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Our free training videos are here to make bookkeeping easy and fun. Whether you’re just starting out or looking to brush up on your skills, we’ve got you covered. No jargon, no confusion. Just simple, straightforward lessons that anyone can follow. Dive in and discover how to manage your finances like a pro, all at your own pace and completely free of charge!

In this video, I walk you through the process of integrating your Square account with QuickBooks Online. Whether you're a seasoned bookkeeper or just getting started, this tutorial will help you seamlessly connect Square to QuickBooks, making your accounting tasks easier and more efficient. Here's what you'll learn: 1. Setting Up Your Square Account: A quick overview of setting up Square, if you haven't done so already. 2. Connecting Square to QuickBooks Online: Step-by-step instructions on how to link your accounts. 3. Choosing Account Settings: How to select the right bank account and recording options in QuickBooks. 4. Managing Transactions: Tips on handling and viewing Square transactions in QuickBooks. 5. Troubleshooting Pop-Up Issues: Solutions for enabling pop-ups during the integration process. Quick Tips: 💡Use the "App Transactions" tab in QuickBooks Online to manage Square transactions. 💡Customize how you record sales: individually or as a summary. 💡Adjust your settings as needed, though some choices are set in stone once selected. This integration can streamline your bookkeeping process, saving you time and reducing errors. If you have any questions or run into issues, leave a comment below, and I'll be happy to help! 📺 Watch now to make the most of your Square and QuickBooks Online integration. If you find this video helpful, make sure to like and subscribe for more business & bookkeeping software tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review... ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 01:05 - App transactions 01:17 - Apps.com options 01:42 - Connect Square to QBO 02:00 - Enable pop-ups 05:00 - Square connected 05:25 - Edit settings 05:48 - Outro #square #quickbooksonline #qbo This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Integrate Square with QuickBooks Online: Step-by-Step Guide
In this video, I'll walk you through setting up your Square business account. The process can be a little confusing. Follow along as I figure out while setting up my own Square account to use for future tutorials. Here's what you'll learn: 1. Linking Your Bank Account 2. Customizing Receipts 3. Setting Up Payment Methods 4. Creating and Sending Invoices 5. Navigating Common Setup Issues It you're setting up Square for your business this guide will help you navigate the setup process smoothly. I'll share my experiences and solutions to common problems you might encounter along the way. Watch the full tutorial to get your Square account up and running without the hassle. If you find this video helpful, make sure to like and subscribe for more business & bookkeeping software tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review... ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 01:05 - Setup Guide 01:16 - Link Your Bank Account 03:40 - Customize Receipts 05:29 - Set Up Your Taxes 05:45 - Add a Location 05:56 - Set Payments 06:18 - Take Your First Payment / Create Invoice 07:47 - Emailed Invoice 08:29 - Received first payment 09:23 - Square Point of Sale 09:37 - Outro #square #businessaccount #paymentprocessor This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
Step-by-Step Guide to Setting Up Your Square Business Account
In this video, I’ll guide you through finding the Transaction Journal in the new QuickBooks Online invoice layout. The Transaction Journal shows the behind-the-scenes debits and credits, helping you understand where your data is going. Steps Covered: 1. Open an invoice 2. If the menu on the right isn’t visible, click on the tiny gear that says "Manage" to open it. 3. Select "Actions" and then choose "Transaction Journal." This journal is essential for those wanting to track where transactions appear, whether on your Profit and Loss statement or Balance Sheet. I’ll also show you a quick trick to determine which report your account will show up on using the Chart of Accounts. If you find this video helpful, make sure to like and subscribe for more QuickBooks Online tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review... ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:32 - Open an invoice 00:46 - Open Manage menu 00:59 - Open Transaction journal 01:18 - Transaction journal explained 03:25 - Outro #quickbooksonline #invoice #qbo This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Find the Transaction Journal in the New QuickBooks Online Invoice Layout
In this video, I will show you how to find and use the Audit History feature from QuickBooks Online's new invoice layout. Whether you need to track changes or review the history of an invoice, this guide will help you navigate the updated interface with ease. Here's what you'll learn: 1. Accessing Invoices: Navigate to your invoices and select the one you need. 2. Finding the Actions Menu: Learn how to reveal the Actions menu if it's not visible. 3. Viewing Audit History: Access the Audit History from the Actions menu. 4. Exploring the Audit Log: How to use the audit log for a comprehensive view of all changes in your books. This tutorial ensures you can keep track of every change made to your invoices, helping you maintain accurate and transparent records. If you find this video helpful, make sure to like and subscribe for more QuickBooks Online tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review... ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:27 - Open an invoice 00:43 - Actions menu 01:13 - Open audit history 01:27 - What's in the audit history 01:42 - Audit log 02:18 - Right Tool 02:41 - Outro #quickbooksonline #invoice #qbo This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Access Audit History From QuickBooks Online's New Invoice Layout
In this video, I will guide you through the steps to void an invoice in QuickBooks Online using the new invoice layout. The process has changed, and I'm here to help you navigate it smoothly. Here's what we'll cover: 1. Accessing the invoice to void 2. Using the Actions menu to void the invoice 3. Confirming the void and understanding its impact 4. Reverting the void if necessary By the end of this video, you'll be comfortable with the process of voiding invoices in QuickBooks Online's new invoice layout. Voiding is different from deleting. Voided invoices can be recovered while deleted invoices cannot. 📺 Watch now to master invoice management in QuickBooks Online! If you find this video helpful, make sure to like and subscribe for more QuickBooks Online tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review... ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:27 - Open and invoice 1:00 - Actions menu 01:17 - Void 01:53 - Verifying invoice is voided 03:30 - Outro #quickbooksonline #invoice #qbo This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Void Invoices in QuickBooks Online's New Invoice Layout
In this video, I'm going to show you how to delete your invoices from QuickBooks Online using the new invoice layout. Deleting invoices is a straightforward process, but with the updated layout, the steps have changed slightly. Follow along as I guide you through each step. Here's what you'll learn: 1. Navigating to the Invoice: We'll start by going to an existing invoice. 2. Using the New Actions Menu: Discover how to access and use the Actions menu to delete an invoice. 3. Confirming Deletion: Learn what happens after you delete an invoice and how to confirm it's gone. 4. Verifying Deletion in the Audit Log: See how to use the audit log to track deleted transactions. By the end of this video, you'll be comfortable with the process of deleting invoices in QuickBooks Online's new invoice layout. Remember, once an invoice is deleted, there's no undo option, so proceed with caution. 📺 Watch now to master invoice management in QuickBooks Online! If you find this video helpful, make sure to like and subscribe for more QuickBooks Online tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review... ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 0:28 - Navigate to an invoice 00:52 - Actions menu 01:15 - Delete 01:34 - Verify invoice is deleted 02:33 - Outro #quickbooksonline #invoice #qbo This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Delete Invoices in QuickBooks Online's New Invoice Layout
In this video, I’ll show you how to copy an invoice using QuickBooks Online’s new invoice layout. Follow these simple steps to easily duplicate your invoices. 1. Find an Invoice 2. Access the new Actions menu: If you don't see the right-hand menu, click on Manage at the top of your screen to make it appear. 3. Make a Copy: Click on the Actions menu dropdown and select "Make a Copy." You'll see a new invoice with an incremented invoice number, ready for editing and saving. This tutorial ensures you can seamlessly copy your invoices despite the changes in the QuickBooks Online interface. If you find this video helpful, make sure to like and subscribe for more QuickBooks Online tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review... ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:28 - Opening a recent invoice 01:00 - Actions menu 01:22 - Make a copy 02:36 - Give Feedback to Intuit 02:53 - Outro #quickbooksonline #invoice #qbo This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Copy an Invoice in QuickBooks Online's New Invoice Layout
In this video, I’ll show you how to receive payments on your invoices in QuickBooks Online using the new Action menu in the updated invoice layout. This step-by-step guide will help you navigate the changes and ensure you're efficiently processing payments. Here's what we'll cover: 1. Receiving Payments from the QuickBooks Dashboard: 🔹Navigate to the QuickBooks home screen. 🔹Click on the "Plus New" button. 🔹Select "Receive Payment" in the upper right-hand corner. 🔹Identify your customer and receive your payment. 2. Receiving Payments Directly from an Invoice Using the New Action Menu: 🔹Go to Sales and select Customers. 🔹Choose the relevant customer from the list. 🔹Click on the specific invoice you want to receive payment for. 🔹Go to the new Actions menu in the upper right-hand corner and select "Receive Payment." 🔹Mark the invoice as paid and review the transaction details. I’ll also highlight a few tips to help you easily track and confirm payments on invoices using the new layout. Watch now to master the process of receiving payments with the new Action menu in QuickBooks Online! If you find this video helpful, make sure to like and subscribe for more QuickBooks Online tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review... ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:24 - +New Receive Payment 00:42 - Receive Payment from invoice 01:20 - New Actions Menu 02:10 - Verify invoice paid 02:38 - Outro #quickbooksonline #invoice #receivepyament This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Receive Payments on Invoices Using the New Actions Menu in QuickBooks Online
In this video, I'll show you how to handle beginning balance errors in QuickBooks Online when you've accidentally deleted a transaction. If you've ever faced the "scary red box" during reconciliation, this video is for you! Here's what we'll cover: ✅ How to identify the issue causing the beginning balance error ✅ Using the audit log to find the details of the deleted transaction ✅ Recreating the deleted transaction accurately ✅ Reconciling the account to fix the error and remove the red box warning ✅ The importance of avoiding manual reconciliations in the register By following these steps, you'll be able to resolve reconciliation issues and maintain accurate financial records in QuickBooks Online. Watch now to learn how to keep your QuickBooks records error-free and stress-free. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review... ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:37 - Example 01:02 - Reconcile warning 01:13 - Reconciliation Discrepancy Report 01:35 - Audit log 03:05 - Recreating the deleted transaction 04:54 - Fix the beginning balance error 06:55 - Undo reconciliations 08:00 - Outro #quickbooksonline #bookkeepingtips #reconciling This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Fix Beginning Balance Errors in QuickBooks Online - Deleted Transactions
In this video, I address what I affectionately call the "scary red box" in QuickBooks Online. This red box appears during reconciliation and indicates that your beginning balance is off. While QuickBooks claims it can help you fix it, the process isn't always straightforward. Here's what we cover: ✅ Understanding the Red Box: What it means when you see the red box during reconciliation. ✅ Identifying the Problem: How to determine the issue, such as changes in the deposit amount. ✅ Viewing the History: How to use the history feature to see all changes made to the transaction. ✅ Fixing the Discrepancy: Step-by-step instructions on how to correct the amount and remove the red box. By the end of this video, you'll know how to handle these reconciliation issues with confidence and keep your QuickBooks Online records accurate. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review... ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - The scary red box 00:35 - Reconciliation Discrepancy Report 01:13 - View audit history 02:29 - Change amount 02:48 - Outro #quickbooksonline #bookkeepingtips #reconciling This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
Resolve Beginning Balance Discrepancies in QuickBooks Online When Reconciling - Amount Changed
In this video, I'll guide you through using the latest Zoom update to share your screen and annotate effectively. Whether you're new to Zoom or looking for tips on navigating the updated interface, this tutorial is for you. Recorded in June 2024, this video covers everything from sharing your screen to annotating on your or others' screens. Follow along as I demonstrate these features with my fun assistant, a plush frog! Here's what you'll learn: 1. How to Share Your Screen: Steps to share a specific tab or your screen. 2. Annotating During Screen Share: How to use the annotate tool to draw and highlight on the shared screen. 3. Moving and Resizing Windows: Tips on organizing your Zoom windows and shared content for better viewing. 4. Managing Participants and Views: Adjusting participant views and managing the annotation toolbar. I also give a shout-out to Sarah Nilson's amazing pep talk art from Just Froget About It, showcasing some heartwarming illustrations. If you find this video helpful, make sure to like and subscribe for more software tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review... ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:48 - Screen sharing 03:35 - Annotate 04:18 - Move things out of the way 05:50 - Annotate on a shared screen 07:44 - Outro #zoom This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
Mastering Zoom: Screen Sharing and Annotating with the Latest Update (July 2024)
In this video, I reassure you that changing the category of a transaction in QuickBooks Online won't disrupt your bank reconciliation. Follow along as I demonstrate how to adjust categories safely and what to avoid to keep your reconciliation intact. Key Points Covered: ✅ Accessing Your Chart of Accounts: Learn how to navigate to your chart of accounts and view your bank register. ✅ Editing Transaction Categories: See how to change a transaction’s category (or account) and understand the difference between categories and accounts in QuickBooks Online. ✅ Handling Reconciled Transactions: Find out what happens when you edit a category for a reconciled transaction and why it doesn't affect your reconciliation. ✅ What to Avoid: Discover what can go wrong if you change the amount of a reconciled transaction. Quick Tip: Always ensure the total amount of the transaction remains the same when editing categories to avoid reconciliation issues. I'll show you how to fix this in another video. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review... ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:35 - Editing a reconciled transaction 01:28 - Reconciled transaction warning 02:20 - Expense example 03:37 - Example of what not to do 04:36 - Outro #quickbooksonline #bookkeepingtips #reconciling This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
Changing the Category of a Reconciled Transaction in QuickBooks Online
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