Organize, Clean, and Import Chart of Accounts into QuickBooks Desktop

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  • Опубликовано: 29 окт 2024

Комментарии • 53

  • @jeanettealastra4528
    @jeanettealastra4528 3 года назад +3

    All your videos are really helpful and informative. I cant help but, play, pause, rewind, fast forward and try it in my own! Thank you very much Hector! Your are such a brilliant QB person... Keep it up always..

  • @haroldspanier9185
    @haroldspanier9185 2 года назад +1

    Absolute best explanation by far. Leaves other youtubers in the dust.

  • @mimimd9652
    @mimimd9652 4 года назад

    Wow, I've been using QB for about 22 years. I wish there had been videos like this available when I started! I've been working on cleaning up my goofs as I've found time and I'll be checking back with you for more help. Thanks for the info!

  • @oranngzeb
    @oranngzeb 4 года назад

    Dear, really enjoying your helpful videos. Can you please make video on how to prepare, filing and adjust ( bad debts adjustment) VAT. Thanks

  • @terrilea5146
    @terrilea5146 4 года назад

    Hi Hector, just in time for me to need an updated COA for a client! Thank you!! Did you not teach about the Paste from Excel in the Items window because some people do not have access? Just wondering. I can't imagine every opening each item one at a time to change the account anymore.

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 года назад

      Terri Lea there are other videos that talk about the add/edit tool, but not this one

  • @bpjunk9234
    @bpjunk9234 4 года назад

    Thanks for the helpful information. If one changes account names, merges accounts, etc, I assume that if you run reports for prior periods the new Chart of Accounts would be reflected in the reports. Is that right? Does that cause issues with audits (tax and otherwise) if previously printed reports or tax returns can no longer be traced back to an original source entry?

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 года назад +1

      Correct.. you need to make backups for previous period audits... because you will lose the history for sure.

  • @zahidmalik7970
    @zahidmalik7970 3 года назад

    Hi Hector Garcia Hope your doing well. I have deleted some fixed assets which i was wrongly created with balance in quickbook online. They removed from chart of accounts but they are still showing in Reports of journal. How i can remove them from reports.
    Thanks

  • @abieflorendo4111
    @abieflorendo4111 3 года назад

    Is this also applicable in Quickbooks online? My client gave me a new set of COA that he wanted us to use. Thank you

  • @tolulopeadeliyi2648
    @tolulopeadeliyi2648 Год назад

    Hi Hector, how do I edit accounts with subaccounts on the chart of accounts pls?

  • @dollyp.8718
    @dollyp.8718 4 года назад

    Hi Hector! Is there a video explaining how to clean the 'Owner Draw' account? My owner draw account has this HUGE negative number that has built up over years (not just from this current year) I don't know how to fix this, I can't find any help online. I am currently using QB's Online. Thank you so much!

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 года назад +1

      Adjust the whole thing against retained earnings, problem solved.

  • @conniegarrick2431
    @conniegarrick2431 4 года назад

    Thank you so much. Your videos are amazing and so helpful!

  • @DT817tx
    @DT817tx 4 года назад

    can you do a video on how to auto populate expenses. For example if i am entering a bill in quickbooks online, once i put the vendor in, the account it supposed to go to will auto populate.

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 года назад

      DJTHECON on QuickBooks Online, the auto populate feature will enter amounts as well, not sure I like it.

  • @jessicachen2243
    @jessicachen2243 3 года назад

    This video is very helpful, thank you!

  • @donackerman8286
    @donackerman8286 2 года назад

    How do I print or view a Chart of Accounts that shows the sub-accounts listed underneath the main account? I printed one in October 2020, but now I'm not seeing the same thing. The Account List that prints shows the accounts numerically and not with the sub-accounts indented.

    • @HectorGarciaCPA
      @HectorGarciaCPA  2 года назад

      That is not available… closest thing would be a P&L and BS

  • @muhammadasim828
    @muhammadasim828 Год назад

    Hi Hector. How to do this in QB Online. Is there any vedio of you on this.

    • @HectorGarciaCPA
      @HectorGarciaCPA  Год назад

      Its very different, no there is no video like this

    • @muhammadasim828
      @muhammadasim828 Год назад

      I am doing cleaning of chart accounts in QB Online one by one by i.e. manually.

    • @HectorGarciaCPA
      @HectorGarciaCPA  Год назад

      @@muhammadasim828 thats the only way to do it

  • @HafijSafi
    @HafijSafi 3 месяца назад

    All Video verry helpfull

  • @caseylinehan1629
    @caseylinehan1629 2 года назад

    how to purchase ultimate COA download? could not see on option on RUclips posting

    • @HectorGarciaCPA
      @HectorGarciaCPA  2 года назад

      quickbooks-training.net/ultimate-chart-of-accounts-for-quickbooks-desktop/

  • @marciadementruhr7283
    @marciadementruhr7283 5 месяцев назад

    How do these changes affect prior years?

  • @cabdiqaadirmaxamed7332
    @cabdiqaadirmaxamed7332 Год назад

    where can i download this chart of accounts sir? thank you

  • @rebeccamclelland9499
    @rebeccamclelland9499 3 года назад

    Hello, When I uploaded my COA some of them where the wrong Account Type. But I have Parent accounts on most of them. How can I fix this without starting over?

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 года назад

      Need to match the types to the parent s

    • @rebeccamclelland9499
      @rebeccamclelland9499 3 года назад

      @@HectorGarciaCPA I tried to change one of the parent accounts and it said I can't change and account with subaccounts. is there a way to make all the changes at once on a spreadsheet and then re-import them?

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 года назад

      No, you need to correct it first

  • @parvezahamed6601
    @parvezahamed6601 4 года назад

    24:36 import chart of accounts

  • @huzaifahshah3841
    @huzaifahshah3841 4 года назад

    thanks sir.one quistion i have how i import quicksbooks point of sale inventory data into desktops quicksbooks.kindly give me some direction sir

  • @graciehomestay3134
    @graciehomestay3134 3 года назад

    Can you customize your Account Numbers with more than 7 Numbers?

  • @tammybarstow292SOLD
    @tammybarstow292SOLD 4 года назад

    Hi Hector... it is not opening as an excel file... it keeps telling me that Only QuickBooks company files. It is not giving me an option to open as an excel. What part am I missing?

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 года назад

      QuickBooks can’t “open” excel files... so not sure what you mean

    • @tammybarstow292SOLD
      @tammybarstow292SOLD 4 года назад

      @@HectorGarciaCPA I tried opening the iff file to remove the top portion as you showed in your video. Did you open your file within QB? Thank you in advance for your help! =)

    • @louisianaprepper
      @louisianaprepper 4 года назад

      In another video, Hector opened a blank excel file, then dragged and dropped the iff file into the open spreadsheet. I believe he said in this video to delete the .txt extension after you save the file. Might be worth a try. Good luck!

  • @writer.abhishek11.offical
    @writer.abhishek11.offical 6 месяцев назад

    Sir HOW to change company industry in QuickBooks