Banking to Bookkeeping to Financial Decision Making
I presented this message on Oct 19th at a luncheon gathering at the Christian Chamber of San Antonio. Here's my slide deck.
October 2021
Reports-Only Users in QuickBooks Online
How to create reports-only users using QuickBooks Online Plus and Advanced. Understand how to set this up, step by step and see all the permissions a reports only user has. Get QBO risk free 30-day trial then 30-50% off next 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 E-mail your QuickBooks questions to [email protected] or schedule an intro call with Steve Chase at https://calendly.com/sequentiasolutions.com. Visit Sequentia Solutions website (www.sequentiasolutions.com) to view upcoming training classes on Excel and QuickBooks Online. Get a 30 day risk free QuickBooks Online trial then convert to a discounted subscription on your first 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189
September 2021
Run Audit Log Reports in QBO to View Changes Made
This tutorial shows you how to look up changes made by QuickBooks users. The Audit Log is a report of every update made to the entire QuickBooks account. The Audit history is a report of a single transaction like an invoice. If you want to see all revision history of an invoice first open the invoice then click the "more" button located at the bottom of the screen and select "audit history". If you want to inspect changes made to the QuickBooks file on Dec 31st, then click the audit log from the tools menu after clicking the gear icon. Then filter the date to Dec 31st and click apply. Check out the other specific [...]
August 2021
Using QuickBooks Online Cash Flow Planner to Predict Future Expenses and Income
There's a new tool to all QuickBooks Online users and it is called the Cash Flow Planner. In this this step by step tutorial video, I show you how to review your future cash balance, and make predictions of future income and expenses. Get QBO risk free 30-day trial then 30-50% off next 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 E-mail your QuickBooks questions to [email protected] or schedule an intro call with Steve Chase at https://calendly.com/sequentiasolutions.com. Visit Sequentia Solutions website (www.sequentiasolutions.com) to view upcoming training classes on Excel and QuickBooks Online. Get a 30 day risk free QuickBooks Online trial then convert to a discounted subscription on your first 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 Disclaimer: Some links I share may be [...]
How to Tag Invoices by State in QuickBooks Online
This video will show you how to tag invoices by States. This idea came to me for those sellers that are interested in tracking sales tax with economic nexus. The video will show how to run the "profit and loss report by tag" and "transaction list by tag group". Get QBO risk free 30-day trial then 30-50% off next 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 E-mail your QuickBooks questions to [email protected] or schedule an intro call with Steve Chase at https://calendly.com/sequentiasolutions.com. Visit Sequentia Solutions website (www.sequentiasolutions.com) to view upcoming training classes on Excel and QuickBooks Online. Get a 30 day risk free QuickBooks Online trial then convert to a discounted subscription on your first 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189 Disclaimer: [...]
How to set up receipt forwarding in QBO
This video will give you step by step instructions on how to set up receipt forwarding to your QuickBooks Online account. You can create your custom email that your forward or attach as many receipts as you would like. Then QuickBooks will help you match them to the correct expense or create a bill. Get QBO risk free 30-day trial then a 30- 50% off next 12 months. https://quickbooks.intuit.com/partners/irp/?cid=irp-33189.