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Quickbooks Basics: How To Use Quickbooks Online 

Clara CFO Group
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Need to get QBO set up for your business? Save money & grab a 12 month discount here: claracfo.com/QBO
*** IMPORTANT *** to get the 30% discount after the trial period, you MUST input your credit card information into the system before the trial period ends. You will lose your discount if you do not do this. If you lost your discount, email us at hello@claracfo.com and tell us the email you used to sign up, and we can get the discount applied manually.
Get the QBO Optimization Checklist Here: claracfo.podia.com/qbo-optimi...
Quickbooks Online (or "QBO") is one of the most widely used accounting systems for small businesses. And for good reason: they have been in the game, focused on small business for a LONG time.
This video covered QBO basics:
- What is QBO?
- What is the point of an accounting system?
- What can it do for your small business?
- What functions does the platform have?
- What version could be best for you?
- What you need to focus on to ensure quality financial information?
Also, stay tuned for a whole "How to do stuff in QBO" series from Hannah Smolinski, CPA, and small business CFO.
Find more resources for your small business HERE: learn.claracfo.com/
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💲 Need an accounting system? We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for 12 months! claracfo.com/QBO
🙋‍♀‍Got Employees? Need a payroll company that knows what small businesses need? We recommend Gusto as the best small business payroll provider. Sign up for $100 gift card after you run your first payroll: claracfo.com/gusto
💸Pay vendors any way they want and get paid faster! Accept credit cards without paying merchant fees! Melio is a fantastic payments solution for every small business! claracfo.com/melio
(As an affiliate or referral partner for these companies, I may earn rewards from qualifying purchases)
Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at claracfo.com/
Disclaimer: This video is intended for educational purposes and
should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.

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26 июн 2024

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Комментарии : 441   
@ClaraCFO
@ClaraCFO 2 года назад
**** IMPORTANT **** to get the 30% discount after the trial period, you MUST input your credit card information into the system before the trial period ends. You will lose your discount if you do not do this. If you lost your discount, email us at hello@claracfo.com and tell us the email you used to sign up, and we can get the discount applied manually. Get the discount HERE >>>> claracfo.com/QBO
@TexomaHomes
@TexomaHomes Год назад
I signed up for starter yesterday before this video. Can I upgrade to essentials with your discount? Thank you for the video!!
@lixyibethgarcia1892
@lixyibethgarcia1892 Год назад
I have the same question 😅 I signed up before running into your video
@ksenlf4558
@ksenlf4558 8 месяцев назад
Hello. Does this discount work for Canadians as well?
@ClaraCFO
@ClaraCFO 8 месяцев назад
@@ksenlf4558this is a US-only discount - I am sorry! you can try it, but I've been told it's only US. I wish I could get them to extend the discount to everyone!
@varatham8747
@varatham8747 Год назад
Hi Clara, i get cleared about QuickBooks by your excellent explanation, i am working as an accountant from Tamilnadu, Chennai. Thank you
@russellgray3303
@russellgray3303 6 месяцев назад
Your videos are very useful and provide lots of information. I have received lots of help after watching this post, please continue to share this kind of information. Thank you.
@suzannehayes8944
@suzannehayes8944 Год назад
You take a long time to get to the learning. Shorter intro would be appreciated.
@ClaraCFO
@ClaraCFO Год назад
You may appreciate this one: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-ewI_X5M_Awg.html
@sc-xq8io
@sc-xq8io Год назад
Exactly what I was going to say
@niameanspurpose
@niameanspurpose 11 месяцев назад
i appreciate the intro. lets me know whats up before i commit! thank you for taking the time to provide this complimentary info on your time🦋
@nickiiimar
@nickiiimar 9 месяцев назад
It wasn't THAT long 😂 or maybe you should have some patience lol
@subgirl_999
@subgirl_999 7 месяцев назад
You can use the ff button you know.
@michelleemanueljohnson8088
@michelleemanueljohnson8088 Год назад
This was a great starter video. Appreciate your time and style of presenting!
@ClaraCFO
@ClaraCFO Год назад
Thanks so much!
@RichA7CV41
@RichA7CV41 2 года назад
Thank you so much for this. I just obtained QB, and your video and presentation skills are just what I needed. Thank you!!! Subscribed!!
@ClaraCFO
@ClaraCFO 2 года назад
Thanks for being here! Glad I could help!
@HectorGarciaCPA
@HectorGarciaCPA 2 года назад
Great video!
@ClaraCFO
@ClaraCFO 2 года назад
Thanks Hector 🙌
@meghaliupadhyay4044
@meghaliupadhyay4044 Год назад
I enjoyed your video with the brief explanation .
@utvolfan3522
@utvolfan3522 2 года назад
This has been really helpful! Thanks!
@ClaraCFO
@ClaraCFO 2 года назад
So glad! Thanks for watching Tracy!!!
@kimsullivan
@kimsullivan 2 года назад
Hi Clara, thanks for this. I'd love to see a video on how to make the expense and other categories in Quickbooks work well for you. What are good categories to add? I saw on another video you mentioned "owner's draw". That's great, I've made these mistakes too. Thanks again!
@ClaraCFO
@ClaraCFO 2 года назад
Hi Kim! Our video this week sounds like what you are asking for! Make sure you are subscribed and getting notifications! We post on Thursdays 🙌
@RaphaelAnkrah
@RaphaelAnkrah Год назад
I wish to learn about the QBO as I have accounting and auditing background. The little I have read about the QBO indicates that with it can be used for basic bookkeeping and accounting records for businesses and organizations. With dedication, I can go through the tutorials and acquaint myself with the tenets of the QBO.
@claraaguilera945
@claraaguilera945 Год назад
I enjoyed your video with the brief explanation of how qb works. I have never used qb since I have always worked in large organizations and used JD Edwars, PeachTree, Basic 4... we are going way back but JDE was the most recent. I'm not an accountant but had experienced with A/R, A/P, Billing, and payroll. I'm hoping to take a course online to do booking at home. What online course do you recommend? Thank you.
@sandraleslie188
@sandraleslie188 Год назад
Thank you so much, Clara! Very helpful :)
@ClaraCFO
@ClaraCFO Год назад
Great! if you are looking for the setup video, here you go! ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-hyWnHBtRB_4.html
@dayanrocha760
@dayanrocha760 2 месяца назад
Thank you!
@brianholzberger7662
@brianholzberger7662 Год назад
Hello Clara. Would love to know how to avoid duplications. I had a ton of duplicated payments and receivables this year when I reconciled.Thank you
@Iksmohj1
@Iksmohj1 Год назад
Hi Ms.Clara.this is the account that we will be handling soon.Our introduction for the whole week just ended yesterday.I want to dig down more about Quickbooks and Quickbooks Premiere.This is crucial for a shifter like me.I don't have knowledge about accounting so I could really use your help.This is nerve racking experience to be honest.
@ClaraCFO
@ClaraCFO Год назад
Hi there! Make sure you watch this one: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-ewI_X5M_Awg.html
@VANESSASVANLIFEJOURNEY
@VANESSASVANLIFEJOURNEY 9 месяцев назад
Thanks
@escanorpride9652
@escanorpride9652 Год назад
Thank you. I just want you to know that I appreciate what you are doing.
@ClaraCFO
@ClaraCFO Год назад
So nice of you, thank you so much!
@mano_lax
@mano_lax Год назад
Such a great intro video! You’re amazing
@ClaraCFO
@ClaraCFO Год назад
Aww thanks so much for watching!
@kennethlohman1154
@kennethlohman1154 10 месяцев назад
Thank you for posting this video. My QuickBook skills are very rusty.
@terrikelsey9953
@terrikelsey9953 Год назад
Awesome! Thank you
@ClaraCFO
@ClaraCFO Год назад
Thanks for watching! Be sure to check out the entire playlist to help you setup and optimize! ru-vid.com/group/PLUcXTCG4ArAlATaIlyGPM94PEs_icwSFb
@judithsos
@judithsos Год назад
I loved your video, do you know if the program can be linked to more than one device?
@dmontaigne5643
@dmontaigne5643 Год назад
Hi Hannah - Great content as always! Keep up the great work.
@ClaraCFO
@ClaraCFO Год назад
Thanks so much!
@MilesHintzen
@MilesHintzen 8 месяцев назад
very well done!
@ClaraCFO
@ClaraCFO 8 месяцев назад
Thank you! Cheers!
@margaritabouzas6986
@margaritabouzas6986 6 месяцев назад
Thank you Clara for this informative video. I am interested in learning about setting up Quickbooks online for E-Commerce, such as Shopify or Amazon FBA. How to set up the accounts? It is very difficult to have each customer information. How to be able to start from zero with a new FBA business. Which accounts? how to name them? etc. I hope you do a video like that because I know there is a tremendous need in such area for people who do not have accounting background but who want to do the right thing from the beginning. Even before starting the actual E-commer business. Thanks again.
@yiliannyrodriguez9180
@yiliannyrodriguez9180 Месяц назад
Did the math! 30% thanks!
@GettingNegative
@GettingNegative Год назад
I have a small video production company as a side hustle that I want to start looking at with a more professional mindset, so I started a QB account. I need to learn how I should organize my regular job/personal pay etc from my side business expenses. I think I should make all my business expenses a separate vender? But I’m new so I want to start off on the right foot!
@nataliyagranska6879
@nataliyagranska6879 Год назад
Very helpful even I am not involver into posting transactions but to analyse the the business accounting cycle is managing in compliance with to General accounting principles and be ready to audit the transactions following to the company business intentions to exceed customer expectation , Really helpful tool for Project Management planning / budgeting / cost reduction / decisions to be on budget especially for engineering field of operation . Thank you
@carljohanson6936
@carljohanson6936 7 месяцев назад
what would helpful is LESS introduction and more transaction viewing.
@robinfowler3943
@robinfowler3943 Год назад
I would love to see videos on IOLTA (trust accounts) through QBO. I have enjoyed your videos and learning about QB. There is not many that I have found that is easy to follow and explains things. Your videos are very easy to follow which I am great full for.
@zachariahsmith6937
@zachariahsmith6937 Год назад
Thank you X10🙏🏾 I am a newbie to desiring to use this platform...instant sub and 👍🏾💯‼️
@ClaraCFO
@ClaraCFO Год назад
Welcome aboard! happy to help!!!!
@tomdwyer5188
@tomdwyer5188 Год назад
Hello, Very informative, but what about inventory?
@user-di5fi1zd7g
@user-di5fi1zd7g 7 месяцев назад
Hi! Thanks for the video. I currently use Desktop to manage a small number of rental properties, and use Clases to track each property separately. I understand I would need Online Plus to have classes - but Online plus is more expensive than Desktop. Would there be another way to manage mutliple rentals in one QB Online account? Thanks!
@user-so3xk5uy4n
@user-so3xk5uy4n Год назад
I have always used desktop pro and I need to upgrade this month. I am considering the on line version but I am nervous because it looks different. I am especially concerned about the set up and importing my bank and credit card balances daily. I am the only user. Which plan to I need and is it hard to transfer over? Help!
@roseminemathews5983
@roseminemathews5983 4 месяца назад
I’m a hairdresser and wondered whether there is an inventory control for my retail items and products I use on clients?
@rowenalacuesta546
@rowenalacuesta546 Год назад
Could you do tutorial about catch up and clean up? Thank you, Clara.
@riovirginestates8911
@riovirginestates8911 Год назад
Hello Clara, I manage an HOA and use QB online. What is the proper way to handle when one of our residents ACH payment or check has been rejected? I have been having to go to the actual deposit in which it was in and delete the deposit and then wait until the bank statement comes and find that reject?
@sallybarkham4813
@sallybarkham4813 11 месяцев назад
Let's get started please
@priscillaresendez158
@priscillaresendez158 Год назад
Do you have a video on how to use it alongside square ? We use square to collect payments. We are an alarm company and we send out lots of estimates and invoices, but our customers will be monthly paying customers. Im having a hard time figuring out how to manage the square and qb together.
@mirembegloria6723
@mirembegloria6723 11 месяцев назад
I would like to know the steps to take when using quick books from creating the company and chart of accounts
@maregi2002
@maregi2002 Год назад
Hi... do I have to connect to a bank account in order to use the system? If no bank account is connected to QuickBooks, (maybe just an initial balance) could it be used just to enter paid receipts to get the total of annual expenses? I know it might be a dumb question, but my employee just wants me to enter his expenses for taxes deductions, and other useful information for his accountant. Thank you in advance and great video!!! I am new at this!
@user-wm8wj3qk8g
@user-wm8wj3qk8g 6 месяцев назад
Hi Clara, do you recommend quickbooks for a one person S-corp, small construction business? and with payroll for one person? Thank you for the video. I would like to see the use of quickbooks with a sample construction/remodeling business. Thank you!
@civcast
@civcast 6 месяцев назад
Our small family business currently uses an old version of quicken for bookkeeping. Will it cause any problems if I start doing billing (invoicing) through QBO and move our bookkeeping over later? Thanks!
@user-uq6dc8ee4r
@user-uq6dc8ee4r 11 месяцев назад
Hello there! I'm new to Canada and I've taken some QuickBooks training by watching videos. However, I've noticed that many job positions in bookkeeping require experience, which I don't have. I'm wondering how I can start my career in this field despite my lack of experience. Any advice would be greatly appreciated. Thanks!
@JShaNee
@JShaNee Год назад
What happens when the accountant does not pay QBO subscription for 8 months and its now in collections. How does the client transfer billing to themselves to obtain thier records? QBO support is stating that the billing has to be transferred through the accountant to client. Is this the correct process? What happens when the accountant is no longer unreachable? Thanks for feedback in advance!
@c2ctruckingacc59
@c2ctruckingacc59 4 месяца назад
I have a question, I received a discounted payoff amount for a note I had. How do I close the note payable account and categorize the discounted amount?
@PaulaTobon-vk4om
@PaulaTobon-vk4om Год назад
Would love to learn about pulling the donor information to create thank you letters
@BrianSchelde-nm9io
@BrianSchelde-nm9io 5 месяцев назад
Hi Clara, Great job on the videos! Can you run two or three companies with the plus or does each company have to have its own program?
@ClaraCFO
@ClaraCFO 5 месяцев назад
Each company needs its own account. Thanks for asking! Depending on the complexity and needs of the company, you may want to use different levels of the product.
@RAYMONDNORRIS-xs4cg
@RAYMONDNORRIS-xs4cg Год назад
I'm looking at Essentials plan. Can I have on-line banking with this plan? will it be able to print checks? Can it be used to reconcile bank statements? Can I get 10% off with a one-time payment? Thank you for your help.
@AmyRussell-kc9ps
@AmyRussell-kc9ps Год назад
Hi Clara, I am a total newbie. Purchased a piece of property and am thinkinking about starting a LLC to develope townhomes on it. Would you suggest Quickbooks for this? There technically wouldn't be any income until finished project but there would be a lot of upfront expenses.
@anacordero3150
@anacordero3150 Год назад
Clara...can QB be used for scheduling jobs? Or is there an app that works with QB for that purpose
@user-uz6nu4oc3q
@user-uz6nu4oc3q 4 месяца назад
How to set up a restaurant business in Quickbook? Can you make a video sample? Thank you!
@mariaspaccavento5023
@mariaspaccavento5023 Год назад
Can you print checks from the simple quickbooks?
@user-lm4pi7tj6k
@user-lm4pi7tj6k 2 месяца назад
Must I link a credit note to a sales invoice ? I did not and I was not able to clear the credit note in the customer's records. What can I do now ? Thank you
@user-gb7hk6ij4j
@user-gb7hk6ij4j Год назад
Hi. I have a question? Where is the best clasificación to register the weekly salary as a owner of the company?
@scottshipley8913
@scottshipley8913 6 месяцев назад
I am wondering how you have found quick books online works with a grocery store/ convenience store? We still use a cash register as our POS system.
@patbailey4669
@patbailey4669 8 месяцев назад
Looking for info on how to register your vermeil to forward to QBO as well as matching
@w0lf1969
@w0lf1969 Год назад
How do I change the check numbers and make it count that number towards the next check? When I print a check it always starts with the same number and I have to keep changing it to my check number. Can you tell me how to fix this issue? Thx
@micheletyner3126
@micheletyner3126 9 месяцев назад
Does QBO have a program for invoicing and estimating? I just made up a very basic one in Excel but it is very outdated and doesn't even have a way to look at customers and jobs and estimates with no way of linking this back to the A/P or A/R. Plus the Estimate could have been done last year so it would need to be updated with the current prices) And if we get the job converting the estimate into invoices (sometimes we do partial billing for the larger jobs) So total contract amounts would be helpful too. Then we need to know if the inspection report on the job has been completed to bill the final 10 percent we must hold back. Do you know if QBO can do this? I also made up the Excel A/P and A/R . Which again cannot sort by date customer is listed at the bottom of the workbook but if the customer is not looked up and another is added then it's just a mess over here HELP. Even if you could recommend some system that could do it all....????
@user-uu9ll6ix2d
@user-uu9ll6ix2d 11 месяцев назад
Hi Clara Can I use quickbook to start a payroll business. If yes, what should i do?
@TerryCollinsP31Lifestyle
@TerryCollinsP31Lifestyle 5 месяцев назад
I guess I thought this video was going to be a getting started on how to set up quickbooks. Do you have a video on that?
@jaredvillarreal1877
@jaredvillarreal1877 Год назад
I love your channel, question, could I use two companies in one quickbooks account?
@ClaraCFO
@ClaraCFO Год назад
Thanks Jared! No, you need one QBO account for one business.
@user-dx1hm8qd6p
@user-dx1hm8qd6p 11 месяцев назад
I would like to have a class online. Where would you recommend. ?
@marydwyer1764
@marydwyer1764 Год назад
I've been trying to find out the fees Quickbooks has charged for every transation over the quarter and I'm stumped!
@myrnabeardshear2310
@myrnabeardshear2310 Год назад
We are a current beauty salon and been using a bookkeeper since we aterted. We have now decided to bring it in-house and the quick books will be delivered to me next week. I have never used the program and will be taken on the books that they are currently using. I went into Quick Books and took the 30-day free trial and have discovered that the help line and videos that they give don't take you into the daily operations as I saw in your video. I know if I cancel the free trial I will lose a potential discount on the program and would really like to do it through you as your videos are fantastic. Can you circumvent this all if I cancel the trial and still give me your discount? Thanks, Myrna
@dottiebonventre5004
@dottiebonventre5004 Год назад
just switched from desktop to online. After entering sales reciept, how do i record the deposit?
@sunshinecambel4176
@sunshinecambel4176 Год назад
How do I set up Classes for each of my services accounts?
@calklobuchar
@calklobuchar Год назад
I own a pressure washing business, and I have certain clients that I have on a recurring basis could I for example put something down like “wash Patrick’s patio” for March 29th, and have that same reminder pop up every 6 months does that make sense?
@lindadickeson4667
@lindadickeson4667 Год назад
We are a legal for, and keep clients funds in the Trust Account until we need to transfer some to a general Account to pay government fees or our legal fees. How do I record a transfer of funds please from one account to the other? 2:21
@ccatdaddy64
@ccatdaddy64 Год назад
Thank you Clara. Thank you so much. Because my wife is a bookkeeper, she has drilled into my head the importance of bookkeeping and I just got my license as a Florida paint contractor. I got my DBA, my EIN number, approval by the construction industry licensing board. I'm waiting my physical license number and need to get insurance and QBO plus. Once all this in place, is there an online QBO class I can or should take? Is there anything you can recommend? I think I may click on the link you have provided since that will save me some money and support your channel. Thank you.
@dealerhealer3673
@dealerhealer3673 Год назад
Congrats!
@ClaraCFO
@ClaraCFO Год назад
Yes, congrats Jimmy! QBO does have training, but I made this video that should help you as you get started: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-ewI_X5M_Awg.html Will your wife be doing your bookkeeping? If it's not your forte, I'd recommend outsourcing it to her if she is taking new clients :)
@tdig6546
@tdig6546 3 месяца назад
Desktop had direct bank link too.
@janiquechouxdas7073
@janiquechouxdas7073 Год назад
Hi, please could you advice how to transfer quickbook online files to turbo tax business. Thanks
@user-kz9ro1wg3l
@user-kz9ro1wg3l Год назад
im not always using QB invoice. how do i link a word doc required by my customer?
@michellemoss1976
@michellemoss1976 Год назад
I need guidelines or assistance in cleaning up projects. I don't think they were ever started correctly and can't figure out where to start.
@islandvibes8459
@islandvibes8459 Месяц назад
Can QuickBooks work anywhere in the world with regards to the banking transactions? Can it pull from any bank across the world?
@AmisuTaiwo-eg7mz
@AmisuTaiwo-eg7mz Год назад
Hi clara, I was sent an email about this, but I totally don't understand what's it's does, and how to start it
@paulchoate1
@paulchoate1 11 месяцев назад
Right Tools app is a game changer. I didnt like QBO as I came from desktop. After installing Right Tools I like QBO.
@ClaraCFO
@ClaraCFO 11 месяцев назад
I am definitely going to do a video on that too! It’s definitely helpful!
@martylwylie
@martylwylie 7 месяцев назад
Is there a way to connect your Venmo and Cash App Apps to your Quickbooks accounts?
@user-nd9pf4zc9p
@user-nd9pf4zc9p 4 месяца назад
Anyone else speed it up to 1.5x ?
@mozee01
@mozee01 Год назад
We have 2 small businesses at home and we wanna keep track of all our expenses in different categories with both businesses showing its own expense worksheet. Can you do that in one program or do I have to buy 2 seperate programs for each business? we dont do payroll and this is just to give my tax person all our income form each business and espenses. TY
@ClaraCFO
@ClaraCFO Год назад
Hi there, you need to have a separate QBO account for each business. Simple start would be the place I'd start. The time it saves at end of year to not have to pull together all the expenses seems like it would be worth it. If you do end up setting it up, make sure you maintain it - and I show you how to do that here: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-ewI_X5M_Awg.html
@anitabailey6193
@anitabailey6193 Год назад
what is the best way to record receipts
@eastcoastbearingsllc5794
@eastcoastbearingsllc5794 9 дней назад
Where do I add inventory & adjust inventory?
@dawns3902
@dawns3902 Год назад
I do not know how to find purchase orders once I have created it. If I want to find a PO I sent to "xyz" vendor a month ago...how do I find it. Boy I love the old system where you just scroll thru things....
@morganjenkins3965
@morganjenkins3965 Год назад
Hi Clara, you did not mention which version of Online you were reviewing...was it Essential, Plus or Advanced product we were looking at? Thanks.
@ClaraCFO
@ClaraCFO Год назад
It's Plus!
@mehmoodhaider9295
@mehmoodhaider9295 5 месяцев назад
Nice
@WALKFORCHRIST
@WALKFORCHRIST 11 месяцев назад
how can I add add my mileage tracker from my phone to QB online
@kimzeiss9396
@kimzeiss9396 Год назад
Hi Clara. Thank you so much for this tutorial. I’m just starting out as a Treasurer for a small church. Will I just enter numbers passed on to me from prior Treasurer who kept manual records.? Exactly,?where should I begin?
@ClaraCFO
@ClaraCFO Год назад
Hi Kim, I'd recommend starting from the beginning of a year. You can retroactively import transactions when you link up the bank feeds - you can set the start date of when you want that information to pull from. Make sure you watch this one: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-ewI_X5M_Awg.html
@gouri105
@gouri105 5 месяцев назад
Hi Clara. I have a question, I have non profit organization for cultural programs, and want to create different programs earnings and expenses, how do I start? We do only 4 events in a year and need reports for each event. Earning are ticket sale and donations. Expenses are auditorium fee, musician's charges, audio/visual charges etc.. Where do I start in quick books. Thanks in advance for your help.
@ogtmjupiter8798
@ogtmjupiter8798 Год назад
Oh wow u said it, and I watched mad videos but not has one person said it , that invoked such clearness in my accounting journey 9:45 is where she snapped yall
@christinesolomons3029
@christinesolomons3029 2 года назад
Love the video, I do have quick books, but, this video does not tell me how to use each section and how to get started.. :( where do I go to find that??
@ClaraCFO
@ClaraCFO Год назад
Here's the playlist for "how to do stuff in QBO" ru-vid.com/group/PLUcXTCG4ArAlATaIlyGPM94PEs_icwSFb If you have any specific questions on How To - please let me know!
@colinbagley786
@colinbagley786 8 месяцев назад
do you have a video talking about the pro/cons of business view vs accounting view in the settings? Seems like the menus and layout changes a lot if you switch between them
@ClaraCFO
@ClaraCFO 8 месяцев назад
lol, we have a video coming out in 2 weeks about the view changes and talking through the new customization options!
@colinbagley786
@colinbagley786 8 месяцев назад
@@ClaraCFO great, Ill watch for it!
@brucemikkelsen7615
@brucemikkelsen7615 Год назад
Clara you fly though this so fast. I have a Mom and Pop type business. 8 rental cabins and 25 campsites that are under used. I have used QB on the computer but it's all getting so expensive. I don't need most of what QB does but my. accountant says I need it no employees, one 1099 person. I just don't know what QB I need. Any advise?
@funquizzes36
@funquizzes36 2 года назад
New subscriber from Philippines
@ClaraCFO
@ClaraCFO 2 года назад
Thanks for subbing! Would love to make it to the Philippines one day! I've spend time in SE Asia, but I haven't made it there...YET!
@funquizzes36
@funquizzes36 2 года назад
@@ClaraCFO that's wonderful statement from you Clara.
@speedybeak
@speedybeak Год назад
What qb online option do you suggest for me, I run an automotive accessory shop. I’m looking to just keep track of expenses and income and do invoices. I also stock new materials monthly
@ClaraCFO
@ClaraCFO Год назад
Hi Joey, since you have stock, you will need QB Plus to be able to keep track of inventory and add inventory items to an invoice.
@jimmycampos3398
@jimmycampos3398 Год назад
Hello thank you for the information. i am a public accountant from venezuela, i work as an accounting & administration coordinator here in my country, i am trying to learn how to use quickbooks so i can work remote for US companies and make good money. maybe start an online bookkeeping business.
@JOETERRANY
@JOETERRANY Год назад
What version are you using in the video? Your menu options look different than mine. I’m using quick books self employed
@ClaraCFO
@ClaraCFO Год назад
This is Plus. We don't recommend self employed in general. Have you started using it yet? We'd recommend Simple-start instead. You can't upgrade from Self employed to the other ones, so that's the biggest downside.
@user-mh7ei8oj1y
@user-mh7ei8oj1y 11 месяцев назад
I didn't do a great job getting my wording centralized on my checks. I need to re do it. Where do I go, I can't find where to edit it.
@user-iu3mv5ow6q
@user-iu3mv5ow6q 10 месяцев назад
Good afternoon. Please assist me resolve this problem. Any account that I make inactive is removed absolutely from the Chart of Account and as a line item from the Balance Sheet. However, accounts rendered inactive in relation to the Profit & Loss Statement / Income Statement remains with zero (0) balances among the other line items in the report with the word deleted in parenthesis ... (Deleted). How can I actually remove line items for inactive accounts from the Profit and Loss Statement / Income Statement? Many thanks in advance.
@tinahector3931
@tinahector3931 2 месяца назад
Need help for new church secretary using quick books. Can you provide this?
@jenniecurtis2663
@jenniecurtis2663 6 месяцев назад
How do you transfer files from Desktop to online quickbooks
@manikakanda5265
@manikakanda5265 8 месяцев назад
If I follow your all vedio, Can I start to work, my academic background accounting.
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