Certum Solutions
Certum Solutions
  • Видео 109
  • Просмотров 255 668
🚨Bench.co Closure + BOI Reporting Update: What It Means for Your Business | 2025
In this video, Katherine Bunschoten, founder of Certum Solutions, breaks down the latest news on the BOI filing deadline and the provides information and insight regarding the closure of Bench.co.
Discover how these changes could impact your business and what you can do to stay ahead. If you're feeling stranded or unsure of your next steps, Certum Solutions is here to help with expert guidance and trusted accounting services. Don’t miss this essential update for small business owners and entrepreneurs!
📞 Need Help? Contact Katie today!
Email: kbunschoten@certumsolutions.com
Phone: 980.290.8583
📅 For more help, please click here to schedule a complimentary chat: calendly.com/certum-solutions...
Просмотров: 77

Видео

QuickBooks, Zoho, Xero, or Odoo? Find the Best Accounting Software for Your Business!
Просмотров 268Месяц назад
Confused about which accounting software is right for your business? In this video Katie Bunschoten, Founder of Certum Solutions, breaks down the pros, cons, costs, features and more of QuickBooks Online, Zoho Books, Xero, and Odoo. Whether you’re considering switching platforms, investing in a new one, or just want to know what makes each of these tools unique, we’ve got you covered! ✅ Compare...
Inventory Management: Streamline Your Process & Boost Efficiency
Просмотров 42Месяц назад
In this exclusive webinar recap, hosted by Certum Solutions, our topic was based on learning how to master inventory management and take control of your business processes! Next Class: www.certumsolutions.com/classes-and-webinars We covered: - Proven strategies to streamline your inventory management. - Tips for improving stock tracking and optimizing order fulfillment. - Real-world examples of...
QuickBooks Enterprise Feature Changes 2024 | What You Need to Know + Alternatives Available
Просмотров 812 месяца назад
In this video, Sam Johnson from Certum Solutions breaks down recent changes to QuickBooks Enterprise (QBES) that may impact your business. If you've encountered issues with automated purchase orders disappearing, or felt limited by QuickBooks' barcode and inventory management capabilities, you're not alone. We received calls from clients about the sudden removal of the automated purchase order ...
Come Take A Virtual Tour Of Our Second Office in Downtown Monroe, NC With Us!
Просмотров 322 месяца назад
Come with us on an exclusive tour of our new office building located at 103 S Hayne St, Monroe, NC! Explore the historic space, meet some of our amazing team members, including Magen McLaughlin, Meaghan Manning, and Chelsea Quintero, and learn more about the unique history of the building. Plus, meet our office ghost, Gladys, she adds a little spooky charm to our workspace. Certum Solutions is ...
How To Use The Tips Feature in QuickBooks Online | Step-by-Step Tutorial
Просмотров 2912 месяца назад
Need help setting up the tips feature in QuickBooks Online? In this video, Katherine Bunschoten, founder of Certum Solutions, walks you through the process of enabling and managing the 'Tips' feature in QuickBooks Online. Whether you're running a restaurant, service business, or handling any business that collects tips, this tutorial will guide you through the steps to ensure your accounting is...
How To Use Undeposited Funds in QuickBooks Online
Просмотров 5675 месяцев назад
In this video I go over what Undeposited Funds is, the account type, the Balance Sheet, and how to use this account to make your bank reconciliations easier and avoid errors. Undeposited Funds is an account in QuickBooks Online. This account is for funds paid, whether by credit card or paper check, and they have not yet been deposited to your bank account (float funds). Undeposited funds can be...
How to Add a User or Accountant in QuickBooks Online | Step-by-Step Guide #quickbooksonline #qbo
Просмотров 2755 месяцев назад
🧑‍💻 Need to add a new user or your accountant to your QuickBooks Online account? In this video, Katie will guide you through the easy steps to set up new users, ensuring they have the right access to manage your business finances. 📈 Whether you're adding a team member or your accountant, our step-by-step instructions will help you navigate QuickBooks Online with ease. 🛠️ This video will explain...
🛍️ Shopify: Setup Your Store in 5 Minutes | 2024
Просмотров 716 месяцев назад
💳 Ready to start your online business? In this quick tutorial, we'll walk you through the entire process of setting up a Shopify store from scratch in just 5 minutes! Whether you're a beginner or looking to streamline your setup, this video has got you covered. What's Inside? 🛠️ Step-by-Step Instructions - Easy to follow guide from start to finish 💳 Payment Setup - Get your payment gateways rea...
Understanding QuickBooks Online Sales Tax 2024
Просмотров 1,2 тыс.7 месяцев назад
🧾 Welcome to our comprehensive guide on QuickBooks Online sales tax! In this video, Katie Bunschoten, the founder of Certum Solutions, walks you through everything you need to know about managing sales tax in QuickBooks Online. Whether you're an e-commerce business owner using Shopify or just need help with QuickBooks, we've got you covered! What You'll Learn in This Video: 🧾 What is Sales Tax:...
How to Reconcile Your Bank Accounts in QuickBooks Online 2024
Просмотров 2,5 тыс.7 месяцев назад
⚠️ Switch to QuickBooks Online Receive 50% Off For 12 Months! Contact Certum Solutions to see how, contact information listed below! 📅 For more help, please click here to schedule a complimentary chat: calendly.com/certum-solutions/initial-consultation 📞 Need help? Contact Katie today at kbunschoten@certumsolutions.com or call her at 980.290.8583 Website: certumsolutions.com Facebook: facebook....
Manually Add Bank Feed Section: QuickBooks Online 2024
Просмотров 1,4 тыс.7 месяцев назад
📊 Join Katie as she runs through how to manually add bank feeds in QuickBooks Online! In this must-watch tutorial, you'll learn: 🔍 Expert tips on matching transactions 💡 Best practices for adding transactions correctly 📝 Step-by-step guide on adding, matching, and transferring transactions 📎 How to effortlessly attach documents to your transactions 🚫 Proven strategies to avoid duplicate entries...
Is QuickBooks Desktop Ending? 2024 Updates + Alternatives for Entrepreneurs
Просмотров 5 тыс.8 месяцев назад
Do you utilize QuickBooks Desktop? If you do, you might be curious about the upcoming changes to the platform and how they'll impact your usage. In this video, we'll explore these changes. Additionally, Spencer will offer insights into what these changes signify for the future of QuickBooks Desktop, aiding you in making an informed decision and to explore alternative solutions. 🔧 Right now Cert...
What is Airtable? 2024 Beginners Guide
Просмотров 1,1 тыс.8 месяцев назад
Unlock the power of organization with our comprehensive beginner's guide to Airtable! In this tutorial, we walk you through the basics of Airtable and how you can use it to create effective org charts for your company. Whether you are a small business owner, a manager, or someone looking to streamline their workflow, this video will help you take your organizational skills to the next level. He...
10 Easy Steps to Launch + Grow Your E-Commerce Website with Shopify
Просмотров 629 месяцев назад
Certum Solutions has experienced professionals to help you launch your website or move your existing site to Shopify. Shopify is the largest ecommerce platform in the world, they have the highest converting checkout and they seamlessly connect to all major ecommerce sales channels and accounting systems including Quickbooks and Sage. Shopify even has an included POS system for your retail store...
🔒 Fortify Your Cloud: The Power of Multi-Factor Authentication in Cloud Computing Security
Просмотров 5310 месяцев назад
🔒 Fortify Your Cloud: The Power of Multi-Factor Authentication in Cloud Computing Security
🚀 Automate Your Success: Unleash the Power of QuickBooks Online for Automatic Invoicing!
Просмотров 46310 месяцев назад
🚀 Automate Your Success: Unleash the Power of QuickBooks Online for Automatic Invoicing!
Mastering QuickBooks Enterprise: Unveiling the Ultimate Inventory Features for Business Success!
Просмотров 25410 месяцев назад
Mastering QuickBooks Enterprise: Unveiling the Ultimate Inventory Features for Business Success!
DEMO | How To Track Your Fixed Assets Using QuickBooks Online Advanced
Просмотров 40111 месяцев назад
DEMO | How To Track Your Fixed Assets Using QuickBooks Online Advanced
DEMO | How To Complete Change Orders in QuickBooks Online
Просмотров 2,1 тыс.11 месяцев назад
DEMO | How To Complete Change Orders in QuickBooks Online
OVERVIEW | QuickBooks Enterprise - Advanced Reporting
Просмотров 838Год назад
OVERVIEW | QuickBooks Enterprise - Advanced Reporting
Katie's Desk | The Ethics of A.I.
Просмотров 41Год назад
Katie's Desk | The Ethics of A.I.
FULL DEMO | QuickBooks Online - 2023 Update
Просмотров 4,3 тыс.Год назад
FULL DEMO | QuickBooks Online - 2023 Update
TIPS | What Can Cin7 and Certum Solutions Do For You?
Просмотров 26Год назад
TIPS | What Can Cin7 and Certum Solutions Do For You?
TIPS | What is a QuickBooks Solution Provider?
Просмотров 195Год назад
TIPS | What is a QuickBooks Solution Provider?
TIPS | 10 Ways Shopify Empowers Your Business
Просмотров 40Год назад
TIPS | 10 Ways Shopify Empowers Your Business
TIPS | 4 ways to Boost Your SEO Rankings
Просмотров 77Год назад
TIPS | 4 ways to Boost Your SEO Rankings
TIPS | How Long Should I Keep My Bookkeeping Records?
Просмотров 119Год назад
TIPS | How Long Should I Keep My Bookkeeping Records?
UPDATES | March 2023 QuickBooks Online Updates
Просмотров 273Год назад
UPDATES | March 2023 QuickBooks Online Updates
TIPS | How To Apply the De Minimus Rules In Fixed Assets
Просмотров 562Год назад
TIPS | How To Apply the De Minimus Rules In Fixed Assets

Комментарии

  • @LorraineMudzimwa
    @LorraineMudzimwa 2 дня назад

    This has been so much helpful! Thank you

  • @mercadoi28
    @mercadoi28 22 дня назад

    Thank you for this video. I managed to have our nonprofit organization switch over to QuickBooks. Your video is very informative. Thank you so much. I want to request the demo version you have to look through. I want to use it as inspiration for setting up QuickBooks.

    • @CertumSolutions
      @CertumSolutions 22 дня назад

      Hello! We have unfortunately closed our nonprofit demo, but if you need help or training we are here for you!

  • @HUSSEINHUSSEINAHMED
    @HUSSEINHUSSEINAHMED Месяц назад

    How do I send the invoice reminders using my e-mail instead of the info@quickbooks default email?

  • @johnm9548
    @johnm9548 Месяц назад

    Why did you not include Sage 50?

    • @CertumSolutions
      @CertumSolutions Месяц назад

      I don’t work with Sage. We did work with Intacct briefly but it’s not something I’ve worked with enough to include. Hope that helps. 🙂

  • @dennislopez6584
    @dennislopez6584 Месяц назад

    Is there a way to show they pay check stub for contractors?

    • @CertumSolutions
      @CertumSolutions 9 дней назад

      I just did a video for this! Watch for it to come out this week and thank you for the question! 🙋‍♀️

  • @briannile1516
    @briannile1516 Месяц назад

    like to learn from your vdo was more details and if have all link of it then can you add link for me pls. thank you so much.

  • @shiplu123
    @shiplu123 2 месяца назад

    That's im looking for..im vary enthusiasts to Learn bookkeeping and im trying to find a quality tutorials also i watched a lot of video but those was not so much effective then your Videos.. Go head Certum Solution..

  • @tyikw1855
    @tyikw1855 2 месяца назад

    i have a question about the taxes that are withheld: How would you change a tax from deducted from net pay to deducted from gross pay?

  • @AdministratorProjectCoordinato
    @AdministratorProjectCoordinato 2 месяца назад

    Hi I need a formal change order can you give me the partners

    • @CertumSolutions
      @CertumSolutions 2 месяца назад

      You can email us leaton@certumsolutions.com and we’d be happy to help!

  • @AdministratorProjectCoordinato
    @AdministratorProjectCoordinato 2 месяца назад

    Can you give the

  • @AustinMockridge
    @AustinMockridge 2 месяца назад

    Under Inventory, I don't seem to have all those options you do. Inventory Stock status by item is non existent in my QB enterprise?

    • @CertumSolutions
      @CertumSolutions 2 месяца назад

      You probably have a different tier or you need to enable advanced inventory or the industry version for manufacturing. I will send this to our team, but you can reach Sam via sjohnson@certumsolutions.com.

  • @Akshedur
    @Akshedur 2 месяца назад

    nice

  • @samanthagoncalves4662
    @samanthagoncalves4662 3 месяца назад

    How would you reimburse an employee? I know there is a section to put it the amount but what if you wanted to put it towards a certain account? For example safety shoes for $100.00. Would I set the employee up as a vendor then put the expense to safety? Then mark it as paid and put $100.00 in the reimbursement line?

    • @CertumSolutions
      @CertumSolutions 2 месяца назад

      You can definitely do that. You can also put via a payroll item, but you have to remember to cancel it and it’s easy to forget, so I prefer to keep them separate as you described.

  • @VBKPayroll
    @VBKPayroll 3 месяца назад

    Can we print locations on the cheques?

    • @CertumSolutions
      @CertumSolutions 3 месяца назад

      My immediate thought is to include it in the account description or check form so it prints on the checks.

    • @VBKPayroll
      @VBKPayroll 3 месяца назад

      @@CertumSolutions Can you guide on the check form, which form are you referring to

  • @nicolecyster1571
    @nicolecyster1571 3 месяца назад

    Hi, does this option not keep track of employee leave

    • @CertumSolutions
      @CertumSolutions 2 месяца назад

      QB Time keeps track of PTO requests and leave.

  • @Paul-Meister-999
    @Paul-Meister-999 3 месяца назад

    I really like the expression bubbling idiot, it's way better than the more traditional babbling idiot- though this appears accidental it's so funny and charming in a way that I would encourage you to keep using this expression. :)

    • @CertumSolutions
      @CertumSolutions 3 месяца назад

      Hi Paul, it’s actually bumbling idiot that I usually say. I got it from my father. 😊

    • @CertumSolutions
      @CertumSolutions 3 месяца назад

      dictionary.cambridge.org/dictionary/english/bumbling

    • @Paul-Meister-999
      @Paul-Meister-999 3 месяца назад

      @@CertumSolutionsThank you, my boo boo.

    • @Paul-Meister-999
      @Paul-Meister-999 3 месяца назад

      @@CertumSolutions Cool. 🙂🤓😊

  • @Paul-Meister-999
    @Paul-Meister-999 3 месяца назад

    Instead of killing two birds with one stone maybe you could feed two birds with one snack?! 🧐😯🤓

    • @CertumSolutions
      @CertumSolutions 3 месяца назад

      Hahahahaha thank you. That’s funny. 😆 ba dum bshhh

  • @dustyr.647
    @dustyr.647 3 месяца назад

    Mine worked at first and now it's set up to print low

    • @CertumSolutions
      @CertumSolutions 3 месяца назад

      You need to change the calibration settings and that should fix it. I would go back thru it if needed.

  • @flyshacker
    @flyshacker 3 месяца назад

    Hi Katie! I’m about to take on treasurer duties for a county political party, and I found this video which I just watched. Great intro to QBO for nonprofits. I think I have access to local talent for help. But I may need to reach out to you if they can’t help me. I’m just trying to acquaint myself at this point. I’ll be going in depth with the outgoing treasurer in a couple days, so this video (and others I found) are giving me a great starting point. Best wishes and thank you for making this video!! 👍

    • @CertumSolutions
      @CertumSolutions 3 месяца назад

      Hi!! I am here however I can help. My email is kbunschoten@certumsolutions.com. Sounds awesome!

  • @HALOEnterprisesInc
    @HALOEnterprisesInc 3 месяца назад

    Good morning, my question is concerning tips received from clients, tips are nontaxable. When I enter the sales receipt, there is a section at the bottom of the sales receipt for tips. This is where I enter them. When I look at the sales tax liability report it shows the dollar amount that is nontaxable. Is there a report that will show me a list of the clients that paid the tips?? Also - where would the tip information go on the chart of accounts? I appreciate your time and look forward to your answer.

    • @CertumSolutions
      @CertumSolutions 3 месяца назад

      Hello! Depending on the state if the tips are mandatory they can be taxable. If the client can choose the amount to tip and it is blank it typically isn’t, but it depends on the state. Some states see mandatory tip charges as service fees and consider them taxable. (Oi) That being said, tips go to the Undistributed tips account on the Balance Sheet, so I would run a transaction detail by account keying off that account to see which tips were received. Does this help?

  • @LouisPallascio-e4n
    @LouisPallascio-e4n 3 месяца назад

    Hi! I don’t understand if I missed something but where is it shown how to setup the integration? Can this be done in Quickbooks Plus? Why is it reserved for Quickbooks Advanced if it’s an external app?

    • @CertumSolutions
      @CertumSolutions 3 месяца назад

      There isn’t a ton to set up, but what there is is shown in the video.

  • @martyb660
    @martyb660 3 месяца назад

    Good afternoon, I had to go back to my clients sales and calculate sales tax that was not broken out, (a total fee was charged for the taxable service)and reduce the total sales and create the liability i have a sales tax payable but I dont have it listed to the NJ Div of taxation. Is this a journal entry fix to move it from one liability to the other or are there things in the system that need to be addressed?

    • @CertumSolutions
      @CertumSolutions 3 месяца назад

      You would need to fix it within the sales tax module so it will reflect correctly. Ledger entries usually won’t reflect in other modules.

    • @martyb660
      @martyb660 3 месяца назад

      @@CertumSolutions Thank you for your assistance since the sales transactions came through initially without the tax module being properly set up would i need to journal those sales?

  • @Mai_Mia_2024
    @Mai_Mia_2024 4 месяца назад

    That was short and sweet! I understand it now! Thanks!

  • @My.BusinessCoach
    @My.BusinessCoach 4 месяца назад

    great work.

  • @lmn1966
    @lmn1966 4 месяца назад

    Unfortunately only USA. We're good in Canada so far

  • @kalyngrindle55
    @kalyngrindle55 4 месяца назад

    Genuinely SO helpful, thank you so much! :)

    • @CertumSolutions
      @CertumSolutions 4 месяца назад

      Thank you, Kalyn!! That means a lot, and I’m so glad it’s helpful!!

  • @risingisaac1394
    @risingisaac1394 4 месяца назад

    Quick question: When you're entering the information in Recieve Payments, is that before or after you've entered the check(s) you received?

    • @CertumSolutions
      @CertumSolutions 4 месяца назад

      You will show the check there when doing receive payments and the reference number is the check number. The items in undeposited funds are the received payments you’ve booked to go to undeposited funds instead of straight to the bank account

    • @risingisaac1394
      @risingisaac1394 4 месяца назад

      @@CertumSolutions Okay. I noticed that when I entered an invoice, I was able to put it into undeposited funds. After that I make the batched bank deposit in QBO and send the checks to the bank?

    • @CertumSolutions
      @CertumSolutions 4 месяца назад

      ​​⁠an invoice should not post directly to undeposited funds. Undeposited funds is for the receipt of the money used to pay the invoice. An invoice should typically post to a revenue account.

  • @tranngocvananh3697
    @tranngocvananh3697 4 месяца назад

    Hi Katie, Could you pls sign me up to your QBO in Nonprofit Org. demo? Thank you so much

  • @waqara4241
    @waqara4241 4 месяца назад

    I have few questions regarding sales tax on expenses, please guide on email. Regards

    • @CertumSolutions
      @CertumSolutions 4 месяца назад

      Hello! Happy to help. Kbunschoten@certumsolutions.com

  • @fredrickjames1247
    @fredrickjames1247 5 месяцев назад

    Really enjoyed this video Katie! Just found your channel this morning and I have subscribed. Completely understand what you're saying about having a traditional brick-and-mortar office location. I started my bookkeeping business in January working from home like so many others I've seen on RUclips. I truly understand how the aspect of WFH means less overhead with rental expense. Not doubting that one bit and for those that run their business from home, my hat's off to them!! I just signed my lease a week ago for my new office location downtown and I've had some ask me why would I take on the added expense? I view this choice as ROI vs an expense for two primary reasons. One is after months of research, I've found potential clients have more trust in a business brand that has a physical location. Granted, the majority of my work is online, same as when I was WFH, and the need for clients to visit the office is rare. But from a psychology aspect, business owners still feel more secure dealing with a service company with a physical office address. Case in point, when I first started marketing my business offering outsourced bookkeeping, payroll, and financial services virtually from my WFH location, all I heard was crickets. Now that I have announced my moving into my new downtown address office location, in the first week I've received half a dozen potential clients reach out looking for more information. Again, for me, the ROI is in brand trust. Second reason has a non-tangible value. I feel the need for proper Work/Life Balance is important. I noticed when I was WFH, I rarely took a break. Granted I'm still in start-up mode and putting a lot of hours, blood, sweat, and tears into the growth of my business, but I was feeling the burn out. By having my business in a different location instead of at my home, I can take breaks and detach myself on occasion as needed. I was worried I was going to run myself so ragged, that burning out would cause me to lose my passion of growing my business. A fire needs air to grow, but sometimes too much air can reduce the flame. Again, I enjoy your wonderful content and look forward to watching more of your videos!

    • @CertumSolutions
      @CertumSolutions 5 месяцев назад

      Thank you so much for your thoughtful and insightful comment! I'm thrilled to hear that you enjoyed the video and have subscribed to the channel. Your perspective on having a traditional brick-and-mortar office location is really valuable and mirrors the experiences of many business owners. The balance between reducing overhead costs and building brand trust with a physical location is a common consideration. It's fantastic to hear that your new downtown office is already paying off in terms of client inquiries and trust. The point you made about work/life balance is equally important. It's true that working from home can blur the lines between personal and professional life, leading to potential burnout. Having a separate office space can indeed provide that much-needed mental break and help maintain passion and productivity. Thank you again for sharing your experiences and insights. It's comments like yours that foster a great community here. I look forward to hearing more from you and wish you continued success with your bookkeeping business!

    • @CertumSolutions
      @CertumSolutions 5 месяцев назад

      Thank you so much for the reply!! I wanted to also personally respond. I fully agree!! Funny enough, we ended up buying the building this video was about and are opening our second this month. I also feel the ROI is there and is both tangible and intangible. I leave my laptop at work now and don’t have a computer at home and it is very freeing!!! Very much appreciate the subscribe as well. -KB

  • @day-cinvacuums5909
    @day-cinvacuums5909 5 месяцев назад

    Leah, I watched your video and believe you can help me out. I'm one of those users of Windows Pro POS 18 (Single User) . POS system is out front (in my store) and I send my financials to my back office. As you know both PC (out front) and POS Financials (on this same PC and and in my back office. I been a Quick Books POS since 2010. So I up dated to POS 18 in 2018 after finding out Quick Books POS 2010 does not support Windows 10. Enough said about this. My POS works great for my stand alone store. My sales, my input of inventory, and the financial exchange. I use my own stand alone Merchant Services. So Quick Books POS and Financial software works great for me. Here is my problem. Since State of Ohio extended there free tax to all for 10 days (back to school) I decided to set my POS Work Station preferences to be tax exempt for all sales. That caused a problem in the Exchange and Update Summary Shown of the POS: Sales Receipt Sent: Problem Found (in Red) However, everything is being sent to the financial. How do I correct this and make this go away? Where it use to close automatically, now I have to close this prompt to close it manual. My name is Dave and I'm the owner of Day Cin Vacuums. I would really appreciate talking and asking your help me solve this error. Other than that, everything seems to be working well. I just seem to get Financial Exchange message to go away.

  • @JoseHernandez-gj2st
    @JoseHernandez-gj2st 5 месяцев назад

    Very helpful. Thanks

  • @jb64ism
    @jb64ism 5 месяцев назад

    Thank you for posting this video.

    • @CertumSolutions
      @CertumSolutions 5 месяцев назад

      You are so very welcome! I am glad it was helpful!

  • @jb64ism
    @jb64ism 5 месяцев назад

    You are hilarious!

    • @CertumSolutions
      @CertumSolutions 5 месяцев назад

      😂 thank you!! Thanks for watching - your comments made my day!

  • @sunburst29
    @sunburst29 5 месяцев назад

    Hi, I am just a mom who was the only one left to volunteer to be a treaurer for our nonprofit. I'm nervous because I am new and unfamiliar with quickbooks. Although we are up to date with reconciliations, there are a lot of (I think) uncleared charges that may be duplicate entires or just....uncleared. How do I handle those charges and clean up our quickbooks account? I've found several videos but all of them are teaching regular business accounts.

    • @CertumSolutions
      @CertumSolutions 5 месяцев назад

      Hello!! If you set up a call with me I am happy to give you a free consultation. It sounds like you are probably right. The reconciliation process is basically the same. Differences really come into play around accounts and reporting. My email is kbunschoten@certumsolutions.com. You need to be careful around correcting them if they hit closed periods.

  • @nickmahmood8170
    @nickmahmood8170 5 месяцев назад

    your views on effort regarding moving from on-prem version to online hosted version

    • @CertumSolutions
      @CertumSolutions 5 месяцев назад

      On prem to hosted cloud won’t be much different. It will be the same file hosted. We use a trusted provider for hosting and can introduce you. Would not use the canned Rightworks hosting. My email is kbunschoten@certumsolutions.com if I can help with more questions!

  • @SPM-NILSAMARTINEZ
    @SPM-NILSAMARTINEZ 5 месяцев назад

    THANK YOU for sharing your knowledge. I appreciate your time. God bless you.

    • @CertumSolutions
      @CertumSolutions 5 месяцев назад

      Thank you so much, Nilsa! Comments like these make my day.

  • @LisaConrad-k6n
    @LisaConrad-k6n 5 месяцев назад

    Katie, Thanks for the video. Do you have one that goes more in-depth regarding sub items of items? In our electronics company we have several sub-assemblies to the assembly, and we use the build function. We don't use the sub assembly function right now. Thanks, Lisa

    • @CertumSolutions
      @CertumSolutions 5 месяцев назад

      Hi Lisa! I will add this to my list! If you want, we can also schedule a meeting. I’m on vacation thru next week, but am back the week following, or if you contact our main email they can set you up as well. My eml is kbunschoten@certumsolutions.com.

  • @kathooks4404
    @kathooks4404 5 месяцев назад

    I'm halfway thru this video. You remind me of Mayim Bialik :)

    • @CertumSolutions
      @CertumSolutions 5 месяцев назад

      That is a HUGE compliment. Screenshotting this!!! Thank you!! I love her!

    • @kathooks4404
      @kathooks4404 5 месяцев назад

      @@CertumSolutions It was meant to be a compliment (I love her too!) And I realize this is an old video but I like your content better than other QBO content I've watched and I'm wondering what happened to the Workflow option. I cant find it.

  • @1tinMan
    @1tinMan 6 месяцев назад

    I know I'm late to this party, but I go by the handle "Tinman" and I insist that you rewatch the Wizard of Oz. The Scare Crow didn't have a brain. The tinman wanted a heart. The Wizard showed the tinman that he already had heart, and the heart clock was a symbol to remind him of it. Thus the song lyric, "Oz never gave nothing to the Tinman, that he didn't already have."😂

    • @CertumSolutions
      @CertumSolutions 6 месяцев назад

      I think I commented that or mentioned it afterwards. Totally realized I goofed that but it’s kind of my m.o. 😂. Thanks for the catch lol…

  • @TheSendakite
    @TheSendakite 6 месяцев назад

    Yes, great segway . . . you know your stuff. I just picked up my ProAdvisor Advanced Certification.

    • @CertumSolutions
      @CertumSolutions 6 месяцев назад

      Thank you + Way to go!!

    • @TheSendakite
      @TheSendakite 6 месяцев назад

      @@CertumSolutions I just can't land my first job . . . .

  • @jenaebohne7949
    @jenaebohne7949 6 месяцев назад

    What if I missed the deadline, how do I retrieve all of my information?!

    • @CertumSolutions
      @CertumSolutions 6 месяцев назад

      The deadline is for support from Intuit and integrations; you should still have access to your data! We are here if you need any help switching to a new method! Just reach out to sales@certumsolutions.com

  • @TheSendakite
    @TheSendakite 6 месяцев назад

    That being said . . . lol

  • @ForestGreenRivers
    @ForestGreenRivers 6 месяцев назад

    what account/ subscription do you need to have to be able to have this features? I dont see if on my self-employ account

    • @CertumSolutions
      @CertumSolutions 6 месяцев назад

      Self employed won’t have these features. You will probably need qbo essentials. We can help and confirm and provide a discount if you contact us. Kbunschoten@certumsolutions.com

  • @PapaJoesHumbleKitchen
    @PapaJoesHumbleKitchen 6 месяцев назад

    If I use Quickbooks Desktop internally, strictly for my business books...no payroll, no checks, no banks, no online anything....can I continue using ??? I do not want my books online, I backup regularly to an external drive. I do not want Quickbooks in my business... help!

    • @CertumSolutions
      @CertumSolutions 6 месяцев назад

      I will get an answer on this for you! Some editions will keep working, but connections and “extras” won’t connect. Our product team will have more specifics. I love the name of your business and it’s making me hungry! 🤤

    • @iamloved1971
      @iamloved1971 6 месяцев назад

      I use mine for the same purpose. No payroll, checks or anything online. But I’ve got to upgrade, is there an edition I can still purchase outright & use without having to do the monthly or yearly fees??

    • @kiblee
      @kiblee 4 месяца назад

      I'm still using my Desktop 2021. I constantly get pop-ups from them and wait for them to do something to screw me over. Is there a way to log out of my desktop out from intuit so they can't do that? It's funny they won't give us support anymore, but they still inundate me with upgrading to the online version and paying 1000% more. I don't want my account online!

    • @lmn1966
      @lmn1966 4 месяца назад

      For their course it's 599 bucks for 6 months. That's a price gouging business unfortunately

  • @printability9898
    @printability9898 6 месяцев назад

    I enjoyed your video. I really like that you talk fast. It was refreshing. I watched the whole thing without pausing or fast forwarding. I just didn't get the answer to what I was looking for. Since the latest qbo update, the sales tax liability report lists the state as well as the counties. I was wondering if I need to add the numbers together or is the state portion included with the county numbers?

    • @CertumSolutions
      @CertumSolutions 6 месяцев назад

      You are so nice, thank you!! It depends on what state you are in and if you have a combo tax or not. If you email me kbunschoten@certumsolutions.com I am happy to help you find it and check.

    • @jb64ism
      @jb64ism 5 месяцев назад

      I have had that same thing happening to me in Florida.

  • @francieely845
    @francieely845 7 месяцев назад

    Great video. Thanks for the info. Would I enter an amount I pay a vendor for a job in the pay bills section or in the job info itself?

    • @CertumSolutions
      @CertumSolutions 7 месяцев назад

      Hey ladybug! Thank you so much!! I need to see what you mean. If you email me kbunschoten@certumsolutions.com I’m happy to take a look!

  • @DaisyMoreno-mb3hu
    @DaisyMoreno-mb3hu 7 месяцев назад

    Great video! Thank you for all the great information.

    • @CertumSolutions
      @CertumSolutions 7 месяцев назад

      You are more than welcome, my dear!!! And I can’t wait until you have your debut as our construction pro considering all you do for our amazing clients!!!