YouTube Videos

To setup a 30-day free trial of QuickBooks Online + 30% off: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing My 2022 Tax Video Playlist: https://www.youtube.com/playlist?list=PL8LZsiw8a1zsfnWaSzjEVtM1p0YpWwzVU 00:00 Who gets a 1099-NEC? 01:53 Payments via Venmo, CashApp, Zelle, PayPal, etc. 03:05 What if you get one? 04:01 More Tax-related resources

Slides in PDF: https://hectorgarcia.com/pay-yourself Tax Brackets: https://www.nerdwallet.com/article/taxes/federal-income-tax-brackets Other Videos: Business Tax Deductions: https://youtu.be/WmB16oZJrnc Personal Tax Deductions: https://youtu.be/W-U07iKrCmA How are Income Taxes calculated: https://youtu.be/r85b9HZ6Sgc Home Office Deductions: https://youtu.be/u-Z4URkAqM8 Table of contents: 00:00 3 ways to pay yourself from your LLC 02:02 Table of Contents review 04:32 IRS forms related to LLCs 07:32 What we call "owners" of LLCs 08:20 What is an "owner's draw"? 09:27 Single Member LLC rules 11:17 Calculating owner's tax Liability 15:38 Paying estimated taxes 19:40 Owner's draw/loan effects on tax liability 21:17 Single Member LLC rules 24:09 Guaranteed Payments 26:03 Silent Partner vs. Passive Partner 29:47 Foreign Partner withholding 31:27 "Subchapter S Corporation" rules 40:19 "C Corporation" rules & Dividend 43:47 Frequently asked questions 49:00 My recommendation

To purchase QuickBooks Desktop: https://quickbooks.myshopify.com/collections/for-windows-only 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

Purchase more courses: https://www.hectorgarcia.com/qbcourse Complete Course. Learn how to use QuickBooks Tutorial for Beginners. Covers QuickBooks Desktop Pro, Premier, Accountant, and/or Enterprise. Compatible with year versions 2013 to 2022 “Missing Manual” QuickBooks Desktop 2016: https://intuit.me/3rkgMwv Table of Contents: 00:00 Intro - About this 4-hour Course 03:27 1) New Company File & Navigation 25:15 2) Chart of Accounts 53:50 3) Items (Products & Services) 01:18:23 4) Creating Customers & Vendors 01:45:43 5) Customer Transactions (Sales) 02:18:55 6) Vendor Transactions (Expenses) 03:09:33 7) Banking Transactions 03:32:52 8) Financial Statements & Reports 03:45:17 Outro

QuickBooks Online 30% Discount Link: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing Free trial + 30% discount (up to 50% off for payroll) My email: qbo@garciacpa.com

14 day free trial to TaxDome: https://www.hectorgarcia.com/taxdome Carlos' email for questions: taxdome@garciacpa.com Topics: 00:00 Intro / Why we implemented use TaxDome 05:27 Pricing/Features 12:52 TaxDome Demo 13:44 - Creating a new client / Accounts vs Contacts 17:10 - Inviting a customer to the client portal 18:03 - Team access rights 18:46 - Customer portal setup & navigation 22:47 - Firm portal notifications 23:00 - Customer internal messaging 24:30 - Templates overview 25:00 - Sending an Organizer to the customer 27:30 - Sending a Contract to the customer 29:11 - Sending an Invoice to the customer 35:30 - File sharing features (Sealing, PDF editor) 44:20 - Linking an invoice to to a document (customer has to approve & pay before signing) 46:16 - Pipelines, Jobs, Tasks - Workflow automation overview 54:30 - Adding a Job to a Pipeline & workflow automation example 1:02:00 - Hector’s TaxDome setup (high level) 1:08:30 - Carlos’s recommendation on how to use TaxDome 1:10:00 - Outro

Setup new account (30 day trial + 30% Discount): http://www.quickbooksoffer.com/?cid=irp-4337#pricing My email: hector@garciacpa.com My 9-hour QuickBooks Online 2022 Tutorial Playlist: https://hectorgarcia.com/playlist Timestamps: 00:00 BEFORE you convert your QuickBooks file! 04:50 Create a NEW/FRESH Company file 06:22 Choose the RIGHT version 10:22 New file setup step by step 14:21 Migrate / Export data from Desktop 19:31 Compare Reports (after conversion) 24:40 What you lose during the conversion 34:22 Learn QuickBooks / Get Help 40:36 Outro / Conclusion

Slides: https://drive.google.com/file/d/1_Rt9ml8-RhpkxrX-oW2AmQsdVYbux_WG/view?usp=sharing Scaling New Heights 2022: www.scalingnewheights.com Table of Contents 00:00 Intro and Table of Contents 03:30 Reports by Version 06:14 Custom Reports Menu (Chrome) 15:41 Customizing a P&L Report 39:30 Customizing a Transaction Detail Report 47:53 Hidden Report #1: Account Quick Report 53:06 Hidden Report #2: Custom Summary Report 57:01 Custom Fields (Advanced) 01:09:07 Custom Report Builder (Advanced) Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe

To purchase QuickBooks Desktop Accounting 2022 for PC/Windows (outright license) for $899: https://hectorgarcia.com/accountant2022 Part 2 coming soon in early 2022

Setup a free Melio Payments account: https://bit.ly/3Gl1TRn 100% Free for bank/ach payments within USA. 2.9% transaction fee applies to credit card based payments. Optional rush payments or international payments have additional charges

https://intuit.me/3m0WaYe - Una de las lecciones más importantes que aprendí es la importancia del conocimiento. No solo tener la capacidad de aprender, sino también la capacidad de enseñar. Una de las mejores partes de la enseñanza es la capacidad de ayudar a otros emprendedores latinos. Como CPA y asesor, puedo enseñarles cómo usar @QuickBooks para administrar mejor sus negocios. Capacitar y educar en español es especialmente útil porque les permite cerrar la brecha para comprender mejor sus finanzas y cómo administrar sus negocios en su propio idioma. Les doy las herramientas para que se sientan cómodos colaborando con un contador para permitirles concentrarse en su negocio sin la carga de preocuparse por las finanzas. Me apasiona compartir mi conocimiento y permitir que mi comunidad y mi familia. Quiero empoderar a quienes me rodean e inspirarlos a aprovechar al máximo cada día. #SmallBizSuccess #ExitoDeNegocio #ad https://intuit.me/3m0WaYe

https://intuit.me/3m0WaYe Starting my business, one of the most valuable life lessons I learned is the importance of knowledge. Not only having the ability to learn, but the ability to teach. One of the best parts about teaching is that I can help my fellow Latino entrepreneurs. As a CPA and advisor, I am able to teach them how to use @QuickBooks to better run their businesses. Coaching and educating in Spanish is especially helpful because it allows them to better understand their finances and how to run their businesses in their own language. I give them the tools they need to feel comfortable collaborating with an accountant so that they can focus on their business without the burden of worrying about finances. I am passionate about sharing my knowledge with my community and family. I want to empower those around me and inspire them to make the best out of each day. #SmallBizSuccess #ExitoDeNegocio #ad https://intuit.me/3m0WaYe

Sign up for a free month of Synder: https://synder.me/hector_garcia Table of Contents: 00:00 Introduction (About this video) 02:55 E-commerce Accounting Definitions 12:58 Devising an e-commerce automation strategy 22:27 Sketching out your accounting workflows 26:42 Big decisions to make 30:49 When is Synder the perfect solution for automation? 35:22 How does Synder work? (DEMO) 42:32 Synder + QuickBooks Online (DEMO) 54:11 Giveaway by Synder and coupon code Slides: https://docs.google.com/presentation/d/1Gj75KkBRhMaGAQY9gyq7Z5T2dBMvHWW4Gl4Gb11Pa5k/edit?usp=sharing

To purchase QuickBooks Desktop Pro/Premier 2021: https://hectorgarcia.com/qb2021/ To purchase QuickBooks Desktop Accountant 2022: https://hectorgarcia.com/accountant2022 Sheet Comparing QuickBooks Desktop versions: https://hectorgarcia.com/compareqb E-mail your questions or for a quote: hector@garciacpa.com

Slides: https://bit.ly/QBO_Knowify Webinar Series: http://hectorgarcia.com/knowify Become a Knowify Advisor: https://www.knowify.com/knowify-advisor-program/ Table of Contents: 00:00 Introduction QBO + Knowify 05:28 What QuickBooks Online Can and Cannot Do 16:40 Job costing expenses to Projects 20:05 Estimates & Progress Invoicing 26:42 Profit & Loss Report by Project 26:28 Budgets vs. Actual 33:35 Custom Fields (Advanced) for Job Status Report 38:42 Knowify: AIA-Style Billing 47:41 Knowify: Maintenance or Service Work 50:49 Knowify: Budget vs. Actual Report 55:22 Knowify Work in Progress Report 59:59 Learn Knowify in-depth

To setup a 30-day free trial of QuickBooks Online and then a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing Slides: https://docs.google.com/presentation/d/1pi5MLL2Ywguak_SXpJD3O2xchgbsSlMl8J7ZBRwoS4w/edit This content was originally created for https://www.theresellersummit.com/register

Slides: https://bit.ly/QBO102121 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 30% 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 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Slides: https://bit.ly/qbworks To setup a 30-day free trial of QuickBooks Online and then a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-33278 Table of Contents: 00:00 Introduction / Agenda 01:19 Pick the right version of QuickBooks 08:18 Bank Feeds / Automated Categorization 34:08 Tags and Tag Groups 43:12 Customizing Reports 51:34 Q&A 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 To setup a 30-day free trial of QuickBooks Online and then a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-33278

SLIDES: https://bit.ly/QBDESKTOP2022 This presentation was sponsored by gotomyerp: https://www.gotomyerp.com/ QuickBooks Desktop Pro, Premier, Enterprise, and Mac officially released on October 12, 2021 (Accountant edition pre-released on 9/28) - New Features... Table of Contents 00:00 Introduction / Agenda 01:11 Desktop has moved to Subscription! 05:30 Mobile App for QB Desktop (receipt/bill/attachment management) 06:35 Non-Subscription Options: Accountant Edition 08:03 Pro/Premier Subscription Pricing 12:52 Annualized Cost Comparison 14:07 The "Big A Spreadsheet" feature comparison across all versions 17:40 QuickBooks for MAC 2022 (New Features) 24:27 QuickBooks Desktop Pro/Premier 2022 (New Features) 44:20 QuickBooks Desktop Enterprise 2022 (New Features) 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 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Signup for the upcoming "Masterclass" on QBO Reports on 11/11/21 for $150: https://hectorgarcia.com/reportsmasterclass Table of contents 00:00 Introduction 01:22 Discussing the concept of "Commission Reports" 05:45 Using Tags to build a Sales Rep tag group and tag reports for "Sales by Rep" 24:05 Alicia: how to analyze reports to search for accuracy or inaccuracies 40:48 Advanced Custom Report Builder Tool 52:20 Advanced Custom Charts 54:20 About my "masterclass" course and additional resources about reports

QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing

To setup a 30-day free trial of QuickBooks Online and then a 30% 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 30% 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 30% 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 30% 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 30% 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 30% 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 30% 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 30% 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 30% 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 30% 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 30% 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 30% 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 30% 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 30% 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 30% 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 30% 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 30% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

To setup a 30-day free trial of QuickBooks Online and then a 30% 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 30% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

To setup a 30-day free trial of QuickBooks Online and then a 30% 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 30% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?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

QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?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

QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?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 $550) E-mail Hector your questions hector@garciacpa.com

QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing 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 30% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing 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 + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing 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 (30% 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 30% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing 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 + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing To setup a 30-day free trial of QuickBooks Online Advanced and then a 30% 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 30% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing 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 + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing Learn about Synder: https://synder.me/discount1 Use a promo code "GARCIASNDR" to get a 30% discount for a monthly subscription and a 30% 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 + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing 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 30% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing 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 30% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

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

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QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing 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 30% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

QuickBooks 30-day free trial + 30% off for 12 months: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing 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 30% http://www.quickbooksoffer.com/?cid=irp-4337#pricing