Add Account In QuickBooks Online New Interface

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  • Опубликовано: 5 ноя 2024

Комментарии • 47

  • @worldwidequickbooks
    @worldwidequickbooks  2 года назад +2

    Hello my QuickBooks friends!!
    This is an emergency video because today, May 19nd 2022 QuickBooks Online updated the interface and the window where you add a new account to the chart of accounts.
    Even though it really is exactly the same, it looks different and seems different and can be frustrating if nobody explains how to put in the new account with the new interface and the new add account window. That's why this video will help you if you just take a moment to watch it and then you can manage your chart of accounts easily.
    Hope you will click "like" and subscribe
    Mark

  • @CurlyWoof
    @CurlyWoof Год назад

    This video helped me become familiar with the "new account" dialogue system. Thank you for making it so clear. 🙂

    • @worldwidequickbooks
      @worldwidequickbooks  Год назад

      Glad it was helpful!
      As mentioned in my other comment
      Try to limit your future comments to just questions that you really need answered
      This will help me the most so I can see from the point of view of people who are studying
      Mark

  • @muhammadshahzad8182
    @muhammadshahzad8182 Год назад +1

    That fantastic I have a important question could you like to reply please I have done Sales Tax course as well as previous course that 3: 31 three hours and 31 minutes so I am going to move your next course 2023. my question is that I want to remove my previous all data how can I do.
    Thanks
    Muhammad Abbas

  • @ericlogan5746
    @ericlogan5746 Год назад

    Great series! I didn't see anything about the entries needed when I buy a new rental in this series though. It would be helpful to understand the entries needed in my books based off the information on my HUD. Ex. I borrow 100k to buy a property with a purchase price of 70k. 10k goes to closing costs or taxes or other expenses on my HUD and the other 20k is put into renovations.

    • @worldwidequickbooks
      @worldwidequickbooks  Год назад

      Yes I can help you
      This is the playlist for quick books online for landlords and it's the older one but it's still includes a series of videos about flipping property. And it does show how to purchase with a mortgage and record the Sale after flipping.
      You have to read the titles of the video and go down towards the end of the playlist to get the videos regarding slipping property but at. Least it? Covers. How to purchase and record with or without a mortgage
      Learn QuickBooks For Landlords And Rental Property Managers: ruclips.net/p/PLqRhgBZfJuE5kr74b_7MctaQW8hsx6waD
      Keep in mind that there's an updated version of the playlist in one big fat video that was released recently so if you click on the Kitty and go. To the main channel page,please look at the recent videos I put up and you will see quick books on line. Phillands is a 4 hour video Theo and it's updated but it. Unfortunately does not include the flipping property videos but any way the older videos are clear enough.
      Please confirm that you found the videos and then you have what you need and if not I'll help you with a follow up
      Mark

  • @anthonynappo5832
    @anthonynappo5832 2 года назад

    I like the way he explains everything so it’s easy to understand

    • @worldwidequickbooks
      @worldwidequickbooks  2 года назад

      Thank you so much and I'm glad it helps and I'm here if you have any other quick books questions
      Mark

  • @karengrissen7022
    @karengrissen7022 2 года назад +1

    First off I would like to say a HUGE THANK YOU for ALL of your videos and the time and care that you have put into each and every one. I have not watched one and ever wondered what the heck you were talking about like so many others. I used QB desktop for years and thought why can't I just do this for my own household, so I that's what I did. Although I was told by QB that I could NOT do that and needed to use a different program. When the online system came out I switched over to that. Although, I wish I would have seen your video then that told how I could get it for free. HA! Having said all of that I do have a question that I'm sure you can help me with. Again, this is for my own household. Can you tell me the difference between entering something as an expense or entering it as a bill and which is the proper way to use those categories. The way I use it is that everything is entered as an expense except reoccurring items like utility bills that get paid every month, those I enter as bills. Do you have a video on entering expenses vs bills? I've looked and watched most all of your home related videos but couldn't find anything. My apologies for this extremely long comment. Thank you again for all of your dedicated help with learning QB.

    • @worldwidequickbooks
      @worldwidequickbooks  2 года назад

      First off I would like to say a HUGE THANK YOU for ALL of your videos and the time and care that you have put into each and every one. I have not watched one and ever wondered what the heck you were talking about like so many others. I used QB desktop for years and thought why can't I just do this for my own household, so I that's what I did. Although I was told by QB that I could NOT do that and needed to use a different program. When the online system came out I switched over to that. Although, I wish I would have seen your video then that told how I could get it for free. HA! Having said all of that I do have a question that I'm sure you can help me with. Again, this is for my own household. Can you tell me the difference between entering something as an expense or entering it as a bill and which is the proper way to use those categories. The way I use it is that everything is entered as an expense except reoccurring items like utility bills that get paid every month, those I enter as bills. Do you have a video on entering expenses vs bills? I've looked and watched most all of your home related videos but couldn't find anything. My apologies for this extremely long comment. Thank you again for all of your dedicated help with learning QB.
      Thank you for your appreciation!!
      I’m happy to help you.
      1 - You MUST use this full playlist in proper order. The interface is a little different but you can still learn exactly the same
      ruclips.net/video/H5zcoHsTZLQ/видео.html
      2- You must NOT use the “enter Bills” or “pay bills” feature, the videos show you exactly how to RECORD auto bill entry and autopay. You will see this has what you need.
      I hope you will click “like” after watching each one and subscribe
      -Mark

  • @marcellatruncali4971
    @marcellatruncali4971 2 года назад

    Thanks for the timely update

  • @katyhancock
    @katyhancock Год назад

    Thank you for all your videos so much good information.
    How do I merge two accoungs in to one in the charts of accounts? I had Credit card fraud and in order to update the import feature it made me bring the new card number in as a new account instd of an existing account how can I fix this?

    • @worldwidequickbooks
      @worldwidequickbooks  Год назад

      Thank you but if I am understanding correctly you should not merge the two accounts
      It would be better to simply create a new account in your chart of accounts to record Transactions in the newly issued account because the old one was closed for fraud.
      You can make an opening balance adjustment as a journal entry for whatever the balance is at the moment they switched account numbers because if the bank gave you no account number it means it's a new account.
      So your quick books record should reflect what the bank records reflect by actually creating a separate new account in the chart of accounts and stop using the old account and only use the new one for transactions downloading and reconciling
      Mark

  • @maricelrutaquio5365
    @maricelrutaquio5365 2 года назад

    Thanks for the update!

  • @avalonicmentorship
    @avalonicmentorship 2 года назад

    Love this video, so glad you made it.

    • @worldwidequickbooks
      @worldwidequickbooks  2 года назад

      I'm happy It helped you and if you need anything else with quickbooks go to the main channel page and don't forget to click like to support the free help for ever one and please subscribe
      Mark

  • @adejareseyi7825
    @adejareseyi7825 2 года назад

    Well done sir for the goodwork ,please i need a mentor and how to get client for bookkeeping job online?

    • @worldwidequickbooks
      @worldwidequickbooks  2 года назад

      Thank you very much,
      I can only help you with quickbooks. marketing your services can be leaned in other courses. Good Luck!
      -Mark

  • @nunusgifts4773
    @nunusgifts4773 2 дня назад

    I am a bookkeeper and I will start working with the immigration consultant firm, just I want to make sure if the QB like the lawyer because I have experience with Pclaw with the lawyer and I want to use QB online for the new company immigration consultant firm

    • @worldwidequickbooks
      @worldwidequickbooks  2 дня назад

      Okay then watch this playlist from start to finish and proper order and you will have everything you need
      ruclips.net/p/PLqRhgBZfJuE6SM38Q-gmjTY_-mAiFv8N4
      Stay in touch and please remember to click like after each one that you watch to help support the free channel for everyone and please subscribe
      Mark

  • @Mark-ex3gk
    @Mark-ex3gk Год назад

    Thank you!

  • @Sxtahv
    @Sxtahv 2 года назад

    Great vid!

    • @worldwidequickbooks
      @worldwidequickbooks  2 года назад

      I'm glad you like it and I'm here if you have any questions
      Mark

  • @MarijoHolt
    @MarijoHolt Год назад

    how do you record money put in the company by the owner? what type of account does it go into and out of. Does it effect cash in bank?

    • @worldwidequickbooks
      @worldwidequickbooks  Год назад

      Thnak you Marijo,
      It's best to show you rather than write a whole bunch of text.
      I suggest you watch #7 to #12 in this playlist and all will be clear.
      ruclips.net/video/A5SDqvdQggY/видео.html
      Please confirm and I'm here if you have a question after watching.
      -Mark

    • @MarijoHolt
      @MarijoHolt Год назад

      @@worldwidequickbooks thanks for the videos ii will be watching several more you are a terrific teacher!

  • @wencirculado9733
    @wencirculado9733 2 года назад

    Do you have QuickBooks learning courses that provides certifications after? I'm planning to register. Thanks!

    • @worldwidequickbooks
      @worldwidequickbooks  2 года назад

      Yes we do! Thank you Wen,
      If you email to me at: worldwidequickbooks@gmail.com", I will send you the link to that main QBO tutorial that everyone loves so much. You will get a certificate and you will LOVE this coourse. You will start form very basic and finish as an expert easily!
      And I thank you for a great complement that you wnat to take the main course.
      -Mark

  • @Sifat1441
    @Sifat1441 Год назад

    Sir, If I want to add new Account Type in my list, how can I do that? I don't to use the default Account Type. Please be noted I'm talking about Name of Account in list of account

    • @worldwidequickbooks
      @worldwidequickbooks  Год назад

      It might be better to see the chart of accounts in business view instead of accountant view.
      Try clicking the cog wheel and click to switch to business view and then after that,open the chart of accounts and you will see it's A. Lot easier to input.
      Mark

  • @krystals8456
    @krystals8456 2 года назад

    Do you know how to change an existing account to a subaccount, now that the interface has changed?

    • @worldwidequickbooks
      @worldwidequickbooks  2 года назад

      VERY SIMPLE!!!
      After you click "New", Instead of choosing an account type, choose an account UNDER the account type. Then, the account name they ask for will be the sub account under the account you chose. Thry it.
      -Mark

    • @krystals8456
      @krystals8456 2 года назад

      @@worldwidequickbooks I just started using quickbooks this week for an accounting class. The only instructions I have, say to check the box for subaccount. With the new interface, there is no checkbox.

  • @mcardillo77
    @mcardillo77 3 месяца назад

    Why would I be writing checks to customers? Vendors and subcontractors yes

    • @worldwidequickbooks
      @worldwidequickbooks  3 месяца назад

      Customers could get refunds and there are other possible reasons

  • @jwharris625
    @jwharris625 2 года назад

    Interesting that I still have the old format and have not seen anything that looks like the new chart of accounts interface.

    • @worldwidequickbooks
      @worldwidequickbooks  2 года назад

      Thank you, you will soon. It takes time for them to upate every server, If people don't like it, they change it back. It has happened.
      -Mark

  • @victoriadavis668
    @victoriadavis668 Год назад

    Sir, I'm trying to add a new account but it's not showing up on my clients list. Also when I pull the company up in the search menu and input transactions it shows up in my company account. Please help

  • @Alexi_Auditore
    @Alexi_Auditore 2 года назад

    Hi! I’m having an issue where after I select the general account type, the “save account under” drop down does not populate anything other than the general account type. Then, the drop down for “tax form section” remains empty. This means I can’t create any new accounts. Any ideas on how to fix? Thanks!

    • @worldwidequickbooks
      @worldwidequickbooks  2 года назад

      Thank you for asking but if it looks different than the way it shows in the video, and you're sure you have the plus version of QuickBooks Online, then you have a tech support issue and you should contact Qbo support.
      They're probably going to ask you to try things like: try a different browser, clean out the cookies of your browser and try it again, try to go in and quote Incognito quote window and so forth and these troubleshooting steps or what text support usually asks you to do when things don't work the way they should.
      Mark

  • @normarosado8411
    @normarosado8411 2 месяца назад

    Hello, How do I record 3rd party payroll