How to use QuickBooks Online - Beginner Walkthrough & Tutorial

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  • Опубликовано: 2 июн 2024
  • ⚡ Get started with QuickBooks Online: bit.ly/intuitquickbooksonline
    This video is your go-to guide for QuickBooks Online basics. We'll cover bank connections, categorizing expenses, invoicing, bill pay, taxes, and reports. Start managing your business finances with ease! Get the confidence you need to manage your business finances like a pro!
    Host: David DeWinter
    📚 RESOURCES
    - Get QuickBooks Online: bit.ly/intuitquickbooksonline
    ⌚ TIMESTAMPS
    00:00 Introduction
    00:47 Get QuickBooks Online
    00:57 Plan differences
    01:33 Main dashboard
    02:05 Import transactions
    02:26 Categorize transactions manually
    05:03 Create categorization rule
    06:46 Generate invoice
    11:08 Pay bills
    13:10 Sales tax
    13:55 Reports
    16:02 Wrap up
    📺 RELATED VIDEOS
    - Playlist with all my videos on QuickBooks Online: • QuickBooks Online
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Комментарии • 47

  • @KevinStratvert
    @KevinStratvert  3 месяца назад +7

    Get QuickBooks Online: bit.ly/intuitquickbooksonline
    Get the latest high-quality tutorial and tips and tricks videos emailed to your inbox each week: kevinstratvert.com/newsletter/
    Some links are affiliate links. Purchasing through these links gives me a small commission to support videos on this channel. The price to you is the same.

  • @Wildfoodland
    @Wildfoodland 2 месяца назад +14

    Starting a job with a small buisness and they mentioned this so here I am

    • @BigNr3d
      @BigNr3d 19 дней назад

      Good luck to you and your new adventure!

  • @dastaan.
    @dastaan. 3 месяца назад +7

    Helpful always 😊

  • @elementaryfundamentals
    @elementaryfundamentals Месяц назад

    The first 30 seconds of this video was useful causing me to keep on listening. Thank you for sharing this overview of how to successfully implement the software into my business!

  • @dave4shmups
    @dave4shmups 3 месяца назад +2

    Great video!

  • @marlowey9119
    @marlowey9119 Месяц назад +1

    Thx for your instructive video

  • @AyAyRonGascon
    @AyAyRonGascon Месяц назад

    This is so helpful!

  • @PyroBlank
    @PyroBlank 3 месяца назад +20

    It seems Kevin has mastered shapeshifting to a never-seen-before level

    • @KevinStratvert
      @KevinStratvert  3 месяца назад +9

      You'll see additional hosts appear on the channel. This way you'll get more high-quality & free tutorial content. Cheers!

    • @NONE_YA
      @NONE_YA Месяц назад

      Kevin is wonderful. You are jealous.

  • @2222...
    @2222... 3 месяца назад +3

    Very helpful, thank you.

  • @YueHuang-qv5bk
    @YueHuang-qv5bk Месяц назад

    great video 🎉

  • @MuditaWisdom
    @MuditaWisdom 2 месяца назад

    Question, if I get the $15 plan but let’s say tax time rolls around and I need an accountant to go in and look at my books or if I need them to fix something can you do that with only having 1 user active? Or will I need the $30 plan to have someone checkout my books ?

  • @BobsBites
    @BobsBites 3 месяца назад +1

    Kevin is making my dream come true 😊

  • @ube-23s
    @ube-23s 2 месяца назад +2

    slow speaker, Good explanation. thank you.

  • @LesleyAL0077
    @LesleyAL0077 Месяц назад

    i have already signed up for QB online accountant, how do I switch to just using QB online to start doing my personal finances? I opened the QB online accountant to do
    the training but I'm still so new to it all

  • @user-lm4pi7tj6k
    @user-lm4pi7tj6k Месяц назад

    Must I always link a credit note to a sales invoice ? I did not and I cant seem to clear the credit note from the customer's records. What can I do now ? Thank you !

  • @AdmiringUniverse-ky2lr
    @AdmiringUniverse-ky2lr 3 месяца назад +1

    Need more videos to start learning on bookkeeping

    • @KevinStratvert
      @KevinStratvert  3 месяца назад

      Let me know what other types of videos you'd like to see related to bookkeeping. Cheers!

    • @AdmiringUniverse-ky2lr
      @AdmiringUniverse-ky2lr 3 месяца назад +1

      I'd love to see a video on QuickBooks bookkeeping and also a guide on securing remote bookkeeping jobs in the US, including the necessary Qualifications. Thanks for considering these topics!​

  • @jimhorne8855
    @jimhorne8855 13 дней назад

    Are you familiar with ver 2003? If so, does it operate as a standalone, or does it have to be online also? Thx

  • @AnneMarcin-uj5lc
    @AnneMarcin-uj5lc Месяц назад

    Anytime I try to record a sales tax payment the account doesn't populate. What can be done?? Thanks!

  • @gamotoyoutubasou
    @gamotoyoutubasou 3 месяца назад

    I am living in Greece and I was wondering if QBO could work here and if it couldn't, are there any alternative options?

    • @michelekate8567
      @michelekate8567 2 месяца назад +1

      QBO works in the UK but not sure about Greece specifically.

  • @humphreychinyanta9251
    @humphreychinyanta9251 Месяц назад +1

    That is so helpful .thanks a lot simon

  • @contextmatters8243
    @contextmatters8243 2 месяца назад

    Seems okay for a cash basis business but what accruals?
    How does QBO handle receivables?

    • @villian2.
      @villian2. 2 месяца назад

      You mean like other. Peoples biz

    • @KevinStratvert
      @KevinStratvert  2 месяца назад +1

      QuickBooks Online supports both cash and accrual accounting methods. You can choose between them according to your business needs. If you want to use the accrual method, you can record income and expenses when you send the invoice or receive the bill. QuickBooks Online allows you to change your accounting method in the settings, and you can also customize individual reports to reflect the chosen accounting method.

    • @contextmatters8243
      @contextmatters8243 2 месяца назад

      @@KevinStratvert Thanks for responding.
      I hadn't been through the training and found the answers.

  • @everybodywatching8763
    @everybodywatching8763 2 месяца назад

    Love from ❤🇵🇰

  • @stevendigges4151
    @stevendigges4151 2 месяца назад +2

    Why would a company take a desktop version of a tool that works and turn it into a flaming pile of shit. Do other small businesses enjoy having to learn another password to log in to their accounting software?

    • @sirhch1
      @sirhch1 21 день назад

      ... And what makes it worse is that they have stopped improving the desktop version but they keep increasing the price trying to force you to go online. They even reintroduce bugs that they had solved before. Just to make it more painful. I hate this company

  • @codign_inc
    @codign_inc 3 месяца назад

    I am a graphic designer and I need to learn how to make money without having a laptop 😢

  • @Roundawg
    @Roundawg 2 месяца назад +1

    Great video. Too bad QB charges 200.00 mo for job costing for 1 user. Their plans make no sense. Crooks.

    • @sirhch1
      @sirhch1 21 день назад +1

      Totally agree. Product never changes but the price keeps increasing. Crooks is correct

  • @sljt8d2g7nfp4ua6ey
    @sljt8d2g7nfp4ua6ey 3 месяца назад

    👍

  • @bobjoe6656
    @bobjoe6656 2 месяца назад

    im getting uncanny valley vibes from the guy talking, good video though

  • @user-kh5ig4tr9y
    @user-kh5ig4tr9y 3 месяца назад

    Lol 😊❤

  • @user-rw3by5qk4d
    @user-rw3by5qk4d Месяц назад

    are you an Ai? hehehe

  • @danmartin9086
    @danmartin9086 3 месяца назад +1

    Kevin has a boyfriend as well now.. didn't know he was bi

    • @JB-cj3oe
      @JB-cj3oe Месяц назад

      Yeah I just unsubbed, I’m not supporting that diddy shit