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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

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

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."😂

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

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

That being said . . . lol

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

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!

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?

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?

Great video! Thank you for all the great information.

What are some of the plugins that do change orders with QBO?

Hello, I can't stand QB, which I've had for years, which is also why I'd like to switch from QB desktop to another desktop software that's designed for that purpose, so it's seamless, easy migration, almost identical, with built-in shipping manager, etc. Is there such a thing, & if so, which is the best? Thank you...

TLDR: QuickBooks Enterprise offers specialized features and support for construction companies to streamline processes, track job costs, and ensure accurate financial reporting. 00:00 🏗 QuickBooks Enterprise for contractors emphasizes the importance of change orders, with industry-specific additions and support for intercompany transactions. 03:34 🏗 Set up preferences and chart of accounts in QuickBooks Enterprise, use class tracking only when necessary, avoid opening balance fields and names items, use QuickBooks Payroll for job costing, and consider using kiosks on job sites for tracking. 11:21 🏗 Enable real-time integration, sales orders, barcode scanning, and landed costs in QuickBooks Enterprise for construction companies, while consulting with an advisor for specific setup needs. 18:04 🏗 It's important to keep transactions in one currency, set up QuickBooks payments, use job costing, consult with a CPA for accurate reporting, and consider sales tax compliance. 22:56 🔨 Set up QuickBooks Enterprise for construction accounting, including preferences, job costing, and cost centers, to streamline processes and ensure accurate reflection of construction job costs. 28:09 🏗 QuickBooks Enterprise 2023 introduces new item list categories and custom fields, different item types are important for tracking revenue and costs, and the video discusses various lists, new vendor features, managing customer groups, job cost reports, attaching files to contracts, navigating estimates, and viewing journal entries. 37:17 🏗 QuickBooks Enterprise for construction allows for efficient invoicing, payment tracking, and job costing, with multiple ways to organize customer profiles. 42:32 🏗 QuickBooks Enterprise for construction includes special fields for vendor information, paying bills, managing inventory, cycle counts, job cost reports, budgets, and forecasts.

Do I have to download the files from my bank before May 31, 2024 if I have desktop 2021 and am moving to online quickbooks?

I love the way you described about the payroll things with nice & short jokes, thank you.

i use QB desktop for basic bookkeeping for over 20 companies. online version you pay per compnay which would get very expensive. any recommendations? thanks

I just have a question about the previous claim for sick leave and annual leave. Is it normal to keep deducting the previous sick/annual leave from the beginning balance and from the accrued on YTD? I got confused because, on my paycheck, my previous sick/annual leave claim still shows that was being deducted on YTD. So, every paycheck I lose the number of sick/annual leave balances. TY for your advance response.

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Very helpful, thank you!

Will you send me a copy of your demos please

Finally found a good youtube channel on running Quickbooks in NP Organizations. Liked and subscribed. Please keep bringing in more videos of Quickbooks for non-profit org. and slow , deliberate instructions without erratic or too quick (nervous) cursor movements. Thank you.

I need help ARCHIVING my W-2 forms from my list of things that I need to do. I printed on regular paper and gave to employees long ago. Just can't remove it from ACTIONS NEEDED screen. Can you advise please

Great job! I enjoyed your video! Thank you!

This video is very helpfull to understand non profit organization bookkeeping ❤❤❤❤❤❤

Excellent! TY!

Pls contact share CPA

I would like to see more on bill of materials, we are a bakery mfg, who manufactures various baked good to see to supermarkets and other wholesalers

Thanks

QB Online Payroll is extremely frustrating! I am used to being able to make corrections to my payroll and this software doesn't allow me to do that. I have to contact the help desk and they put in a ticket to the back office - offline - payroll corrections team. I haven't ever been allowed to talk to the people actually making these corrections to MY books. The first time I did this, it took 9 months to get the correction made correctly. The second time I did this, they made the correction in the wrong year! and now I am trying to get them to reverse this. It is holding up my tax return. Three different people have assured me that this reversal request was put in with high priority. Today I find out that a request for reversal has never been made! If you run payroll - don't do it through QB Online.

I need to know about how the payroll taxes are filed. Will QBO file the payroll taxes itself? How does that work?? Do you have any videos on Payroll tax. That is more my concern. Thanks!

Is there a way to have unbilled costs that vary each month automatically charged to a card on a sales receipt?

Hi Katie B, Awesome Video. I like your style. I don't like using scripts either so your delivery made me feel right at home. I am very familiar with SAP B1 but just started a job where they use the QB 2022 Manufacturing desktop version. They do a lot of down payments when customers place orders and a lot of Vendor prepayments when order supplies. Do you have a video on how to properly enter in such transactions? The way they are handling it now is to create invoices using the Sales order number as the invoice number and applying the down payments. They do same thing for POs - Enter them in as invoices then apply the cash. So, obviously lots of issues as inventory is never going to be accurate, nor will AP or AR. Thanks in advance for your help.

Very informative

Does QB online convert quotes to sales orders then allow to make purchase orders to your vendors? We use desktop premier manufacturing version and looking into online options. Thanks for your feedback in advance!

3:17central 12/30/23 We have a small plumbing business. My fiancé does the yucky part & I do all the back end. About 3 years ago I was thrown in the desk position and had to wing it from there. I’ve never had time to actually learn or take a coarse on QBO so I taught myself the basics in order to create invoices,Receipts and we pay a accountant to do the rest including categorizing, payroll etc I know we should not be paying someone every month when it’s all right in front of me at my desk. Recently (8-10 months) I have fell behind due to unplanned illness that has created a very hectic schedule, days I’m not able to move very quickly or focus due to overwhelming pain. On top of that I had lose ends on my personal end that needed my full attention in order to get done before any deadlines come about. With that said we obviously are at the end of literally & I have 3-4 months worth of invoices to create, create & create a paid invoice also 15-20 clients that need billed/invoiced for work done in November, December 2023. I guess what I’m asking how can I give myself 3-5 days more of 2023 to enter all this before switching to 2024. And after I complete 2023 I would pay any amount of $$ for you to pass on any tips for QBO & your knowledge to make our business more organized on the back end. I know I’m asking the impossible with only 8 hours till it’s 2024🤦🏻‍♀️😩 and I apologize for the “novel” I just wrote to you! I have been watching your videos & I am very confident that you are my answer to my huge problem I’ve created. I feel frozen on where to even begin at this point. The first thing I need to figure out is how to set our QBO to switching to 2024 tonight at midnight. Is that even possible? If you can reach out to me this evening before the clock strikes 12 not only would you be my hero forever I truly mean that from the bottom of my heart, but you would give me hope again & I may be able to actually sleep at night again & stop wanting to give up on everything bc I see the light at the end of a loooong tunnel. We are a small business with only 1 employee on payroll that’s not including the owner/my fiancé. The business is at a 5 year mark of being open and the last 2 years he has grown significantly but it’s still ran like it was that 1st year of business when you could do a weeks worth of work in a hour or less at the desk. So the growth of the company in the middle of my life changing health issues has made things very difficult to stay current on. I know I am also doing billing and all the other things that comes with owning a business, the longest, most time consuming way due to my lack of knowledge of QB’s. You think you talk a lot??? 😉 I think I got you beat there. So sorry to ask for help in a ridiculous amount of time 🙏🏼

The deposit to is not showing up once I select CC for payment. It show if cash is selected.

Thank you for this video! You have been the 1st person to get close to our needs in construction. We are a small bridge subcontractor in Mt Airy, NC. We speacialize in bridge SIP metal decking installation & welding only. We have a total of 15-17 employees, however, we work in NC, SC, & VA. We use QB Enterprise Solutions 23.0 via Right Networks. I feel like this is possibly more than we need and it can get very expensive for less than 20 employees. Do you suggest looking elsewhere, cheaper, than Right Networks or maybe is there a suggestion on a better (less complicated) version of QB?

Very professional full demo presentation of QuickBooks online 2023. I like it!!! Thank you for the iupdate information.

Good video. A suggestion. Not sure you realize how many times you say “”with that being said”. You would be a better speaker.

We are trying to set up taking credit cards. We need to know how to do that. Also to get prices for running cards

Hi Katie! Our company will soon be moving to QuickBooks and we will also be using Amazon as a point of sale. Linking the two seems relatively easy, but how do you link the company's transactional site to QuickBooks? Does it take a third party app? I was told that QuickBooks inventory management is basic and that it is necessary to consider again a third party app for more efficient inventory management, particularly if the company has a transactional site. Is this true and if so, what application would you recommend? Thanks!

Thanks for the video. How do I get access to the nonprofit demo you mentioned?

Thanks!

Since BC recognizes new customers and I want to recognize them, too, I would like to transfer my customer base from QB over to my new website on BC. How can I do this?

Thanks for posting this video! I just watched several videos on this topic and your explanation of the de minimis safe harbor election was by far the easiest to understand. Thanks!

I'd like to know how to create an unscheduled payroll please? for ex: retro pay adjustment or prevailing wage adjustment checks.

Frustrated by this latest QuickBooks update because I am not able to attach supporting documents anymore to the invoices that the customer can see. Really hoping they address this over at QuickBooks.

Can I have my logo on check like desktop

I love CERTUM!!!