This is the Blog of Hector Garcia, QuickBooks ProAdvisor and Trainer in South Florida.  Content topics found here will be mostly QuickBooks functions, tips and tricks on how to learn QuickBooks and use it better, accounting related material, and Tax tips.
You may contact us at info@quickbooks-training.net if you have any other ideas or comments on postings to this blog.

Essential ADP Reports for your CPA at year end

IF you use ADP for Payroll, and your CPA asks you for the “ADP Reports” they are most likely talking about 3 reports: W-2 Forms (with summary W-3 at the end) Payroll Liability Report: to determine total employer taxes paid Billing Invoices: to determine total fees paid to ADP Make sure the date ranges match […]

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QB Power Hour – QuickBooks at End of Year, Part 1: Year-End Reporting & Reconciliation Discrepancy

Description: In this video we show to you how year-end reporting & reconciliation discrepancy works in Quickbooks Video: Table of contents: 00:00:00 – Intro (hosts, agenda/topics, about QB power hour, CPE process, upcoming events & announcements, intuit’s new tool, joseph lasee – product manager) 00:05:12 – QuickBooks Enterprise Advanced Reporting (new tool) (how it works) […]

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QuickBooks Enterprise Advanced Inventory & Advanced Pricing

Description: In this video we show to you how advanced inventory & advanced pricing works in QuickBooks Enterprise Video: Table of contents: 00:00:00 – Intro (who is ENTERPRISE.expert, what does ENTERPRISE.expert mean, this webinar series, host, other recommended events, QuickBooks Enterprise – episodes, about advanced inventory & pricing) 00:06:23 – Advanced inventory (multiple inventory sites […]

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QuickBooks Reports Exported to Excel (plus Pivot Tables)

Description: In this video we show to you how to export reports to excel (plus pivot tables) in QuickBooks Video: Table of contents: 00:00:27 – Reports (company & financial, profit & loss standard, balance sheet standard) 00:00:40 – Customize report (modify report, advanced options) 00:01:04 – Excel tab (create new worksheet) (send report to excel) […]

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Importing Bank Transactions from Excel / CSV to QuickBooks Desktop Accountant or Enterprise

Description: In this video we show to you how to import bank transactions from excel / csv to QuickBooks Desktop Accountant or Enterprise Video: Table of contents: 00:00:00 – Intro (batch enter transactions) 00:01:18 – How to import invoices (2 types) (excel file) (example) 00:01:53 – QuickBooks Desktop (accountant tab, batch enter transactions, select invoices) […]

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QuickBooks Enterprise Advanced Reporting – Introduction

Description: In this video we show to you how advanced reporting works in QuickBooks Enterprise Video: Table of contents: 00:00:00 – Intro 00:01:19 – Reports (sales, sales by item summary) (modify report) (filters) 00:02:50 – Intuit QuickBooks Enterprise Advanced Reporting 2.2 (welcome center, 00:03:49 – Reports (custom reports, transaction detail) (the transaction detail report) 00:04:08 […]

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QB Power Hour: Excel Tips for QuickBooks Users. Part 1

Description: In this video we show to you excel tips for QuickBooks users Video: Table of contents: 00:00:00 – Intro (hosts, sponsors, guest speakers, CPE process, upcoming events, topics, polling question, why do accountants and QB power users need Excel skills) 00:13:15 – Preparing data for QuickBooks (Jeff Lenning, CPA CITP) (Microsoft certified) 00:14:26 – […]

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QuickBooks Online 2019 Tutorial: Connect your bank & Get Up and Running Fast

Credits: QuickBooks YouTube Channel In this video, you will learn how to: Connect your bank to cut down on data entry Find your way around Use QuickBooks on your phone Enter and track expenses Choose the right method for recording sales   If you need one-on-one consulting with one of our independent QuickBooks ProAdvisors, call […]

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QuickBooks Online 2019 Tutorial: Manage Expenses, Bills, and Vendors

Credits: QuickBooks YouTube Channel In this video, you will learn how to: Import and categorize your expenses automatically See how much you owe your vendors Print and record checks Manage your bills Capture pictures of receipts on your phone   If you need one-on-one consulting with one of our independent QuickBooks ProAdvisors, call our office: […]

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QuickBooks Online 2019 Tutorial: Manage Your Sales, Invoices, & Customers

Credits: QuickBooks YouTube Channel In this video, you will learn how to: Understand the difference between invoices and sales receipts Track your accounts payable and see how much customers owe you Accept and record payments on your phone Customize invoice tracking to your business Spot trends in your sales   If you need one-on-one consulting […]

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QuickBooks Online 2019 Tutorial: Accounting 101: Be Ready at Tax Time!

Credits: QuickBooks YouTube Channel In this video, you will learn how to: Organize your chart of accounts Sort your transactions into the right accounts Create and understand key financial statements Edit journal entries to fix errors Find and work with an accountant   If you need one-on-one consulting with one of our independent QuickBooks ProAdvisors, […]

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QuickBooks Online 2019 Tutorial: Getting Started with Payroll

Credits: QuickBooks YouTube Channel In this video, you will learn how to: Decide which payroll subscription is right for you Set up payroll Pay employees Pay and file payroll taxes   If you need one-on-one consulting with one of our independent QuickBooks ProAdvisors, call our office: 305-692-0001 .  A 2-hour typical training session costs $425 […]

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QuickBooks Online 2019 Tutorial: Reconcile Bank Accounts and Create Reports

Credits: QuickBooks YouTube Channel In this video, you will learn how to: Reconcile your accounts to make sure your reports are correct Give your employees and accountant access to your books Close your books with confidence Customize your reports Create professional management report packages Email reports to yourself on a set schedule   If you […]

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Inventory Aging Report with QuickBooks Enterprise (and Excel Pivot Tables)

Description: In this video we show to you how inventory aging report with QuickBooks Enterprise and Excel pivot tables works Video: Table of contents: 00:00:00 – Intro (inventory aging report) 00:02:17 – Preferences (items & inventory) (company preferences) (advanced inventory settings) 00:03:32 – Turn on FIFO (edit, preferences, items & inventory, company preferences, advanced inventory […]

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What is an “Outsourced Bookkeeping Service”?

Note: If you are looking for PRICES for bookkeeping services, go to the sample pricing page   So, what exactly is an “Outsourced Bookkeeping Service”? Well, first of all it is important to differentiate if the bookkeeping service is working with data 100% “offsite” to their client or if they are working collaborative with the […]

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This QuickBooks Blog is updated every other day!

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Call us to 954-633-2718 or email: hector@quickbooks-training.net