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, 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! 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! 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

In this quick video, I show you how to enter a bill in QuickBooks Online. I also show you the Accounts payable aging summary report where you can find any bills that have been entered but not yet paid. 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 00:25 - +New Bill 00:35 - Filling in the Bill screen 01:58 - Accounts payable aging summary 02:22 - Outro
How to Enter a Bill in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmdVcmFBc05MSVNj

How to Enter a Bill in QuickBooks Online

In this quick video, I show you how to update the Sales Receipt mapping used when PayPal when connected with PayPal Connect. This allows you to update what income account the Sales Receipts are connect to within your Chart of Accounts. 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 - Sales Receipt mapping 00:53 - Banking 01:01 - Edit settings 01:10 - Edit sales form content 01:44 - Chart of accounts 02:08 - Outro
How to Update PayPal Sales Receipt Mapping in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LjFLWUR0ZnZ5UlNV

How to Update PayPal Sales Receipt Mapping in QuickBooks Online

In this quick video, I show you how to disconnect a bank account from QuickBooks Online using a PayPal account as an example. This will work to disconnect a bank account, checking account, savings account, credit card account, etc. If you have a PayPal account connected using PayPal Connect follow the instructions in this video: https://youtu.be/Vix6IHCemc4 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 - Banking 00:48 - Edit account info 00:53 - Disconnect this account on save 01:11 - Outro
How to Disconnect a Bank Account from QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LnQybXJWWERMZVZr

How to Disconnect a Bank Account from QuickBooks Online

In this quick video I show you how to disconnect a PayPal account from QuickBooks online that was connected using PayPal Connect. 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 - Banking 00:41 - Edit settings 00:45 - Disconnect PayPal 00:18 - Outro
How to Disconnect PayPal Connect from QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LlZpeDZJSENlbWM0

How to Disconnect PayPal Connect from QuickBooks Online

There are two ways to connect your PayPal account to QuickBooks Online. In this video, I'm going to show you the "original" way. This way will download your PayPal transactions similar to how bank account transactions are downloaded. I have a video showing how to use PayPal Connect which can download your PayPal transaction as Sales Receipts: https://youtu.be/RWuAsb80jSI 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 - Connect account 00:50 - Paypal versus PayPal Connect 01:40 - Which accounts do you want to connect? 02:24 - Review categories 03:16 - Outro
How to Connect PayPal to QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3Li1HVldyOTkzZ3NB

How to Connect PayPal to QuickBooks Online

There are two ways to connect your PayPal account to QuickBooks Online. In this video, I show you how to use the Connect to PayPal option. This allows you to create Sales Receipts from your downloaded PayPal transactions. 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 - Connect account 00:53 - Connect to PayPal 01:50 - Where do you want your transactions to live? 02:28 - Transaction type Sales Receipt 03:20 - Sales Receipt on P&L report 03:39 - Find your Sales Receipt 04:00 - Outro
Connect QuickBooks Online to PayPal using Connect to PayPal
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LlJXdUFzYjgwalNJ

Connect QuickBooks Online to PayPal using Connect to PayPal

In this tutorial, I'll show you how to download your PayPal monthly statements for reconciling QuickBooks. I'll also show you how to get a CVS of transactions that includes a running balance. 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 - Download monthly PayPal statement 02:40 - Finding report with a running balance 04:38 - Balance view CSV report 07:40 - Outro
How to Download PayPal Statements and Transaction History
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LnBUZURxa2NXRWhz

How to Download PayPal Statements and Transaction History

In this QuickBooks Online tutorial, I show you how to reconcile your PayPal account in QuickBooks Online. You'll see what to do if you have a missing transaction while reconciling. This is the second part of a previous video that showed how to connect your PayPal account and review transactions: https://youtu.be/ITiPMKUWFak 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 - Get PayPal monthly statement 01:04 - Reconcile PayPal account 02:25 - Missing transaction 03:42 - Add missing deposit transaction to QBO 04:29 - Finish reconciling 05:28 - Outro
How to Reconcile your PayPal Account in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LnM3TmJGZGtUSUdR

How to Reconcile your PayPal Account in QuickBooks Online

This is part one of a video on PayPal and Credit Card transactions in QuickBooks Online. In this video, I'll walk you through connecting your PayPal and credit card accounts to QuickBooks and then how to review and match the downloaded transactions from those accounts in QuickBooks Banking. In part two we'll reconcile the PayPal account. 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 - Banking 00:45 - Connect PayPal account 02:17 - Connect Credit Card account 04:50 - Banking, reviewing transactions 05:02 - Review PayPal transaction 06:43 - Match Credit Card transaction to PayPal transaction 09:15 - Review Credit Card transaction 10:37 - Outro
QuickBooks Online: Connect PayPal and Credit Card Accounts then Review Transactions
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LklUaVBNS1VXRmFr

QuickBooks Online: Connect PayPal and Credit Card Accounts then Review Transactions

In this quick tutorial, I show you how to delete a user in QuickBooks Online. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/delete-a-user-in-quickbooks-online/ 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 - Manage Users 00:46 - Delete a regular user 01:07 - Delete Accounting firm 01:17 - Outro
How to Delete a User in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmVJS0FMcEhXX0JR

How to Delete a User in QuickBooks Online

In this quick tutorial, I show you how to add a Standard user (not an accountant) to your QuickBooks Online account. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/add-a-standard-user-to-quickbooks-online/ 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 - Manage Users 00:45 - Add User 01:00 - User types 01:20 - Access rights 01:59 - Time tracking settings 02:08 - User settings 02:59 - Contact info 03:17 - User added 03:30 - Outro
Add a Standard User to QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LjlFb1UxOGVVc2hV

Add a Standard User to QuickBooks Online

In this quick tutorial, I show you how to accept an invite to someone else's QuickBooks account as an accountant user. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/accept-quickbooks-online-accountant-user-invite/ 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 - Email invitation to QuickBooks Online 00:52 - Select a User ID 01:04 - Accept Invitation 01:18 - We found your accounts 01:33 - Choose the accounting firm you wish to use 02:06 - Select Company 02:20 - Find client 02:44 - Errors or issues 03:09 - Outro
Accept a QuickBooks Online Invite as an Accountant User
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LnQyM3psVGUtbkNJ

Accept a QuickBooks Online Invite as an Accountant User

In this quick tutorial, I show you how to move a QuickBooks Desktop file that you've saved on your computer desktop into QBox. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/move-quickbooks-desktop-file-into-qbox/ 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 00:40 - What is QBox? 01:47 - Moving a file from desktop to QBox 03:21 - Outro
How to Move a Saved QuickBooks Desktop File into QBox
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LlE5aUZMdzAwejZj

How to Move a Saved QuickBooks Desktop File into QBox

In this quick tutorial, I show you how to change the email address you use to login to QuickBooks Online. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/update-quickbooks-online-sign-in-email/ 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 - Signing in to QBO 01:05 - Account and settings 01:26 - Manage your Intuit account 01:40 - Sign in & security 01:53 - Update User ID 02:30 - Testing updated email 03:18 - Outro
How to Change Your QuickBooks Online Sign in Email Address
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LkJnb3BuS1VnWGpR

How to Change Your QuickBooks Online Sign in Email Address

In this quick tutorial, I show you two different ways to add an Accountant user to QuickBooks Online. This doesn't have to be an accountant, you can use this method to add a tax preparer, bookkeeper, or anyone you'd like to give Accountant level access to your QuickBooks. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/add-accountant-user-to-quickbooks-online/ 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 - Adding a user to QBO 00:30 - My Accountant method 01:30 - Manage users method 02:10 - Outro
How to Add an Accountant User to QuickBooks Online - two ways
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmZqVm5ZZ3RUR3U4

How to Add an Accountant User to QuickBooks Online - two ways

In this quick tutorial, I show you how to restore a backup file in QuickBooks Desktop 2022. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/backup-and-restore-quickbooks-desktop-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/
Restore a QuickBooks Desktop 2022 Backup File
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3Li1KNWx5M3lQOFg0

Restore a QuickBooks Desktop 2022 Backup File

In this quick tutorial, I show you how to create a local backup of your QuickBooks Desktop 2022 file. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/backup-and-restore-quickbooks-desktop-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/
How to Backup a QuickBooks Desktop File 2022
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LjJZTnNfbHp4TTdv

How to Backup a QuickBooks Desktop File 2022

In this QuickBooks tutorial, I give you an overview of the Account and Settings section of QuickBooks settings. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/quickbooks-online-account-and-settings/ 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 00:52 - Navigate to Account and Settings 01:17 - Company 01:47 - Billing & subscription 02:41 - Usage 02:57 - Sales 03:17 - Expenses 03:44 - Payments 04:54 - Time 05:11 - Advanced 05:40 - Outro
QuickBooks Online Account And Settings Overview
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LlpYNDZ5S01UdmpZ

QuickBooks Online Account And Settings Overview

In this tutorial, I give you a walkthrough of the QuickBooks Online left-side navigation, both business and accounting views. We also take a quick look at the +New button menu. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/quickbooks-online-left-side-navigation/ 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 00:18 - Customizing the menu 01:04 - Editing bookmarks 02:29 - Get things done 02:45 - Business overview 03:28 - Banking 04:05 - Get paid & pay 04:47 - Customers and leads 05:15 - Bookkeeping 05:40 - Taxes 06:17 - Apps 06:43 - More 07:04 - Switch views 07:08 - Accountant view menu 08:12 - Mileage 09:12 - +New button 09:45 - Outro
QuickBooks Online Left Side Navigation Walkthrough
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3Li1mVkdQQi1nMkZ3

QuickBooks Online Left Side Navigation Walkthrough

In this tutorial, I'll show you how to set up a new QuickBooks Online account. This is the second part in a series. Check out part 1 here: https://youtu.be/i24xAU35Bu8 Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/quickbooks-online-account-setup/ 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 00:18 - Welcome to QuickBooks! 00:28 - QuickBooks Setup Checklist 00:35 - Basic business info 01:02 - Get ready to invoice 01:43 - Get paid online 02:25 - See what you make and spend 02:48 - Get the free mobile app 03:18 - Get support 04:12 - Outro
QuickBooks Online Account Set Up - Part 2
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmJITjl5QmhHZTVB

QuickBooks Online Account Set Up - Part 2

In this tutorial, I'll show you how to set up a new QuickBooks Online account. This is the first part in a series. In this video, I walk you through the signup process. The next video will show QuickBooks setup checklist. You can find part 2 here: https://youtu.be/bHN9yBhGe5A Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/quickbooks-online-account-setup/ 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 00:29 - Get a discount on QuickBooks Online 01:03 - Purchase QuickBooks Online 01:47 - Enter account information 02:05 - Get Started walkthrough 02:13 - Entering your business name 02:26 - Business related questions 03:22 - Your role and employee questions 04:00 - Apps 04:11 - What do you want to do in QuickBooks? 04:48 - Link accounts 04:58 - Tracking receipts 05:20 - Income and expenses 06:12 - Almost done 06:30 - Outtro
QuickBooks Online Account Set Up - Part 1
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LmkyNHhBVTM1QnU4

QuickBooks Online Account Set Up - Part 1

In this tutorial, I'll show you how to set up QuickBooks Desktop Premier 2022 edition. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/set-up-quickbooks-desktop-premier-2022/ 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 00:19 - Set Up 00:35 - Create a new company 00:55 - Customizing information 01:33 - Get your details into QuickBooks 02:09 - Start Working 02:28 - Company information 02:36 - Chart of Accounts 02:54 - Item list 03:31 - Reports 04:29 - Outtro
QuickBooks Desktop Premier 2022 Set Up
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LnRYRDh4MGpkaExz

QuickBooks Desktop Premier 2022 Set Up

In this QuickBooks tutorial, I'll show you how to issue a refund in the Canadian version of QuickBooks Online. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/how-to-issue-a-refund-in-quickbooks-canada/ 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 00:39 - Creating a Refund Receipt 03:46 - Outtro
Issuing a Refund in Canadian QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LkRMVzJPUVY1U2lz

Issuing a Refund in Canadian QuickBooks Online

In this QuickBooks tutorial, I'll help you understand the undeposited funds in QuickBooks online and how it's used. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/how-to-record-a-business-expense-paid-personally-in-qbo/ 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 you'll learn 00:40 - Banking 01:05 - Match found for a deposit 02:22 - Finding a match for a deposit 02:35 - Bank Deposit screen 03:50 - Undeposited funds explained 04:33 - Undeposited Funds Sales Receipt 05:17 - Outro
Understanding and Using Undeposited Funds in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LjRITGl1ckpnTmhF

Understanding and Using Undeposited Funds in QuickBooks Online

In this QuickBooks tutorial, I'll show you how to apply a customer prepayment or credit to an invoice in QuickBooks Canada. You'll learn how to receive a payment and save it as a credit. How to create an invoice, then apply the previously created credit to that invoice. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/apply-prepayment-to-an-invoice-in-quickbooks-canada/ 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 00:33 - What you'll be learning 00:42 - Receive payment 01:30 - Save payment as a credit 01:50 - Viewing a prepayment on the Accounts Receivable Aging Detail report 02:20 - Viewing a credit on the Profit and Loss report 02:35 - Creating an invoice 03:25 - Viewing invoice and prepayment on Accounts Receivable Aging Summary report 04:06 - Apply prepayment to invoice 05:46 - A/R Aging Detail Report 06:00 - Viewing a payment on an invoice 06:32 - Outtro
How to Apply a Customer Prepayment to an Invoice in QuickBooks Canada
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LnJIRXA4bEdjVjVF

How to Apply a Customer Prepayment to an Invoice in QuickBooks Canada

In this QuickBooks tutorial, I'll show you how to record a payment to a loan using QuickBooks Online. In a previous video, I showed you how to add an equipment loan to QuickBooks Online, https://youtu.be/FWMPl_Mc4Dg. This is part two where you'll learn how to record a payment to your loan using a check. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/how-to-record-a-payment-to-a-loan-in-quickbooks-online/ 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 - Viewing the loan on the Balance Sheet 00:43 - Recording a loan payment using a check 02:08 - Entering the interest on your loan into QuickBooks 03:16 - Viewing the loan payment on the Balance Sheet 03:32 - Viewing the loan payment on the Profit and Loss report 03:56 - Adding the loan payment as a Journal Entry in the register 05:33 - Outro
How to Record A Payment To A Loan In QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LkpiVTJ3Ukhqejdj

How to Record A Payment To A Loan In QuickBooks Online

In this QuickBooks tutorial, you'll learn how to add an equipment loan to QuickBooks Online. I'll show you how to create a Fixed Asset account and Long Term Liability account for your loan. How to a journal entry to the register to add the loan and what it looks like on the Balance Sheet. In the next video, I'll show you how to record payments for that loan. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/how-to-add-an-equipment-loan-to-quickbooks-online/ 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 00:18 - What's needed in QBO to add an equipment loan 00:57 - Creating a Fixed Asset account 02:17 - Creating a Long Term Liability account 03:31 - Creating a Journal Entry for your loan 06:10 - Viewing your loan on the Balance Sheet 06:44 - Outtro
How to add an equipment loan to QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LkZXTVBsX01jNERn

How to add an equipment loan to QuickBooks Online

In this QuickBooks tutorial, you'll learn how to apply a discount to an invoice using the Canadian version of QuickBooks Online. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/how-to-apply-a-discount-to-an-invoice-canadian-quickbooks-online/ 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 00:48 - Discounts when creating a new invoice 01:24 - Account and Settings: Discount account 02:53 - Creating a discount service 04:33 - Adding a discount service to an invoice 05:45 - Discounts on the Profit & Loss Report
How to Apply A Discount to an Invoice Using Canadian QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LnBwWTcyZlEtTEI4

How to Apply A Discount to an Invoice Using Canadian QuickBooks Online

In this QuickBooks tutorial, you'll learn two different ways to record business expenses that were paid personally. In the first method, I'll show you how to enter the transactions as a Journal Entry in the Owner's Investment account. In the second method, we'll be using a Petty Cash bank account and entering the transactions as expenses. Read the blog version with step-by-step instructions and screenshots at: https://www.gentlefrog.com/how-to-record-a-business-expense-paid-personally-in-qbo/ 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 00:28 - Connecting your personal bank account to QB 00:38 - Method #1: Owner's Investment Journal Entry 02:15 - Method #2: Expense in a Petty Cash bank account 04:22 - Pros of using the Petty Cash expense method 05:25 - How to find transactions when using the Journal Entry method 06:54 - Outro
Two Ways to Record Business Expenses Paid Personally in QuickBooks Online
YouTube Video VVVxX2dFdFJmUGxTVndLM25MQzBWUkF3LkNoX0FJZll6bG1z

Two Ways to Record Business Expenses Paid Personally in QuickBooks Online