This how to video tutorial shows you step by step how to customize an invoice template using QuickBooks Online. Save 30% off for 12 months https://quickbooks.intuit.com/partners/irp/qbo/?cid=irp-33189#pricing
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
This video tutorial will show you how to set up products and services in QuickBooks Online.
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]
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
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