YouTube Videos

100 Quick QuickBooks Online Tips Playlist: https://www.youtube.com/playlist?list=PL8LZsiw8a1ztZYHfBoHHM8nym64AJmdWp 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

100 Quick QuickBooks Online Tips Playlist: https://www.youtube.com/playlist?list=PL8LZsiw8a1ztZYHfBoHHM8nym64AJmdWp 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 Enterprise Platinum - Purchase Order Management feature requires and android phone to receive the item wirelessly, I use the ZEBRA TC21 or TC26: https://www.zebra.com/us/en/products/mobile-computers/handheld/tc21-tc26.html Read my Full Article on Mobile Warehouse Management app: https://quickbooks-training.net/quickbooks-enterprise-platinum-warehouse-management-app-for-android-phones/ 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

100 Quick QuickBooks Online Tips Playlist: https://www.youtube.com/playlist?list=PL8LZsiw8a1ztZYHfBoHHM8nym64AJmdWp 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

100 Quick QuickBooks Online Tips Playlist: https://www.youtube.com/playlist?list=PL8LZsiw8a1ztZYHfBoHHM8nym64AJmdWp 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

100 QuickBooks Tips Playlist: https://www.youtube.com/playlist?list=PL8LZsiw8a1ztZYHfBoHHM8nym64AJmdWp 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

This is an excerpt from my ADVANCED WEBINARS, the complete 15 hour training program is $500: https://www.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

100 QuickBooks Tips Playlist: https://www.youtube.com/playlist?list=PL8LZsiw8a1ztZYHfBoHHM8nym64AJmdWp Custom Summary Report direct link: https://qbo.intuit.com/app/reportv2?token=CustomSummary 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

Watch the series "100 QuickBooks Online Tips": https://www.youtube.com/playlist?list=PL8LZsiw8a1ztZYHfBoHHM8nym64AJmdWp 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

Watching the series "100 QuickBooks Online Tips": https://www.youtube.com/playlist?list=PL8LZsiw8a1ztZYHfBoHHM8nym64AJmdWp 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 $250 to $525) 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

Watch the series "100 QuickBooks Online Tips": https://www.youtube.com/playlist?list=PL8LZsiw8a1ztZYHfBoHHM8nym64AJmdWp 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 $250 to $525) 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

Slides: https://docs.google.com/presentation/d/1sc3G5WLjfsc4eqE7QHytJo-HpFl46ZqYzuRQMYTATx8/edit?usp=sharing Call our office 954-414-1524 to purchase QuickBooks Desktop or 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

My short 18-minute analysis of Trump's Returns: https://youtu.be/EBNn2wTU9LQ Table of Contents: 00:00 Introduction 05:59 Trump's Taxes in the early 90's and 2000's 09:46 Trump's Image/Brand used for profit and Business Deductions 13:24 Types of Tax Payers and how deductions work 15:02 Abandonment Loss Issues 17:40 The 10 year old IRS Audit 23:29 2016 and 2017 paid only $750 in taxes? 29:01 Basis, Losses, and Personal Guarantees in Debt 32:00 Issues with lack of disclosures 39:10 Revocable Trusts and other ethical issues (Emoluments Clause) 44:27 Consulting Fees to family members & Avoiding Estate/Transfer Taxes 52:44 What was the "Conservation Easement Credit" from the Tump Seven Springs case 58:30 About Eric Green's Tax Rep Network and IRS Rep Conference Eric Green, ESQ: https://gs-lawfirm.com/author/eric-green/ Tax Rep Network: https://taxrepllc.com/ IRS Representation Conference: https://irsrepconference.com/ NYT Report: https://www.nytimes.com/interactive/2020/09/27/us/donald-trump-taxes.html WSJ Report: https://www.wsj.com/articles/new-york-investigation-of-trump-organization-entangles-local-land-use-lawyer-11601901939

Start Watching the New series "100 QuickBooks Online Tips": https://www.youtube.com/playlist?list=PL8LZsiw8a1ztZYHfBoHHM8nym64AJmdWp 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 $250 to $525) 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

Slides: http://bit.ly/qbdtshortcuts Other Videos and Resources: -QBDT 2021 UPDATED Bank Feeds: https://youtu.be/Ko6oTBOg8PE -Batch Reclassify: https://youtu.be/AzlvDDc98Nk -Batch Enter Transactions: https://youtu.be/gPQYOji9xbw -ALT shortcuts: https://youtu.be/X-xIpiKF90s -CTRL+L & CTRL+U https://youtu.be/IqT_vfmeFAo -Dating Shortcuts: https://youtu.be/znMOkh0WEHc -All QB Desktop Shortcuts: http://www.quickbooks-training.net/quickbooks--shortcuts/ -Convert PDF or CSV files to .QBO for Bank Feeds: 2qbo Convert Pro+: https://youtu.be/s-wbBTNVYBM -Import Transactions into QuickBooks (from Excel): Transaction Pro Importer: https://youtu.be/PKsmfrL7iHk -Custom Reporting Tool for QuickBooks Desktop: QQUBE: https://youtu.be/9SHddzWOL5I -Remote Control to any computer: TeamViewer: https://youtu.be/dPZJUoh3PzA -Telecommunications Tool: Zoom: https://youtu.be/2F85KH57HkU -Seamless Remote Desktop Service: gotomyerp: https://www.gotomyerp.com/quickbooks-hosting/ To purchase QuickBooks from us, use our site: https://quickbooks.myshopify.com/ Or contact us: 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 $250 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

Articles NYT Article: https://www.nytimes.com/interactive/2020/09/27/us/donald-trump-taxes.html?action=click&module=Spotlight&pgtype=Homepage Fox News: https://www.foxnews.com/politics/trump-tax-story-no-bombshell Forbes: https://www.forbes.com/sites/kellyphillipserb/2020/09/28/the-ordinary-taxpayers-guide-to-the-extraordinary-story-of-trumps-tax-returns/#78a0fb225ba9 Forbes: https://www.forbes.com/sites/danalexander/2020/09/28/yes-donald-trump-is-still-a-billionaire-that-makes-his-750-tax-payment-even-more-scandalous/#62e14b6c2885 Breitbart: https://www.breitbart.com/tag/trump-tax-returns/ WSJ: https://www.wsj.com/articles/heres-what-president-trump-said-about-his-tax-returns-11601322424 Forbes 400 List: https://www.forbes.com/sites/danalexander/2020/09/08/trumps-net-worth-drops-600-million-in-a-year-to-25-billion/#9bcc08723637 Videos: Fox: https://youtu.be/vq4Ut721Al0 CNN: https://youtu.be/ja20Aj8gPC0 Trump on tax avoidance: https://youtu.be/g-G1Zpn-w6Y

Hidden Transactions in QuickBooks Online: https://youtu.be/Dtbrhz-qhcc 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 $250 to $525) 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

Hidden (Auto Generated) Transactions in QuickBooks Online: 00:00 Introduction 01:50 New Account with balance 05:10 Bank Feed Connection 09:30 New Customer with balance 13:15 New Vendor with balance 15:42 New Inventory Item with beginning QTY *Deleting Balance Sheet Account with balance: https://youtu.be/JGjh6ys48VQ 18:30 Deleting a customer with a balance 21:20 Deleting a Vendor with a balance 23:32 Deleting an inventory item with a balance 24:50 Reconciliation Discrepancy 30:01 Transfer of Net Income into Retained Earnings at the end of the FISCAL year *Deleting Balance Sheet Account with balance: https://youtu.be/JGjh6ys48VQ 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 $250 to $525) 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

Don't forget to SUBSCRIBE 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 $250 to $525) 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

00:00 Introduction 00:21 Amazon hires 33,000 remote people: https://ktla.com/news/nationworld/amazon-kicks-off-career-fair-set-to-fill-33k-remote-jobs-averaging-150k/ 06:51 National Small Business Week: https://onlinexperiences.com/scripts/Server.nxp?LASCmd=AI:4;F:QS!10100&ShowKey=110126 09:36 Facebook Small Business Hub & Community Building: https://www.facebook.com/business/resource 13:47 Humanocracy by Gary Hamel: https://amzn.to/3iQerUz 20:21 Whats your And? by John Garret: https://amzn.to/32LwMMX Michael Ly: https://michaelly.co/ Hector Garcia: https://hectorgarcia.com

My $29 Cert. Prep Test: http://bit.ly/qbocertprep Certified User Program: https://certiport.pearsonvue.com/Certifications/QuickBooks/Certified-User/Overview.aspx ProAdvisor Program:. http://proadvisor.intuit.com Time Stamps 00:00 Introduction 02:19 ProAdvisor Program (For Accountants) 08:07 Certified User (For Non-accountants) 15:27 Learning Objectives (Certified User) 17:49 Request PDF/Manual for FREE 19:37 Take a $29 Practice Test 24:33 Official Training Program $579 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 $250 to $525) 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

Full Advanced Webinar Series access for $500: https://hectorgarcia.teachable.com/p/quickbooks-desktop-advanced-webinars-premium-archive 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 $250 to $525) 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

Looka link: http://bit.ly/lookadesign 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 fro $250 to $525) 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

Links: Business being affected by COVID https://portal.census.gov/pulse/data/#weekly Head of Remote Work https://www.washingtonpost.com/business/2020/09/09/head-of-remote-work-jobs/ Explosion is Digital Training Services: https://boxboat.com/2020/08/27/level-up-tech-skills-covid19/ Truffle Shuffle: https://www.truffleshufflesf.com/ Michael Ly: https://michaelly.co/ Hector Garcia: https://hectorgarcia.com

SLIDES: http://bit.ly/QBDT2021 Resource: https://www.firmofthefuture.com/content-guides/quickbooks-desktop-2021-new-and-improved-features/ FYI, I was not able to demo Receipt Management in this webinar, but my friend Marjorie from Fourlane was: https://youtu.be/fRzGVUo_OMs skip to minute 23 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 $250 to $525) 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

Bank Feeds / Downloaded Transactions in QuickBooks Desktop (Pro, Premier, Accountant, and/or Enterprise) 2021 Email me: hector@garciacpa.com or Call our office 954-414-1524 to purchase QuickBooks; and/or setup consulting service. You can also purchase directly via: https://quickbooks.myshopify.com/ (2021 comes out in OCTOBER 2020) Note that all 2020 sales will automatically include a FREE upgrade to 2021! To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Facebook group I mentioned: https://www.facebook.com/groups/QBPowerHour/ 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 $250 to $525) 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

Table of Contents: 00:00 Four options to backup or export you QuickBooks Online data 02:23 Option 1: Export all data into Excel 06:47 Option 2: Convert QuickBooks Online into QuickBooks Desktop 19:30 Option 3: Use an App like Chronobooks (For ADVANCED only) or Rewind 24:38 Option 4: Create custom reports with selected data to export 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 fro $250 to $525) 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

To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing Additional Videos: How to categorize Transactions into QuickBooks using Bank Feeds: https://youtu.be/fp5x-WZ6McY Most Updated Bank Feeds Tutorial (June 2020): https://youtu.be/M03xyULCbWg Advanced Bank Rules Update: https://youtu.be/rXunIjcjda8 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 $250 to $525) 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

To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing Additional Videos: How to categorize Transactions into QuickBooks using Bank Feeds: https://youtu.be/fp5x-WZ6McY Most Updated Bank Feeds Tutorial (June 2020): https://youtu.be/M03xyULCbWg Advanced Bank Rules Update: https://youtu.be/rXunIjcjda8 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 $250 to $525) 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

30-day Free trial (no Credit Card): https://quickbooks.intuit.com/partners/irp/?cid=irp-4337 Request PDF Guide: https://quickbooks-training.net/pdf/ Table of Contents 00:00 - Introduction to QuickBooks Online 01:24 - Option 1: Work with the SAMPLE Company File 02:49 - Option 2: Setup a free 30-day Trial, no credit card 06:14 - Upgrade/Downgrade your version of QuickBooks 07:48 - Download FREE PDF Guide 08:35 - Next Steps to learn QuickBooks Additional Videos: Full QuickBooks Online Tutorial - https://youtu.be/jOtsT91SZ2A Advanced QBO Navigations Tips - https://youtu.be/6Ob6iiQM3Ow Chart of Accounts w/ beginning balances - https://youtu.be/uy5hDI4qmXs Customizing Reports - https://youtu.be/yMVqLZOJD5Y Customizing Invoices & get paid online- https://youtu.be/RtagNV-ZQSw Payroll Job Costing - https://youtu.be/X9uYTJvCj5I Categorizing Bank Feeds - https://youtu.be/fp5x-WZ6McY Bank Rules - https://youtu.be/rXunIjcjda8 Setup Credit Cards (with Sub-accounts) in bank feeds - Bank Reconciliations - https://youtu.be/X3OoWSMKUpY QuickBooks Desktop FREE Trial download: https://quickbooks.intuit.com/learn-support/en-us/new-subscriptions/download-a-trial-of-quickbooks-desktop/00/185974 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 To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

If you want to sign up for my $500 comprehensive course on QuickBooks Desktop for Manufacturers & Wholesalers: http://advancedwebinars.com 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 $250 to $525) 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

SLIDES: http://bit.ly/QBOINVENTORY082820 Synder App: http://bit.ly/synderapp Table of Contents 00:00 Intro 03:28 Important Notes on Inventory for QuickBooks Online 05:15 The Debits/Credits of Inventory 7:01 Setting up QBO to enable Inventory Item QTY tracking and Purchase Orders 9:41 Creating an Inventory Item with Categories, SKU, Classes, and Mapped Account 22:24 Create an Estimate 23:32 Create the Purchase Order form the Estimate 26:05 Create the Purchase Order from Scratch 30:36 Receive Inventory with a Bill from Purchase Orders 35:24 Issues when creating a Bill with a date prior to the PO date 37:50 Reorder Inventory when is bellow reorder points 40:02 Selling Inventory via Invoices and Sales Receipts Basic Inventory Reports 42:55 Making Inventory Quantity Adjustments 44:20 Basic Inventory Reports Other Inventory Videos: -BASIC Inventory Flow in QuickBooks Online (8 mins) -https://youtu.be/mMhK8Cvxsf4 -Landed Costs: Managing Inventory Items with multiple costs (24 mins) - https://youtu.be/zlK20syHqBA -Non-Inventory Items in QuickBooks Online (16 mins) - https://youtu.be/59IEPd6UCyE -Importing Items into QBO from Excel (7 mins) - https://youtu.be/0XqHD_HduCM 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 $250 to $525) 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

To setup a 30-day free trial of QuickBooks Online and then a 50% 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 $250 to $525) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com

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Signup for our live 12/16/2020 Webinar on loan forgiveness application process tutorial: https://hectorgarcia.com/ppp Use coupon hector100 for $100 off Timestamps: 00:00 The enormous opportunity that PPP loan forgiveness will be for accountants and consultants 05:15 - Current state of PPP forgiveness applications and clarification of 24-week + 10 month deadline 07:50 - Complexities related to application process with FTE and Wage reduction 09:59 - Utilities expense includable in PPP loan forgiveness 12:03 - Other opportunities regarding PPP forgiveness opportunities 13:19 - Utilities/Transportation clarification 15:56 - What about loans under $150k, will they be automatically forgiven? 16:54 - About our webinar, and last words To download stats PDF and loan borrower information, go to: https://home.treasury.gov/policy-issues/cares/assistance-for-small-businesses

Table of Contents 00:00 Question: "How do I create a custom check list report in QuickBooks Online?" 00:50 Concept: Source vs. Distribution 05:46 Example of Source vs. Distribution in QuickBooks 08:55 Issue with "SPLIT" showing up in reports under Account when there are multiple distribution lines in one transaction 13:00 Custom "Distribution Line" focused transaction report 17:32 Transaction List by Splits 19:29 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 $250 to $525) 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

Slides: https://bit.ly/TPIQBO081320 Try/buy Transaction Pro Importer: https://transactionpro.grsm.io/HectorGarcia 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 $250 to $525) 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

I have a 2 hour extended version of this course, Deep Dive on Reports in my paid webinar series: https://hectorgarcia.teachable.com/courses/enrolled/520671 This was an excerpt from a webinar I did for CPA academy, for more webinars like this (and they are mostly FREE!) go to: http://www.cpaacademy.org Download slides: http://bit.ly/qbocustomreports2020 Check out ADP for Accountants: http://adp.com/accountantconnect Table of Contents / Timestamps 00:00 Introduction and What will and will not be covered 03:39 Reporting capabilities by QuickBooks Online version 06:20 Customizing Standard Report (tools) 07:01 Examples of Customizing Reports 28:32 Edit Titles (Customize Account Group Headers) 30:49 Troubleshooting Report Printing and Saving as PDF 32:26 Rolling 12 Month report in QuickBooks 33:30 Reports by Location (or by Class) 38:46 Introduction to Source vs. Distribution in Reports Note: this part was cut off, but I did a separate video to remedy that: https://youtu.be/2TrET1YnJyw 44:18 Outro and about ADP (Webinar Sponsor) "Part 2" of this webinar is covered in my Advanced Webinar series, you can access for $200: https://hectorgarcia.teachable.com/p/quickbooks-online-advanced-webinars-premium-archive Here are recommend these videos on the topic of reports: -Report Customization Basics:https://youtu.be/yMVqLZOJD5Y -Chart of Accounts Basics:https://youtu.be/vsLiLg9bvKE -Edit Report Titles:https://youtu.be/IKnMCx4b65M -QBO Advanced Custom fields example:https://youtu.be/Ht5GnMI0-LU -Class/Location Reports:https://youtu.be/KUY0KjKCofU -Where is the cash? (reconciling P&L with BS vs. cash balances):https://youtu.be/v7PkzSGqBzs -Custom Check detail report (Source vs. Distribution): https://youtu.be/2TrET1YnJyw To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

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To setup a 30-day free trial of QuickBooks Online and then a 50% 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

If you want my same scanner, here is the Amazon link: https://amzn.to/2N6vYcw Here is my other video with the review of it: https://youtu.be/uHW5zJcbpg8 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 $250 to $525) 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

To sign-up for my advanced QuickBooks training, go to: 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 $250 to $525) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com

Join my entire library of Advanced Content for $200: 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 $250 to $525) 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

Join our webinar on 12/16/2020 for the most updated PPP Forgiveness Date for Advisors: https://bit.ly/PPPAdvisors Matthew’s email: mfulton@parkwaymail.com

This was an excerpt from my Advanced Webinar series on QuickBooks Online, to have access to 20 hours+ of advanced training: https://hectorgarcia.teachable.com/p/quickbooks-online-advanced-webinars-premium-archive 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 $250 to $525) 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

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30-day free trial + 50% off link: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing 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 - https://youtu.be/6Ob6iiQM3Ow Chart of Accounts w/ beginning balances - https://youtu.be/uy5hDI4qmXs Customizing Reports - https://youtu.be/yMVqLZOJD5Y Customizing Invoices & get paid online- https://youtu.be/RtagNV-ZQSw Payroll Job Costing - https://youtu.be/X9uYTJvCj5I Categorizing Bank Feeds - https://youtu.be/fp5x-WZ6McY Bank Rules - https://youtu.be/rXunIjcjda8 Setup Credit Cards (with Sub-accounts) in bank feeds - Bank Reconciliations - https://youtu.be/X3OoWSMKUpY 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 To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing