How to use QuickBooks Online - Beginner Walkthrough & Tutorial

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  • Опубліковано 16 чер 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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  • Наука та технологія

КОМЕНТАРІ • 50

  • @KevinStratvert
    @KevinStratvert  3 місяці тому +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.

  • @Freshfoodland
    @Freshfoodland 2 місяці тому +18

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

    • @BigNr3d
      @BigNr3d Місяць тому +1

      Good luck to you and your new adventure!

  • @elementaryfundamentals
    @elementaryfundamentals Місяць тому

    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!

  • @dastaan.
    @dastaan. 3 місяці тому +7

    Helpful always 😊

  • @splanzer
    @splanzer 9 днів тому

    Finally, a good tutorial, well explained and easy to hear.

  • @dave4shmups
    @dave4shmups 3 місяці тому +2

    Great video!

  • @marlowey9119
    @marlowey9119 2 місяці тому +1

    Thx for your instructive video

  • @AyAyRonGascon
    @AyAyRonGascon Місяць тому

    This is so helpful!

  • @2222...
    @2222... 3 місяці тому +3

    Very helpful, thank you.

  • @manoj.advani
    @manoj.advani 13 днів тому

    best and easyily summarized.

  • @ube-23s
    @ube-23s 2 місяці тому +3

    slow speaker, Good explanation. thank you.

  • @BobsBites
    @BobsBites 3 місяці тому +1

    Kevin is making my dream come true 😊

  • @PyroBlank
    @PyroBlank 3 місяці тому +19

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

    • @KevinStratvert
      @KevinStratvert  3 місяці тому +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 Місяць тому

      Kevin is wonderful. You are jealous.

  • @YueHuang-qv5bk
    @YueHuang-qv5bk 2 місяці тому

    great video 🎉

  • @jessicahable7075
    @jessicahable7075 3 дні тому

    Great Job

  • @AdmiringUniverse-ky2lr
    @AdmiringUniverse-ky2lr 3 місяці тому +1

    Need more videos to start learning on bookkeeping

    • @KevinStratvert
      @KevinStratvert  3 місяці тому

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

    • @AdmiringUniverse-ky2lr
      @AdmiringUniverse-ky2lr 3 місяці тому +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!​

  • @MuditaWisdom
    @MuditaWisdom 2 місяці тому

    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 ?

  • @jimhorne8855
    @jimhorne8855 27 днів тому

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

  • @LesleyAL0077
    @LesleyAL0077 2 місяці тому

    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

  • @humphreychinyanta9251
    @humphreychinyanta9251 2 місяці тому +1

    That is so helpful .thanks a lot simon

  • @user-lm4pi7tj6k
    @user-lm4pi7tj6k 2 місяці тому

    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 !

  • @everybodywatching8763
    @everybodywatching8763 2 місяці тому

    Love from ❤🇵🇰

  • @AnneMarcin-uj5lc
    @AnneMarcin-uj5lc Місяць тому

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

  • @gamotoyoutubasou
    @gamotoyoutubasou 3 місяці тому

    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 3 місяці тому +1

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

  • @contextmatters8243
    @contextmatters8243 3 місяці тому

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

    • @villian2.
      @villian2. 3 місяці тому

      You mean like other. Peoples biz

    • @KevinStratvert
      @KevinStratvert  2 місяці тому +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 місяці тому

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

  • @sljt8d2g7nfp4ua6ey
    @sljt8d2g7nfp4ua6ey 3 місяці тому

    👍

  • @codign_inc
    @codign_inc 3 місяці тому

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

  • @stevendigges4151
    @stevendigges4151 2 місяці тому +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 Місяць тому

      ... 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

  • @Roundawg
    @Roundawg 2 місяці тому +1

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

    • @sirhch1
      @sirhch1 Місяць тому +1

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

  • @user-kh5ig4tr9y
    @user-kh5ig4tr9y 3 місяці тому

    Lol 😊❤

  • @bobjoe6656
    @bobjoe6656 2 місяці тому

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

  • @user-rw3by5qk4d
    @user-rw3by5qk4d Місяць тому

    are you an Ai? hehehe

  • @danmartin9086
    @danmartin9086 3 місяці тому +1

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

    • @JB-cj3oe
      @JB-cj3oe 2 місяці тому

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