QuickBooks Online 2024: Navigation & Customization

To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: www.quickbooksoffer.com/?cid=i...
E-mail Hector your questions [e-mail]
You can take my full 4-hour course in LinkedIn Learning with a 30-day free trial:
/ quickbooks-online-esse...
Other Videos:
-Getting Started Tutorial: • How to use QuickBooks ...
-Setup & Run Payroll: • QuickBooks Online 2024...
-Navigation & Customization: • QuickBooks Online 2024...
-Customize your Invoice/Estimate Templates: • QuickBooks Online 2024...
-Connect your Banks / Download Transactions: • QuickBooks Online 2024...
-How to Categorize Expenses: • QuickBooks Online 2024...
-Reporting Basics: • QuickBooks Online 2024...
-Desktop to Online Conversion: • QuickBooks Desktop to ...
-Setup 1099 Contractors: • QuickBooks Online 2024...
-Standard Chart of Accounts: • QuickBooks Online 2023...
-Categorizing Dowloaded Transactions: • QuickBooks Online Tuto...
Bank Feeds & Bank Rules (Full Tutorial): • QuickBooks Online 2024...
-Bank Reconciliations: • QuickBooks Online: How...
-Entering Transactions paid in CASH: • QuickBooks Online: Ent...
-Doing 1099 Forms: • QuickBooks Online 2024...
-Setting Up Payroll: • QuickBooks Online PAYR...
Official QuickBooks Online 2024 Tutorials Playlist:
hectorgarcia.com/qbo2024
Download RightTool for QuickBooks Online, FREE:
righttool.app
Table of Contents:
00:00 Intro
00:21 Left Navigation Bar
01:50 GEAR MENU
03:02 Search/Find Transactions
03:41 Custom Bookmarking
07:35 Customize Homepage/Dashboard
09:53 Account and Settings
15:22 Design your Invoices
17:32 FREE add-on app: "RightTool"

[@rensha8635]

Absolutely amazing informative video and the Right Tool app looks fantastic! Thank you

[@HectorGarciaCPA]

Awesome! Glad you like it

[@frederickkyere627]

Excellent presentation. Hector you are too good.

[@HectorGarciaCPA]

:)

[@gleidismazo9250]

What awesome video!!! Great fixtures and well explained. I wish you have a class for QBO beginners to start QBO from the scratch! Thank you so much for all your help!!!

[@HectorGarciaCPA]

All my 2024 QBO videos combined is like a class

[@jodiheck4167]

❤Great New Videos Hector!! Right Tool looks like a winner! Congrats on that. I recommend you to everyone who looking to learn the ins and outs of QuickBooks 🎉

[@HectorGarciaCPA]

Thanks. We have 12k+ users on RightTool and 5-star rating on Google. So yeah we are doing very well.

[@robintyson1475]

right tool seems really cool

[@HectorGarciaCPA]

it is.. thanks

[@RosaKeip]

Is it possible to creat a custom invoice template and export that to excel? Just curious. Thak you

[@HectorGarciaCPA]

No, PDF only

[@mariaacosta8119]

Hector,how can I manage adding message on my temple credit card charge will apply. I tried using custom field but it does not work. Also I’ll email you about setting up merchant payments.

[@HectorGarciaCPA]

You cant pass the merchant fee to the customer

[@user-qk8fh9tt7h]

God Bless on u

[@HectorGarciaCPA]

:)

[@sheledmikymo]

Hi. In my account and settings, when I put the tax number in and save, and then go to leave the screen, I get a pop up saying do you want to leave without saving, but I did save.
Do you have any idea where I am going wrong? Tia

[@HectorGarciaCPA]

No clue; contact tech support

[@sheledmikymo]

@@HectorGarciaCPA thank you for the reply, contacting them was the first thing i did, they don't have a solution.

[@user-qk8fh9tt7h]

Please send all videos related to Bookkeeping

[@HectorGarciaCPA]

They are all in my channel… there is nothing to “send”

[@TiffanySmelker]

I don't have the search bar on the top

[@HectorGarciaCPA]

Send me a screenshot via email.. thats weird