыл бұрын
Hector Garcia is my favorite youtuber!
@lupitaortega742 жыл бұрын
What if my husband, who has a landscaping company, has regular expenses like at Home Depot for equipment but then an actual expense to a vendor for plants. Why would he name the payee as a vendor?
@krystanokamoto5018 Жыл бұрын
so helpful!! 😁 I love those tips you have to make your categorizing faster and more efficient. Ive been categorizing one by one this entire time.
@HectorGarciaCPA Жыл бұрын
Awesome
@sunshinecambel4176 Жыл бұрын
Your video is very helpful, but I still need some one to help with setup in QuickBooks, Can you referrer a CPC or some one to help?
@lisamurray40733 жыл бұрын
Your link above takes me to QBO not your site. Also, looking for the link to the 'matching' video you mentioned at 11:00 min you would post a link to. Thanks
@michellefLA Жыл бұрын
If I do a bookkeeping job for a partnership, where do I record partner's basis? TIA!
@HectorGarciaCPA Жыл бұрын
Equity
@angelacastillo86382 жыл бұрын
I absolutely feel so confident after watching your videos! I will be taken your advance course very soon.
@HectorGarciaCPA2 жыл бұрын
Awesome
@Bravomaster12 жыл бұрын
Pls how can I categorize a return payment to business account, after categorized it as expenses months ago?
@josezavala66573 жыл бұрын
Hi Hector! How do i categorize bank reverse fees? Its not income so do I use CREDIT on bank fees? How should I do this ? THANK YOU
@HectorGarciaCPA3 жыл бұрын
Credit bank fees
@josezavala66573 жыл бұрын
thank you
@josezavala66573 жыл бұрын
So on my P/L it will show on the credit side for bank reverse fees
@careerpathacademyx2 жыл бұрын
I own 3 businesses, which version of quickbooks could I use to manage multiple businesses, am I better off with the desktop version or online? I have a real estate school and 2 brokerages and may be starting another business in the future that is totally unrelated type of business.
@HectorGarciaCPA2 жыл бұрын
Desktop will be less costly as there is no limit how many companies you can run. With QB Online it will be one subscription per company
@michellefLA Жыл бұрын
Will you make a lecture about financed car purchase? TIA!
@HectorGarciaCPA Жыл бұрын
Probably not
@patriciaherrera4680 Жыл бұрын
how do we apply payment transaction on paybills, example insurance payment ?
@beverlybaumann97053 ай бұрын
So after this process why aren't they showing up in my reconcile screen?
@HectorGarciaCPA3 ай бұрын
They should be showing.. not sure what you are looking at..
@ashleyvargas34882 жыл бұрын
Hello, do you or anyone know how to categorize deposits from customers and partnership distribution?
@rkrehal9329 Жыл бұрын
Hi Hector, I am a new QBO student. And would appreacite your help. When I categorize transactions, I get a tab for Tax. But I don't see that on your screen. Can you please explain why that is? What is the purpose of the Tax tab on the transaction screen?
@HectorGarciaCPA Жыл бұрын
That’s outside of the US.. that’s different. i dont know
@JOETERRANY2 жыл бұрын
Just started using quick books online and I don’t see a clear option for sales the program calls it “services” is this correct? I was originally using self employed and the terms were way easier
@HectorGarciaCPA2 жыл бұрын
You can create a “Sales” income account if you want
@nightrider6289 Жыл бұрын
Making Rules 28:53
@GoddessGirl-f5nАй бұрын
So you have to manually categorize your transactions?
@HectorGarciaCPAАй бұрын
Generally yes
@johnfoushee3861 Жыл бұрын
I did not see the option to assign a class which I need to do on all cost of good sold. Does this depend on the subscription service you are paying for? Thanks you so much for this video!!!
@HectorGarciaCPA Жыл бұрын
Yes, you need PLUS or above for classes
@yachikajindal69392 жыл бұрын
I have a question if we are not using the employee payroll in quickbooks online so how we can connect the employee salary with the project
@HectorGarciaCPA2 жыл бұрын
You would need to do it manully with a journal entry
@wingatesouthport11182 жыл бұрын
Hello Mr Garcia, Thank you very much for all you do. I have some bookkeeping background but it was long time ago. Do you have any clip that shows how to start with opening balances such as Receivables, Payables, Partners Distribution etc. I just want to know how to enter those transactions when you start a new set of books. Thank you.
@debbiewells7603 Жыл бұрын
What if your company doesn't charge sales tax? Is there anything in QBO that we have to do?
@HectorGarciaCPA Жыл бұрын
Just dont enable it
@mrose44352 жыл бұрын
Great video. Which quick book version would apply to non profit? Advance seems close. Thanks so much!
@HectorGarciaCPA2 жыл бұрын
Plus or Advanced
@Moose361273 жыл бұрын
Can you create subcategories under specific categories? IE. under a home for investment, can you make a sub category for landscaping, electronics, etc?
@muhammadamjad80093 жыл бұрын
Greeting Hector, Thanks for the video. Please share the Credit Card banking categorization video link. The link you provide does no work. Thanks in advance.
@HectorGarciaCPA3 жыл бұрын
its in the description.. the link DOES work, I just tested it.
@angelarizzo89242 жыл бұрын
Awesome video Hector. Thank you so much!! I subscribed and will continue to watch and follow you.
@HectorGarciaCPA2 жыл бұрын
:)
@artparma2 Жыл бұрын
i cant even find transactions on the left
@rosepa5573 жыл бұрын
hi the 50% off for one year can i use that in canada as well? Im about to sign up, but want to make sure getting pricing in CDN dollars thanks
@HectorGarciaCPA3 жыл бұрын
No.. only US accounts
@funnyfornomoney90252 жыл бұрын
I did all of these steps and I have an account without paying anything , so my question is , do I need to pay to to get the training and take the exam?
@HectorGarciaCPA2 жыл бұрын
My videos are no focused on any exam… they are practical advice for QB users.
@CoalitionCPR6 ай бұрын
Nice clear explanations. And you repeat enough to cement the methods into my head. Thanks Hector.
@HectorGarciaCPA6 ай бұрын
Glad you liked it!
@dustinwalker10993 жыл бұрын
Hector, thank you so much for making these videos.
@HectorGarciaCPA3 жыл бұрын
You welcome
@carylarrinaga6783 жыл бұрын
What if when downloading the transactions it doesn't give you the option downloading per card holder? it downloads all transactions of all cardholders together.
@HectorGarciaCPA3 жыл бұрын
Some cards do, other do not…. You can’t control it
@publicprofile13 жыл бұрын
Can QBO categorize expenses as items? I am a builder and most of my transactions are items (Expense / Item tab). THANKS!
@HectorGarciaCPA3 жыл бұрын
It can’t.
@publicprofile13 жыл бұрын
@@HectorGarciaCPA Thanks! Its ridiculous they haven't added that. Items are so important for reports.
@katelynlenhart28013 жыл бұрын
If I had a customer give me money for supplies, then purchased supplies with my work account, how would I categorize the receipt for that so it doesn’t mess with profit loss ratio?
@HectorGarciaCPA3 жыл бұрын
Use the same category for the money coming in as the one coming out.. it should net to zero
@rachelbentley86412 жыл бұрын
@Hector Garcia CPA I see that you're adding merchants' names into the payee column for a cc. We sometimes issue a check to a cc merchant. In the case that we have to 1099 that payee, how do I easily separate out the payments that were made via cc (since the cc company is responsible for the reporting of those payments)?
@robingwynne81112 жыл бұрын
I could be wrong but I think you would create the credit card payee as a Vendor and the 1099 eligible payee created as a Contractor for those direct payments, two different payees even if it's the same entity, perhaps differentiated within the name to avoid confusion.
@lorenacantua80043 жыл бұрын
Great video! i just started using quickbooks online and your videos have helped me a lot! Do have a video for bank reconciliations on qb?
@jannieli35982 жыл бұрын
how can we get the discounted price please? great video, thank you!
@HectorGarciaCPA2 жыл бұрын
Use hectorgarcia.com/qb for 30% off a new account
@etechbpo42852 жыл бұрын
Hector, thanks for your helpful video
@andreaaponte35292 жыл бұрын
What happen if the transaction has tax, Can I manually input the tax code?
@HectorGarciaCPA2 жыл бұрын
We dont deal with categorizing tax on expenses in the US
@kulokoytricksph29282 жыл бұрын
Thank you sooo much ❤️❤️❤️ very clear tutorial
@fitzsixwellness3 жыл бұрын
that was great thanks.. how can someone chart a credit card payment paid with owner own cash to a credit card ?
@HectorGarciaCPA3 жыл бұрын
The payment book it to shareholder distributions
@rubina441111 ай бұрын
QB online is not showing the option of Journal entry, how can I active it?
@HectorGarciaCPA7 ай бұрын
Still having the same issue?
@rubina44117 ай бұрын
@@HectorGarciaCPA Yes
@rubina44117 ай бұрын
@@HectorGarciaCPA Sorry general entry I got it. Bank transactions are not sync with q
@SmithyProductions2 жыл бұрын
How do you categorize personal expenses paid with business, or business expenses paid with personal credit card?
@HectorGarciaCPA2 жыл бұрын
There is a video in my channel focused on that very thing, just search for it
@SmithyProductions2 жыл бұрын
@@HectorGarciaCPA definitely will take a look. Thanks!
@kathrynhughes35932 жыл бұрын
Hector, you are WONDERFUL!!
@fatimaantonio83152 жыл бұрын
How to record an EDD California check in QBO?
@HectorGarciaCPA2 жыл бұрын
Payroll Liabilities
@erikamorales35192 жыл бұрын
How would you categorize net payroll transactions that are being imported from bank?
@HectorGarciaCPA2 жыл бұрын
Thats a complex question, take a look at the video i have on “ADP” it should provide some guidance
@erikamorales73052 жыл бұрын
@@HectorGarciaCPA would that video still pertain if we’re using quickbooks payroll?
@pedrofaria99432 жыл бұрын
Excelent
@eiggy71263 жыл бұрын
Hector, the link for the "online banking course" appears to be broken.
@HectorGarciaCPA3 жыл бұрын
I just tried it... it works, not sure what issue are you having
@angelhodgdon11273 жыл бұрын
Hello Hector, Another awesome video jampacked full of helpful information. Thanks so much for all your videos. I just had one question. At the 32:24 Transfers section, you mentioned changing the "Transfer Account" to the 8200 account because that's the account being transferred too... However, I noticed that in the Description column the actual account number there is 8208. Is that ok that they don't "Match" exactly? Am I being too particular? Sorry, I just wanted to make sure if I have to match the account exactly or if it's just an internal / company numbering system that doesn't matter as long as it's within the 8200's range? Thanks again for all your hard work. It's greatly appreciated.
@peterb.snyderman81913 жыл бұрын
hi angel, my GUESS: i think the 8208 account was must mis-labelled as 8200 when the account was named. you can name the accounts anything you want ... the 8200 isn't a number in this case, it's essentially a "text description." the 8208 number was in the bank detail of the actual transaction, so that's probably the correct four digits. GREAT eye!! (p.s. i hope i'm right ... hector will chime in at some point :-)
@ubstampin3 жыл бұрын
Thank you for your video. I learned a lot. I'm starting to use QB with our new company and I had to review using QB. Thank you again.
@HectorGarciaCPA3 жыл бұрын
You welcome
@610coffee Жыл бұрын
Good afternoon Hector. How would you categorize an "Early Pay Discount" in credit card transactions? Thank you sir.
@HectorGarciaCPA Жыл бұрын
you got the discount on a vendor bill? or your customer got the discount on your invoice?
@610coffee Жыл бұрын
@@HectorGarciaCPA we get an early pay discount from a credit card vendor if we pay by a certain date. It shows up in that credit card transactions in qbo as a positive number. Thank you for your quick response!
@HectorGarciaCPA Жыл бұрын
@@610coffee other income: Credit Card Rewards
@610coffee Жыл бұрын
@@HectorGarciaCPA thank you sir. Really appreciate your content. Has been most helpful!
@tariqmanzoor30673 жыл бұрын
891th person to watch All the way from Himalayas ❤️
@HectorGarciaCPA3 жыл бұрын
Thanks a LOT... that’s cool
@SherriVardanega10 ай бұрын
Making me more confident
@HectorGarciaCPA8 ай бұрын
Great
@gulshanthakur48492 жыл бұрын
How we can check nature of business
@temirtaragay89323 жыл бұрын
Thank you for clear video quality and humble attitude!
@stephenmauro1770 Жыл бұрын
is THE advanced lesson on credit cards an transfers available to me or do I need to pay?
@HectorGarciaCPA Жыл бұрын
Its behind a paywall
@irenecaballero86427 ай бұрын
Thanks for the tutorial. Really appreciate it.
@HectorGarciaCPA7 ай бұрын
You welcome
@hassanchalf39013 жыл бұрын
Hi hector Thanks for the video Is there a way QuickBooks can help extract attachments from email to QuickBooks ? Thanks
@HectorGarciaCPA3 жыл бұрын
No
@hassanchalf39013 жыл бұрын
@@HectorGarciaCPA thanks I know u r quite good with excel , do u know if I can assign vat automatically to my suppliers , so I don’t have to do it all the time ?? Thank you so much . U made me decide to use QuickBooks and I am using it now .
@jmoralesg143 жыл бұрын
Hi Hector, Do you offer Quickbooks Desktop course online?
@HectorGarciaCPA3 жыл бұрын
Yes hectorgarcia.teachable.com
@SandyPhillips-p6i6 ай бұрын
This video was so helpful. Thank you!
@HectorGarciaCPA6 ай бұрын
Glad it was helpful!
@hilaryjl13 жыл бұрын
Thank you for another great video! I am also trying to find your in-depth course and the link takes me to a page that says "Something is Wrong Here" error 404.
@HectorGarciaCPA3 жыл бұрын
I just tested it.. didn’t get an error.. not sure what happened with you. Are you clicking or copy/pasting?
@hilaryjl13 жыл бұрын
@@HectorGarciaCPA I was clicking. I tried copy/paste and it worked! Thanks for the reply.
@fritzmann2103 жыл бұрын
Hi sir, is your quickbooks applicable to the Philippines setting?
@HectorGarciaCPA3 жыл бұрын
No
@fritzmann2103 жыл бұрын
@@HectorGarciaCPA Thank you sir for the response
@annal94433 жыл бұрын
Hi Hector, thank you for this but I still have an issue with the uploading of my CC transactions. Can I e-mail you directly and get a consulting? How much it will cost? Thank you in advance!
@HectorGarciaCPA3 жыл бұрын
Emailed me first so I can check if is something o can answer via email
@annal94433 жыл бұрын
@@HectorGarciaCPA Sure, what is your e-mail address?
@caseohbigclips2 жыл бұрын
Sa
@jenniferrosefrancisco9242 Жыл бұрын
16:37
@raquelgarcia72613 жыл бұрын
Hi Hector. Great video!! I have a question .How to categorize the transfer transaction that owner did . is business or personal? Also he wrote checks and cashed,then spent cash from those checks on personal items and material expenses for business.
@HectorGarciaCPA3 жыл бұрын
There is another video that covers that with great detail.