YouTube Videos

To take my advanced course on online banking, categorization, and bank reconilications: 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 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

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

Purchase Access to Advanced Webinars training series: http://hectorgarcia.com/advanced Timelines: 00:00 Intro 00:21 P&L Method - AKA Traditional Accrual/Cash Accounting 09:46 Completed Contract Method 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

Join the FREE QuickBooks ProAdvisor Program for training like this, plus more! http://proadvisor.intuit.com

Get my spreadsheet via e-mail: https://sowl.co/pMQvM IRS Page on Home Office: https://www.irs.gov/newsroom/irs-reminds-taxpayers-of-the-home-office-deduction-rules-during-small-business-week Timestamps: 00:00 Introduction 00:23 IRS Rules on Home Office 05:01 Business Use of Home Worksheet (Pub. 587) 05:14 Spreadsheet Calculation for Renters 13:47 Spreadsheet Calculation for Homeowners 20:04 Issues with using depreciation 21:22 Contacting Hector for help 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

To setup a 30-day free trial of QuickBooks Online and then a 50% discount after trial, go to: https://hectorgarcia.com/qb To take an in-depth Online Banking & Bank Reconciliations course with me go to: http://bit.ly/onlinebankingcourse​ Updated April 2021, Use Coupon BANKING50 before 3/31/2021 for 50% off the course. Timelines: 00:00 Intro 02:02 Connect your bank, choose dates 05:07 Navigating Banking Screen 08:02 Categorize your first expense 20:11 Reviewing Automatic Rules 21:54 Categorize more expenses... 27:19 Split Transactions 28:34 Rules based on amounts 31:02 More categorization... 32:24 Transfers 34:26 Matching current transfers 36:10 Transaction grouping 44:30 Categorizing sales/income 47:50 Reviewing reports after categorizing 49:45 Missing Payee issues 51:39 Outro Video on multiple credit cards with sub-accounts: https://youtu.be/BnG5DUlrg3k 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

Form 4868: https://www.irs.gov/pub/irs-pdf/f4868.pdf Form 7004: https://www.irs.gov/pub/irs-pdf/f7004.pdf Form 2210: https://www.irs.gov/forms-pubs/about-form-2210 Late Filing and Payment Penalties: https://www.irs.gov/businesses/small-businesses-self-employed/understanding-penalties-and-interest Table of Contents: 00:00 Introduction 01:49 For Individuals FORM 4868 07:26 For Partnerships and S-Corporations FORM 7004 13:23 For Corporations (with Payment Due) FORM 7004 14:14 What about LLCs? 15:35 All Deadlines +State/Local Tax Extensions 18:45 Late File/Payment IRS Penalties 23:02 Estimated Tax Penalties 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

Check out my Focused Practice Workshop: http://www.altaccountant.com

Check out Chris in YouTube: https://youtu.be/zM2fB-Q8T7g

Complete Focused Practice Workshop for $375: http://www.altaccountant.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 $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

Take our Advanced Webinars full course on QuickBooks Online: 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

Enroll into ADVANCED WEBINARS for QuickBooks Online - Construction & Project Based Businesses: 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

EIDL Loan Application: https://youtu.be/OD0ODvYmyQE More info: https://www.sba.gov/funding-programs/loans/coronavirus-relief-options/covid-19-economic-injury-disaster-loans#section-header-6

Purchase my ultimate chart of accounts: https://quickbooks-training.net/ultimate-chart-of-accounts-for-quickbooks-desktop/ Timelines 00:00 Intro 00:31 Export Chart of Accounts to Excel 01:09 Export Products and Services 03:09 Import Products and Services with generic accounts 05:21 Import Chart of Accounts from Excel 10:54 Import Products and Services with specific accounts 12:45 Importing Products/Services with Categories 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

Free Trial and 50% off for QuickBooks Online: 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

Bank Reconciliation Discrepancies video: https://youtu.be/-b9JQDta1bk Timeline: 00:00 Why non-accountants cannot UNDO bank reconciliations 02:25 Invite an accountant 03:11 Create your own "accountant" account 05:35 Long as an Accountant 06:59 Undo your bank reconciliations 08:38 Checking your balances after the undo 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 need to hire a CPA, email me hector@garciacpa.com FL Website for setting up corporations: https://www.sunbiz.org IRS Website for EIN/TAXID: https://www.irs.gov/businesses/small-businesses-self-employed/how-to-apply-for-an-ein Form 2553: https://www.irs.gov/pub/irs-prior/f2553--2007.pdf Form 8832: https://www.irs.gov/pub/irs-pdf/f8832.pdf S-Corp best Entity Choice video: https://youtu.be/BR1VpQUUH5E Annual Report/Update in Sunbiz: https://youtu.be/ekjvsd00P8I Timestamps 00:00 Introduction & Search for the name first 01:40 Create a Corporation or LLC with the State of Florida using sunbiz.org 15:10 Apply for a Tax ID or EIN with the IRS online 24:45 Check Incorporation Status / Update the EIN info 28:46 Elect to be taxed as an S-Corp form 2553 34:16 Convert an LLC to or S-Corporation with form 8832 39:28 When you need a CPA and/or Attorney 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

My Clubhouse name: @hectorgarciacpa Download app: https://apps.apple.com/us/app/clubhouse-drop-in-audio-chat/id1503133294 Timestamp: 00:00 Introduction to the app How to start a room 06:25 How to install the app and request a new account 08:52 How to let new users into Clubhouse 09:56 How to setup your new account 12:16 How to join a room you were invited to 14:55 My thoughts about the app My neck speakers: https://amzn.to/3jn8UWI

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

Email me for Payroll discount on Premium and Elite subscriptions PRIOR to activating it: hector@garciacpa.com This video will explain QuickBooks Online Payroll Step by Step: Setup and Payroll Checks Timelines: 00:00 Introduction & Choosing the right version of Payroll 04:18 Getting Started (setup) 22:36 Enter Timesheets 26:45 Process Paychecks 29:56 How the tax payments work 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

Full Course on Inventory Management: https://hectorgarcia.teachable.com/p/quickbooks-desktop-advanced-webinars-premium-archive/?preview=logged_out 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

Timelines 00:00 Intro 00:31 Cash vs. Accrual Basis Reporting Basics 02:34 Invoices / Accounts Receivables 17:58 Bills / Accounts Payables 24:21 Balance Sheet items in Invoices 29:27 Credit Memos with applied and unapplied credit 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

CORRECTION: I meant to say BOX 2 on the 941X!! Article with step by step process: https://quickbooks.intuit.com/learn-support/en-us/pay-schedules/how-to-set-up-and-track-the-employee-retention-credit-under-the/00/551322 Employee Retention Credit 2020 and 2021 explained here: https://www.youtube.com/watch?v=jbFdPbI8Eoo&t=612s Timelines: 00:00 Introduction 00:46 Review Current 941 (before credit is applied) 02:17 Configure Payroll Items 07:15 Modify each paycheck for retroactively claim the credit from past payroll 12:22 Making sure you don't exceed the employee cap of $10,000 (for 2020) or $14,000 for (2021) 16:45 Workaround to avoid changing each check 23:34 Adjusting payroll tax liabilities with partial refund and recording refund deposit 27:44 Amending a 941-X return to claim ERC refund 39:42 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

Excluded payments article: https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/how-do-i-get-1099-excluded-payments-to-show-up-as-excluded/00/222725 Timeline 00:00 - Introduction to 1099-NEC "Non Employee Compensation" for independent contractors 02:80 - Expenses by Vendor Summary report 04:50 - Start 1099 form generation process 06:18 - Setup vendors to be "eligible for 1099" 07:48 - Map accounts that are reportable to 1099-NEC 09:34 - How the $600 threshold works 13:13 - 1099 Summary Report 15:56 - Excluded payments from 1099 (credit/debt card related) 20:52 - Print 1099-NEC forms for paper filing 22:39 - Setup Tax1099.com account for e-filing 23:58 - Importing fata from QuickBooks Desktop to Tax1099.com 30:38 - Complete e-filing process via Tax1099.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 $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

Get access to premium/paid series with all 6 episodes: https://hectorgarcia.teachable.com/p/quickbooks-online-advanced-webinars-construction-2021 Use Coupon QBO15 for 15% off Slides: http://bit.ly/AW012121 Timeline: 00:00 Introduction to the 6-part series & Table of Contents 06:23 Is QuickBooks Online good for Contractors? 09:56 Sub-customers vs. Projects 18:52 Best Chart of Accounts for Contractors 31:21 Products and Service List 38:40 Bundles for lump-sum billing 43:40 Project/Job Costing Workflow 01:00:35 Zero-Net Check and Advanced Job Costing 01:17:12 Preparing 1099-NED forms with QuickBooks eFile 01:30:53 About Part 2 and rest of series  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

To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing 1099 E-file service (for people without QB Online): http://intuit.me/3bT49T5 Timeline: 00:00 Introduction 00:52 Review your Expenses by Vendor Report 03:49 Configure QuickBooks Online for 1099's 08:10 Modifying Vendor/Contractor Information 10:04 What is EXCLUDED from 1099-NEC 14:30 Using Intuit's 1099-eFILE Service 16:53 Prepare 1099 forms WITHOUT QuickBooks 07:39 Outro and how to get help with 1099s 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

Lendio PPP Application: http://bitly.com/PPPlendio BlueVine PPP Application: https://www.bluevine.com/paycheck-protection-program/ Timelines 00:00 Introduction 03:02 Who qualifies for PPP Send Draw? 06:01 PPP Application for Businesses with W-2 Employees via LENDIO 23:29 PPP Application for Self-Employed / Independent Contractors vis BLUEVINE Treasury Rules on PPP: https://home.treasury.gov/policy-issues/cares/assistance-for-small-businesses

Loan Application Link: https://covid19relief.sba.gov/#/ The application process for 2020 is identical to the one in 2021 so far. If you have not applied, I encourage you to do so. Here are the latest news on the Advance/Grant: https://www.sba.gov/funding-programs/loans/coronavirus-relief-options/covid-19-economic-injury-disaster-loans#section-header-6 Note: Grant is up to $10k (based on the number of employees). Loan is up to $150k (based on your revenue, number of employees, industry, and credit score Applications will be accepted through the end of 2021 and until funds are exhausted. We (Hector Garcia and company) do not do consulting work around gov. loan/grant applications, we cannot help you get money or "more" money. We are an accounting firm and provide accounting services... If you need help with that, then call 954-414-1524 to schedule an appointment

Purchase entire course for $300: 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 $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 Online Advanced Webinars Training: https://hectorgarcia.teachable.com/p/quickbooks-online-advanced-webinars-construction-2021 Use coupon YOUTUBE20 for 20% Off 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

Join our PPP Forgiveness and Employee Retention Credit Webinar on 02/02/2021 @ 2 PM Eastern https://hectorgarcia.teachable.com/p/sucessful-ppp-loan-applications Use Coupon HECTOR100 for $100 off, expires Jan 8th, 2021 Jacob’s Article: https://bit.ly/caa2021 Timestamps: 00:00 Introduction to what we will cover in this video 03:33 What we will NOT cover in this video (and might on "Part 2") 05:09 The "Stimulus Check" for $600 - Economic Impact Payment 10:12 PPP Round 2 Funding (Paycheck Protection Program) 18:33 PPP Forgiveness Update (Round 1 or Round 2) 25:46 Employee Retention Credit 2020 35:33 NEW Employee Retention Credit for 2021 42:28 FFCRA Credit for employers affected by COVID-infected employees 45:14 About our in-depth PPP Forgiveness Webinar coming up 47:32 Last words by Jacob

Transaction Pro Importer: https://transactionpro.grsm.io/HectorGarcia Another video on TPI's using different transactions: https://youtu.be/PKsmfrL7iHk 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

Transaction Pro Importer: https://transactionpro.grsm.io/HectorGarcia Another video on TPI's using different transactions: https://youtu.be/PKsmfrL7iHk 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

Transaction Pro Importer: https://transactionpro.grsm.io/HectorGarcia Data Transfer Utility: https://q2q.us Video of IIF Complete Transactions Export/Import: https://youtu.be/R0Z1ITpLFBM 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

Advanced Course: 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 $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 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

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

How to use Barcode Scanning in QuickBooks Enterprise Platinum: https://youtu.be/Zbb4eS5qJhs Namadoo Wireless Bluetooth Barcode scanner: https://amzn.to/3nfs8P4 Timestamps: 00:00 Introduction 00:46 My Bluetooth Barcode Scanner 01:20 Setting up items with Barcode Number 06:06 Scanning items in Transactions 08:58 Scanning a Serial number into description/memo 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

Timestamps: 00:00 Introduction and how to turn on FIFO 02:08 Inventory Aging Summary Report 05:41 Inventory Aging Detail Report 08:22 FIFO Cost Lot History by Item 10:00 Avg. Number of Days in Stock 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

SLIDES: https://bit.ly/QBO121020 TIMELINE 00:00 Introduction and Information about new webinars scheduled for 2021 06:37 Bank Statement Import and availability of this feature 08:51 Bank Feeds improvements and Tags 25:40 Default Expense Account for Vendors (manual entry only) 28:20 Confirmation that the APPEND feature on the Bank Rule MEMO is not working as designed! 30:54 Tags vs. Classes vs. Locations vs. Custom Fields 35:50 Tags-based reporting and interaction with other features such as Locations 50:39 Custom Fields in QBO Advanced (just the highlights) 53:11 New for 2021: Report Builder in QBO Advanced

My ultimate chart of accounts: https://quickbooks-training.net/ultimate-chart-of-accounts-for-quickbooks-desktop/ 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

Download IIF File I used: https://bit.ly/IIFBOM To Purchase my $50 IIF Macro file: https://transactions.sendowl.com/products/77976208/75F08F0D/purchase Access my full QuickBooks Desktop advanced course for Manufacturers and Wholesalers: http://hectorgarcia.com/inventory Timestamps 00:00 Introduction 00:58 Create components for assembly manually 04:42 Importing components (inventory and non-inventory) using Add/Edit Multiple items 12:15 Create an Inventory Assembly item from scratch 15:35 Importing Inventory Assemblies (Without Bill of Materials) using Add/Edit Multiple items 20:17 Importing BOM using IIF File (requires some copy and pasting from excel) 31:20 Importing BOM using my Macro/Template for IIF File

Join my Focused Practice Workshop to learn Positioning, Pricing, and Productizing for Accounting Pros: https://hectorgarcia.teachable.com/p/focusedpracticeworkshop2 And these are the coupon codes for early registration the Webinar and Webinar+Group Coaching programs: 20% Off, Expires 11/30/2020:  FPW1130 10% Off, Expires 12/15/2020: FPW1215 Timestamps: 0:00 Introduction & Table of Contents 07:19 What do Clients Value? vs. What accountants think they value 19:04 What holds out clients back? 21:57 What is Advisory? And the path to becoming an “Advisor” 27:24 What Advisory work might look like… 29:19 How to “sell” Advisory Services 33:31 The 9 Opportunities to Create Value (for accountants) 37:38 Tactical framework to be able to offer value creation services (Advisory) 38:21 Positioning Value (Marketing Strategy) 42:05 Availability Value (Distribution Channel) 45:41 Pricing Value (Financial Strategy) 49:17 Understanding Value (Problem Solving) 50:18 Performance Value (Customer’s Experience) 51:50 Results Value (Quality of Output and overall outcomes) 52:17 Membership Value (Customer Loyalty) 53:22 Tail Value (Service & Support Strategy) 54:44 Transformation Value (Lasting Impact) 55:20 Focused Practice Workshop 01:01:52 Book Recommendations & Free Videos on these topics Slides: https://bit.ly/valuecreation101

My IIF Journal Entry Macro: https://quickbooks-training.net/macro/ Timestamps: 00:00 - Introduction: How do I quickly reallocate expenses across multiple customers or classes? 00:56 - Reallocation Journal Entries (not affecting net income) 10:23 - Zero Net Check (alternative method using items inside a check) 21:23 - BONUS Technique: using Excel and IIF Files with my Macro 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

Curso en Español QuickBooks Desktop (Pro, Premier, y Enterprise) Virtual de 2 días por $300 https://hectorgarcia.teachable.com/p/curso-en-espanol-de-quickbooks-desktop-2021 Curso presencial (en Miami, FL ): https://quickbooksespanol.net/ También puedes llamarnos al 954-414-1524 o email: espanol@qbkaccounting.com para mas información Video de QuickBooks Online (en Español): https://youtu.be/LeFIO1G3QUI

For full Quickbooks Enterprise for Manufacturers and Wholesalers course go to: 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 $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

3 Keys to success: 00:00 Why Advisory services 01:08 Positioning 04:18 Pricing 09:11 Productizing Join Hector's Focused Practice Workshop 3-week program: https://hectorgarcia.com/coaching

Timestamps: 00:00 Manual Data Entry via Check Register in QuickBooks Desktop 11:48 Batch Enter Transactions (Accountant or Enterprise only) 26:36 Reclassify Transactions in Batch If you need to upgrade to QuickBooks Desktop Accountant edition, you can use my software store: http://quickbooks.myshopify.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 $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

20% off Webgility: http://bit.ly/webgility20 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