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 QuickBooks Desktop tutorial I will show you how to create a copy of your QuickBooks file for auditor and how to cut it down so that only data from a specific date range is provided. Contact Rachel for one-on-one assistance: https://www.gentlefrog.com/meeting/ 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 Timestamps 00:00 - Intro 01:03 - Adding transactions 02:27 - Chart of accounts 03:26 - Copy QuickBooks file and save to desktop 04:42 - Close QB file, open saved file 06:11 - Change company name 07:10 - Condense data 08:55 - Doublecheck Chart of Accounts 09:35 - Check General Ledger 10:46 - Backup company 12:00 - Find your backup file
How to create QuickBooks Desktop file for auditor
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LkFDVUl4VjlLMlVv

How to create QuickBooks Desktop file for auditor

In this QuickBooks Desktop tutorial we'll go through complete setup for small business owners. This is part 2, watch Part 1 here: https://youtu.be/RBavX8f0U_0 Contact Rachel for one-on-one assistance: https://www.gentlefrog.com/meeting/ 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 00:32 - Sales by Customer Summary report 01:18 - Sales by Item Summary report 02:30 - Importing banking data into QuickBooks from a CSV 04:18 - Converting CSV to QB file with ProperSoft 05:33 - Importing web connect file into QuickBooks 07:30 - Viewing imported bank transactions in Bank Feeds 08:45 - Adding imported transactions into QuickBooks 10:45 - Matching to an existing transaction 11:43 - Checking a transaction in Vendor Information 12:15 - Prefill settings 14:00 - Entering deposit without a Payee 16:15 - Creating a rule 17:12 - All transactions added, what does the P&L look like now? 19:25 - Finding mistakes in the Transaction List by Vendor report 20:00 - Correcting transaction errors 20:47 - Turn off transaction recorded beep sound 21:18 - Reconciling a bank account 28:29 - Fixing reconciling ending balance mistype 29:30 - Recap of what you've learned so far 30:10 - Chart of Accounts overview 30:43 - Item List overview 31:07 - Customizing your invoices 33:20 - Backing up your QuickBooks file 35:09 - Outro #quickbookstutorialforsmallbusinessowners #quickbookstutorial #quickbooksdesktop #qbdt #quickbooks #smallbusinessaccounting #accounting
QuickBooks Desktop for Small Business Owners - Tutorial by Rachel Barnett, Part 2
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmdpRklsUExIeUx3

QuickBooks Desktop for Small Business Owners - Tutorial by Rachel Barnett, Part 2

In this QuickBooks Desktop tutorial we'll go through the complete setup for small business owners. This is part one, you can find Part 2 here: https://youtu.be/giFIlPLHyLw?t=31 Please like and comment! Contact Rachel for one-on-one assistance: https://www.gentlefrog.com/meeting/ 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 00:32 - Sample company overview 01:18 - QuickBooks Desktop plans comparison annual subscription 04:25 - QuickBooks Desktop software only comparison 06:44 - Creating a new company 09:24 - Getting started with QBDT 10:37 - QBDT home screen 12:13 - Entering invoices 14:34 - Creating an invoice 19:20 - Past Transactions warning 19:45 - Disabling past transactions warning 20:18 - Receive a payment 21:55 - Receiving payment in an invoice 22:40 - Reviewing Proft & Loss report 23:55 - Transaction List by Customer report #quickbookstutorialforsmallbusinessowners #quickbooksdesktop #quickbookstutorial #quickbooks #qbdt
QuickBooks Desktop for Small Business Owners - Tutorial by Rachel Barnett, Part 1
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LlJCYXZYOGYwVV8w

QuickBooks Desktop for Small Business Owners - Tutorial by Rachel Barnett, Part 1

In Part 2 of this QuickBooks Online tutorial we'll continue complete setup for small business owners. Watch Part 1 here: https://youtu.be/gCI2e5TVNz0 Please comment and subscribe! Contact Rachel for one-on-one assistance: https://www.gentlefrog.com/meeting/ 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 00:32 - Adding shipping & handling as a service 02:22 - Receiving a payment 03:04 - Entering invoices 04:10 - Receiving another payment 05:21 - Matching transactions 07:00 - Creating a sales receipt 09:13 - Customers list 09:55 - Profit and Loss report 10:28 - Sales by Product/Service Summary report 11:48 - Products and services list 12:19 - Edit a product/service 12:50 - Reviewing transactions 14:17 - Rule creation pop-up 15:32 - Categorized transactions 15:55 - Reviewing more transactions 16:30 - Double-checking a vendor/customer's category 17:05 - Add default expense account to vendor 17:28 - Adding a category 19:19 - Creating a rule 20:15 - Where to find Rules 20:28 - Editing a rule 20:57 - Reports - Profit and Loss 21:15 - Reports - Balance Sheet 22:08 - Reconciling an account 24:32 - Checking off transactions when reconciling 25:06 - Fixing a discrepancy when reconciling 27:46 - More reconciling examples 29:16 - What to do about a difference when reconciling 30:08 - Fixing an incorrect statement ending balance 30:59 - Finding classification errors 33:08 - Accounts Receivable Aging Summary report 33:40 - Writing off a transaction / creating a credit memo 37:05 - Profit and Loss report 37:55 - Viewing Profit and Loss by month 39:17 - Transaction List by Vendor report, split 40:45 - Finding and fixing category inconsistencies 42:50 - + New menu options 44:13 - Left-hand menu overview 44:43 - My Experts 46:03 - Help, search 46:43 - Adding attachments to transactions 47:40 - Gear icon menu 48:00 - Manage users 48:35 - Account and settings 50:49 - Emails you receive when creating your account 52:31 - Outro #quickbookstutorialforsmallbusinessowners #quickbooks #quickbooksonline #quickbookstutorial #quickbookswalkthrough #rachelbarnett #gentlefrog #quickbookswalkthrough
QuickBooks Online for Small Business Owners - Tutorial by Rachel Barnett, Part 2
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LkdGQm1UcXF0Nmdn

QuickBooks Online for Small Business Owners - Tutorial by Rachel Barnett, Part 2

In this QuickBooks Online tutorial we'll go thorough complete setup for small business owners. This is part one, here's the link to Part 2: https://www.youtube.com/watch?v=GFBmTqqt6gg Contact Rachel for one-on-one assistance: https://www.gentlefrog.com/meeting/ 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 00:32 - My Fantasy Pet Shop business 01:01 - QuickBooks Online options 03:54 - Selecting Simple Start with free trial 04:29 - Setting up QuickBooks Online 08:30 - Adding your logo 09:52 - Setup Guide 11:11 - Adding bank accounts 13:22 - Importing bank transactions from CSV 19:18 - Accepting your transactions 24:55 - Owner's investment (equity) 27:22 - Entering invoices/sales #quickbookstutorialforsmallbusinessowners #quickbooks#quickbookstutorial #qbo #quickbooksonline #quickbooksfordummies #smallbusinessaccounting
QuickBooks Online for Small Business Owners - Tutorial by Rachel Barnett, Part 1
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmdDSTJlNVRWTnow

QuickBooks Online for Small Business Owners - Tutorial by Rachel Barnett, Part 1

In this Tutorial on creating you tax forms I'll show you Track1099 and Tax1099 and you'll learn how to use Tax1099 to create 1099 your tax forms. We'll go over Track1099 in a separate video. Read this tutorial on my blog: https://www.gentlefrog.com/how-to-use-tax1099/ Contact Rachel for one-on-one assistance: https://www.gentlefrog.com/meeting/ 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 00:12 - Tax1099 vs Track1099 01:42 - Sign up for Tax1099 02:33 - Tax1099 plans 03:14 - Menu overview 03:51 - Adding a payer 04:50 - Adding a recipient 06:28 - Creating a 1099 form for a recipient 08:39 - Sending forms 09:38 - Outro #tax1099tutorial #tax1099 #1099 #creatingtaxforms
How To Use Tax1099 - Tutorial by Rachel Barnett
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LlA5Q2pGUGVSMjlB

How To Use Tax1099 - Tutorial by Rachel Barnett

In this Track1099 Tutorial, you'll learn how to use Track1099 and how to integrate it with QuickBooks. Read this tutorial on my blog: https://www.gentlefrog.com/how-to-use-track1099/ Please comment and subscribe! Contact Rachel for one-on-one assistance: https://www.gentlefrog.com/meeting/ 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 00:33 - Tax1099 vs Track1099 01:50 - Signup for Track1099 02:20 - Which form would you like to use? 02:44 -Enter a new payer 03:00 - Import from QuickBooks 05:22 - Imported payer 05:42 - Enter payer information 06:08 - Add recipient manually 07:21 - Forms summary 07:40 - E-file #track1099tutorial #track1099 #1099forms #efile1099
How To Use Track1099 - Tutorial by Rachel Barnett
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LjMyOXNtU01zcC0w

How To Use Track1099 - Tutorial by Rachel Barnett

In this tutorial you will learn how to use ProperSoft software application with QuickBooks. Watch part 1 here: https://youtu.be/jqy4nWG6OYM Contact Rachel for one-on-one assistance: https://www.gentlefrog.com/meeting/ 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 00:33 - Saving converting PDF 01:30 - Upload converted file to QuickBooks Online 02:55 - Viewing imported transactions #propersoftandquickbookstutorial #convertPDFtoqbo
How To Use ProperSoft with QuickBooks - Tutorial by Rachel Barnett, Part 2
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LktRZUp5SUlqX0xJ

How To Use ProperSoft with QuickBooks - Tutorial by Rachel Barnett, Part 2

In this tutorial you will learn how to use the ProperSoft software application with QuickBooks. Contact Rachel for one-on-one assistance: https://www.gentlefrog.com/meeting/ 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 01:01 - What is ProperSoft 01:18 - Convert PDF to qbo file 03:15 - Pricing 03:27 - Using Bank to QBO #propersoftandquickbookstutorial #propersoft #quickbooks
How To Use ProperSoft with QuickBooks - Tutorial by Rachel Barnett, Part 1
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmpxeTRuV0c2T1lN

How To Use ProperSoft with QuickBooks - Tutorial by Rachel Barnett, Part 1

In this tutorial you will learn how to use the MoneyThumb application with QuickBooks. Contact Rachel for one-on-one assistance: https://www.gentlefrog.com/meeting/ 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 01:14 - What is MoneyThumb for? 01:45 - Getting MoneyThumb 02:50 - Downloading transactions from your bank 03:30 - Using MoneyThumb to convert PDF to qbo 05:05 - Creating a new bank account in QBO 06:00 - Uploading bank transactions into QBO #moneythumbsoftware #monetthumbapp #moneythumbandquickbooks #moneythumb #fileconversion #quickbooksfileconversion #pdftoqboconversion #pdf2qbo #quickbooksonline #rachelbarnett
How To Use MoneyThumb with QuickBooks - Tutorial by Rachel Barnett
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmlqVzlQekVUdllJ

How To Use MoneyThumb with QuickBooks - Tutorial by Rachel Barnett

In this QuickBooks tutorial you will learn how to modify the item list in QuickBooks Desktop Contact Rachel for one-on-one assistance: https://www.gentlefrog.com/meeting/ 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 00:50 - What is the items list? 01:00 - Navigate to the items list 01:13 - Create an item 02:20 - Item account 02:38 - Item list 02:52 - Adding a service item 03:50 - Add/edit multiple items 04:42 - Items on invoice #QuickBooksTutorial #QuickBooksTraining #quickbooksitemlist #quickbooksdesktop #rachelbarnett #gentlefrog
How To Modify the Item List in Quickbooks Desktop - Tutorial by Rachel Barnett
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmJKSmZQZUt3Mko4

How To Modify the Item List in Quickbooks Desktop - Tutorial by Rachel Barnett

In this Tutorial by Rachel Barnett you will learn how to customize Invoice template in QuickBooks Premiere. Watch Part 1 here: https://youtu.be/DKcsK9R1OIA Please subscribe and comment! Contact Rachel for one-on-one assistance: https://www.gentlefrog.com/meeting/ Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ 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/ #howtocreateaninvoiceinquickbooks #quickbookstutorial #howtocustomizeinvoiceinquickbooks
How To Customize Invoice Template in Quickbooks Premiere - Part 2
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmdTUUpjZHU1WDZr

How To Customize Invoice Template in Quickbooks Premiere - Part 2

Load More