First steps with setting up a brand new QuickBooks Online account
This video will show you exactly what you will see when you first create a new QBO account.
QuickBooks Online Financials Workshop partnership with SCORE San Antonio
Below is my QBO Financials workshop PowerPoint presentation I delivered to SCORE San Antonio on May 20, 2019.
How to create bank rules in QuickBooks Online
QuickBooks Online has an amazing feature called bank feeds. If you are not familiar with Bank Feeds in QuickBooks Online check out this video tutorial I did to explain them. Once you have your bank feeds properly set up, then you can start to think about implementing bank rules. Bank rules have the power to perform bookkeeping tasks for you in an automated way. The number reason to use bank rules in QuickBooks Online is to save time! Let me say that again, you want to use bank rules to save time. These bank rules will search the downloaded transactions from bank and credit card accounts, then will assign specific categories and payees for them. [...]
Understanding how QuickBooks Online invoices work
Have you ever wondered if your customer received your email with your invoice? In this video I will show you have to send an invoice via email. And then we will track to see if your customer opened up the email. Your customer can either pay you with credit card or ACH bank transfers.
Income by Customer Summary Report in QBO
In this video, I will teach you how to run the Income by Customer Summary report in QuickBooks Online.
Getting Started with the Chart of Accounts in QuickBooks Online
A crucial step to having an accurate QuickBooks account is setting up your chart of accounts. This video will teach you how to get started with QBO Chart of Accounts.