G-Accon Academy
G-Accon Academy
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Відео

Customize Business Overview Reports for Your Clients
Переглядів 119Місяць тому
Learn how to leverage Business Overview Reports for data-driven decision-making. This step-by-step tutorial covers setting up, customizing and automating KPI dashboards.
Webinar: How Hot Toast Used G-Accon to Improve their Month-End Reporting by 50%
Переглядів 75Місяць тому
See how G-Accon can transform your reporting, reduce errors, and help you reclaim valuable time.
How FD Works Uses G-Accon as Their Flexible Backdoor into Xero
Переглядів 2482 місяці тому
Learn why more and more firms are using tools like G-Accon to handle more clients, improve accuracy, and free up time for what really matters-helping your clients succeed. Join us for a webinar where Jonathan Gaunt of FD Works breaks down how workflow automation helps your accounting firm grow by taking care of repetitive tasks, cutting down on errors, and improving client service.
Enhance your Accounting Reports with Customizable Themes
Переглядів 982 місяці тому
Step-by-step guide on how to apply customizable themes on your accounting reports by G-Accon. Give it a try and see how a little color in your accounting reports can make a big difference. Start your FREE Trial here: www.accon.services/#freetrial
How to Create Bills and Expenses in One Simple Report - Step by Step!
Переглядів 1112 місяці тому
In this video, we’ll show you how to create bills and expenses in one report using Google Sheets! Whether you're managing personal finances or business expenses, combining bills and expenses into a single report can save you time and simplify your tracking.
Create a KPI Dashboard for Multiple Clients in Minutes
Переглядів 1283 місяці тому
See how to set up a KPI dashboard that tracks key metrics for all your clients in one place. This video shows you how to simplify reporting and keep everything organised. Perfect for agencies and consultants. Watch now!
Account Transactions Append for Xero Users
Переглядів 803 місяці тому
Learn how to quickly append account transactions without the hassle. This video walks you through a simple method to keep your financial data up-to-date with ease. Save time and stay organised. Watch now to see how it works!
Google Sheets to Power BI & Looker. G-Accon Makes It Easy with Business Intelligence Reports!
Переглядів 1373 місяці тому
Designed to make building advanced dashboards easier than ever, our BI-Friendly Reports integrate seamlessly with Power BI, Looker, and more. Learn how G-Accon helps you create advanced dashboards for deep data insights, modeling, and forecasting. In this video, we’ll show you how to save time and simplify your data by connecting Google Sheets (via G-Accon) to BI tools like Power BI, Looker, an...
Frustrated with Broken AI Tools? Try G-Accon for Easy Automation!
Переглядів 1163 місяці тому
Check out our hilarious G-Accon commercial, brought to you by a revolutionary (and slightly broken) AI! Watch as accounting chaos meets automation magic-no more juggling numbers, just easy, stress-free reports with G-Accon!
How to Create Journal Entries in QBO using G-Accon
Переглядів 2024 місяці тому
How to import journal entries in bulk directly from Google Sheets using G-Accon. No CSV files and no hassle. Use workflow builder to completely automate your bulk imports into QuickBooks Online.
How to Bulk Send QBO Invoices from Google Sheets Using G-Accon
Переглядів 1875 місяців тому
Learn how to automate the scheduling and emailing of QuickBooks Online invoices directly from Google Sheets with G-Accon. This video will demonstrate how to save time and reduce errors by eliminating manual tasks. Watch now to take full advantage of the seamless integration between Google Sheets and QuickBooks Online with G-Accon.
(AU) No Sheet Sherlock: A Case Study on Automating Multi-Entity Month End with G-Accon and Mayday
Переглядів 917 місяців тому
(AU) No Sheet Sherlock: A Case Study on Automating Multi-Entity Month End with G-Accon and Mayday
No Sheet Sherlock: A Case Study on Automating Multi-Entity Month End with G-Accon and Mayday
Переглядів 1217 місяців тому
No Sheet Sherlock: A Case Study on Automating Multi-Entity Month End with G-Accon and Mayday
Connect Xero to Google Sheets: G-Accon Overview
Переглядів 6627 місяців тому
Connect Xero to Google Sheets: G-Accon Overview
Stop Typing Financial Data into Google Sheets Manually! Use G-Accon
Переглядів 927 місяців тому
Stop Typing Financial Data into Google Sheets Manually! Use G-Accon
Bulk Upload Budgets to QuickBooks from Google Sheets with G-Accon
Переглядів 3078 місяців тому
Bulk Upload Budgets to QuickBooks from Google Sheets with G-Accon
Why G-Accon is a Must-Have Tool for Fractional CFOs
Переглядів 1,1 тис.8 місяців тому
Why G-Accon is a Must-Have Tool for Fractional CFOs
Intercompany Eliminations for Xero and QuickBooks
Переглядів 7938 місяців тому
Intercompany Eliminations for Xero and QuickBooks
How to Bulk Void Invoices in QuickBooks using G-Accon
Переглядів 1268 місяців тому
How to Bulk Void Invoices in QuickBooks using G-Accon
How to add Hierarchical Accounts to QBO Chart of Accounts (COA)
Переглядів 1238 місяців тому
How to add Hierarchical Accounts to QBO Chart of Accounts (COA)
How to add Sub Accounts to QBO Chart of Accounts (COA)
Переглядів 738 місяців тому
How to add Sub Accounts to QBO Chart of Accounts (COA)
How to update QBO invoice cc and bcc emails
Переглядів 928 місяців тому
How to update QBO invoice cc and bcc emails
How to Bulk Edit Expenses in QuickBooks from Google Sheets with G-Accon
Переглядів 2268 місяців тому
How to Bulk Edit Expenses in QuickBooks from Google Sheets with G-Accon
Customize Reports: Inserting Rows, Columns and Comments with G-Accon
Переглядів 4918 місяців тому
Customize Reports: Inserting Rows, Columns and Comments with G-Accon
Connect multiple QuickBooks and Xero companies in Google Sheets with G-Accon
Переглядів 6749 місяців тому
Connect multiple QuickBooks and Xero companies in Google Sheets with G-Accon
New Consolidated Reports for QuickBooks in Google Sheets
Переглядів 3619 місяців тому
New Consolidated Reports for QuickBooks in Google Sheets
Import Expenses into QuickBooks in Bulk from Google Sheets
Переглядів 4429 місяців тому
Import Expenses into QuickBooks in Bulk from Google Sheets
Webinar: Mastering QuickBooks and Xero Reporting Automation in Google Sheets with G-Accon
Переглядів 63810 місяців тому
Webinar: Mastering QuickBooks and Xero Reporting Automation in Google Sheets with G-Accon
New Custom Accounting Reports for Xero and QuickBooks
Переглядів 59110 місяців тому
New Custom Accounting Reports for Xero and QuickBooks

КОМЕНТАРІ

  • @kayshep-1
    @kayshep-1 7 днів тому

    How do you change the date? When I click in the cell it is asking me for a formula. The default date is today's date. I need the report to show 1/1/2024 - 12/31/2024. Thanks.

    • @g-acconintegrations3987
      @g-acconintegrations3987 7 днів тому

      Please use the following link to schedule a free support call: calendly.com/ytret/zoom-call-30-mins

    • @user-ic6vd7zr2e
      @user-ic6vd7zr2e 35 хвилин тому

      We are having the same issue too

  • @netinterested8634
    @netinterested8634 8 днів тому

    Is this the same template as for the forecasting?

  • @pedropablogarciapaez9926
    @pedropablogarciapaez9926 10 днів тому

    I love you... You are the best...!!!

  • @팡팡궁디-r3x
    @팡팡궁디-r3x 24 дні тому

    Do you need two quickbooks accounts to create two consolidated balance sheets? Is there a way to create one the same account?

  • @AFERentalsLtd
    @AFERentalsLtd 2 місяці тому

    Can I create invoices on sheets and have them upload to quickbooks? Will it set a proper invoice number?

    • @g-acconintegrations3987
      @g-acconintegrations3987 Місяць тому

      Yes, you can create invoices in bulk from Sheets! Watch this video: ua-cam.com/video/T7w06ZIxZb8/v-deo.html

  • @picepublications2256
    @picepublications2256 2 місяці тому

    can you make a updated tutorial for 2024? it seems like the G-Accon make some update I can't find the Invoice ID... we want to update the invoice number in bulk

    • @g-acconintegrations3987
      @g-acconintegrations3987 Місяць тому

      Watch this video how to bulk update invoices in QBO. It's the same process for Xero: ua-cam.com/video/R-L6lw9RNAk/v-deo.html

  • @phillipjohns3200
    @phillipjohns3200 3 місяці тому

    The dashboard is not pulling total revenue or the appropriate columns after replacing with my data? How do I fix that?

  • @netinterested8634
    @netinterested8634 3 місяці тому

    Does G-accon allow to bulk upload QBO PLanner transactions to QBO? If not is it coming any time soon?

  • @netinterested8634
    @netinterested8634 3 місяці тому

    Good stuff. Thank you G-Accon and Natalya!

  • @ApioPro
    @ApioPro 3 місяці тому

    Gmod moment

  • @AshleyAbles-g2u
    @AshleyAbles-g2u 3 місяці тому

    I’m considering adding this to my system for budget forecasting. One thing I’d like to clarify is whether I can break down the total sales by adding rows beneath it to segment by client. Also, if I make significant edits to the sheet, will that impact anything on the QBO side?

    • @g-acconintegrations3987
      @g-acconintegrations3987 Місяць тому

      No, your edits won't impact anything on the QBO side. To push data back to QBO you would need to use our upload templates.

  • @netinterested8634
    @netinterested8634 4 місяці тому

    Excellent!

  • @netinterested8634
    @netinterested8634 5 місяців тому

    awesome!

  • @nerf_herder90
    @nerf_herder90 6 місяців тому

    Can G-accon connect QBO to Excel? I don't have much love for google sheets. I would rather only have to master one spreadsheet tool.

    • @g-acconintegrations3987
      @g-acconintegrations3987 6 місяців тому

      Not yet, but we are working on it. There is a workaround: G-Accon has a feature to automatically convert reports to Excel. Alternatively, use PowerQuery to connect Google Sheets to Excel.

  • @meganevans8066
    @meganevans8066 6 місяців тому

    When will this be ready for Xero?

  • @RenderHill-qg9jd
    @RenderHill-qg9jd 7 місяців тому

    Can I get help or a copy of a spreadsheet like this so that I can replicate?

    • @g-acconintegrations3987
      @g-acconintegrations3987 7 місяців тому

      Yes, our pre-designed templates are under G-Accon Template Library. Contact us support@accon.services to learn more. Andrew Forte has his own templates; you can contact him at help@datanow.guru.

  • @JoaoMazur-nh8mc
    @JoaoMazur-nh8mc 8 місяців тому

    Hi - would this also work for Xero?

  • @Ggonzalez190
    @Ggonzalez190 8 місяців тому

    It didn't work for me , can you guys please help?

    • @g-acconintegrations3987
      @g-acconintegrations3987 8 місяців тому

      Sure! Please send us an email to support@accon.services, and we will help you out!

  • @ianatkinson-baker6278
    @ianatkinson-baker6278 9 місяців тому

    Great video! I have really enjoyed using GAccon for our accounting clients.

  • @MagdalenaOjeda-xe8ci
    @MagdalenaOjeda-xe8ci 9 місяців тому

    For X company aborted with error: Unable to refresh access token. Please re-login to obtain credentials. Can you help me to solve this error? I´ve already tried re-login. Thanks in advance!

    • @g-acconintegrations3987
      @g-acconintegrations3987 9 місяців тому

      Send us an email at support@accon.services, and our support team will help!

  • @Angelique-nl8cc
    @Angelique-nl8cc 10 місяців тому

    Is it free?

  • @haroldanderson3552
    @haroldanderson3552 10 місяців тому

    The menu I am seeing in the G-Accon browser extension does not agree with the menus you are showing in the video. Not even close.

  • @haroldanderson3552
    @haroldanderson3552 10 місяців тому

    Thank you for this video. When I followed the instructions and pulled in data for my organization, it was mixed in with the dummy data. How can I ensure that the dummy data is removed? Also, how would this procedure be modified for multiple clients? I am still unsure if workflows belong to a particular tab, spreadsheet, or client. Thank you.

    • @g-acconintegrations3987
      @g-acconintegrations3987 Місяць тому

      Yes, you can add multiple clients and templates to the workflow. Watch this video: ua-cam.com/video/SBQvwrcR62w/v-deo.htmlsi=wLHbA74t9Wsc9MKb

  • @haroldanderson3552
    @haroldanderson3552 10 місяців тому

    The menu I see in G-Accon for Quickbooks does not agree with the menu in this video. Could you please explain what a template is and what you are doing?

  • @haroldanderson3552
    @haroldanderson3552 10 місяців тому

    Thank you for the video. Could you please tell me what the difference between the reports in these areas are: * Get Accounting Data/Reports > Business Overview Reports * Get Accounting Data/Reports > Custom Accounting Reports * Load Cloud Template > G-Accon Cloud Template Library For instance, each of these appears to have a profit and loss report that are the same. Any guidance would be helpful. Thank you again.

    • @g-acconintegrations3987
      @g-acconintegrations3987 10 місяців тому

      Business Overview Reports: Ready-to-use formatted templates, easily customizable to match your or your client's brand colors. Use these templates if you want to create a beautifully formatted P&L, Balance Sheet, Budget vs Actual, etc. without any manual work on formatting. Custom Accounting Reports: the largest set of reports, optimized for the best performance, allowing you to export thousands of rows of data, with the most options and flexibility for customization. G-Accon Cloud Template Library - pre-designed templates for upload processes and KPI dashboards Thank you for your question!

  • @haroldanderson3552
    @haroldanderson3552 10 місяців тому

    Thanks for the video. A few questions from a Fractional CFO who is trying to decide on reporting and forecasting platform for clients. I have signed up for a 14 day trial of G-Accon. I am not sure what plan the free trial is for. 1. The documentation I have found for G-Accon is very sparse. Is there a comprehensive discussion of all features and how to use G-Accon? So far, I've looked at all the UA-cam videos, the G-Accon Academy, and the wiki. Is there any other support channel or way to get basic usage questions answered? Going through the webinar, I did pull in the three KPI Cloud Templates. A few questions about those: 2. These appear to me to be exactly the same as the corresponding "Reports" that are avaiable in G-Accon. What is the difference? 3. I do not see a logo. When I run the KPI Cloud templates, for instance for P & L, I get a P & L report in the current sheet I am working in. This is the same as if I run a P & L "Business Overview Report". 4. What is the difference between a report and a template? What about a Cloud Template? A workspace cloud template? A batch cloud template? Upload vs download? 5. From what I understand, one should pull in all the data first, putting it on various tabs, and then lock those tabs and develop the reports and dashboards for clients on other tabs? Am I thinking about that correctly? 6. How would a Fractional CFO or accountant modify the above process if there are multiple clients? Does each client have to have its own spreadsheet, workflow? 7. I have not seen anything about forecasting in G-Accon. How does G-Accon support forecasting and scenarios? 8. I noticed in the webinar that you were using sample data. Is there any way to get that data to learn how to use G-Accon? I'd be happy to be able to understand what you were doing in the Webinar and how to create, modify, and deliver KPI dashboards to clients. 9. Do I need to have a subscription to Google Workspace, or can I use G-Accon if I have Microsoft 365. I saw a part of the webinar said you have to use Google Workspace. Thank you.

  • @ivankustarnikov1533
    @ivankustarnikov1533 11 місяців тому

    Cool video!

  • @poojak6355
    @poojak6355 Рік тому

    Great Feature. It would be great to get more info on webhooks.

  • @g-acconintegrations3987
    @g-acconintegrations3987 Рік тому

    Integration with Xero and QBO is coming soon! Stay tuned!

    • @netinterested8634
      @netinterested8634 9 місяців тому

      is QBO integration here yet?

    • @g-acconintegrations3987
      @g-acconintegrations3987 9 місяців тому

      @@netinterested8634 It's integrated with Xero and we are currently working on QBO!

    • @suzyparmeter8064
      @suzyparmeter8064 Місяць тому

      @@g-acconintegrations3987 Hi, any update on QBO? I would like to test this out.

  • @G-acconuser
    @G-acconuser Рік тому

    A useful example would be an account transaction report that appends details each month

  • @rupadattani468
    @rupadattani468 Рік тому

    Can the KPI report for xero be done for multi entity

    • @g-acconintegrations3987
      @g-acconintegrations3987 Рік тому

      We got several requests for multi-entity KPI and we are working on it! 📊Thank you for your question

    • @maximedegroote22
      @maximedegroote22 5 місяців тому

      @@g-acconintegrations3987 Hi, is there an update on this function?

  • @Muraicho
    @Muraicho Рік тому

    Hi, is there a way to pull a Fixed Asset Reconciliation Report from Xero to Google sheets using G-Accon?

    • @g-acconintegrations3987
      @g-acconintegrations3987 Рік тому

      Yes, there is! Design Assets report: wiki.accon.services/xero-assets-assets-data-export/ Email us support@accon.services if you have any additional questions

  • @matthewhall2388
    @matthewhall2388 Рік тому

    Skip this process... populate the data raw into google sheets then push into Data Studio - much better looking dashboards! If you guys create datastudio dashboards and teach how to map the financials - I bet you would see a lot more subscribers!

    • @g-acconintegrations3987
      @g-acconintegrations3987 Рік тому

      Yes, we create dashboards in Google Data Studio and also teach our users how to do it. Join our webinars! This method simply offers our users an easy way to create KPI dashboards directly within Google Sheets. Here is our Google Data Studio video: ua-cam.com/video/TiNAT7BSzo4/v-deo.htmlsi=6T8zGjqIjdL83EOu

  • @netinterested8634
    @netinterested8634 Рік тому

    is there a dashboard report as teased on the thumbnail?

    • @g-acconintegrations3987
      @g-acconintegrations3987 Рік тому

      Yes, we created KPI dashboard template. Contact us and we will share it with you.

    • @g-acconintegrations3987
      @g-acconintegrations3987 Рік тому

      We just published a new video about KPI dashboards! Check it out: ua-cam.com/video/yA72yJVI9z0/v-deo.html

  • @mhememutwale3096
    @mhememutwale3096 Рік тому

    Hey Andrew, I use xero and google sheet, and was wondering if it is possible to pull custom reports from xero to google sheet with GAccon. Any ideas?

    • @g-acconintegrations3987
      @g-acconintegrations3987 Рік тому

      You can design your custom Xero reports in Google Sheets using G-Accon, save your template and automate. Contact us support@accon.services

  • @mhememutwale3096
    @mhememutwale3096 Рік тому

    Hey G-Accon team, I was wondering if G-Accon can pull custom reports from Xero to Google Sheet.

    • @g-acconintegrations3987
      @g-acconintegrations3987 Рік тому

      We don't have access to API to pull custom Xero reports, but you can create custom reports in Google Sheets using G-Accon templates.

  • @ivankustarnikov1533
    @ivankustarnikov1533 Рік тому

    Possibly the best video to ever be posted on UA-cam ever.

  • @g-acconintegrations3987
    @g-acconintegrations3987 Рік тому

    Here is a Google Doc with Q&A from the webinar: docs.google.com/document/d/1FF0xCsYcT7lOKrOBWZNHrV7g91gPq5Sn07IODV4IfT0/edit?_hsmi=261866176&_hsenc=p2ANqtz--IeRAYnRBiHNyBuUbt6WHi6Mj0dOFKo-2aGQaLHuC7fnzHvh00oLqMNUKwg8Ib04Wv2K5ArUMQfTrLJbA_ojUEk3ainy1litljuEyEZfvWksVZOT8

  • @NatalyaHummer
    @NatalyaHummer Рік тому

    the interface has changed, do you have updated instructions?

    • @g-acconintegrations3987
      @g-acconintegrations3987 10 місяців тому

      We constantly develop and enhance our product and our interface has changed a lot since the video was recorded. Join our weekly live webinars here to see the recent product updates: www.accon.services/webinar.html

    • @g-acconintegrations3987
      @g-acconintegrations3987 10 місяців тому

      Here is an updated video on how to import invoices: ua-cam.com/video/T7w06ZIxZb8/v-deo.htmlsi=VNRj0n45ji1zV5K3

  • @mattpiccirillo
    @mattpiccirillo Рік тому

    Need this asap!!! Haha, do we need to sign up for the Beta?

    • @g-acconintegrations3987
      @g-acconintegrations3987 Рік тому

      Free beta is now available workspace.google.com/marketplace/app/gcashflow/925335985068

  • @jansencosart1765
    @jansencosart1765 Рік тому

    Is this available yet?

    • @g-acconintegrations3987
      @g-acconintegrations3987 Рік тому

      Not yet, it's currently being reviewed by Google. It should be available soon!

    • @g-acconintegrations3987
      @g-acconintegrations3987 Рік тому

      Free beta is now available workspace.google.com/marketplace/app/gcashflow/925335985068

  • @AndrewForte1
    @AndrewForte1 Рік тому

    Hey! How do I access this?

    • @g-acconintegrations3987
      @g-acconintegrations3987 Рік тому

      Hey Andrew, we are going though Google verification process now. It will be available in Beta soon!

    • @g-acconintegrations3987
      @g-acconintegrations3987 Рік тому

      Free beta is now available workspace.google.com/marketplace/app/gcashflow/925335985068

  • @lukes6084
    @lukes6084 Рік тому

    'Promo SM' 😒

  • @kayleyhadley373
    @kayleyhadley373 2 роки тому

    ᎮᏒᎧᎷᎧᏕᎷ

  • @ivankustarnikov1533
    @ivankustarnikov1533 2 роки тому

    Cool video

  • @myersseafood5916
    @myersseafood5916 2 роки тому

    Are you contactable or do you know of any experts of G Accon that are able to engage their services?