Description:

In this video we show to you how to set up your books in QuickBooks Online

 

 

Video:

 

Table of contents:

 

  • 00:00:00 – Intro setting up your firm’s books
  • 00:01:36 – Learning objectives
  • 00:02:27 – Agenda
  • 00:03:10 – Set up QuickBooks Accountants (sign up free)
  • 00:04:14 – QuickBooks Accountant logged in (“your practice” and “your books”)
  • 00:06:04 – Your books (home)
  • 00:07:10 – Customers, vendors, employees, transactions, reports, taxes, apps
  • 00:09:20 – Import from QuickBooks Desktop to QuickBooks Online your data (step by step)
  • 00:12:08 – Settings (company settings) and how it works (step by step) (company, sales, expenses, payments, advanced)
  • 00:31:05 – Differences between customers on “your books” and clients on “your practice”
  • 00:33:01 – How to add a client (step by step)
  • 00:35:58 – How to get to my client’s books (set up process of the business) (step by step)
  • 00:38:25 – QuickBooks Accountant – Google Chrome (open two company files on QuickBooks Account simultaneously) (client’s books on one window and my books on the other window)
  • 00:40:44 – Customers
  • 00:40:48 – Chart of accounts
  • 00:40:55 – How to open customers on another tab while using chart of accounts in the current tab or split the screen in half (two windows open)
  • 00:42:18 – Shortcut
  • 00:42:50 – How to set up your chart of accounts (step by step)
  • 00:44:29 – How to connect your bank and credit card into QuickBooks Accountant (banking) (step by step)
  • 00:48:25 – Select accounts in bank and click on batch actions (exclude selected) and same thing to credit card
  • 00:50:00 – How to add transactions (check register)
  • 00:51:48 – Expense (account details) (online banking)
  • 00:52:26 – Bank feeds (how to create a new rule) (step by step)
  • 00:55:40 – Upload Desktop file, change settings, change chart of accounts (first steps done)
  • 00:55:55 – Employees (how to get ready for payroll)
  • 00:56:30 – Payroll set up (step by step) (company, employees, compliance, verify and sign)
  • 01:01:48 – Create button (weekly time sheet) how it works
  • 01:05:00 – Questions and answers (Q&A)
  • 01:05:19 – 1099’s (vendor information) (example) (prepare 1099’s)
  • 01:08:38 – Apps (3rd party apps) (T Sheets)
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