QuickBooks Online: The Complete Tutorial by Hector Garcia CPA

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Күн бұрын

QuickBooks 30-day free trial + 30% off for 12 months:
quickbooks.intuit.com/partner...
Check out the most updated 2024 Tutorial Playlist:
• QuickBooks Online 2024...
#QuickBooks
Table of Contents for this video:
00:00:00 Introduction
00:01:30 Choose right version and create new account
00:08:52 Add your Company Name, basic info, and/or logo into QuickBooks Online
00:09:57 Basic navigation inside QuickBooks Online
00:12:12 Account and Settings overview
00:15:43 Manage and create QuickBooks users
00:17:57 Setting up your chart of accounts and beginning balances
00:28:22 Setup products and services, including inventory items
00:32:29 Setup new customers and new vendors
00:34:34 Transactions: Purchase Orders and Bills (Accounts Payable)
00:36:43 Transactions: Estimates and Invoices (Accounts Receivable)
00:42:07 +New Transactions button overview
00:43:20 Receive payments against invoices (A/R)
00:44:33 Pay Bills with a bank/check or credit cards (A/P)
00:45:45 Create a manual expense
00:47:26 Make bank transfers
00:48:47 Making a Journal Entry
00:50:17 Basic Profit & Loss Report
00:52:25 Working with Classes and/or Locations
00:56:30 Connect the bank and download transactions (Bank Feeds)
00:58:46 Manually uploading bank transactions into Bank Feeds
01:00:50 Categorize downloaded transactions
01:09:00 Reconcile Bank Account
01:10:16 Tracking Projects - Job Costing and Profitability
01:15:32 Reports overview
01:17:01 Outro
Additional Videos:
Advanced QBO Navigations Tips - • QuickBooks Online Work...
Chart of Accounts w/ beginning balances - • QuickBooks Online Tuto...
Customizing Reports - • QuickBooks Online Tuto...
Customizing Invoices & get paid online- • QuickBooks Online Tuto...
Payroll Job Costing - • QuickBooks Online Tuto...
Categorizing Bank Feeds - • QuickBooks Online Tuto...
Bank Rules - • QuickBooks Online: Ban...
Setup Credit Cards (with Sub-accounts) in bank feeds -
Bank Reconciliations - • QuickBooks Online Tuto...
Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (rates vary from $395 to $1,950) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com

Пікірлер: 1 200

@hollyt15 3 жыл бұрын

I'm a complete newbie to Quickbooks. A fantastic video - so clear and understandable. Many thanks Hector!

@aschleeangelo9076 2 жыл бұрын

Thank you so much! I just started working for my families nonprofit, and I had no experience with accounting. This was very helpful, and I will keep using your videos as reference!

@AKIMNEVERSETTLES 2 жыл бұрын

Who else is here after landing a job in QuickBooks and now you gotta actually do it ? 🥴

@HectorGarciaCPA 2 жыл бұрын

Yeah, gotta actually do it, that’s for sure

@Sallysoulja 4 ай бұрын

😂😂😂😂 NO FORREAL!!

@ginakirkland386 3 ай бұрын

haha! Me - as of yesterday!!!

@charlatte99 3 ай бұрын

Me 🙋‍♀

@gianerickdejose1969 3 ай бұрын

Is it upto date??

@donnaferguson2973 3 жыл бұрын

What a great intro to Quickbooks. I am not an accountant, but the training delivery was easy to follow! I appreciate your effort to make it simple.

@AVRILROOTS Жыл бұрын

I need someone to do for me but no money now#

@mohammadhammad3948 Жыл бұрын

Despite not being an accountant, you watched this video its amazaing

@hadassahcaicedo1008 4 жыл бұрын

Sir your are the best, it is my first time investing about quickbooks and you with your way and patience mede me feel confident and fell in love of both of you 😊 you and quickbooks

@mischaparco4613 3 жыл бұрын

Hector, Thank you for taking the time to do such a thorough tutorial. I wish I had had this excellent tool back in 2016 when we were new and setting up our business. This video is still very valuable to me now almost 5 years in and I am sharing your youtube channel with other friends and associates.

@davidp9791 3 жыл бұрын

Been looking for a QB tutorial without the fluff. You are it! I'm only 15 min in and am sure this is what I've been looking for. Bravo Hector!

@HectorGarciaCPA 3 жыл бұрын

You welcome, I try to avoid fluff at all costs

@ruthsan61 2 жыл бұрын

I'm in LOVE with this tutorial! Better than all the IT one I need and heard. This makes it simple and direct to the point!

@Matin-ct1ym 2 жыл бұрын

Quick book is not the job of IT.

@tiavee 2 жыл бұрын

@@Matin-ct1ym lol, that’s what I was thinking.

@margelevin1679 3 жыл бұрын

Thank you for truly demystifying QuickBooks Online, plus pointing out the differences between the lower plans versus Plus and Advanced. I work for a nonprofit and we are looking for a new accounting systems. I look forward to watching your other videos on the links you provided in the Description.

@MawmawLife24 3 жыл бұрын

Awesome tutorial! I’ve been a bookkeeper for 20 years and have used Quickbooks desktop for as many years. Just started using QBO and your tutorial has helped me understand where the modules are that I’m so used to. Thank you!

@HectorGarciaCPA 3 жыл бұрын

Good

@mbrett3383 3 жыл бұрын

Thank you for this video Hector. I've been a CMA (now CPA - I'm in Canada) for 20 yrs working for corporations. I was recently asked to set up a family members books and teach them how to manage it themselves. We picked QB and now I'm needing to learn it. Great intro video to help me help them. I'll check out your other videos as valuable resources.

@Dorje.T 5 ай бұрын

Hi, can you briefly explain the steps of setting up and what next?

@036funky 4 жыл бұрын

Thank You Hector!!! I was using Desk Top Version. Now I needed to learn the interface of On-Line. Once again Thank You!!!

@shivamkoundal7554 3 жыл бұрын

@ssigitas69 3 жыл бұрын

Is ir big difference between online and desktop?

@klpotrb 3 жыл бұрын

@@ssigitas69 YES! i find desktop was easier.

@itsmeRoxanne29 Жыл бұрын

Wow, you are the best! This is the perfect tutorial for everybody especially those who doesn't have any background in bookkeeping! You explain and make it so simple to understand without leaving every detail behind. You make me take note of every little thing. Keep it up sir. Will be watching all of your videos! More power!

@HectorGarciaCPA 3 ай бұрын

Awesome

@CSanderson 3 жыл бұрын

Hector! What an AMAZING resource you've created here! Cannot possibly thank you enough. Really, really well-done! By the way, signed up under your link. Well deserved.

@shellyzheng8187 3 жыл бұрын

Thank you so much Mr. Garcia. I've decided to learn to use Quickbooks after watching your tutorials. Such a great help!

@Deanna6904 2 жыл бұрын

Thank you so much Hector, I love your delivery and knowledge. I'm excited to start my new job that I'll be using QuickBooks in!

@wencircs9270 3 жыл бұрын

best quickbook tutorial video I've seen so far

@PanelsUpSolar 3 жыл бұрын

You're amazing! This is such a great video and though as you said, accounting is hard, you made this so much easier to understand. Very well done! Very easy to understand. I know this was a big feat for you, and I really appreciate your time in sharing this tutorial with me. Thank you again!

@hughjass8383 2 жыл бұрын

Accounting is not calculus or software engineering; it is not that difficult

@PanelsUpSolar 2 жыл бұрын

@@hughjass8383 I guess what I should have said was accounting is not hard, but QBO has a huge learning curve to understanding. There is so much more to QBO than just "accounting". If it were just accounting or balancing a bank account, that would be totally different. It is not that!

@mariarosario25 2 жыл бұрын

@@PanelsUpSolar Depend on the person. There are some people that they don't understand a bank reconciliation

@sumidas8076 3 жыл бұрын

this is the first time i'm watching a quickbooks video.you've explained it perfectly,.thank you.

@priceriteroofingsiding1958 3 жыл бұрын

Hector! Thank you so much. I have self-trained on QB for a while, but this video has helped even more. I appreciate it!

@lesthercatajan5577 2 жыл бұрын

Probably the best tutorial I ever watched. Thank you so much! Hopefully I can remember everything you’ve taught in this video.

@HectorGarciaCPA 2 жыл бұрын

Thanks… good luck.

@rogalonzo2651 3 жыл бұрын

Thank you Mr. Garcia! you're such a big help!

@lesliedanielle9763 3 жыл бұрын

Thanks for the video. As a small business owner I am learning more about the record keeping aspect of my company. Your video was a very helpful.

@dinarossiter1910 Жыл бұрын

Thank you so much for these videos. I am currently stepping in for a accountant and I do not have any quickbooks knowledge. This has made me feel not so overwhelmed!

@clarityandpatience 3 жыл бұрын

Starting my first e-commerce at 19 and needed the visual and walkthrough thank you very much☺️

@HectorGarciaCPA 3 жыл бұрын

Awesome great luck

@rumapal4945 3 жыл бұрын

Good to know about the all transactions how to input the systematically well ; this video is really essential for me to learning step by step positively 👍I love your way to teach me and thank you

@ishanighosh304 2 жыл бұрын

I am using QB desktop for last 12 yrs. we are now transitioning to QB online. This video helped me a lot to understand the online version. Thank you,

@HectorGarciaCPA 2 жыл бұрын

Great

@traceyhughesroyal2422 3 жыл бұрын

I outgrew QB Self Employed and upgraded to QB Online version. I bought the Quickbooks Online for Dummies book. Your video taught me so much more and helped me navigate it so much better. Thank you!!

@HectorGarciaCPA 3 жыл бұрын

Awesome

@kawaljitkaur2396 3 жыл бұрын

appreciate the hard work sir thank you for explaining everything its really helpful .... good luck

@tonyao.parris4616 3 жыл бұрын

Very thorough. Grateful for you, Hector. Thank you!

@sharonlandrum3338 2 жыл бұрын

I've been watching your tutorials all day, we are switching to QBO this week. I've used QB for over 30 years, yikes, that is 🤪 thank you thank you for excellent tips, especially conversion tips!!!

@kellyfink7584 2 жыл бұрын

This was an amazing end of the year refresher. From technical support, thank you!

@stephaniemoorewhite5616 3 жыл бұрын

Great overview! Really enjoyed how you covered almost everything in an hour. You gave me just enough to really understand it and get going. Thank you!

@distinctivewoodworks3950 3 жыл бұрын

Love your videos. You present the information in a quick, concise manner that does not bore. There is nothing worse than listening to a presenter that speaks as slow as a seven-year itch, stutters and stammers, uses a lot of um's, uh's, etc. and repeats the information numerous times; say it once then get out of the way. I can tell you have been doing this for a long time and I appreciate not only the information presented but how professionally it rolls off your tongue.

@imtinanmalik8784 3 жыл бұрын

The way you explain each thing is so helping and the way your speak is so helpful in learning. Really loved to watch it . Thanks

@francesbarnes5228 3 жыл бұрын

Hector, your 1.5 hour QuickBooks KZfaq video was extremely clear and very helpful. I am a first-time user of QuickBooks; your video has helped me to be better prepared for meeting with my first Client to take on his QuickBooks responsibilities. Thank you.

@HectorGarciaCPA 3 жыл бұрын

Great

@shannonsmith5952 2 жыл бұрын

I’m starting an accounts Payable job but I never used QuickBook. Will this tutorial help

@pamj9196 3 жыл бұрын

Thank you for all you do, Hector.

@karenalford1826 3 жыл бұрын

Thank you so much Hector!! I have set up online quickbooks but you helped me in some specific areas I was trying to figure out. I even took a series of classes but YOU got me over the hump!! Thank you for a great webinar!!! This was MOST helpful!!

@HectorGarciaCPA 3 жыл бұрын

Awesome

@sade62397 Жыл бұрын

Hector! Thank you for sharing your amazing skills and talents with us! I will continue watching your videos, as they are incredibly helpful. thanks again!

@bpsapsc 2 жыл бұрын

What a great detailed video. I was struggling with QB but after watching your video I am into it..thanks Hector

@morgansoller7930 3 жыл бұрын

Thank you for this intro! I'll be watching more.

@maddiejohari64 4 жыл бұрын

Dear Hector, Thank you for another video and another support for us to level up our QBO knowledge. Now is the best time to get the most of it and getting certified in QBO. I would really appreciate it if you could release some tutorials about QBO certificate exam prep?

@HectorGarciaCPA 4 жыл бұрын

We are not allowed to do cert prep materials, you must use the ones in proadvisor portal

@jennibethcagandahan2651 3 жыл бұрын

Thank you so much for the detailed explanation. Such a big help to those who want to enter to a virtual job like me.

@dafyddlewis559 3 жыл бұрын

Hector, great video. Thank you so much for sharing. Just the right amount of info to get nicely going. Shame I'd already set up an account before I saw your mega deal!

@theguybrandon 2 жыл бұрын

This was extremely helpful and I will probably watch this again

@geraldinedevane5074 2 жыл бұрын

BTW--I appreciate your classes very much. You have unique way of generating reminders that get right to the point and stick in my mind.

@HectorGarciaCPA 2 жыл бұрын

That’s great

@jameliamcgee975 Жыл бұрын

thanks. I have been putting this off for way to long. I'm a complete newbie, and I learned a lot. I will be watching all your vids.

@elizahawk6605 3 жыл бұрын

Jeez, I just need to undestand if I can suggest it to my clients and how it works, but I'll truly need to learn how to use it from your videos first))) Thank you for work, as otherwise, I'd not be able to understand what is in Quickbooks until buying it.

@HectorGarciaCPA 3 жыл бұрын

Eliza Hawk you welcome

@HasnatTalk 3 жыл бұрын

Just listened and then apply

@billmalloy6968 3 жыл бұрын

Absolutely the best QuickBooks Online tutorials. Thank you, Thank you, Thank you.

@HectorGarciaCPA 3 жыл бұрын

Thanks

@TodayIsWednesday00 11 ай бұрын

He said "fall in love with accounting" LOL! Im teasing. Hector, Thank you so much for this tutorial. My heiney is numb from sitting here all day but I can not thank you enough. I have watched or tried to watch other tutorials and I never absorbed a single thing because I dozed off. You are helping so many rise up in their careers. You are AMAZING!!!

@HectorGarciaCPA 11 ай бұрын

Glad you find it useful

@primoservices5636 2 жыл бұрын

You are a beast ! You can see how much experience you have you just flow right through this content. I really enjoyed watching this video. Looking forward to more. Till the next one. Primo

@breezymcbride361 3 жыл бұрын

Thank you hector!! Your information was really helpful. It took me a few days cause I wanted to make sure I did it correctly without any repercussions in the future. Thanks again my g!! Btw, I used your link 💪🏽

@florak1087 3 жыл бұрын

Hola Hector. I have been watching your various videos by subject but I really should have watched this one first! But it is ok as I relearned it. I love the way you teach and I am now pumped to input everything that my friend dropped off in piles for the last year!! A quick question. If someone dumped their papers off to you and only set up the most basic accounts what would you tackle first? (they have downloaded their credit card purchases and their statements ~ opened in Sept 2019) If you have a video on "What happens when you are handed a shoebox full of receipts, bills, statements, etc-fastest route to complete" video, please let me know. Muchas gracias!

@karenjacobsen9150 Жыл бұрын

Thank you Hector for making these videos. I am a bookkeeper who is employed but would like to run my own practice and get a few clients. Your videos have helped me a lot. I will use your link and thanks a lot.

@chriscendofilms 2 жыл бұрын

Hello Hector. I came here to say thank you after watching your video because I really learned a lot. You explained well and clear with your instructions to teach. I'm currently a Public Administration student and we've studies Basic Fundamentals of Accounting which I discovered that I'm really interested in. Really really thank you so much.

@HectorGarciaCPA 2 жыл бұрын

Love that, thanks. I am happy is helpful

@joyscorner2651 2 жыл бұрын

Informative and Clear. Thanks for this video tutorial.

@samuelRodriguez-vj3tz 2 жыл бұрын

Obviously CPA exam has been a pain in my ass, but that won't bother me anylonger I have gotten my license already thanks to you Mr Robert Davis God bless you more cuz you made it possible for me.

@marymicheal4317 2 жыл бұрын

You will pass everyone has their own season, just keep going pray and believe you will receive yours Mr Robert Davis like everyone has been saying he can be off help

@katherinemanneback8844 2 жыл бұрын

Am sorry for that some people also passed through the difficulties just be patient and keep studying

@daniellucky7534 2 жыл бұрын

I'm really sorry about that but I got used to it until I succeeded, I failed 5 times before I finally passed, It would have been 6 but Mr Robert Davis saved me from failing again,

@johnlucas2625 2 жыл бұрын

I've heard a lot of good stories about this same man all over KZfaq channels can he really help

@jorgeberruete4537 3 жыл бұрын

I’ve never used quick books but I see a lot of jobs that require this skill good to know!

@RemStaAna-wr9jr 3 жыл бұрын

Thank you Hector, this video is a big help, its my first time using quickbooks online

@mariaizaguirre6974 2 жыл бұрын

Thank you so much for dedicating your time to explain this to us. Gracias Hector!

@johnnyk5489 4 жыл бұрын

Thanks for the upload Hector this video was so helpful ! Do you also have a similar 2020 tutorial video for the QBO Advanced version too ?

@HectorGarciaCPA 4 жыл бұрын

Something specific to Advance features, no. But this tutorial works for all Versions

@markojelicic7778 3 жыл бұрын

"... only available in advanced edition."

@semamorris277 2 жыл бұрын

Just started with QB online Essentials for my new business. I used to use desktop version. I find your video so very helpful and useful. Thank you so much for explaining the step by step.

@HectorGarciaCPA 2 жыл бұрын

Great

@sarahbland1526 3 жыл бұрын

great info! happy i found your page. i will be trying out the trial with your link and will be watching more of your videos. thanks for doing this!

@mariecross6166 2 жыл бұрын

Thank you, Hector, this is very informative, you explained it very well. I have a good start and I know I need to watch more videos on each category to get more detail.

@MariaRodriguez-xo1jh 2 жыл бұрын

Mr Garcia. Thanks a lot for your video encourage me to come back. I decided to be a bookkeeper here. I have an accounting background from my country Peru. Currently, I am working in a school . However, accounting is my strength.

@HectorGarciaCPA 2 жыл бұрын

Very cool

@eleonormaedelacruz6799 3 жыл бұрын

Thank you!Very helpful since I haven't work with Quickbooks already for how many years. I watched this video for review and it's very helpful.

@jeanettaflowers3888 3 жыл бұрын

Thank you. We appreciate the complete usage practice in summary.

@ArmaniV03 2 жыл бұрын

Thank you so much for this concise and useful tutorial. Will definitely bookmark this for reference!

@blackofferUSA Жыл бұрын

Your video save us a lot of time and your link save us a lot of money too. Thanks a lot, Hector. God bless you!

@derrickhutchinson5485 3 жыл бұрын

Hector, Hello. I am a newbie to Quickbooks online and truly enjoy your video's.

@jakesoul2183 11 ай бұрын

Very, very solid tutorial. Everybody else on youtube has choppy edits because they keep making mistakes, or tries to sell their brand, or pads the time for more ads. Thank you

@HectorGarciaCPA 11 ай бұрын

I appreciate that!

@farhadhazrati8954 2 жыл бұрын

One of the best tutorial videos that i have watched, i have learned a lot, Thanks for making such videos!

@lauraclark3941 3 жыл бұрын

This tutorial was better than the Intuit demo. Thank you.

@blackwell_randy 2 жыл бұрын

Thanks for a very helpful video Hector! I’ll be tuning in to all of your videos. Cheers

@zhirley93 2 жыл бұрын

Thank you Hector! You are very helpful. I will start my new bookkeeping job on January. I am very pleased with your video!

@kristenturvey468 3 жыл бұрын

Thank you Hector! I am just starting to learn how to run a construction business and it is not easy but i do have a a little bit of stuff from my background, it will take a lot of your videos to learn exactly how to work Quickbooks but i really appreciate you helping me with this even though the layouts are different. so Thank You!

@HectorGarciaCPA 3 жыл бұрын

Oh yea... construction has a few layers of complexity you need to learn

@kristenturvey468 3 жыл бұрын

@@HectorGarciaCPA I will continue to watch your videos and get whatever I can get out of them. Very much appreciated for your help thank you. If you don't mind I will let you know if I have any questions thanks again

@AWAN331 Жыл бұрын

Hello kristian

@ekiahgape8207 3 жыл бұрын

Thank you, Mr. Garcia! you're a big help! Good Job God Bless

@ebonysureen 3 жыл бұрын

I'm a newbie. Thank you so much for this. I'll try to set up an account

@elenashokhina-ivers3935 Жыл бұрын

Thank you Hector. That was exactly what we needed. You are excellent at what you do.

@HectorGarciaCPA Жыл бұрын

@garycurtis 3 жыл бұрын

Excellent video, it was so helpful. I was able to use your sign-up link to et the 50% off for 12 months, I really appreciate it.

@cesarhernandez-kc8wp 3 жыл бұрын

Awesome video! Have been searching for a concise quickbooks online breakdown and finally found it! Subscribed and looking forward to watching your other videos.

@HectorGarciaCPA 3 жыл бұрын

Awesome

@antonmursid3505 2 жыл бұрын

Antonmursid🇮🇩🙏🙏🙏

@inkling00 3 жыл бұрын

Thank you so much! Been using QB for 2 yrs but I learned so much from your video. Subscribed!

@HectorGarciaCPA 3 жыл бұрын

Awesome

@jamesporter5023 3 жыл бұрын

Hi joyce can you teach me personally how to use quick books

@hadassahparagas740 3 жыл бұрын

This is very helpful! Thank you, Hector.

@larryps 3 жыл бұрын

Great job. If I do go online for quickbooks I will sign up under your link. All the best to you Hector

@xXavorx 3 жыл бұрын

Thank you so much Hector, your explanations were very clear. Thanks!

@HectorGarciaCPA 3 жыл бұрын

You welcome

@halahafez9586 Жыл бұрын

Hi Hector! It’s 2022 and I’m so excited to learn quickbooks for my new job😃 Look forward to your other videos. Love your video and highly recommend you!🎉

@HectorGarciaCPA Жыл бұрын

Aweome

@halahafez9586 Жыл бұрын

Hi Hector, would you know where online can I take the Quickbooks online certification course? I haven’t had any success in finding the direct page to it, to start. Thanks!

@shohagsalam7387 3 жыл бұрын

Thank you so much for your perfect teaching which is more helpful to learn more.

@johntrafford9427 Жыл бұрын

Thank you Hector. That was a brilliant introduction to QB - I love your style. If possible could you point me to a video showing how to deal with carry over balances. I am setting up my books using my old balance sheet .

@ramosteam 2 жыл бұрын

Gracias, Hector por tu opinion profesional. Muchas felicitaciones para Intuit por tenerte a ti trabanajdo con ellos. Excelente los videos!

@HectorGarciaCPA 2 жыл бұрын

Gracias

@mamiemac Жыл бұрын

Fantastic, thorough and succinct overview. Thank you! Easy to follow and given me more confidence and ideas.

@HectorGarciaCPA Жыл бұрын

Great

@artspacebookkeeper775 2 жыл бұрын

You are awesome!!! I am an old G in QB but still so much to learn

@JamesFreedDesign Жыл бұрын

Hector, Thank you so much for this video! So much better than the tutorials that Intuit offers for QB Online. You answered a question that I've been trying to figure out for days! How to set an opening balance in checking and savings accounts. I'll be watching this channel from now on.

@HectorGarciaCPA Жыл бұрын