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To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Table of contents: 00:00 How to mess up your reconciliations 06:06 Amount Changed 07:23 Changed Source Account 08:53 Unreconciled in Register 10:14 Deleted Transactions Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

My QuickBooks Online Wishlist: https://bit.ly/qbowishlist Hannah's (CLARA CFO) YouTube video: https://youtu.be/Y3YB5g75W_o Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Register for 9/30/21 Webinar: https://bit.ly/qbdesktop2022 Article: https://www.firmofthefuture.com/content/upcoming-changes-2022-quickbooks-desktop-updates/

Slides: https://bit.ly/qbotips2021 Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe Table of Contents: 00:00 Introduction (Guest host: Kate Johnson) 02:07 Table of Contents Summary 06:55 User permissions across all--- versions 09:54 Adding payees to banking transactions 28:46 Importing Vendor names from excel 36:07 Specific payee names vs. generic names 42:11 Using Tags in reports 51:23 Comparing Classes & Locations vs. Tags 01:04:45 Custom Fields (Advanced Only) 01:12:43 Custom Graphs (Advanced Only) 01:16:00 Conversation with Kate Johnson To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Download/purchase my timesheet templates: https://quickbooks-training.net/timesheetiif/ Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Purchase my Excel macro to check IIF template for $38: https://quickbooks-training.net/billschecksiif/ Download Sample Check IIF file: https://bit.ly/samplecheckimportiif Timeline: 00:00 Intro 01:01 Zero Net Checks with items (time/payroll allocation by job) 16:06 Using Zero Net Check to adjust overhead by class 25:07 Using my spreadsheet macro to create 48:28 Outro Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe

Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe 00:00 Introduction 01:59 Method #1 - Negative Accounts Receivable 22:07 Method #2 - Current Liability Method & Progress Invoicing 47:55 Using TAGS to separate the types of invoices 51:38 Outro To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Purchase my Shortcuts menu for $25: https://hectorgarcia.teachable.com/p/qboshortcuts QBO Reports by Version Sheet: https://bit.ly/QBOREPORTSLIST Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Topics: 00:00 Shortcuts Menu efficiency 04:20 Create your own Shortcuts Menu 09:36 Different versions of QBO vs. Shortcuts 12:20 Purchase my Shortcuts Menu 14:25 List of reports available in QBO (Across all versions) 16:13 Outro Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Timeline: 00:00 Introduction 00:50 Customizing the default form (invoice template) 05:09 Creating multiple templates (custom form style) 08:56 Using multiple Locations (Plus/Advanced Feature) 14:06 Outro Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Slides: https://bit.ly/qbincome (All Links are in the slides) Topics covered: 00:00 Introduction & Table of Contents 04:43 Differences between QuickBooks Desktop and QuickBooks Online (Detailed) 13:31 High level comparison between Desktop and Online 29:41 A Case for QuickBooks Online Advanced 34:40 QB Ambassador Program (Affiliate Partnerstack program) 36:30 QuickBooks Solution Provider (QSP) Program 45:44 ProAdvisor Preferred Program 47:48 Working @ Intuit (Live Bookkeeping) 51:40 Other ways to serve existing QuickBooks Users 01:11:40 Suggestions to increase/improve your visibility Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/31/2021) Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $550) E-mail Hector your questions hector@garciacpa.com

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/31/2021) QuickBooks Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) If you have an existing account, e-mail me: hector@garciacpa.com - I'll get you a deal on the upgrade Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions hector@garciacpa.com Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Learn how to add missing payees in quickbooks online... Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe Coupon code for (50% off): EARLY50 Other videos referred to on this video: DO NOT DO THIS in QuickBooks: https://youtu.be/QV-qlLggksQ UNDO Bank Reconciliations - https://youtu.be/G1HgijRQv00 Timestamps: 00:00 Introduction 00:45 Access Month-end Review 03:00 Adding Missing Payees 06:20 Logging in as "ACCOUNTANT" 08:33 Give Feedback 9:34 The next "NETFLIX" of Accounting... To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) LLCs vs. Corp, vs. S-Corp... Which is better for taxes? Get quote incorporate your Corp or LLC: https://bit.ly/incorporatecom UPDATED Tax Illustration Spreadsheet: https://bit.ly/entitytaxsim Links: Legal Zoom: https://bit.ly/compareentity State Tax Map: https://bit.ly/statetaxmap Annual fee by state: https://bit.ly/annualfeebystate Tutorial on creating your own LLC/Corp in FLORIDA: https://youtu.be/7zd4kyYB3vE Timeline: 00:00 Introduction 01:01 Non-tax related factors to consider 04:35 Annual Renewal Fees by State 05:43 Corporate State Income Tax by State 07:42 Tax Rate Comparison by Entity Type 19:45 Why S-Corporation is the most popular 21:24 Comparing legal factors 22:42 Why I focus on FLORIDA S-Corporations

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) To setup a 30-day free trial of QuickBooks Online Advanced and then a 50% off http://www.quickbooksoffer.com/?cid=irp-4337#pricing 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Intuit Bookkeeping Certification in COURSERA*: https://hectorgarcia.com/certified Article: https://hectorgarcia.com/bookkeeping-certifications/ Timestamps 00:00 Intro & my recommendation 01:14 AIPB - Certified Bookkeeper 04:13 DBA - Certified Digital Bookkeeper 06:32 ICBUSA Certification 07:35 NACPB - Certified Public Bookkeeper 10:05 Intuit Certified Bookkeeping Professional 13:32 Certification Course review 20:43 Certified QuickBooks ProAdvisor 21:29 Outro Related Video - Bookkeeping Pricing: https://youtu.be/2Js8cHiBGmo *The COURSERA link is an AFFILIATE a link, which means I get paid if you use that link and sign up. Thanks for your support!

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Learn about Synder: https://synder.me/discount1 Use a promo code "GARCIASNDR" to get a 30% discount for a monthly subscription and a 50% discount for a yearly subscription at Synder Timestamps 00:00 Introduction 01:54 Connecting Synder to QBO 02:40 Connecting E-Commerce Channels 04:39 Setting up QuickBooks Accounts for Sync 05:33 Sync Preferences/Settings 09:01 Reviewing Synced Transactions 13:10 Reconciling Clearing Accounts 15:52 Manual Transaction Sync 16:49 App Pricing 18:58 Rolling Back (undo) Transactions 19:51 Matching Payments with Invoices 23:39 Import Historical Data 24:20 Import from Excel 27:51 Managing Invoice Payments in Synder 28:48 Payment Links 30:17 Smart Rules 37:11 Purchase Synder with a coupon code

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Slides: https://docs.google.com/presentation/d/10cmleIDhMgVVaT0nhTgu7btepYsioCII-6x2gSKW0-k/edit?usp=sharing 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Slides: https://bit.ly/QBO071521 00:00 Introduction and Table of Contents 02:03 Upcoming Webinars and programs 07:35 QuickBooks Online Price Changes 14:40 New BETA Feature: "Explore" tab 23:00 EXCLUDE Banking Rule 26:07 Apple Pay in QuickBooks Online Payments 27:16 Auto Payroll enhancement 30:45 Recurring Tasks in QBO ADVANCED only 34:45 Custom Report Builder Improvements 37:15 Custom Report Builder Improvements shortfalls 42:05 Demo/Q&A for Custom Report Builder 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) In this #shorts I give the one piece of advice i would go back and give my young self "DON'T BE CHEAP"

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Amazon links to all devices reviewed (in order): Logitech H390: https://amzn.to/3xl2Una Sennheiser SC30 USB Mono: https://amzn.to/3vm5Kab Blackwire 5220: https://amzn.to/3gwrZEP Blue Yeti USB: https://amzn.to/2TvzyUf AfterShokz OpenComm: https://amzn.to/35gIAHp Apple AirPods Pro: https://amzn.to/3zp3AK0 Samson Q2U + Boom Arm: https://amzn.to/3wo7YH9

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Download slides: http://bit.ly/taxdeductions101redflags Table of Contents: 00:00 What’s “Trade or Business” (Section 162) 01:23 What’s a Business Tax Deduction? 03:15 Must be Ordinary 05:42 Must be Necessary 08:13 Must be Legal 10:14 Must be “Reasonable” 13:39 Must be Paid/Incurred 15:23 Start-up Expenses 16:11 Personal (non-deductible) expenses 16:46 Shareholder Distributions or Draws 17:56 Charitable and Political Contributions 19:39 Fines and Penalties 20:14 Personal vs. Business Gifts 21:28 Capital Losses 23:39 Top 9 IRS “Red Flags” 22:58 Unreported Income 25:16 Home Office Deduction 26:30 Vehicle Expenses 27:19 Travel Expenses 28:58 Meals & Entertainment 31:19 Contractor Payments 32:31 Expenses paid in cash 33:10 Capital Losses 33:30 Hobby Losses 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) This was recorded on 06/11/2021 with Chris Do from @The Futur and was sponsored by @QuickBooks Topics: 00:00 Introduction 00:59 The 3 levers you call pull 02:41 Sales Volume Strategy 15:38 Pricing Strategy 22:09 Spending Strategy 28:11 Quick Summary 23:12 Q1: How to pivot or endure the pandemic? 32:00 Q2: What about offering subscription services? 33:52 Q3: How much should an accountant cost? 36:21 Q4: Where should we spend money on? 37:43 Q5: How can we improve cashflow? 40:39 Q6: How can I leverage my time to serve more customer? 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Home Office Deductions #Shorts Full video: https://youtu.be/u-Z4URkAqM8

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Check out my full detailed (1-hour) video on this topic: https://youtu.be/WmB16oZJrnc 1 - HOME OFFICE EXPENSES 2 - VEHICLE EXPENSES 3 - INSURANCE EXPENSES 4 - CHARITY AND POLITICAL CONTRIBUTIONS (GENERALLY NOT DEDUCTIBLE) 5 - MEALS AND ENTERTAINMENT (CHANGED FOR 2018 UDER NEW TRUMP TAX PLAN) 6 - TRAVEL EXPENSES 7 - EMPLOYEES AND SUBCONTRACTORS 8 - RETIREMENT AND DEFERRED COMPENSATION PLANS 9 - WRITING OFF OPEN RECEIVABLES, PAYABLES, AND INVENTORY 10 - START-UP EXPENSES AND OTHER EXPENSES PAID OUTSIDE OF BUSINESS BANK ACCOUNTS To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) The book can be found on https://thefutur.com/pocket-full-of-do Chris Do's YouTube Channel: https://www.youtube.com/thefuturishere

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Check out my pricing template ($50): https://quickbooks-training.net/pricingtemplate/ Check out my VALUE PRICING ($250) course (all templated included): http://valuepricing.net How to become a Certified Bookkeeping Professional: https://youtu.be/i3whHTG0NkA Timestamps: 00:00 Intro 01:30 Internal Bookkeeper Cost 04:57 "Outsourced" Bookkeeper 06:24 Ballpark formula for pricing 08:20 What affects pricing (effort vs. value) 12:15 Charging by the hour 15:40 Charging per entry 17:01 Fixed Price (Value Pricing) 20:51 Subscription Pricing 25:25 My recommendations 26:18 My spreadsheet and last comments 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 30% discount for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) To learn more about my advanced courses: https://hectorgarcia.com/advanced/ 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) 'To setup a QBO Advanced account at 50% off, use this link: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing Timeline: 00:00 Smart Reporting with Fathom 11:03 Custom Fields 19:49 Export to Google Sheets 21:54 Importing Budgets from CSV 27:27 Batch Enter Transactions (Checks & Invoices) 37:16 Advanced Custom User Roles 42:56 Workflow and Task Automation 55:47 Advanced Custom Reports 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Join our Clubhouse group to participate live next time: https://hectorgarcia.com/clubhouse Timelines: 00:00 Why I am doing these Clubhouse events 04:20 Accounting industry news for 2021 11:56 Moderators chime in and some e-commerce topics 29:37 Challenges with adding value/advising our clients 01:09:40 Question Expenses vs. asset vs. intellectual property? 01:15:20 Goodbyes and Outro

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) My article on Period Copy (and why I prefer it over the traditional Condense): https://quickbooks-training.net/how-to-properly-condense-a-large-quickbooks-enterprise-file/ timeline: 00:00 Intro - What is Condense for? 04:05 Options/settings prior to condense 07:40 Pre-condense report 11:19 Perform a file condense 14:01 Checking the file size after condense 14:42 PERIOD COPY (vs. Condense) 21:28 Outro 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Sign up for QBO @ 50% off: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Timestamps: 00:00 Intro & QB Versions 01:34 Custom sales report from scratch 11:10 Invoice report 15:38 Expense report template 19:40 Outro 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) 50% Discount link: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Downgrade QuickBooks Advanced link: https://app.qbo.intuit.com/app/changeplan 00:00 Access Company ID and Billing settings 01:51 Upgrade subscription level to Essentials, Plus, or Advanced 02:42 Downgrade from QuickBooks Online Advanced 03:40 Enter credit card to subscribe 04:32 How to get a 50% discount for 12 months 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/31/2021) The Epson #RapidReceipt​ RR-600W Scanner can be found here: https://bit.ly/3nPr9X3 #EpsonPartner #Ad

MoneyThumb PDF2QBO affiliate link: https://www.moneythumb.com/converters-2quickbooks/?ref=1 Related tutorials: QB Online Banking: https://youtu.be/L5qtIuZI-2A QB Desktop 2021 Banking: https://youtu.be/Ko6oTBOg8PE 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com MoneyThumb PDF2QBO affiliate link: https://www.moneythumb.com/converters-2quickbooks/?ref=1

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Take my full course on Inventory Management: https://hectorgarcia.teachable.com/p/quickbooks-desktop-advanced-webinars-premium-archive Other Videos on fixing inventory: 1. Troubleshooting Inventory issues: https://youtu.be/Ijtdwyn8eTw 2. Inventory Adjustments https://youtu.be/thd1CU15RPI 3. Fix Messy Inventory in QuickBooks Desktop (Zero it all out) https://youtu.be/F5JF7n6p9Ds 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Export and import transactions across multiple QuickBooks files 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Complete QBO Banking course for $100: http://www.hectorgarcia.com/qbobanking 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/31/2021) Slides: https://bit.ly/QBO042221 QuickBooks Online Banking Course: https://hectorgarcia.com/qbobanking Table of Contents: 00:00 Introduction and upcoming webinars/training 09:01 Intuit News: OneSaas aquisition (e-commerce integration) 10:56 New Chart of Accounts Experience 29:04 Improvements on Bank Feeds from 2020 33:20 Exporting Vendors from Bank Feeds 43:39 Append to Memo (Bank Rules) 45:38 Exclude Rules and Categorization History 50:03 Default Expense Account 54:42 Universal Search Box improvements 59:58 "QuickBooks Cash" Bank Account 1:03:29 NEW Cash Flow Planner 1:08:56 Auto-pay available on Invoices 1:10:32 New Timesheet screens (beta) 1:14:09 Improved QBO to QBDT conversion Experience 1:19:02 Custom Summary Report (Hidden) 1:24:08 Integrated Bill Pay (Melio) 1:27:08 New ”Premium Apps” for QBO Advanced (Docusign) 1:30:48 New User Roles by Location for QBO Advanced 1:32:35 Data Import from Google Sheets for QBO Advanced 1:34:06 Workflows/Reminders for Estimates for QBO Advanced 1:34:22 Month-End Review Improvements for QBO Accountant 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/31/2021) To take my advanced course on online banking, categorization, and bank reconciliations: https://hectorgarcia.com/qbobanking This video is to learn how to reconcile in QuickBooks online Other free tutorials related to this topic. Downloaded Bank Feeds: https://youtu.be/L5qtIuZI-2A DO NOT DO THIS in QuickBooks: https://youtu.be/QV-qlLggksQ Undo Bank Reconciliations: https://youtu.be/G1HgijRQv00 Fix reconciliation discrepancy issues: https://youtu.be/-b9JQDta1bk QuickBooks Cleanup opening balances: https://youtu.be/cCphWYdA9tc Credit Card with sub-accounts: https://youtu.be/BnG5DUlrg3k

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 50% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing (50% discount offer to expire 8/30/2021) Purchase Access to Advanced Webinars training series: http://hectorgarcia.com/advanced Timelines: 00:00 Setup Budget 04:08 Budget vs. Actual Report 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 $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing