How to use QuickBooks Online in 2021

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Index

00:49 What will be covered in the video

01:34 Pricing and Options

02:02 Opt in for Seth's email updates

02:22 Accessing the write up for the video

03:00 Diving into pricing of QuickBooks Online

03:40 Freelancer version

04:40 Nerd Enterprises affiliate link gets you 50% off a whole year

05:50 How is the main menu broken down to?

06:10 QuickBooks Online Advanced has custom fields

06:49 Exporting data tool , cannot easily be done

07:16 Account and Settings

08:00 Sales Settings, customizing the invoice etc.

08:49 Other Preferences in account and settings, idle sign out time can be changed

09:30 What you will find out by going through the settings

10:09 Looking at lists on the gear icon

11:06 Audit log - every change anywhere is tracked

11:50 Reclassify Transactions

13:00 Chart of Accounts - create what you need as you need it

14:45 Subaccounts

15:00 No need for accounting degree but you need to know Assets Liabilities Equity and Revenue

15:19 EBITDA, what does it stand for? what is it?

16:00 Interest Expense

16:40 Bank Reconciliation

16:50 Formula for bank reconciling

18:10 Quick Create, what is it for?

18:33 Same with vendors!

19:00 Sales Receipt - income collected, core difference between an invoice

20:26 Receiving multiple checks from customers then place into undeposited funds

22:18 Creating an invoice means you will be paid later

23:00 Expenses and checks

24:20 Under expenses you will have a category, to determine the nature of the expenses

25:14 Turning on the class tracking if needed

25:25 Entering a bill, all go into accounts payable

26:36 Banking and bank feeds

26:53 Create rules and access receipts or search tags

27:11 The write up includes other articles and videos for a deeper dive on specific areas

28:06 Reports

28:51 Customize reports

29:15 Word about reports from Seth David

29:56 8 Reports every company should set up online in the write up

30:19 Navigation Bar

31:55 Bookmarks

32:56 Recent Transactions


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