Do you have Quickbooks Online (QBO), but don't know how to do the bookkeeping!? If you aren't ready to hire a bookkeeper yet, and want to DIY, this is for you! Or maybe you are doing it, but you aren't sure if you are really doing it right?
This video shows you how to do a full month's worth of bookkeeping in under 45 minutes with REAL business data!
If you want to get started and want to secure a 30% discount for an entire year, go here:
claracfo.com/QBO
*** IMPORTANT *** to get the 30% discount after the trial period, you MUST input your credit card information into the system before the trial period ends. You will lose your discount if you do not do this. If you lost your discount, email us at hello@claracfo.com and tell us the email you used to sign up, and we can get the discount applied manually.
Quickbooks Online (or "QBO") is one of the most widely used accounting systems for small businesses. And for good reason: they have been in the game, focused on small business for a LONG time. If you still need to set up QBO, be sure to watch out setup video here: • How to Set up QBO in L...
This video covers how to do one month's worth of bookkeeping:
00:00 Introduction
2:49 Getting transactions into QBO - automatic and manual
9:00 Bank Feed overview
10:30 How to classify transaction
17:10 Setting up a new vendor
25:34 Credit card transactions
32:30 How to handle owner's personal expenses
37:00 Reviewing your work
40:31 Reconcile the bank and credit cards
Check out the entire "How to do stuff in QBO" series from Hannah Smolinski, CPA, and small business CFO here: • How to do stuff in QBO
Need a guide to QBO setup? Get the QBO Optimization Checklist Here: claracfo.podia.com/qbo-optimi...
Find more resources for your small business HERE: learn.claracfo.com/
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(As an affiliate or referral partner for these companies, I may earn rewards from qualifying purchases)
Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at claracfo.com/
Disclaimer: This video is intended for educational purposes and
should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.