Custom Summary Report in QuickBooks Online
This tutorial will teach you how to run my favorite custom report in QuickBooks Online. Use this link to run the report I share in the video. §https://app.qbo.intuit.com/app/reportv2?token=CustomSummary
December 2021
November 2021
Mapping Products and Services in QuickBooks Online
This video tutorial will show you how to set up products and services in QuickBooks Online.
Banking to Bookkeeping to Financial Decision Making
Here's my thoughts on bookkeeping best practices with bookkeeping and working with banks and which reports can you use as tools to help your small business. 0:00 Intro 1:00 Lucas Pacioli (Father of Accounting and Bookkeeping) 3:00 Banking role in bookkeeping 10:00 Steve's 8 checklist on good bookkeeping practices 17:47 How often should I reconcile? 19:05 Business Model Generation book recommendation 23:00 Chart of Accounts 24:04 Balance Sheet 32:02 Budgeting and Planning Get 30% off QuickBooks Online for 12 months - https://quickbooks.intuit.com/partner... Email questions to [email protected]
US Dollars to British Pounds Currency Exchange Rates Tracker using Excel Power Query
This tutorial shows a powerful and helpful feature in Excel Power Query. Here's the url that I used in the video demo to link up the data set. https://www.exchangerates.org.uk/USD-GBP-exchange-rate-history.html
Link Bank Accounts with Money in Excel
This tutorial introduces Money in Excel to see if it's a good option for you. Microsoft uses Plaid as a 3rd party company that imports and allows syncing of your financial transactions into Excel. Here is the FAQ for Money in Excel. https://support.microsoft.com/en-us/office/money-in-excel-faq-1cf6f49a-cb01-48c2-ac39-cda12a585c4a?ui=en-us&rs=en-us&ad=us#bkmk_whatisplaid Here is the Money in Excel Microsoft Premium Template - https://templates.office.com/en-us/money-in-excel-tm77948210
October 2021
Income and Expense Tracker Template
This is my favorite Excel template that I am proud to say has helped 1000s of people with their personal budget. The mission of the workbook is to give people an easy way to track the monthly expenses and income and then see the year end summary. You can download a copy of from my Etsy store here https://www.etsy.com/listing/1089584922/income-and-expense-tracker-excel. I hope you enjoy.