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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!

Are you an accountant or bookkeeper still receiving payroll email notifications from a former QuickBooks Online client—even after being removed from their file? You're not alone. In this video, I walk through my real experience dealing with this exact situation, why it happens, and what you (or your client) can do about it. Despite being removed as an accountant user, I continued receiving QuickBooks Payroll notifications for a client I no longer worked with. Turns out, there’s a separate setting buried in the payroll section that controls who receives these emails—and it’s not automatically updated when an accountant is removed from the company file. 🔍 What You’ll Learn: ✅ Why removed accountant users may still get payroll notifications ✅ What Intuit support says about removing email recipients ✅ How to access Payroll Settings ➡️ Email Notifications ✅ What business owners must do to fully remove an accountant ✅ Why this is frustrating and what could be improved This video is for accountants, bookkeepers, and QBO users who manage clients with QuickBooks Payroll. If you’re dealing with lingering emails or access issues, this walkthrough will give you clarity, and hopefully spark change. 📢 Have you experienced this too? Drop a comment and share your story! 📅 Need help cleaning up client access or managing QuickBooks settings? Let’s chat: gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more real-world QuickBooks tips & tutorials. ☕ 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/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 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 00:12 - Payroll email example 01:07 - Chat with Intuit about this issue 02:25 - Find payroll settings 03:26 - Payroll Email notification 04:54 - Find out who's getting these notifications 05:40 - Outro #QuickBooksOnline #qbo #payroll 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.
Got Removed from a Client's QuickBooks, But Still Getting Payroll Emails?
Worried about the security of your QuickBooks Online account? 🔐 In this quick video, I walk you through simple but powerful ways to protect your QBO account—whether you're a business owner, accountant, or regular user. From enabling two-factor authentication to setting up passkeys and verifying your contact info, these steps can help prevent unauthorized access and keep your data safe. 🔐 What You’ll Learn: ✅ How to access your Intuit account security settings ✅ Why your user ID should be different from your email ✅ How to confirm your email, phone number, and authenticator app are set up ✅ What passkeys are and how to set one up using your phone ✅ Why these changes are important for QBO security and peace of mind Whether you’ve never reviewed your QuickBooks security settings or just want to double-check them, this tutorial is a great place to start. 📢 Need help implementing these security measures? I recommend Empowered IT Solutions—my go-to team for trusted support. 🔔 Like, subscribe, and hit the bell for more QuickBooks tips and tutorials! ☕ 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/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 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 00:12 - Manage Your Intuit Account 00:35 - Sign in & Security 00:54 - Setup Passkeys 02:25 - Empowered IT 02:42 - Outro #QuickBooksOnline #qbo #QBOsecurity 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.
QuickBooks Online Security Tips – How to Protect Your Account with Passkeys & 2FA
Are you using QuickBooks Payments? If so, there are a few hidden settings worth reviewing to keep your business details accurate and your account secure. In this video, I walk you through two important things to check in your QuickBooks Payments account: your business info and your user access list. 🔍💳 You might be surprised by who still has access! I found multiple old email addresses and users I hadn’t worked with in years—and in some cases, those accounts were even closed. Take a few minutes to clean up your list and make sure everything is current. 🔍 What You’ll Learn: ✅ How to navigate to QuickBooks Payments settings ✅ How to update your business information ✅ How to remove American Express as a payment option (if you want to) ✅ How to review and manage user access to your Payments account ✅ Why keeping this list clean helps protect your business and your clients This is a quick and important review every QuickBooks Payments user should do. Whether you're actively using the tool or just want to make sure your info is up to date, this walkthrough makes it easy. 📢 Need help managing your QuickBooks Payments account or user access? Let’s chat: gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more QuickBooks tips and tutorials! ☕ 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/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 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 00:12 - Open QuickBooks Payments 00:30 - Edit Business Info 00:43 - Remove American Express option 00:57 - Manage user access 01:46 - Outro #QuickBooksOnline #qbo #QuickBooksPayments 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.
QuickBooks Payments: How to Review User Access & Business Info – What You Might Be Missing
⚠️ Intuit account breaches—including QuickBooks Online logins—are becoming more common, and most users don’t realize how vulnerable they really are. In this episode of the Bookkeeping Lily Pad Podcast, I break down what’s happening, why it matters, and what steps you should take to protect your account. If you’re a bookkeeper, accountant, or small business owner who relies on QuickBooks, this is your security wake-up call. I’m sharing the biggest login mistakes I see people make, and how to strengthen your Intuit account with better settings and safer habits. 🔐 What You’ll Learn: ✅ Why predictable user IDs put your account at risk ✅ The importance of using a unique login (not your email) ✅ How to set up passkeys and improve login security ✅ The limitations of two-factor authentication (2FA) ✅ What Intuit doesn’t offer—and why we need a 24/7 account lockout option This episode is part PSA, part practical how-to—and 100% focused on keeping your books (and your clients’ data) safe. 📅 Need help reviewing or tightening up your QuickBooks Online account security? Let’s chat: https://gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell to get more QuickBooks security tips, tech walkthroughs, and behind-the-scenes real talk. 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-your-quickbooks ☕ 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/ #BookkeepingBusiness #DiscoveryCalls #entrepreneurship 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.
Is Your QuickBooks Account Safe What to Know About Intuit Hacks and Security Risks
Need to remove a user from your QuickBooks Online account? Whether it's a former employee, bookkeeper, or accountant, this quick tutorial shows you exactly how to delete users in QBO—including both regular users and accounting firm users. 🧹👥 This video walks you through the Manage Users settings, how to find the user, and the steps to confirm their removal. It’s a quick process but an important one for keeping your data secure and your access list up to date. 🔍 What You’ll Learn: ✅ How to navigate to the Manage Users section in QuickBooks ✅ How to delete a regular user from your account ✅ How to remove an accounting firm or accountant user ✅ What to check before confirming deletion ✅ Tips for keeping your QuickBooks Online user list clean and current Perfect for small business owners, admins, and bookkeepers, this tutorial helps you stay in control of who has access to your QuickBooks file. 📢 Need help managing users or cleaning up your QBO account? Let’s chat: gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more QuickBooks tips and tutorials! ☕ 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/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 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 00:10 - Manage Users 00:22 - Delete User 00:30 - Accounting Firms 00:50 - Outro #QuickBooksOnline #qbo #ManageUsers 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 a User from QuickBooks Online – Step by Step Tutorial
In this video, I’m joined by Blaine Bertsch, co-founder and CEO of Dryrun, to walk through a full demo of the platform and explore how Dryrun helps businesses take control of cash flow forecasting, budgeting, and scenario modeling. Whether you’re a CFO, a fractional bookkeeper, or a business owner juggling multiple entities, this tool might be exactly what you’ve been looking for. 💡 Dryrun is built for companies that experience lumpy cash flow, complex accounts receivable/payable cycles, or need to consolidate and compare multiple business units or forecasts. Blaine walks through live forecasting, how to model “what if” scenarios, track actuals vs budget, and visualize cash flow on a daily, weekly, or monthly basis. 🔍 What You’ll Learn: ✅ What Dryrun is and who it’s built for ✅ How to manage cash in, cash out, and recurring expenses ✅ How to model “what if” scenarios (e.g., new loans or large purchases) ✅ How to handle multi-entity and multi-currency consolidation ✅ Why Dryrun is a game-changer for CFOs, fractional bookkeepers & finance teams ✅ Export options and collaboration features built for reporting Whether you’re frustrated by spreadsheets with 50 tabs or just want a better view of your cash flow, this demo gives you a real-world look at how Dryrun can simplify your process and improve your financial insights. 📈 Learn more or book a demo at: https://www.dryrun.com 📢 Have Questions? Drop them in the comments! Need Bookkkeeping help? Let’s chat: gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more QuickBooks tips and tutorials! ☕ 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/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 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 00:10 - About Dryrun 01:30 - Dryrun forecast demo 07:40 - Creating a What If scenario 09:50 - Building on auto-forecasting 11:38 - Data import 13:12 - Consolidate locations 15:08 - Multi-currency 16:10 - Days outstanding 17:19 - Who is Dryrun for 21:19 - CFO / Fractional CFO 22:15 - Learn more 23:00 - Outro #dryrun #cashflow #FinancialPlanning 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.
Dryrun Demo with Blaine Bertsch – Cash Flow Forecasting & Scenario Planning Made Easy
In this video, I walk you through how I set up a Xero account from scratch using my accountant access. I started by comparing plans and pricing, and I chose the Early plan for my test scenario. I also explored the optional QuickBooks to Xero conversion tool—but spoiler: I decided not to go that route because of the cost and complexity (and because my QuickBooks file has multi-currency turned on, which complicates things!). 🔍 What You’ll Learn: ✅ How to create a new client in Xero as an accountant ✅ How to start a 30-day trial and choose the right plan ✅ What the QuickBooks conversion tool offers—and why I skipped it ✅ My honest thoughts about using Xero vs. QuickBooks ✅ Why sometimes it’s better to start fresh instead of migrating data I’m not offering Xero training at the moment, but I do offer bookkeeping services for businesses using Xero, so if you’re thinking about making the switch or just getting set up, let’s chat! 📅 Book a discovery call: https://www.gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more videos on real-world bookkeeping workflows and software comparisons. ☕ 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/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 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 00:11 - Picking a plan and getting started 01:00 - Add a new account as an accountant user 02:16 - Checking out JetConvert 05:52 - New Xero account dashboard 06:57 - Outro #Xero #QuickBooksToXero #AccountingSoftware #XeroSetup 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.
Setting Up a Xero Account from Scratch – My Experience as an Accountant User
Thinking of moving your bookkeeping or business over to Xero? In this video, I walk through my first impressions of Xero—accounting software that competes with QuickBooks Online—and how I’m evaluating it for three very different businesses: my bookkeeping firm, rental properties, and a Canadian startup. I share what I’m learning as I dig into Xero’s plans, pricing, and features, and how I’m deciding if the Early plan, Growing plan, or Established plan is the right fit for me. Spoiler: even as someone super comfortable in QuickBooks, there’s a learning curve! 🔍 What You’ll Learn: ✅ Key differences between Xero and QuickBooks Online ✅ How Xero’s plans work (including what’s actually included at each level) ✅ My honest thoughts on transitioning to Xero and what it feels like to start fresh ✅ How I’m thinking through real use cases, like invoicing and expenses ✅ Why it’s okay to not be “an expert” when you’re exploring new software If you’re curious about Xero, thinking about switching, or just want a real look at how it feels to learn a new platform (even if you’re a pro at another!), this video is for you. 💡 Need help deciding if Xero is right for your bookkeeping? Let’s chat: https://www.gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell to follow along as I share future videos on actually setting up Xero and what I find along the way. ☕ 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/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 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 00:16 - Why I'm looking at Xero 01:36 - Comparing plans 05:03 - Xero's Expense Tracker 07:08 - Price for multiple companies 08:15 - Outro #Xero #AccountingSoftware 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.
Exploring Xero: My First Impressions & Plan Comparison for Bookkeepers
In this episode of the Bookkeeping Lily Pad Podcast, I’m sharing a personal story about a discovery call that almost didn’t happen. The client’s intake form was intimidating—lots of jargon, complex needs, and things that felt way outside my comfort zone. I nearly passed on the meeting. But I didn’t. What happened next reminded me that as bookkeepers (and small business owners), we often know more than we give ourselves credit for. Sometimes, it’s not about knowing everything upfront—it’s about being willing to ask good questions and think things through together. Whether you’re brand new to discovery calls or a seasoned pro, this episode is a reminder that confidence doesn’t come from having all the answers—it comes from showing up anyway. 🟢 Topics covered: • Imposter syndrome on client calls • How to handle intimidating intake forms • Why curiosity beats expertise in the early stages • A behind-the-scenes look at real client experiences 👋 Ready to feel more confident before your next discovery call? Watch the video and leave a comment—have you ever almost turned down a client because you felt underqualified? 📢 Need help building your confidence on discovery calls? Let’s chat: gentlefrog.com/meeting 🔔 Don’t forget to like, subscribe, and hit the bell for more episodes! 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-your-quickbooks ☕ 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/ #BookkeepingBusiness #DiscoveryCalls #entrepreneurship 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.
Every Discovery Call Is a Chance to Learn — Even the Ones That Scare You - Podcast
Want to charge clients for reimbursable expenses? In this quick tutorial, I’ll show you how to mark expenses as billable in QuickBooks Online and customize the settings to fit your needs. Whether you're new to QBO or just haven’t explored this feature yet, this walkthrough will help you find the right settings and understand what each option means for your business. 🛠 In this video, you’ll learn: ✅ How to access expense settings in QuickBooks Online ✅ How to turn on the “Make expenses billable” feature ✅ How to set default markup rates and income accounts ✅ How to decide whether to track sales tax on billable expenses ✅ Where to test these settings safely using QBO’s test drive environment This is a great way to make sure you’re getting reimbursed properly and keeping your books accurate. 📢 Have Questions? Drop them in the comments! Need QuickBooks help? Let’s chat: gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more QuickBooks tips and tutorials! ☕ 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/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 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 #QuickBooksOnline #qbo #expenses 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 Mark Expenses as Billable in QuickBooks Online
Need to clean up your cluttered QuickBooks Online file? In this tutorial, I’ll walk you through how to bulk delete transactions in QuickBooks Online using SaasAnt—a third-party tool that can help simplify large cleanups. Whether you're working with a sample file, cleaning up test data, or just need to reset your QuickBooks environment, SaasAnt can help—with a few important caveats. In this video, you’ll learn: ✅ How to launch and navigate SaasAnt from QuickBooks Online ✅ How to delete expenses using a specific date range ✅ What to watch out for (linked or inactive accounts can cause errors) ✅ Why SaasAnt isn’t foolproof—but still useful If you need to delete a bunch of data in QuickBooks Online, this tutorial will save you time. 📢 Have Questions? Drop them in the comments! Need QuickBooks help? Let’s chat: gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more software tutorials! ☕ 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/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 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 00:33 - Open SaasAnt 00:44 - Delete 01:58 - Think before you delete! 02:40 - Checking QuickBooks 03:18 - Failures 04:44 - Outro #QuickBooksOnline #qbo #saasant 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 Bulk Delete Transactions in QuickBooks Online Using SaasAnt
Want to keep your PayPal data out of live bank feeds but still get it into QuickBooks Online? In this video, I’ll show you how to take PayPal transaction data exported to Excel and import it directly into QBO using QuickBooks’ built-in bank transaction importer—no third-party apps required. What You’ll Learn: ✅ How to prepare your PayPal Excel export ✅ What QuickBooks needs to recognize deposits and expenses correctly ✅ How to use the Upload from File option in the bank transactions area ✅ Tips for avoiding common issues like formatting errors This is a great option if you prefer more control over what goes into your books, or if you're managing PayPal sales manually. Perfect for both small batches and large data sets! 🎯 📢 Need help importing PayPal transactions into QuickBooks? Let’s chat: gentlefrog.com/meeting 🔔 Like, subscribe, and hit the bell for more QuickBooks + PayPal tutorials! ☕ 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/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 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 00:15 - Excel export file 01:00 - Upload from file in QBO 02:39 - Upload fees 03:10 - Imported transactions 04:08 - Modifying Excel doc from PayPal 06:26 - Outro #QuickBooksOnline #qbo #paypal 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 Upload an Excel Export of PayPal Transactions to QuickBooks Online
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