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Quickbooks Help
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Hector Garcia CPA

Hector Garcia CPA
YouTube Video UC00MExfC3vuP9680IUW0jLA_TNNp59A3WuE QuickBooks Online Banking Course, permanent access $200
https://hectorgarcia.teachable.com/p/quickbooks-online-mastering-bank-feeds-advanced-content

Monthly access $50/m:
https://hectorgarcia.teachable.com/p/quickbooks-online-advanced

Purchase my macro spreadsheet $26:
https://sowl.co/s/4Mm1v


To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months:
http://www.quickbooksoffer.com/?cid=irp-4337


00:00 introduction 
01:17 Online Banking (download transactions) screen
04:04 Creating Bank Rules
14:37 Using Rule Creation suggestions
19:40 Rule Issues and Auto-Add Rules
24:12 Monitoring rule activity in reports
28:08 Rule priorities / overriding rules
32:42 Exporting / Importing Rules (Excel editing)
49:19 Using my Excel Macro file for importing payees and rules
01:10:38 Outro
QuickBooks Online Banking Course, permanent access $200
https://hectorgarcia.teachable.com/p/quickbooks-online-mastering-bank-feeds-advanced-content

Monthly access $50/m:
https://hectorgarcia.teachable.com/p/quickbooks-online-advanced

Purchase my macro spreadsheet $26:
https://sowl.co/s/4Mm1v


To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months:
http://www.quickbooksoffer.com/?cid=irp-4337


00:00 introduction 
01:17 Online Banking (download transactions) screen
04:04 Creating Bank Rules
14:37 Using Rule Creation suggestions
19:40 Rule Issues and Auto-Add Rules
24:12 Monitoring rule activity in reports
28:08 Rule priorities / overriding rules
32:42 Exporting / Importing Rules (Excel editing)
49:19 Using my Excel Macro file for importing payees and rules
01:10:38 Outro
QuickBooks Online: BANK RULES for Downloaded Transactions
YouTube Video UC00MExfC3vuP9680IUW0jLA_TNNp59A3WuE
Article: https://hectorgarcia.com/versus

Get QuickBooks Online for 30% off:
https://quickbooks.intuit.com/irp/?cid=irp-4337#pricing
QuickBooks Online v. Desktop (MAY 2022)
YouTube Video UC00MExfC3vuP9680IUW0jLA_O4zS5TNrH_I
Download My $25 Bookmarks Menu: https://bit.ly/hectorsbookmarks

Entire Reports Database: https://bit.ly/qboreports

VIMIUM Google Chrome Extension: https://bit.ly/vimiumextension
QuickBooks Online: Shortcuts!
YouTube Video UC00MExfC3vuP9680IUW0jLA_kO4whKteBSo
Microphones:
Samson Q9U: https://amzn.to/3OqL6Al
Samson Q2U: https://amzn.to/3Oqyklc
Samson DEU1/LMU1: https://bit.ly/36BEzSk

Arms for Q9u:
Samson Boom Arm: https://amzn.to/3rHHKPx
Desk Clamp: https://amzn.to/3xHYhXy
Screw Head Adaptor: https://amzn.to/3OkS61H

Samson Microphone Review
Best SAMSON Microphones for Recording Videos
YouTube Video UC00MExfC3vuP9680IUW0jLA_-qxUS_TjFWk
Use this link to create a discounted QuickBooks Online account: http://hectorgarcia.com/qb

Official Article from QuickBooks' site: https://intuit.me/3uSEdQs

My Spreadsheet comparing all features: https://bit.ly/qbcomparison

QuickBooks Desktop to Online conversion complete video tutorial: https://youtu.be/9thIkfc9uq8

For pricing/upgrade info, email me: hector@garciacpa.com
QuickBooks Desktop 2019: END OF SUPPORT
YouTube Video UC00MExfC3vuP9680IUW0jLA_yPdp1qZCAo4
Probar QuickBooks Gratis por 30 días (versión Latino America):
https://quickbooks.intuit.com/global/es/

Nota: Estados Unidos, México, y España usa versiones diferentes...
Para Estados Unidos: https://hectorgarcia.com/qb (No la hay en Español!)
Para México: https://quickbooks.intuit.com/mx/como-funciona/
Para España: https://quickbooks.intuit.com/eu/


Tabla de contenido:
00:00 Introducción y tabla de contenido para este video
05:32 Crear una cuenta de nueva desde cero (cambiar a Español)
12:52 Navegación general del sistema
20:25 Configuración y Personalización de opciones
29:48 Plan de Cuentas 
1:05:11 Crear productos y servicios
1:22:27 Crear Clientes y transacciones de ventas
1:44:06 Crear Proveedores y transacciones de compras/gastos
1:57:50 Empleados y hojas de control de tiempo 
2:04:20 Conciliar Cuentas Bancarias
2:06:16 Asientos Contables
2:08:20 Informes Personalizados
Tutorial de QuickBooks Online (Latino America / En Español)
YouTube Video UC00MExfC3vuP9680IUW0jLA_oK8MKhREq0Y
Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe

To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months:
http://www.quickbooksoffer.com/?cid=irp-4337#pricing


Table og Contents
00:00 Preface: Manual Vendor Creation
03:04 NEW “Add New Vendor” quick link
04:22 Issues with it and multiple examples
15:58 Outro




Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500)
E-mail Hector your questions hector@garciacpa.com

To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months:
http://www.quickbooksoffer.com/?cid=irp-4337#pricing
QuickBooks Online: Auto-Create Vendors in Banking
YouTube Video UC00MExfC3vuP9680IUW0jLA_QIwLta77dOw
Setup your free scribe account: https://scribe.how/hectorgarcia

The blog articles (with scribe) I showed in the video:
https://qbkaccounting.com/quickbooks-online-create-pl-by-month-for-last-year/
https://qbkaccounting.com/quickbooks-online-create-pl-by-month-for-last-year-iframe/
Create effective HOW TO Tutorials with Scribe
YouTube Video UC00MExfC3vuP9680IUW0jLA_6v86u0HbwEY
Slides: https://bit.ly/qbo2022q1

My friend: Kathy Grosskurth's Youtube channel: https://youtu.be/deODknDrKJw

Timestamps:
0:00 Introduction
02:29 New Features for All QuickBooks Online Versions
23:31 New MailChimp integration for QuickBooks Online
35:18 New Features for Accountants
48:50 New Features QBO Advanced Only
QuickBooks Online - NEW FEATURES 2022 Q1 Update
YouTube Video UC00MExfC3vuP9680IUW0jLA_Q3IyYofHQRU
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