Category: Training for QuickBooks

Getting Started with QuickBooks Online Part 3: Fixing Errors

This is final part in a series on getting started with QuickBooks Online. In this part I show you how to check for anomalies in the Transaction report and fix any miscategorized transaction. There's also a quick recap of the process from all three parts.

Getting Started with QuickBooks Online Part 2: Reconciling

This is part two in a series on getting started with QuickBooks Online. In this part I show you how to reconcile your accounts and double-check your work in the Profit and Loss report.

Getting Started with QuickBooks Online Part 1: Banking

This the first part in a series showing you how to get started doing your own bookkeeping in QuickBooks Online. In part one I show you how to review banking transactions.

How to use Invoices, Sales Receipts and Deposits in QuickBooks Online

In this tutorial I explain three ways enter income in QuickBooks Online. With a sales receipt, invoice and by manually recording a deposit.
Bill or Expense?

Bill vs Expense in QuickBooks, What’s the Difference?

Have you ever wondered what the difference between a bill and an expense is in QuickBooks? In this tutorial, I'll teach you how they're different and when you should use one over the other.

How to Use Qbox with Quickbooks

Now that more people are working from home we need a safe way to share QuickBooks Desktop files with our clients. I do this using a software called Qbox. In this tutorial, I'll show you how I use Qbox to share and work on files with my clients.

How to Change the Action Type of a Transaction in QuickBooks Online

QuickBooks usually does a great job suggesting the type of action and account for imported transactions. But, sometimes they get it wrong. In this tutorial, I'll show you how to change the Action Type of transactions in QuickBooks Online.

How To Record Deposits and Fees in QuickBooks

In this training, you'll learn how to record a deposit for a sale made through a processor like Stripe or Paypal. These types of transactions include fees that should be entered into QuickBooks.

How to Track Hours Worked Using QuickBooks Timesheets

In this tutorial I'll show you how to use QuickBooks timesheets to keep track of your time worked and make sure you bill your time back to customers and clients correctly.