How to Set-Up Your Chart of Accounts in Quickbooks 2019

When you first set-up your company file in Quickbooks 2019, it’s fairly easy to set-up your chart of accounts. As you go through the Quickstart guide, all you really have to do is choose your industry and it gives you a packaged listing of the most frequentl...

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Quickbooks 2019 Tutorial – Should You Upgrade to Quickbooks 2019?

QuickBooks 2019 came out recently and there were some new features that came along with it.  Every year, when a new version comes out, people naturally think “should I upgrade to QuickBooks 2019?” This QuickBooks 2019 tutorial explains all of the ...

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Quickbooks Tutorial – How to Record Cash Back from a Deposit

In this QuickBooks desktop tutorial, I show you how to record cash back from a deposit you make.  This comes up many times when you want to either take a personal distribution, or maybe you need to replenish petty cash.  This QuickBooks training video shows ...

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How to Pay Bills by Credit Card in Quickbooks 2018

Oftentimes, bills are paid by credit card in Quickbooks Desktop 2018 instead of by check or online banking.  You want to make sure you record this and do it the right way or it can really screw up your books.  This video shows you the simple way to do it so ...

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Navigating the Homepage in Quickbooks Online

When you start out using QuickBooks Online, especially if you are converting from QuickBooks Desktop, the Dashboard/Homepage can be a bit daunting.  This QuickBooks Online Tutorial shows you how to easily understand where everything is so you can navigate eas...

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Top 3 Mistakes to Avoid When Using Quickbooks Online

Quickbooks Online is great, especially for business owners who are on the run and need access to their books wherever they are.  I work with a lot of business owners, and I have identified 3 common mistakes Quickbooks Online users make (new users and seasoned...

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How to Customize Icons in Quickbooks 2018

In QuickBooks 2018, you can create certain “shortcuts” on your screen so that you can navigate the software much quicker.  These shortcuts are called icons, and the customizations of what you include and don’t include is endless.  From gett...

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How to Easily Track Bills and Purchase Orders in Quickbooks 2018

As your business grows, keeping tabs on all your bills and purchase orders in QuickBooks 2018 can become overwhelming.  This little known feature will save you time and energy in tracking those items, allowing you to easily track what is going on in your busi...

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How to Enter Bills in Quickbooks 2018 the Right Way

I see people do all sorts of crazy things when they use the “Enter Bills” function in QuickBooks 2018.  Some don’t use it, some enter the wrong dates, and some even pay bills twice because of the errors I show you how to avoid in this QuickB...

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Quickbooks Tutorial 2018 – How to Fix a Messed Up Bank Reconciliation

Whether it’s your beginning balance not matching the bank statement (pretty common!) or just simply not being able to reconcile your bank or credit card account, the situation is incredibly frustrating!  This Quickbooks 2018 tutorial reveals 2 secrets t...

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