Re-organizing your lists in QuickBooks (PODCAST RECORDING)

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  • Опубліковано 11 чер 2024
  • Subscribe to the podcast: uqb.show/
    Table of Contents:
    00:00 Into (about our podcast)
    06:41 Chart of Accounts
    21:54 Recurring Transactions
    26:15 Products & Services
    28:23 Item Categories
    36:18 Locations
    41:01 Custom Form Styles
    44:10 Payment Methods
    48:08 Terms
    50:12 Classes
    53:29 Attachments
    56:35 Tags
    59:17 Outro
    Check out Alicia's Courses on this topic (Affiliate Links)
    Setting Up QBO: royl.ws/Setting-Up-QBO?affilia...
    Backing Up QBO: royl.ws/QBO-Backups?affiliate=...
    Budgeting: royl.ws/budgeting?affiliate=53...
    Projects and Job Costing: royl.ws/QBO-Projects?affiliate...
    Credit Cards: royl.ws/QBO-credit-cards?affil...
    QBO for Accountants: royl.ws/QBOA?affiliate=5393907
    Chart of Accounts: royl.ws/QBOCOA?affiliate=5393907
    Products, Services, and Inventory: royl.ws/qbo-Inventory?affiliat...
  • Наука та технологія

КОМЕНТАРІ • 15

  • @desharonnewcombe9579
    @desharonnewcombe9579 3 місяці тому +1

    This is awesome

  • @glenw.3813
    @glenw.3813 3 місяці тому

    Thank you Hector!! Question, have you done a video on the proper way to write-off uncollectible A/Rs and when sales tax was included in the invoice? Two to three years old!!

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 місяці тому +1

      I have not.. or maybe i have, cant remember.
      But long story short, you need to use a credit memo, so it can reverse the sales tax effect

  • @kellyhurt2413
    @kellyhurt2413 3 місяці тому

    ❤PANDL Corporation!

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 місяці тому

      when you know... you know... (this is the ultimate inside joke)

  • @halalaffirmations
    @halalaffirmations 3 місяці тому

    Hi Hector! Thank you for all the great videos! If I have Amazon affiliate, how would I record it in quickbooks if I get it in the form of an Amazon gift card? Also, if its less than $500 for CA, do I need to report it on my taxes? If so, would I list it on Turbo tax as a separate income (like a separate 1040 or 1099)? I appreciate your help on this. Thank you!

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 місяці тому

      Too many moving parts on that question sorry, you should contact your accountant

    • @halalaffirmations
      @halalaffirmations 3 місяці тому

      @@HectorGarciaCPA I was actually hoping to learn from you but thank you anyways.

  • @dapoayorinde7389
    @dapoayorinde7389 24 дні тому

    Why does all Versions of QuickBooks Desktop and QuickBooks Online not have USER CUSTOMS FIELDS? Why is it that only QBO has User Customs Fields, 10 of them i believe?

    • @dapoayorinde7389
      @dapoayorinde7389 24 дні тому

      I mean only QBO Advance that has USER CUSTOMS FIELDS.

    • @HectorGarciaCPA
      @HectorGarciaCPA  24 дні тому

      @@dapoayorinde7389 only QBO Advanced.. thats what Intuit Decided

  • @saikiran9841
    @saikiran9841 3 місяці тому

    Need RTR process in QuickBooks hector 😢

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 місяці тому

      Don’t know what that means

    • @saikiran9841
      @saikiran9841 3 місяці тому

      @@HectorGarciaCPA
      Sorry its R2R (record to report)