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Table of Contents
00:00:00 Introduction
00:01:30 Choose right version and create new account
00:08:52 Add your Company Name, basic info, and/or logo into QuickBooks Online
00:09:57 Basic navigation inside QuickBooks Online
00:12:12 Account and Settings overview
00:15:43 Manage and create QuickBooks users
00:17:57 Setting up your chart of accounts and beginning balances
00:28:22 Setup products and services, including inventory items
00:32:29 Setup new customers and new vendors
00:34:34 Transactions: Purchase Orders and Bills (Accounts Payable)
00:36:43 Transactions: Estimates and Invoices (Accounts Receivable)
00:42:07 +New Transactions button overview
00:43:20 Receive payments against invoices (A/R)
00:44:33 Pay Bills with a bank/check or credit cards (A/P)
00:45:45 Create a manual expense
00:47:26 Make bank transfers
00:48:47 Making a Journal Entry
00:50:17 Basic Profit & Loss Report
00:52:25 Working with Classes and/or Locations
00:56:30 Connect the bank and download transactions (Bank Feeds)
00:58:46 Manually uploading bank transactions into Bank Feeds
01:00:50 Categorize downloaded transactions
01:09:00 Reconcile Bank Account
01:10:16 Tracking Projects – Job Costing and Profitability
01:15:32 Reports overview
01:17:01 Outro
Additional Videos:
Advanced QBO Navigations Tips – w
Chart of Accounts w/ beginning balances – s
Customizing Reports – Y
Customizing Invoices & get paid online- w
Payroll Job Costing – I
Categorizing Bank Feeds – Y
Bank Rules – 8
Setup Credit Cards (with Sub-accounts) in bank feeds –
Bank Reconciliations – Y
Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (rates vary from $275 to $525) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com