Hector Garcia CPA

Hector Garcia CPA
Purchase more courses: https://www.hectorgarcia.com/qbcourse Complete Course. Learn how to use QuickBooks Tutorial for Beginners. Covers QuickBooks Desktop Pro, Premier, Accountant, and/or Enterprise. Compatible with year versions 2013 to 2022 “Missing Manual” QuickBooks Desktop 2016: https://intuit.me/3rkgMwv Table of Contents: 00:00 Intro - About this 4-hour Course 03:27 1) New Company File & Navigation 25:15 2) Chart of Accounts 53:50 3) Items (Products & Services) 01:18:23 4) Creating Customers & Vendors 01:45:43 5) Customer Transactions (Sales) 02:18:55 6) Vendor Transactions (Expenses) 03:09:33 7) Banking Transactions 03:32:52 8) Financial Statements & Reports 03:45:17 Outro
Introduction to QuickBooks Desktop (2022 Upload)
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QuickBooks Online 30% Discount Link: https://quickbooks.intuit.com/partners/irp/?cid=irp-4337#pricing Free trial + 30% discount (up to 50% off for payroll) My email: qbo@garciacpa.com
How to get a discount on QuickBooks Online subscription
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14 day free trial to TaxDome: https://www.hectorgarcia.com/taxdome Carlos' email for questions: taxdome@garciacpa.com Topics: 00:00 Intro / Why we implemented use TaxDome 05:27 Pricing/Features 12:52 TaxDome Demo 13:44 - Creating a new client / Accounts vs Contacts 17:10 - Inviting a customer to the client portal 18:03 - Team access rights 18:46 - Customer portal setup & navigation 22:47 - Firm portal notifications 23:00 - Customer internal messaging 24:30 - Templates overview 25:00 - Sending an Organizer to the customer 27:30 - Sending a Contract to the customer 29:11 - Sending an Invoice to the customer 35:30 - File sharing features (Sealing, PDF editor) 44:20 - Linking an invoice to to a document (customer has to approve & pay before signing) 46:16 - Pipelines, Jobs, Tasks - Workflow automation overview 54:30 - Adding a Job to a Pipeline & workflow automation example 1:02:00 - Hector’s TaxDome setup (high level) 1:08:30 - Carlos’s recommendation on how to use TaxDome 1:10:00 - Outro
TaxDome for Practice Management 2022: Review, Tutorial, and Complete Demo
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Setup new account (30 day trial + 30% Discount): http://www.quickbooksoffer.com/?cid=irp-4337#pricing My email: hector@garciacpa.com My 9-hour QuickBooks Online 2022 Tutorial Playlist: https://hectorgarcia.com/playlist Timestamps: 00:00 BEFORE you convert your QuickBooks file! 04:50 Create a NEW/FRESH Company file 06:22 Choose the RIGHT version 10:22 New file setup step by step 14:21 Migrate / Export data from Desktop 19:31 Compare Reports (after conversion) 24:40 What you lose during the conversion 34:22 Learn QuickBooks / Get Help 40:36 Outro / Conclusion
BEFORE you Convert from Desktop to QuickBooks Online
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Slides: https://drive.google.com/file/d/1_Rt9ml8-RhpkxrX-oW2AmQsdVYbux_WG/view?usp=sharing Scaling New Heights 2022: www.scalingnewheights.com Table of Contents 00:00 Intro and Table of Contents 03:30 Reports by Version 06:14 Custom Reports Menu (Chrome) 15:41 Customizing a P&L Report 39:30 Customizing a Transaction Detail Report 47:53 Hidden Report #1: Account Quick Report 53:06 Hidden Report #2: Custom Summary Report 57:01 Custom Fields (Advanced) 01:09:07 Custom Report Builder (Advanced) Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe
QuickBooks Online 2022: Customizing Reports (Advanced Tutorial)
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To purchase QuickBooks Desktop Accounting 2022 for PC/Windows (outright license) for $899: https://hectorgarcia.com/accountant2022 Part 2 coming soon in early 2022
QuickBooks Desktop Accountant Tools (Part 1)
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Setup a free Melio Payments account: https://bit.ly/3Gl1TRn 100% Free for bank/ach payments within USA. 2.9% transaction fee applies to credit card based payments. Optional rush payments or international payments have additional charges
QuickBooks Online + Melio (free electronic payments)
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https://intuit.me/3m0WaYe - Una de las lecciones más importantes que aprendí es la importancia del conocimiento. No solo tener la capacidad de aprender, sino también la capacidad de enseñar. Una de las mejores partes de la enseñanza es la capacidad de ayudar a otros emprendedores latinos. Como CPA y asesor, puedo enseñarles cómo usar @QuickBooks para administrar mejor sus negocios. Capacitar y educar en español es especialmente útil porque les permite cerrar la brecha para comprender mejor sus finanzas y cómo administrar sus negocios en su propio idioma. Les doy las herramientas para que se sientan cómodos colaborando con un contador para permitirles concentrarse en su negocio sin la carga de preocuparse por las finanzas. Me apasiona compartir mi conocimiento y permitir que mi comunidad y mi familia. Quiero empoderar a quienes me rodean e inspirarlos a aprovechar al máximo cada día. #SmallBizSuccess #ExitoDeNegocio #ad https://intuit.me/3m0WaYe
Lecciones Importantes de Vida #ExitoDeNegocio
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https://intuit.me/3m0WaYe Starting my business, one of the most valuable life lessons I learned is the importance of knowledge. Not only having the ability to learn, but the ability to teach. One of the best parts about teaching is that I can help my fellow Latino entrepreneurs. As a CPA and advisor, I am able to teach them how to use @QuickBooks to better run their businesses. Coaching and educating in Spanish is especially helpful because it allows them to better understand their finances and how to run their businesses in their own language. I give them the tools they need to feel comfortable collaborating with an accountant so that they can focus on their business without the burden of worrying about finances. I am passionate about sharing my knowledge with my community and family. I want to empower those around me and inspire them to make the best out of each day. #SmallBizSuccess #ExitoDeNegocio #ad https://intuit.me/3m0WaYe
Valuable Life Lessons #SmallBizSuccess
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