Videos

Gentle Frog empowers small business owners and management teams with the ability to manage and understand their bookkeeping within a variety of accounting software including QuickBooks Desktop, QuickBooks Online, Xero and FreshBooks.

In this video, you'll learn how to record bank deposits in QuickBooks Online. You'll see how to match your recorded deposit with the deposit in your bank feed. Please like, subscribe, and comment! Contact us for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with GentleFrog 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro
How to Record Bank Deposits in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3Li1jN2hjay12cUFj

How to Record Bank Deposits in QuickBooks Online

In this video, you'll learn how to apply a payment to a customer's invoice in QuickBooks Online. Please like, subscribe, and comment! Contact us for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with GentleFrog 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Navigate to Receive payment 0:35 - Fill in Receive Payment screen 01:20 - Applying payment from Sales 01:43 - Fill in Receive Payment screen
How to Apply a Payment to a Customer Invoice in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LlhvdzQ3RlE0Wko4

How to Apply a Payment to a Customer Invoice in QuickBooks Online

In this video, you'll learn how to add a vendor/customer from the bank feed in QuickBooks Online. Sometimes, when reviewing transactions in the bank feed you'll come across a transaction with a Payee that does not yet exist in your QuickBooks. Adding a new customer/vendor as a payee within the transaction is a quick and easy process and this video will show you how to do it. Please like, subscribe, and comment! Contact us for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with GentleFrog 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Navigate to the bank feed 00:42 - Expense in the bank feed without payee 00:54 - Add new vendor 01:40 - Add the expense
How to Add a Vendor or Customer From the Bank Feed in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmF0WVdaenJNOFRV

How to Add a Vendor or Customer From the Bank Feed in QuickBooks Online

In this video, you'll learn how to create vendors in QuickBooks Online. It's a simple process and our newest QuickBooks trainer, Heidi Long, walks you through it. Please like, subscribe, and comment! Contact us for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with GentleFrog 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:19 - Navigate to Vendors 00:35 - Creating a new vendor 02:28 - Viewing your new vendor 02:50 - Outro
How to Create a Vendor in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LktsbzhWZkw2ai1B

How to Create a Vendor in QuickBooks Online

In this video, you'll learn how to import invoices into QuickBooks Online. It's a simple process and our newest QuickBooks trainer, Heidi Long, walks you through it. Please like, subscribe, and comment! Contact us for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with GentleFrog 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:18 - Gear menu: Import data 00:37 - Import invoices screen 01:11 - Map column headings 01:54 - Outro
How to Import Invoices into QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmMwVjYyVXJYMzc0

How to Import Invoices into QuickBooks Online

In this video, I'll show you how to manually enter Payroll data from ADP into QuickBooks Online. There are several different ways you can do this, I'll be showing you the method I prefer to use. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:55 - Example Payroll Summary 01:29 - Payroll Liabilities 01:54 - Payroll Liability broken out 02:53 - Making a journal entry 03:55 - Entering gross wages 04:52 - Entering payroll liabilities 06:44 - Recording direct deposit 08:18 - Payroll taxes 08:46 - Entering employer payroll taxes 09:50 - Entering employee payroll taxes 12:08 - Overview of the journal entry 12:56 - Recording remitted taxes 13:26 - Payroll company fee 13:39 - Attach payroll report 14:12 - Outro
Recording Payroll from ADP into QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmdQUEEwdVFsakJv

Recording Payroll from ADP into QuickBooks Online

This is part two of my Washington State Biz Fair 2022 workshop: Introduction to Bookkeeping. This workshop is an introduction to bookkeeping concepts and an overview of the bookkeeping cycle using Excel. It was designed for people who don't know much or anything about bookkeeping and prefer learning with a little bit of silliness. Download the Excel bookkeeping templates I used in the workshop: https://bench.co/blog/bookkeeping/excel-bookkeeping/ Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Receipt Organization Options 01:04 - Dext 02:27 - Hubdoc 05:47 - What is reconciling? 07:58 - Example reconciliation 10:15 - Catching mistakes 12:45 - Transactions missing from the bank statement 16:37 - Why reconcile 18:55 - Outro
Introduction to Bookkeeping - Part 2
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmFXRVpKRzFnR2E4

Introduction to Bookkeeping - Part 2

This is part one of my Washington State Biz Fair 2022 workshop: Introduction to Bookkeeping. This workshop is an introduction to bookkeeping concepts and an overview of the bookkeeping cycle using Excel. It was designed for people who don't know much or anything about bookkeeping and prefer learning with a little bit of silliness. Download the Excel bookkeeping templates I used in the workshop: https://bench.co/blog/bookkeeping/excel-bookkeeping/ Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - What is bookkeeping? 01:55 - Why do it? 03:27 - Bookkeeping options 05:31 - QuickBooks Online 07:02 - Xero 07:33 - FreshBooks 08:00 - Wave 08:29 - Do It Yourself solutions 09:02 - Outsourcing 10:32 - Recording transactions 11:22 - Excel Chart of Accounts 12:20 - Categories 12:50 - Types of transactions 13:12 - Transaction descriptions 14:20 - Chart of Accounts Example 19:45 - Transaction Examples 22:00 - Income Statement / Profit and Loss 25:12 - Outro
Introduction to Bookkeeping - Part 1
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LndsVzJuakowSWFB

Introduction to Bookkeeping - Part 1

In this video, I show you how to change the default text that appears on emails sent through QuickBooks Online. This includes invoices, estimates, credit memos, sales receipts, statements, refund receipts, and reminders. Each one has default text you can edit. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Account and Settings - Messages 00:50 - Editing invoice message 02:29 - Reminders
How to Edit the QuickBooks Online Default Email Message Text
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmRCdXJ6UUpmcTdZ

How to Edit the QuickBooks Online Default Email Message Text

In this video, I show you how you can find useful apps for QuickBooks on apps.com Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/
Finding Useful QuickBooks Apps on Apps.com
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3Lkp5OXI2eDFhejFZ

Finding Useful QuickBooks Apps on Apps.com

In this video, I give you a brief demonstration of classes and locations in QuickBooks Online. You'll see examples of classes and locations on an invoice and as an expense and what they look like on the Profit and Loss by Class and Profit and Loss by Location reports. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Turn on Classes & Locations 01:03 - Location and classes on an invoice 01:57 - Difference between class and location 02:28 - Location and classes on an expense 03:16 - Profit and Loss By Class report 03:40 - Profit and Loss By Location report 04:00 - How to use this for your business 07:20 - Outro
Classes and Locations in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LnY5UU9jWk5BY3Vj

Classes and Locations in QuickBooks Online

In this video, I show you how to record an asset you purchased with a loan in QuickBooks Online. You'll learn how to enter the asset, how to enter the loan, and what it all looks like on your balance sheet. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Add asset in the Chart of Accounts 01:48 - Add loan as a liability in Chart of Accounts 02:50 - Add journal entry in the Asset Register 05:44 - Asset and loan on the Balance sheet 06:30 - Outro
How to Record an Asset Purchased With a Loan in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LndEQXVReHZVbFRV

How to Record an Asset Purchased With a Loan in QuickBooks Online

In this video, I show you how to create an estimate in QuickBooks Online and then convert that estimate into an invoice. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Creating an estimate 01:16 - Turn an estimate into an invoice 02:32 - View estimate after turning it into an invoice 03:11 - Outro
How to Create Estimates in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3Lm1zeEhSbnJETDAw

How to Create Estimates in QuickBooks Online

In this video, I show you how to create a purchase order in QuickBooks Online and convert that purchase order into a bill. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Creating a purchase order 01:12 - Convert purchase order into a bill 02:04 - Purchase order after copy to a bill 02:24 - Outro
How to Create a Purchase Order in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LkxqdW1XOHlhUlpJ

How to Create a Purchase Order in QuickBooks Online

In this video, I show you how to identify vendors that should get a 1099 using the Expenses by Vendor Summary Report in QuickBooks Online. If you'd like more information on 1099s check out my 1099s playlist: https://www.youtube.com/watch?v=GXUxjg1-pdQ&list=PL1KoTzZLwfD1yXWX0F3K9-yzhoLwlvrCA Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:34 - Navigate to Expenses by Vendor Summary Report 00:55 - Sorting the list by descending order 01:24 - Use this list to identify 1099 vendors 02:48 - Not specified 05:09 - Outro
Identify 1099 Vendors Using the QuickBooks Online Expenses by Vendor Summary Report
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LnRmNEtpRkZfOEU4

Identify 1099 Vendors Using the QuickBooks Online Expenses by Vendor Summary Report

In this video, I show you how to identify vendors that should get a 1099 using an Excel copy of your Profit & Loss report from QuickBooks Online. If you'd like more information on 1099s check out my 1099s playlist: https://www.youtube.com/watch?v=GXUxjg1-pdQ&list=PL1KoTzZLwfD1yXWX0F3K9-yzhoLwlvrCA Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Profit and Loss Detail Report 01:45 - Export Excel copy of P&L 01:58 - Finding 1099 vendors 05:20 - Why use this method 06:40 - Outro
Identify 1099 Vendors Using the QuickBooks Online Profit & Loss Report
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LlNaTDdzazFEeHg0

Identify 1099 Vendors Using the QuickBooks Online Profit & Loss Report

In this video, I show you the QuickBooks Online 1099 Transaction Detail Report and how to make sure vendors show up on this report. If you'd like more information on 1099s check out my 1099s playlist: https://www.youtube.com/watch?v=GXUxjg1-pdQ&list=PL1KoTzZLwfD1yXWX0F3K9-yzhoLwlvrCA Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Vendor that should get a 1099 00:50 - 1099 Transaction Detail Report not showing vendor 01:13 - Track payments for 1099 01:34 - 1099 filings 02:50 - 1099 Transaction Detail Report showing vendor 04:00 - Quick overview 04:18 - Outro
QuickBooks Online 1099 Transaction Detail Report and 1099 Filings
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LkdYVXhqZzEtcGRR

QuickBooks Online 1099 Transaction Detail Report and 1099 Filings

This is a clip from my Washing State Biz Fair 2021 workshop Bookkeeping Tips and Tricks for Small Businesses. This is the last video with two bonus tips, use a password manager & follow up on customer payments why it's important to follow up with your customers to get payments. These tips go over different password management software options and Check the Bookkeeping Tips and Tricks for Small Businesses Workshop playlist for all 10 tips + bonus tips! Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Password Managers 01:22 - Follow up on customer payments 02:10 - Outro
Bookkeeping Bonus Tips - Use a Password Manager & Follow Up on Customer Payments
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LlRhS1NvaHgyV2lN

Bookkeeping Bonus Tips - Use a Password Manager & Follow Up on Customer Payments

This is a clip from my Washing State Biz Fair 2021 workshop Bookkeeping Tips and Tricks for Small Businesses. This is Tip #10, hire someone to help you (it doesn't have to me but that is what I do 😉) This tip goes over why you might want to hire someone and the types of people who can help. Check the Bookkeeping Tips and Tricks for Small Businesses Workshop playlist for all 10 tips + bonus tips! Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/
Bookkeeping Tip - Hire Someone to Help You
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmhLaXNyRzUwaFNZ

Bookkeeping Tip - Hire Someone to Help You

This is a clip from my Washing State Biz Fair 2021 workshop Bookkeeping Tips and Tricks for Small Businesses. This is Tip #9, set aside time. This tip goes over setting aside time to actually do your bookkeeping. Just 15-30 minutes a week can help save you the stress and frustration of letting your bookkeeping build up. Check the Bookkeeping Tips and Tricks for Small Businesses Workshop playlist for all 10 tips + bonus tips! Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/
Bookkeeping Tip - Set Aside Time
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LjFxdUtkOEZqMkpv

Bookkeeping Tip - Set Aside Time

This is a clip from my Washing State Biz Fair 2021 workshop Bookkeeping Tips and Tricks for Small Businesses. This is Tip #8, use accounting software. This tip goes over how accounting software can help you keep everything organized. Your accounting software can be as simple as a spreadsheet tracking your income and expenses or something like QuickBooks (my favorite accounting software, check below for a link to get a discount on a subscription!) Check the Bookkeeping Tips and Tricks for Small Businesses Workshop playlist for all 10 tips + bonus tips! Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Why use accounting software 01:42 - Do you need time tracking? 02:04 - Do you need invoicing? 02:32 - Will others need access? 02:56 - Accounting software options 03:22 - Outro
Bookkeeping Tip - Use Accounting Software
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmNkd3NHWkpRQnhz

Bookkeeping Tip - Use Accounting Software

This is a clip from my Washing State Biz Fair 2021 workshop Bookkeeping Tips and Tricks for Small Businesses. This is Tip #7, have an expense budget/checklist. This tip goes over why it's a good idea to have a general idea of what you spend money on regularly and create a budget for your business so you can project how much income your business will make. Check the Bookkeeping Tips and Tricks for Small Businesses Workshop playlist for all 10 tips + bonus tips! Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Create a checklist of what you regularly spend money on 01:40 - Business budget vs home budget 03:56 - Outro
Bookkeeping Tip - Have an Expense Budget/Checklist
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmJzY01wUjBRWlZV

Bookkeeping Tip - Have an Expense Budget/Checklist

This is a clip from my Washing State Biz Fair 2021 workshop Bookkeeping Tips and Tricks for Small Businesses. This are Tips #5 & 6, consolidate information in one place & automate your e-receipts. These tips explain how to organize the information related to your business like receipts, mile tracking, etc. It includes information on useful apps you can use to make your life easier. Check the Bookkeeping Tips and Tricks for Small Businesses Workshop playlist for all 10 tips + bonus tips! Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Considate your information 00:50 - Mileage tracking 01:41 - Receipt apps 03:16 - Organization software 03:49 - Business email account 05:50 - More useful apps 07:30 - Gmail trick 10:20 - Outro
Bookkeeping Tips - Consolidate Information in One Place & Automate Your E-Receipts
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LkZzazNxd1dveVpJ

Bookkeeping Tips - Consolidate Information in One Place & Automate Your E-Receipts

This is a clip from my Washing State Biz Fair 2021 workshop Bookkeeping Tips and Tricks for Small Businesses. This is Tip #4, don't use cash. This tip explains why it's a bad idea to pay for business expenses with cash. Instead, use a business credit card or check so it's easier to track. Check the Bookkeeping Tips and Tricks for Small Businesses Workshop playlist for all 10 tips + bonus tips! Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Don't buy things for your business with cash 00:38 - Why you shouldn't use cash 01:36 - Outro
Bookkeeping Tip - Don't Use Cash For Business Expenses
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmkwRWlLbGU2M2ZZ

Bookkeeping Tip - Don't Use Cash For Business Expenses

This is a clip from my Washing State Biz Fair 2021 workshop Bookkeeping Tips and Tricks for Small Businesses. This is Tip #3, Separate Business & Personal $$. This tip goes over why it's important to separate your business and personal funds. Use a separate business and personal checking account and credit card. Check the Bookkeeping Tips and Tricks for Small Businesses Workshop playlist for all 10 tips + bonus tips! Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Don't comingle your funds 01:03 - Why separate? 01:38 - Outro
Bookkeeping Tip - Separate Business and Personal Money
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmUwaGd6VjRGRGpR

Bookkeeping Tip - Separate Business and Personal Money

This is a clip from my Washing State Biz Fair 2021 workshop Bookkeeping Tips and Tricks for Small Businesses. This is Tip #2 Create Templates for Your Income. This tip is about why you want to create templates for invoices, receipts, etc. Check the Bookkeeping Tips and Tricks for Small Businesses Workshop playlist for all 10 tips + bonus tips! Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:21 - Why create templates for income 01:18 - Warning: Don't be like Mike 01:51 - Outro
Bookkeeping Tip - Create Templates for Invoices, Receipts, etc.
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3Llp1dFVUNDRnUUdB

Bookkeeping Tip - Create Templates for Invoices, Receipts, etc.

This is a clip from my Washing State Biz Fair 2021 workshop Bookkeeping Tips and Tricks for Small Businesses. This is Tip #1 and 1A, Identifying What You Want to Track and Identify How You'll Get Paid. This tip goes over the types of things you may want to track in your bookkeeping like the goods/services you sell and buy. Then, how you get paid like cash, credit card, etc. Check the Bookkeeping Tips and Tricks for Small Businesses Workshop playlist for all 10 tips + bonus tips! Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Tracking the goods and services you sell 01:34 - Tracking your expenses 04:00 - Tracking how you get paid 05:57 - Outro
Bookkeeping Tip - Identify What You Want to Track & How You'll Get Paid
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LkljM2dBRzVLX0U4

Bookkeeping Tip - Identify What You Want to Track & How You'll Get Paid

In this video, I'll show you how to create statements for customers that shows their running balance. I'll also show you how you can edit the statement template to make it look a little nicer than the default. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:30 - Customer Information 01:35 - Create customer statement 02:30 - Edit the statement template 03:19 - Outro
How to Create Customer Statements in QuickBooks Desktop
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3Lk5HaTBpMjNsc2tn

How to Create Customer Statements in QuickBooks Desktop

In this video, I'll show you how to create a customer credit / prepayment applied to accounts receivable, not within a liability account (check my previous videos for that). I'll also show you how to apply the credit to an invoice and what it looks like on various reports. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:42 - Receive payments 01:40 - Credit on the Balance Sheet 02:00 - Customer Balance Summary report 02:22 - Profit and Loss report 02:33 - Apply the credit to an invoice 03:30 - Outro
How to Create a Customer Credit in QuickBooks Desktop and Apply it to an Invoice
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LlFUOTJRRTBXSEJB

How to Create a Customer Credit in QuickBooks Desktop and Apply it to an Invoice

In this video, I'll show you how to create and collect a customer prepayment item in QuickBooks Desktop. We'll then apply that prepayment to an invoice. I'll also show you what this looks like along the way in various reports like the Balance Sheet. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:22 - Request a deposit using an invoice 01:14 - Viewing the Balance Sheet 01:33 - Accounts Receivable report 01:57 - Mark invoice paid 02:12 - Paid invoice in Balance Sheet and P&L 02:48 - Apply prepayment to invoice 04:06 - Applied prepayment in Balance Sheet and P&L 05:16 - Outro
How to Create a Customer Prepayment Item in QuickBooks Desktop and Apply it to an Invoice
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LlVZa0dzX2VhRk00

How to Create a Customer Prepayment Item in QuickBooks Desktop and Apply it to an Invoice

In this quick video, I'll show you how to create an item and map it to a customer deposit liability account in QuickBooks Desktop. In this video, I use QBDT Premier 2022 but this will work in all current versions of QuickBooks Desktop. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:36 - Chart of accounts 00:50 - Create an item and map it to the liability account 01:56 - Outro
How to Map an Item to a Customer Deposit Liability Account in QuickBooks Desktop
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LkFsbTJoQzhVMVc0

How to Map an Item to a Customer Deposit Liability Account in QuickBooks Desktop

In this video, I'll show how to create a customer prepaid liability account in QuickBooks Desktop. In this video, I used QBDT Premier 2022 but the steps will be the same in different versions. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:38 - Chart of Accounts 01:00 - Creating a new liability account 02:20 - Outro
How to Create a Customer Prepaid Liability Account in QuickBooks Desktop
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LlFVT1Y1eGdPUlpz

How to Create a Customer Prepaid Liability Account in QuickBooks Desktop

In this quick video, I'll show you how to add, remove, and edit users in QuickBooks Desktop. I use Premier 2022 in the video but the process will be the same in any 2022 version of QuickBooks Desktop. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:27 - Setup Users and Passwords 00:57 - Delete users 01:07 - Add user 01:27 - New user set up 02:46 - Edit user 02:55 - Outro
How to Add, Remove, and Edit Users From QuickBooks Desktop
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LjVmSlVrMWdHcUhV

How to Add, Remove, and Edit Users From QuickBooks Desktop

In this video, I'll show you a trick I use to open multiple QuickBooks Online accounts at the same time. This trick uses different Chrome profiles. I'll show you how to create these so you too can open more than one QBO account at once. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:30 - Chrome profile 01:10 - Add a new Chrome profile 02:20 - Demo of two QBO accounts open 04:00 - Outro
QuickBooks Online Trick - Use Chrome Profiles to Open Multiple QBO Accounts
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3Lk5NcnJVY1RUWWpV

QuickBooks Online Trick - Use Chrome Profiles to Open Multiple QBO Accounts

In this video, I'll go over how I like to set up and reconcile corporate credit cards that have cardholder accounts in QuickBooks Online. I don't like to use subaccounts. Instead, I create accounts for each cardholder, reconcile them and transfer funds to the corporate card. I'll show you exactly how I do it and explain why this is the method I use. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:22 - Example CC statement 01:02 - QuickBooks Balance Sheet 01:44 - Overview of how I reconcile 02:00 - Reconciling a cardholder 04:44 - Reconciliation summary 05:00 - Reconciling the corporate card 05:38 - Add credit card transfers 07:02 - Finish reconciling the corporate card 07:35 - Balance sheet after reconciling 08:04 - Why I use this method 08:55 - Outro
Reconciling a Corporate Credit Card with Cardholder Accounts in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LlUxaXlhUjQtX3dB

Reconciling a Corporate Credit Card with Cardholder Accounts in QuickBooks Online

In this video, I'll show you how I enter corporate credit cards with cardholder accounts into QuickBooks Online. This is not the only way to do it but it's how I like to and how I like my client's to do it. We'll take a look over an example statement with three cardholders. I'll create an account in the Chart of Accounts for each cardholder and then for the actual credit card. Then I'll show you how to import the transactions for each card. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - What makes a corporate CC different 00:35 - Example CC statement 01:12 - Creating cardholder accounts in Chart of Accounts 03:27 - Linking the corporate CC to QBO 03:54 - Import CSV of transactions 07:00 - Fixing importing issues 08:20 - View transactions in Banking 08:44 - Importing transactions with errors 10:16 - Outro
Enter a Corporate Credit Card With Cardholder Accounts Into QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LnZtNFpGR3dUNDdr

Enter a Corporate Credit Card With Cardholder Accounts Into QuickBooks Online

In this video, I'll go over the different plans that are offered for QuickBooks Online. I'll show you what's included in Simple Start, Essentials, and Plus plans and the differences in each plan so you can decide which plan will be best for you and your business. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 01:07 - Show real prices 01:32 - Different plans 01:56 - Income and expenses 03:25 - Invoice and payments 03:50 - Tax deductions 04:45 - General reports 06:00 - Receipt capture 07:35 - Mileage tracking 08:14 - Cash flow 09:00 - sales and sales tax 09:21 - Estimates 09:31 - Contractors 10:13 - Users 10:33 - Bill management 11:10 - Enter time 11:57 - Inventory 12:01 - Project profitability 12:57 - Outro
Choosing the Right QuickBooks Online Plan For You
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LkhuX2RZd2tULTNJ

Choosing the Right QuickBooks Online Plan For You

In this quick video, I'll show you how to issue a refund receipt in QuickBooks Online. I'll also show you what a refund looks like on the bank register. Only issue a refund receipt for products/services that have already been paid for. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:22 - Refund receipt vs credit memo 02:00 - Customer list 02:32 - Create a refund receipt 03:55 - Viewing a sales receipt with a refund 04:07 - Refund on the bank register 04:28 - Outro
Issue a Refund Receipt in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LldQa2lsWTJGYUpR

Issue a Refund Receipt in QuickBooks Online

In this quick video, I'll show you how to create a credit memo in QuickBooks Online and apply the credit memo to an invoice. A credit memo is a credit you issue to your customers that can be applied to future/open invoices. It's like giving "in-store" credit. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:23 - Credit memo vs refund receipt 01:04 - Customer list 02:16 - Creating a credit memo 03:10 - Applying a credit memo 05:05 - Outro
Create a Credit Memo in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LjItZzdWV0NnVS1N

Create a Credit Memo in QuickBooks Online

In this quick video tutorial, I'll show you how to mark your customer as inactive in QuickBooks Online. I'll also show you how to mark them active again if you need to. Please like, subscribe, and comment! Read the customer list overview blog post with step-by-step instructions and screenshots at: https://www.gentlefrog.com/quickbooks-online-customer-list-overview/ Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:22 - Customer List 00:42 - Make a customer inactive 01:20 - Reactivate an inactive customer 01:50 - Making multiple customers inactive 02:31 - Outro
How to Make Customers Inactive in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LnRzSnJQYVZ2UEN3

How to Make Customers Inactive in QuickBooks Online

In this quick video tutorial, I'll show you how to identify how an invoice was paid in QuickBooks Online. It's not uncommon for you to have an invoice within QuickBooks that shows it was paid with no information about how it was paid. This could be because it's for a sub-customer or if it had multiple payments applied to it. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:22 - Sub-customer invoice 01:20 - Invoice with multiple payments 04:02 - Outro
Identifying How an Invoice Was Paid in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LklJRExURmMzanJR

Identifying How an Invoice Was Paid in QuickBooks Online

In this quick video tutorial, I'll show you how to apply a payment that covers multiple sub-customers or jobs. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:22 - Customer with sub-customers example 00:55 - New transaction, Payment 02:05 - +New Receive payment 02:25 - How to find the payment information from within a sub-customer 03:05 - Outro
Apply a Payment to a Job or Sub-Customer in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LlhQdmJPZ2dLZFNr

Apply a Payment to a Job or Sub-Customer in QuickBooks Online

In this quick video tutorial, I'll show you how to create invoices for sub-customers that bills back to the parent customer in QuickBooks Online. I'll also show you how those invoices appear in the parent customer and how to create a statement for the parent customer so they can pay their invoices. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:22 - Navigating to Customers 00:35 - Sub-customers and parent customer 00:52 - Checking bill parent customer is checked 01:09 - Creating invoices for sub-customers 02:10 - Viewing sub-customer invoices in the parent customer 02:33 - Creating a Statement to invoice the parent customer 04:20 - Outro
How to Create Invoices for Sub-Customers in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LnNwdHJJLU5kY1hn

How to Create Invoices for Sub-Customers in QuickBooks Online

In this quick video tutorial, I'll show you how to create sub-customers in QuickBooks Online and explain why you would use sub-customers. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:27 - Creating a new customer 00:55 - Creating a sub-customer 01:27 - Why use sub-customers? 02:10 - How sub-customers work 02:44 - Outro
How to Create Sub-Customers in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LjE5V1o3ZFB5QWhn

How to Create Sub-Customers in QuickBooks Online

In this quick video tutorial, I'll show you how to access your customer list in QuickBooks Online. I'll also give you a brief overview of what you can do inside the customer list including creating new customers, editing customers, sub-customers, and exporting your customer list. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:26 - Accessing your Customer List 00:52 - Adding a new customer 01:37 - Editing a customer 01:47 - Sub-customers 02:32 - Exporting your customer list 02:48 - Outro
QuickBooks Online Customer List Overview
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LjdPa0MtUDVZUEZj

QuickBooks Online Customer List Overview

In this quick video tutorial, I'll show you how to upload your vendor data into QuickBooks Online from an Excel or CSV file. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:22 - Excel file 00:45 - Import data 01:05 - Map fields to QuickBooks fields 01:25 - Import 01:45 - Outro
How to Upload Vendor Data to QuickBooks Online from an Excel File
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3Lkt5cjhzaHgxZGIw

How to Upload Vendor Data to QuickBooks Online from an Excel File

In this quick video tutorial, I'll show you how to upload a customer list to QuickBooks an Excel file or CSV. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:22 - Upload customers from an Excel file 00:43 - Import data 00:59 - Map fields to QuickBooks fields 01:35 - Import 01:55 - Outro
How to Upload a Customer List to QuickBooks Online from an Excel file
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3Ll9MdWZNc1p6QlRN

How to Upload a Customer List to QuickBooks Online from an Excel file

In this quick video tutorial, I'll show you how to export lists from QuickBooks Online. Lists include customers, employees, and vendors. I'll also show you how to export the Chart of Accounts and your products and services list. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:23 - Export data 00:48 - What you can export 01:05 - Export to Excel 01:21 - Export Chart of Accounts 01:52 - Export products and services
How to Export Lists from QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LlB6RXoxWHZWMF8w

How to Export Lists from QuickBooks Online

In this quick video tutorial, I'll show you how to mark a bill as paid in QuickBooks Online starting in the Unpaid Bills report. Please like, subscribe, and comment! Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/enter-a-bill-in-quickbooks-online/ Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:22 - Unpaid Bills Report 00:52 - +New Pay Bills 01:35 - Mark bill as paid 02:06 - Outro
How to Mark a Bill as Paid in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3Lk1qTm94WnNpOE04

How to Mark a Bill as Paid in QuickBooks Online

In this quick video tutorial, I'll show you what to do if you find you have a transaction entered into QuickBooks twice as both a bill and an expense. Please like, subscribe, and comment! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ ☕ 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://proadvisor.intuit.com/app/accountant/search?searchId=rachel-barnett https://www.yelp.com/biz/gentle-frog-custom-quickbooks-training-bellevue-2 https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:22 - Profit and Loss 00:57 - Transaction entered twice 01:10 - Fix this issue 01:29 - Edit expense to become a bill payment 01:47 - Another way to fix this issue 02:30 - Outro
How to Fix a Bill Recorded as an Expense in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmplT2ttRTJjQzk0

How to Fix a Bill Recorded as an Expense in QuickBooks Online