QuickBooks Online Tutorial: Setting up Chart of Accounts with balances

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  • Опубликовано: 4 ноя 2024

Комментарии • 48

  • @mistyblue10131
    @mistyblue10131 2 года назад

    OMG Thank you for the informative video!!! You saved me close to 2-3hrs billing at $285per

  • @raymohamed3368
    @raymohamed3368 6 лет назад

    As usual, excellent video! Simple and straightforward

  • @g5162
    @g5162 4 месяца назад

    When you create the fixed assets, is it a good idea to create and name each depreciation expense? For instance, in the examples that you gave, could you have the depreciation expense written as, Depreciation expense: Computers and Depreciation expense: Truck? That way the income statement will post each depreciation expense separately, Instead of having an overall depreciation expense that combines both items.

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 месяца назад +1

      No.. a single Depreciation Account is fine

  • @carriekirby8364
    @carriekirby8364 6 лет назад +2

    Hi Hector, Thanks for your videos, they have been so helpful. We have a construction company and I'm struggling with the chart of accounts and how to keep track of costs on specific jobs. ie: Smith Job, Labor. or Johnson Job, Labor. Etc. My husband does a lot of the same types of things, but I would like to track them to their specific jobs so I can keep track of our profit and loss for each job. Does that make sense? What would you suggest? Sub-accounts? Thanks!!

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 лет назад +1

      It should be: Customer:Job
      And the items of labor and materials would be in the item list....

  • @Simbadances
    @Simbadances 3 года назад

    Hector love the videos...I am new to quickbooks. Hubby just started his own general contractor, LLC business and I am the lucky one to do the books. I am trying to get the list of accounts and chart of accounts you have for construction. I need to purchase those and know how to load those into quickbooks.
    Please help.

  • @taylormarsh1604
    @taylormarsh1604 Год назад

    Hi Hector - Question if you are just starting to track for current year - and loan statement closest to end of year 12/7 had a payment before the new year - how do you handle this? Thanks!!

  • @antegas
    @antegas 6 лет назад

    Fino!!! Hector saludos Like!!!! Vamos apoyarte brother

  • @dustinstelly8201
    @dustinstelly8201 6 лет назад +1

    Great tutorial videos!

  • @mishablazquez3456
    @mishablazquez3456 6 лет назад

    Excellent Video! Now I have a question? Are those trucks or loans that you input under the companie's name or personal?

  • @codydowling1120
    @codydowling1120 5 лет назад

    I really like your videos (and this one is very helpful), but I'm a little confused. Maybe I missed it, but why do you have "delete" and I only have "Make Inactive" as an option in the drop down? I want to delete accounts that populated by default, but it seems that delete isn't an option in my interface.
    Thanks for making these videos, I appreciate it!

    • @billwestland8057
      @billwestland8057 5 лет назад +1

      Intuit changed "Delete" to "Make Inactive" recently. (AFAIK, the behavior didn't change, just the wording.)

    • @codydowling1120
      @codydowling1120 5 лет назад

      @@billwestland8057 Thank you Bill, I think this is what I found out as well. I really appreciate you taking the time to respond!

  • @Hiimaustin13
    @Hiimaustin13 6 лет назад

    Hector, quick question.
    Why did you not place your income accounts as sub categories of COGS?

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 лет назад

      Austin Kent that is not what I did.. point me to the timeline

  • @shaikmunwar5459
    @shaikmunwar5459 3 года назад

    Super ...but i cont understand english . I have little bit english . Please anybody send the hindi tutorial of quickbooks how use this Software plzz

  • @kingdoggie5231
    @kingdoggie5231 5 лет назад

    Hey, is there any tutorial video on Ltd companies? Specifically, equity accounts for directors/shareholders?
    Thanks

  • @snuwan01
    @snuwan01 4 года назад

    Hi Hector!!
    Is there any way to upload chart of account with opening balane using csv or excel file?

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 года назад

      Yes, if the account doesn’t exist, then you can import it work beginning balances

  • @alejandrovazquez5114
    @alejandrovazquez5114 4 года назад

    I am starting my new LLC business, and I am not sure how to manage a Loan from my to my LLC. I am transfering money from other business accout to this new LLC.

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 года назад

      Create a Long Term Liability account called “Loan From Other LLC”. - replace “Other LLC” with the real name, and book the deposit into that account

  • @mariapino7312
    @mariapino7312 6 лет назад

    Hi Hector I ave a question let me try to explain
    I have to pay by wire but i have to go to the some bank to buy de Usa Dollar Or Euro i pay to them and they paid
    to Ascendfx Captl .the quiestion is
    Wihc type and detail type and category i have to use

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 лет назад

      Pino Lavarez Expense “International Wire Transfer Fees”

  • @janeiglesias9162
    @janeiglesias9162 5 лет назад

    Hi Hector,
    I manually add a chart of accounts and this video really help me a lot but I have a question and I hope you can help me. My client's Quickbooks online doesn't have the bank under the category type. Can you help me with this? Big thanks!

    • @HectorGarciaCPA
      @HectorGarciaCPA  5 лет назад

      International QBO doesn’t say “bank” says something else..

  • @dinaheile7985
    @dinaheile7985 6 лет назад

    Hector I like your videos but wanted to let you know that you have several typos on your website. The work US instead of use and rare instead of rate. Might want to have someone QC your site. Wasn't sure how to get this info to you fast...

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 лет назад

      Dina Heile which page?

    • @dinaheile7985
      @dinaheile7985 6 лет назад

      Here are the ones I found while reading your pages yesterday. Let me know if you need anything else.Because this is hard to do before a complete diagnosis and value conversation, there is a default rate Hector resorts to, which is $350 per hour. Normally on VERY short term projects, that rare is close - here services/pricing page and for the contact page there are several - We will most likely use if we are working remotely on your computer. Shouldn't IT be before IF ? For larger/complex projects, Hector or someone for his office will contact you via phone. Should this read FROM his office not FOR ? If you request a RECORDED session, then we will us Zoom - this should read USE Zoom.

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 лет назад

      Thanks... let me check it out, I don’t know which page that is, but that is the language that sounds like something I would write, LOL

  • @raymohamed3368
    @raymohamed3368 6 лет назад

    Are you using Camtasia for this?

  • @mariapino7312
    @mariapino7312 6 лет назад

    Hector ya vep que hablas espanol la cosa es simple yo voy a un banco pago canadiense y ellos me pagan el ascendfx captl por
    Wire , Como puedo clasificar en type y detail Type categoria que me dices

  • @abbyco-op2615
    @abbyco-op2615 2 года назад

    Hello, does anyone know how to put an opening balance for Expense account?

    • @staceywilks184
      @staceywilks184 2 года назад

      Opening balances are only for the Balance Sheet accounts, not Income Statement accounts

  • @jessicagalasso9349
    @jessicagalasso9349 2 года назад

    Why don't I have the option to depreciate my asset?

    • @staceywilks184
      @staceywilks184 2 года назад

      I noticed that too....looks like they had it and then deleted that option.

  • @brittanycleare9530
    @brittanycleare9530 3 года назад

    you forgot the p in equipment

  • @hamidreza1998
    @hamidreza1998 5 лет назад

    Great tutorial, terrible typing skills! :))