Thank you so much! This was wonderful! I had my CoA set up but there were great tips in here on organizing it better!
@PlanningwithGlenna
5 ай бұрын
This was extremely helpful! Thank you. I have used QB desktop for years but am switching over to online and starting over for several reasons. You have saved me so much time! I know I will be watching your other videos.
@HectorGarciaCPA
5 ай бұрын
Great to hear!
@TraciBradley-i8k
8 ай бұрын
Thank you HECTOR!!! You have saved me time and frustration 🎉
@HectorGarciaCPA
8 ай бұрын
Happy to help
@SP-mg3li
6 ай бұрын
Great information! Thank you for taking the time to have these Master-Classes! Really helpful!
@HectorGarciaCPA
6 ай бұрын
Glad you like them!
@Shine-me2iy
5 ай бұрын
This is helpful! Hope you could also explain the difference between P&L accounts and Balance Sheet accounts. Thank you so much.
@HectorGarciaCPA
5 ай бұрын
Not sure if that exact content exisits, but this might help kzitem.info/news/bejne/0aqvsKqngYN-q6gsi=QJDhPsCU-11GnWfZ
@yshangot1009
6 ай бұрын
This one is really helpful ! Thanks a lot Hector !
@HectorGarciaCPA
6 ай бұрын
:)
@MommyNel_Levi
2 ай бұрын
i miss my accounting subject in college which i really enjoyed❤, thanks for the refresher in chart of accounts
@HectorGarciaCPA
2 ай бұрын
:)
@mardelascott7936
20 күн бұрын
Great information! Really helpful!
@HectorGarciaCPA
20 күн бұрын
Glad it was helpful!
@chingkiey8160
2 ай бұрын
thank you Hector for this video - I learned many things from this tutorial.
@HectorGarciaCPA
Ай бұрын
:)
@mqjona2719
12 күн бұрын
Thanks much Hector for this video. I prefer assigning of numbers to accounts too for my easy tracking.
@HectorGarciaCPA
12 күн бұрын
Agreed
@tonipeaker-rm5lz
6 ай бұрын
Thank you Hector very informative ❤
@HectorGarciaCPA
6 ай бұрын
My pleasure!
@barakatbasma
2 ай бұрын
Amazing: thank you so much you answered most of the points that I wanted to research, especially the Opening Balance Equity
@HectorGarciaCPA
2 ай бұрын
Glad it was helpful!
@user-ej9pz5zd5i
8 ай бұрын
hi hector.. Loved the way u explained each and everything..
@HectorGarciaCPA
8 ай бұрын
:)
@miguelescobar5476
6 ай бұрын
Este es el curso que tanto estaba buscando!!! execelente metodología Hector, saludos.
@HectorGarciaCPA
6 ай бұрын
Perfecto
@wlfwlker3704
6 ай бұрын
Great information and easy to follow. I will watch for awhile and possibly join your group. Thanks Rick🙂
@HectorGarciaCPA
6 ай бұрын
great
@kazeemoluwatobilobasimeon5984
7 ай бұрын
I pray you are able to see these questions sir. 1. why do we need categorization of transactions? Why do we categorize internal transactions and bank transactions. can "Rule" categorize internal transactions too? What is the essence of reconciliation in the generation of report. Can a report still be generated without reconciliation? What happens if a transaction reflecting internally and in the bank account are not categorised in the same chart of account; how will it affect reconciliation? What is the main purpose of chart of account? (I hope you see these sir, I need help. Most videos are explaining the tools and not the background knowledge. I am just a Medical scientist hoping to start a business)
@HectorGarciaCPA
7 ай бұрын
They need time be categorized to be organized in your financial statements. You should run reports AFTER reconciling
@kazeemoluwatobilobasimeon5984
7 ай бұрын
@@HectorGarciaCPA Alright sir. Thank you.
@MIRATUGBO
2 ай бұрын
Hello,, you can start by understanding the basic accounting and bookkeeping😊
@DenissKaskurs
27 күн бұрын
Thank you for your great tutorials.
@HectorGarciaCPA
27 күн бұрын
My pleasure!
@EmperorThePro
4 ай бұрын
Just received my ProAdvisor certification today, but watching your videos i feel like theres a long way to go before I master QBOA. Here's to a commitment to finish all your 2024 Playlist!
@HectorGarciaCPA
4 ай бұрын
Oh yeah
@karenmaeabao6310
7 ай бұрын
You saved me Hector, thank you so much.
@HectorGarciaCPA
7 ай бұрын
Glad to hear it!
@KingTV6
4 ай бұрын
It wasn't helpful but superbly helpful. Much Appreciate!
@HectorGarciaCPA
4 ай бұрын
:)
@DiegoCasagrandeOnline
5 ай бұрын
Great video! Helped me a lot! Thank you!
@HectorGarciaCPA
5 ай бұрын
Awesome
@kuldeepdadhich9312
5 ай бұрын
Fantastic Knowledge Thanks for this wonderful class
@HectorGarciaCPA
5 ай бұрын
Thanks and welcome
@marinamanan6070
5 ай бұрын
Thank you Hector, I enjoyed your videos🥰🥰
@HectorGarciaCPA
5 ай бұрын
:)
@bethgalano2874
7 ай бұрын
Thanks Hector! Great Job!
@HectorGarciaCPA
7 ай бұрын
Glad you liked it!
@EdgarUSA
6 ай бұрын
Thank you Hector. Super important information
@HectorGarciaCPA
6 ай бұрын
My pleasure!
@happysmiling7411
6 ай бұрын
Good stuff, Hector. Clear and straightforward. For LT Liabilities (Notes Payable), why wouldn't you create sub accts under Noted Payable for the two F150 loans?
@HectorGarciaCPA
6 ай бұрын
Yeah you can.. thats optional
@mariafep.gatela1374
7 ай бұрын
Thank you, well explained and easy to understand.
@HectorGarciaCPA
7 ай бұрын
Glad it was helpful!
@cherutokirwa7820
24 күн бұрын
Hi Hector. This was really helpful. I'm however unable to input opening balances after importing the chart of accounts. Kindly assist.
@HectorGarciaCPA
24 күн бұрын
You need to do it via a journal entry now
@carlahaynes6863
6 ай бұрын
Thank you so much, really helpful!
@HectorGarciaCPA
6 ай бұрын
:)
@marilynlegaspi7335
5 ай бұрын
Thank you Hector
@HectorGarciaCPA
5 ай бұрын
:)
@ShrewberryFarms
2 ай бұрын
Wow, great video thank you
@HectorGarciaCPA
2 ай бұрын
:)
@kapilPuli
3 ай бұрын
Please send spread sheet of expense and income category to classify in books
@HectorGarciaCPA
3 ай бұрын
link in the the decription
@jullienoble8547
8 ай бұрын
Hello Sir. Nice videos and it's easy to understand.
@HectorGarciaCPA
8 ай бұрын
:)
@jullienoble8547
8 ай бұрын
@@HectorGarciaCPA I just want to ask about Chart of account Sir. what is the best account title for Fund Transfer the reason of fund transfer is converting US currency to Canadian Currency. Then vice versa. I'm using Canadian QBO right now.
@HectorGarciaCPA
8 ай бұрын
@@jullienoble8547 where is the money transfering to?
@jullienoble8547
8 ай бұрын
From US to CAD.
@RA-rh5lb
4 ай бұрын
Hi, Hector thank you for valuable video on COA. Personally, I felt you could have showed only simpler process than adding journal entries which is too much to digest for the beginners
@HectorGarciaCPA
4 ай бұрын
Chart of Accounts is not a “beginners” concept
@tinamichele6992
Ай бұрын
What is the difference between linking an account (and letting QBO fill in this information) vs manually entering the balances (which seems tedious and prone to human error)?
@HectorGarciaCPA
Ай бұрын
When you link the accounts; sometimes it brings the wrong amount. You need manually verify the balances and reconcile the banks. But you can download the activity once the accounts are linked and speed up the process. But there is always a manual element
@guiaobed4289
7 ай бұрын
I am watching all your videos and I am learning a lot. Thank you so much! :) My question is what if the OBE amount is negative?
@HectorGarciaCPA
7 ай бұрын
Adjust against retained earnings
@chanelalgrabli884
7 ай бұрын
Amazing! Thank you so much! 🙏
@HectorGarciaCPA
7 ай бұрын
You welcome
@gayleclick8298
6 ай бұрын
Thank you for your help!!
@HectorGarciaCPA
6 ай бұрын
:)
@jessireadsthings
5 ай бұрын
THANK YOU, THANK YOU! This video saved me so many headaches. I have a quick question if you (or anyone) could answer. I'm starting a sole proprietorship and have $5000 of my own money to invest for start-up costs, any idea how I would set up an account to track that? Not sure if it should be classified as an Uncategorized Asset or some type of income? Thanks in advance!!
@HectorGarciaCPA
5 ай бұрын
You can have an account called that literally
@unclezizo
3 ай бұрын
Thank you!
@HectorGarciaCPA
3 ай бұрын
You're welcome!
@FernandoPena-ug8rt
4 ай бұрын
Thanks you very much
@HectorGarciaCPA
4 ай бұрын
You are welcome
@victoriaday6030
3 ай бұрын
Can you explain why you didn't leave the generic Services Income account and then make Remote and Onsite services subaccounts? Thanks. (I haven't used QB for a number of years and am enjoying your videos to refresh my QB neurons.)
@HectorGarciaCPA
3 ай бұрын
No specific logic, its always potentially different for every company, based on how the want to see it.
@halalaffirmations
8 ай бұрын
Do you recommend recording Amazon Seller Income, Amazon KDP, and Amazon affiliate as separate income on Quickbooks? Or all under Amazon income?
@HectorGarciaCPA
8 ай бұрын
I would separate it
@halalaffirmations
8 ай бұрын
@@HectorGarciaCPA thank you for the quick reply.
@pahteh5601
6 ай бұрын
Hello. I know this comment is really late. I started watching your videos and i learned a lot. But i have a real quick question, what are the steps? I mean, i signed up qbo, upload my banks statement, then whats next? Categorize?, then chart of account? Reconcilation?
@HectorGarciaCPA
6 ай бұрын
Setting up your chart of accounts and entering all the beginning balances should be the first steps to facilitate the entire process
@andyfaulkner_GLTS
2 ай бұрын
Thank you for a very informaative video. May be you can help with a question. In my old quickbooks desktop I was able to apply a discount in line item for an individual produt or a subtotal but in quickbooks online it will not do a percentage rate only a fixed price which does not change if you edit the quantity of items.
@HectorGarciaCPA
2 ай бұрын
Correct. QB online does not support that functionality. You need to enter it manually
@fatimahabdrahman3754
Ай бұрын
Hello Hector. Thank you for a very informative video. In your presentation, I saw a list of accounts such as the owner's draw and personal expense account. Do those 2 have different meanings , or can we use them interchangeably? Does the owner's draw refer to salary? Thank you. Fatimah
@HectorGarciaCPA
Ай бұрын
They are the same at the end of the day
@fatimahabdrahman3754
Ай бұрын
@HectorGarciaCPA thank you for the quick reply. I appreciate it very much.
@kellynusbaum2757
5 ай бұрын
Would you know by chance, why my New Account Window looks different from both of your two window examples and why is there different window like a New General Categories?
@HectorGarciaCPA
5 ай бұрын
They changed it again!! Thats why
@kellynusbaum2757
5 ай бұрын
@@HectorGarciaCPA Do you have a new video to show how to add equipment fix assests, original cost, and accumulated depreciation because my text book doesn't teach the new way
@HectorGarciaCPA
5 ай бұрын
@@kellynusbaum2757 no i dont.
@brendanbenson-qs9be
5 ай бұрын
I'm following along your setup videos for QB and have unfortunately already linked a bank account from 12 months prior. I want to start over with 01/01/24 as my beginning. How do I do this? Do you have a point in one of your videos where you already explain this?
@HectorGarciaCPA
5 ай бұрын
I dont have a video on this. This requires some cleanup work
@Chicana1824
3 ай бұрын
@HectorGarciaCPA is there a way to "factory reset" the qbo account and start fresh with no linked accounts? My partner needs to record everything from March, only a few months, and I am trying to get him started on the right foot setting up his COA and products/services and he unknowingly already linked bank accounts too during initial set up. I would prefer to just erase everything or reset it back to its original format and start clean. I'll also mention that he is currently still in a 30 day free trail period until 6/30/24 if that is helpful.
@lion-o22
8 ай бұрын
Hi Sir, how to create separate account for Cash On Hand in such a way that it is not a sub-category of Bank Accounts?
@HectorGarciaCPA
8 ай бұрын
Cant.. needs to be under the Bank Accounts type
@heikihamunyela8121
7 ай бұрын
just create a separate patty cash bank account and use it for that purpose. It works.
@rainierproducts1457
7 ай бұрын
Great video, Hector! I can see this is not your first rodeo. Is there any way I can get my hands on your custom chart of accounts. That would save me a lot of time.
@HectorGarciaCPA
7 ай бұрын
I sell it to my non-clients: qbkaccounting.com/ultimate-chart-of-accounts-for-quickbooks-desktop/
@j.k6580
5 ай бұрын
thank you
@HectorGarciaCPA
5 ай бұрын
:)
@BardenAccounting
7 ай бұрын
When adding the assets, why wouldn't you just book the full value of the truck and then create a separate accumulated depreciation - vehicles account with the accumulated depreciation amount for the vehicle?
@HectorGarciaCPA
7 ай бұрын
That can be done too.. there is no rule saying that is wrong or right
@KeithShivner-bw6dz
5 ай бұрын
How would add phone expenses when you're using your own personal phone? What % of the bill is applied to business expenses? Where would you post that, reimbursement?
@HectorGarciaCPA
5 ай бұрын
50/50 is a good starting point
@ahmedatef7585
Ай бұрын
The balance sheet lists all the current assets, including Inventory and A/R under the Current Assets. How to classify the bank accounts under separate types in the balance sheet (Cash and cash equivalents - or Bank)? Please advise
@HectorGarciaCPA
Ай бұрын
Cash or Cash Equivalent = Bank
@ahmedatef7585
Ай бұрын
@@HectorGarciaCPA Ok All current accounts listed together, not diffrentiate to bank, AR, Inventory. How i divide or diffrentiate the accounts in the BS?
@victoriaday6030
3 ай бұрын
can you explain why you didn't name the Bank accounts 10100, 10200 since they are main accounts instead of 10101, 10102?
@HectorGarciaCPA
3 ай бұрын
No logic, its always a personal preference
@KeithShivner-bw6dz
5 ай бұрын
Even though this a 2024 video the actual QB reports do not have date range settings it just runs the report as of....
@HectorGarciaCPA
5 ай бұрын
Balance sheet doesnt.. but P&L does have a date range
@NaomiMacPherson-dv4lq
4 ай бұрын
I just purchased QBO for my personal finances. I plan on buying for my corporation as well. First, I want to start with my personal finances to get to know QBO well. I want to do all my finances from 2018 - to now. My Corporation started in 2020 so I need to start in 2020 for that. Anyway, can I start adding in 2024 stuff while I am putting in 2018, 2019, 2020, 2021, 2022 and 2023? or should I do all my 2018 1st and then close each year before I move on to another year. How should go about this?
@HectorGarciaCPA
4 ай бұрын
I would go in order
@thamaramartino4205
8 ай бұрын
Saludos Hector, gracias por tus videos son de mucha ayuda, siempre los veo cuando tengo dudas, queria consultarte si las 1099's se pueden corregir en Quickbooks online? Gracias de antemano por tu atencion.
@HectorGarciaCPA
8 ай бұрын
Si en Febrero abren esa opcion
@AccalaKessler
2 ай бұрын
Hello. Does Hector have a video on how to record the healh insurance premium payments that are paid on behalf of an S-Corp owner who owns more than 2%? I know that my payroll provider is handling how it is reported on the owner's W2, but I am not certain how to code it in QBO. If he does not have a video on this, can you point me to any resources for learning the correct way to book these transactions? Thank you.
@HectorGarciaCPA
2 ай бұрын
I don’t have a video on it. But basically, the company paid portion of HI is part of Salaries and Wages Expense
@AccalaKessler
2 ай бұрын
@@HectorGarciaCPA thank you for your reply
@arnoldboo42
4 ай бұрын
How should you we account for revenue and expenses from cash app not recognize in your bank statement
@HectorGarciaCPA
4 ай бұрын
Depends on what you spend the money on
@arnoldboo42
4 ай бұрын
@@HectorGarciaCPA Wow thank you for your quick response. Tithes coming in and expenses. Note we are just using quickbooks for recording purposes only. Bills already paid etc..
@HectorGarciaCPA
4 ай бұрын
@@arnoldboo42 makes sense
@arnoldboo42
4 ай бұрын
@@HectorGarciaCPA could I make adjustments for both (cash app) offerings and expenses not recognized by the bank??
@josemarieaviles
7 ай бұрын
Hello Sir, I am starting to binge watch your videos about QuickBooks, aside from this 2024 playlist that you have recently created, what other playlist of yours would you recommend? I'm an accountancy student and planning to be a virtual bookkeeper at the same time.
@HectorGarciaCPA
7 ай бұрын
2024 playlist is the best option for QB videos
@josemarieaviles
7 ай бұрын
@@HectorGarciaCPA thank you so much
@GrethelAnnQuinto
5 ай бұрын
hello hector, can you share the QB chart of accounts with us? thank you.
@HectorGarciaCPA
5 ай бұрын
Links are in the video description
@iuliia7914
7 ай бұрын
Hello Sir. I’m so grateful for your support. I have a question for you. I tried to enter the initial balances in the bank account, but the program does not show this option. could you explain to me how I can get the leftovers when I start working with the program. thank you in advance and with respect to you.
@HectorGarciaCPA
7 ай бұрын
Once the account is created, that option goes away. So you need to do it via a journal entry
@iuliia7914
7 ай бұрын
@@HectorGarciaCPA Thanks for your attention to me. It was never been created . It’s such trending QB format that never gives to me to do that. Jus only when I opened sample firm I can to do that. Of course I did everything with journal entries. Thank you for your help Sir. Could I ask you another question please. How I can to find mistakes with some journal or special report. Have a great day for you. I’m so grateful. 🙏🙏🙏 you are the best
@iuliia7914
7 ай бұрын
@@HectorGarciaCPA I just want to note that I tried to this action in training version.
@HectorGarciaCPA
7 ай бұрын
@@iuliia7914 dont know what you are asking
@nicardopinnock6389
2 ай бұрын
Can you share your version of chart of accounts with us?
@HectorGarciaCPA
2 ай бұрын
All links are in videos description
@KeithShivner-bw6dz
6 ай бұрын
what is the basic minimum chart of accounts a bookkeeper should use?
@HectorGarciaCPA
6 ай бұрын
It varies per industry
@KeithShivner-bw6dz
6 ай бұрын
@@HectorGarciaCPA I am starting a Bookkeeping business
@VikashJha-gk3wn
8 ай бұрын
Thank you sir
@HectorGarciaCPA
8 ай бұрын
All the best
@chytealthedeal
6 ай бұрын
Thanks for this💚. I have a new client, previous year already cleaned up, taxes done and switching from Xero to QBO. Can I use their Trial Balance report to do a huge JE for all of the Opening Balances other than the main Bank account?
@HectorGarciaCPA
6 ай бұрын
Yes thats that proper way
@chytealthedeal
6 ай бұрын
Thank you 💚
@liombaliomba2662
4 ай бұрын
Thank you, very easy to understand and extremely helpful. ❤
@innerpeace7106
2 ай бұрын
can you share the pratice file all the section.TIA
@HectorGarciaCPA
2 ай бұрын
Not available
@harrietdiedering5755
8 ай бұрын
Hi Hector, just love your videos! Quick question, if I start e.g. with the Essentials version on your discount link and change to Plus a few months later, will I keep the 30% off or are they lost then?
@HectorGarciaCPA
8 ай бұрын
In the system, you lose it, but if you email me hector@garciacpa.com i can have my Intuit contacts fix it after the fact.
@harrietdiedering5755
8 ай бұрын
@@HectorGarciaCPA Thanks for answering that quick!
@hemanifinancials
Ай бұрын
Is there a way to do away with the default chart of accounts?
@HectorGarciaCPA
Ай бұрын
Have to delete all the accounts manually
@MinervaCorral-p6r
Ай бұрын
Do you provide QuickBooks training in Spanish?
@HectorGarciaCPA
Ай бұрын
@@MinervaCorral-p6r we offer private training in spanish and english
@iuliia7914
7 ай бұрын
Thank you for your explanation. Could you explain please, how create in new version QB sub account, I tried but it doesn’t gives to me to do it. Thank you Sir again for your support us
@HectorGarciaCPA
7 ай бұрын
I think it was explained in the video.. no?
@iuliia7914
7 ай бұрын
@@HectorGarciaCPA I understood, that’s looks so strange, when you create account everything is ok, but second version doesn’t give me created sub account. When I was in first version I never had this issue. Could you help me please. I am studying the program and preparing for certification. Could it be a problem with the version?
@HectorGarciaCPA
7 ай бұрын
I cant see what you are seeing @@iuliia7914
@HectorGarciaCPA
7 ай бұрын
@@iuliia7914 yes, or the country
@NaomiMacPherson-dv4lq
4 ай бұрын
Do I have to have my chart of accounts done before I start? or could I add an account after I start transacting.
@HectorGarciaCPA
4 ай бұрын
QBO will generate a standard chart of accounts for now
@NaomiMacPherson-dv4lq
4 ай бұрын
@@HectorGarciaCPA Then I can adjust it as I am transacting or do I have to change the chart of accounts before I start transacting.
@parkashmagar8468
5 ай бұрын
I can't connect the dot which may be due to lack of practical knowledge can you suggest me how to make sure learn qb really fast,, it's headache to me😢
@HectorGarciaCPA
5 ай бұрын
“Fast” is not a thing. It takes months of practice to start getting comfortable with it
@parkashmagar8468
5 ай бұрын
@@HectorGarciaCPA is there scope now too like I was trying to learn tally but many stds says about Xero and qb so I am learning them now, I am part qualified ACCA I am lost I don't know what to learn what not to, to many riddles to solve I think I would lost my mind🥲 And thanks for your reply
@aleenaosama1
29 күн бұрын
I just joined a new client, his qbo is pretty messed. The deposits are added as payment. How can i rectify.. 😢
@HectorGarciaCPA
29 күн бұрын
Wow.. you might need to change the payments account to undeposited funds
@aleenaosama1
28 күн бұрын
@@HectorGarciaCPA any simple way to do it, or any of your videos can guide me with it? Or should I do it the regular way.
@Connie-ss6ht
2 ай бұрын
Can I have an excel copy of your chart of account spreadsheet please?
@HectorGarciaCPA
2 ай бұрын
Look at the links in the description
@MIRGIANVANESSAVARELAVENTURA
7 ай бұрын
Saludos Hector, me puedes ayudar? necesito un tutorial completo de Quickbooks en español
@HectorGarciaCPA
7 ай бұрын
No hay en mi canal
@Salvan45
4 ай бұрын
Hector How come I cannot enter an amount in my chart of account .
@HectorGarciaCPA
4 ай бұрын
I don’t know why YOU can’t. But in general it needs to be a balance sheet account only and with no activity
@suzannehogue
3 ай бұрын
Is your version the online version? I have an old online self-employed simple version and I do not see any of these options. I'm thinking I need to upgrade?
@HectorGarciaCPA
3 ай бұрын
You might not have the same version.. the “self employed” edition is very different
@okivillarreal2577
6 ай бұрын
Is there a way to create a new "Detail Type" when you are creating a new account under Chart of Accounts? I have an Expense that does not fall under any of the categories listed under "Detail Type" and would like to create a new heading that would appear directly under "Expenses"
@HectorGarciaCPA
6 ай бұрын
Not possible
@okivillarreal2577
6 ай бұрын
😪 Thank you@@HectorGarciaCPA
@jessie160011
7 ай бұрын
Is there a way we can add a header account and then a sub account. such as HEADER (COGS - Emergency ) SUB-ACCOUNT(s) (Materials), (Labor), (Overhead), (Sub-trade)...
@HectorGarciaCPA
7 ай бұрын
Yea, you can have subaccounts. I though i covered that in the video
@jessie160011
7 ай бұрын
Yes, sub accounts were explained, but i'm interested in knowing if we can add a HEADER account that reads (COGS- Emergency) so i can attach my sub accounts Kinda like quickbooks desktop allows. @@HectorGarciaCPA
@dawnp1402
7 ай бұрын
Is there anyway to upload a bank statement to a reconciliation? The accountant wants pdfs but I can’t find anywhere in QBO to upload them too.
@HectorGarciaCPA
7 ай бұрын
No, but you can upload it to a vendor or something
@hemanifinancials
Ай бұрын
Why does the sub credit card does not have a balance?
@HectorGarciaCPA
Ай бұрын
Maybe because it doesn’t have transactions in it
@hemanifinancials
Ай бұрын
@@HectorGarciaCPAcan you explain the reason of sub credit card accounts. .how is it useful?
@thamaramartino4205
8 ай бұрын
Hector una pregunta, si un cliente viene ya con el plan de cuentas creado y las extensiones de las tarjetas de creditos no fueron creadas como sub cuentas, se puede modificar, o hay que desconectar las cuentas del banco, crearlas en el plan de cuentas y volverlas a conectar...?
@HectorGarciaCPA
8 ай бұрын
Si
@grilledpikachu
5 ай бұрын
Can you please share the account types and sub types sheet? @29:08
@HectorGarciaCPA
5 ай бұрын
The link is in the videos description
@SicontEnterprisesofAmericaIncR
7 ай бұрын
Hola hector, yo importo un plan de cuentas pero esta activa la empresa se reemplaza las otras cuentas .
@HectorGarciaCPA
7 ай бұрын
No. Las anañade
@hemanifinancials
Ай бұрын
What is billing expenae income
@HectorGarciaCPA
Ай бұрын
When you have an expense that is being invoiced with margins
Hertor me podria decir que tax line escoger para Owner draw y para retained earning
@HectorGarciaCPA
8 ай бұрын
cualquiera, no importan los "tax lines"
@profitablebusiness8559
6 ай бұрын
Hey heater for the sub accounts does that require personal accounts as well or just business accounts ? With chase
@HectorGarciaCPA
6 ай бұрын
Generally business only
@profitablebusiness8559
6 ай бұрын
@@HectorGarciaCPA okay great thank you so much
@josephlaurich7445
6 ай бұрын
Hello. Great video, i haven't even started to look at QBO yet. I am trying to understand terminology and concept first. Many videos talk about "accounts", could this be different clients? If you're bookkeeping for clients, do you have multiple "profiles" or "accounts" with all their saved info that way you can easily open up all of THEIR accounts whenever you need to? Or a way you have easy access to each clients account each month? Also, when we talk about "users" if youre a bookkeeper, is there any reason you would need anyone else other than yourself to have access to the QBO? Thank you
@sash8793
6 ай бұрын
1. Client books are often referred to as files, company or just clients. 2. With QBO for Accountants, you can have access to multiple client companies within one portal. 3. Yes, if you have multiple clients, you can have employees who can work on your clients files if you, the Accountant, give them access.
@HectorGarciaCPA
6 ай бұрын
This :)
@MIRGIANVANESSAVARELAVENTURA
7 ай бұрын
Hay alguna forma que me ayudes con un tutorial completo en español?
@HectorGarciaCPA
7 ай бұрын
No tengo
@ccafKhmer
7 ай бұрын
Hello, in Quickbooks oline plus, can we import budget plan?
@HectorGarciaCPA
7 ай бұрын
Yes
@ccafKhmer
7 ай бұрын
@@HectorGarciaCPA but my version does not have the option!
@HectorGarciaCPA
7 ай бұрын
@@ccafKhmer are you in the US? Because I cant answer any questions on non-US versions
@ccafKhmer
7 ай бұрын
@@HectorGarciaCPA I am in Cambodia!
@PrinceNeverLazy
6 ай бұрын
Anyone know how to merge accounts?
@HectorGarciaCPA
5 ай бұрын
Rename one to have the same name as the other
@josephbornman8462
20 күн бұрын
Mine has 11 accounts as default
@HectorGarciaCPA
20 күн бұрын
@@josephbornman8462 keeps increasing:(
@AnthonyFloresCPA
8 ай бұрын
The title needs to be changed to “2024”. I don’t think this is a throwback.
@HectorGarciaCPA
8 ай бұрын
Thanks! Was a typo, fixed it
@oxfordinnnasa
7 ай бұрын
POOR VIDEO QUALITY
@HectorGarciaCPA
7 ай бұрын
Change it in the settings, this video is recorded 4k
@eduardoreyes-q6d
8 ай бұрын
como te puedo contactar???
@HectorGarciaCPA
8 ай бұрын
954-414-1524 para hablar con alguien de mi oficina
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