Description:

In this video we show to you how to manage accounts payable in QuickBooks

Video:

Table of Contents:

  • 00:00:00 – Intro
  • 00:04:53 – Balance sheet
  • 00:05:14 – Chart of accounts (create new vendor account) (other current liabilities) (example)
  • 00:05:36 – Create a bill (new vendor) (create subcontractor account) (vendor retainage) (duplicate bill)
  • 00:08:12 – Reports (balance sheet) (customize transaction report)
  • 00:08:52 – Write check
  • 00:11:04 – Switch to QuickBooks Desktop (open vendor center)
  • 00:11:40 – How to make a vendor active or inactive (add/edit multiple list entries)
  • 00:13:35 – Pull report that shows vendor’s activity (reports, custom reports, summary) (modify report: custom summary report) (filters)
  • 00:15:02 – Excel (create new worksheet)
  • 00:15:22 – Spreadsheet (CSV file) (active vendors) (clean up file) (list of vendors that had activity this year)
  • 00:16:10 – Customize report in QuickBooks (advanced, all)
  • 00:16:45 – Export to excel all the vendors
  • 00:17:22 – Excel file (all vendors)
  • 00:17:34 – Move all vendors to the same book or same CSV file of active vendors
  • 00:17:45 – Add new column in all vendors (formula)
  • 00:18:45 – VLOOKUP and IFERROR formula in excel (how it works)
  • 00:21:16 – Lists (add/edit multiple list entries) (vendors list) (all vendors) (customize columns) (set up custom fields for names) (custom summary report)
  • 00:23:38 – Copy & paste from excel file to QuickBooks (witch activity column)
  • 00:25:13 – Item receipt vs. Bills issues with A/P
  • 00:28:15 – QuickBooks Desktop (vendor center) (write checks) (how to fix it when you choose write check instead of pay bills) (example)
  • 00:29:54 – Pay bills (set credits) (discount and credits)
  • 00:31:44 – Item receipt (transaction journal)
  • 00:32:40 – Bill (bill received)
  • 00:33:55 – Printing bills or bill-payment stubs
  • 00:39:16 – How does Bill.com works (special guest)
  • 00:40:14 – Bill.com pays bills in four easy steps (email or upload bills, code, get approvals, pay)
  • 00:53:49 – Automating payables using Hubdoc (special guest) (how it works) (demo) (Q&A)
  • 01:09:55 – Open QuickBooks with Bills.com company (showing bill; bill payment) (Q&A)
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