QuickBooks Online 2021 – Complete Tutorial


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Table of Contents
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 – w
Chart of Accounts w/ beginning balances – s
Customizing Reports – Y
Customizing Invoices & get paid online- w
Payroll Job Costing – I
Categorizing Bank Feeds – Y
Bank Rules – 8
Setup Credit Cards (with Sub-accounts) in bank feeds –
Bank Reconciliations – Y

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 $275 to $525) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com

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