QuickBooks Online: The Complete Tutorial by Hector Garcia CPA

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Table of Contents for this video:
00:00:00 Introduction
00:01:30 Choose right version and create new account
00:08:52 Add your Company Name, basic info, and/or logo into QuickBooks Online
00:09:57 Basic navigation inside QuickBooks Online
00:12:12 Account and Settings overview
00:15:43 Manage and create QuickBooks users
00:17:57 Setting up your chart of accounts and beginning balances
00:28:22 Setup products and services, including inventory items
00:32:29 Setup new customers and new vendors
00:34:34 Transactions: Purchase Orders and Bills (Accounts Payable)
00:36:43 Transactions: Estimates and Invoices (Accounts Receivable)
00:42:07 +New Transactions button overview
00:43:20 Receive payments against invoices (A/R)
00:44:33 Pay Bills with a bank/check or credit cards (A/P)
00:45:45 Create a manual expense
00:47:26 Make bank transfers
00:48:47 Making a Journal Entry
00:50:17 Basic Profit & Loss Report
00:52:25 Working with Classes and/or Locations
00:56:30 Connect the bank and download transactions (Bank Feeds)
00:58:46 Manually uploading bank transactions into Bank Feeds
01:00:50 Categorize downloaded transactions
01:09:00 Reconcile Bank Account
01:10:16 Tracking Projects – Job Costing and Profitability
01:15:32 Reports overview
01:17:01 Outro

Additional Videos:
Setup Credit Cards (with Sub-accounts) in bank feeds -

[hollyt]

I'm a complete newbie to Quickbooks. A fantastic video - so clear and understandable. Many thanks Hector!

[donnaferguson]

What a great intro to Quickbooks. I am not an accountant, but the training delivery was easy to follow! I appreciate your effort to make it simple.

[davidp]

Been looking for a QB tutorial without the fluff. You are it! I'm only 15 min in and am sure this is what I've been looking for. Bravo Hector!

[mbrett]

Thank you for this video Hector. I've been a CMA (now CPA - I'm in Canada) for 20 yrs working for corporations. I was recently asked to set up a family members books and teach them how to manage it themselves. We picked QB and now I'm needing to learn it. Great intro video to help me help them. I'll check out your other videos as valuable resources.

[AKIMNEVERSETTLES]

Who else is here after landing a job in QuickBooks and now you gotta actually do it ? 🥴

[itsmeRoxanne]

Wow, you are the best! This is the perfect tutorial for everybody especially those who doesn't have any background in bookkeeping! You explain and make it so simple to understand without leaving every detail behind. You make me take note of every little thing. Keep it up sir. Will be watching all of your videos! More power!

[ishanighosh]

I am using QB desktop for last 12 yrs. we are now transitioning to QB online. This video helped me a lot to understand the online version. Thank you,

[MariaRodriguez-xojh]

Mr Garcia. Thanks a lot for your video encourage me to come back. I decided to be a bookkeeper here. I have an accounting background from my country Peru. Currently, I am working in a school . However, accounting is my strength.

[ruthsan]

I'm in LOVE with this tutorial! Better than all the IT one I need and heard. This makes it simple and direct to the point!

[hadassahcaicedo]

Sir your are the best, it is my first time investing about quickbooks and you with your way and patience mede me feel confident and fell in love of both of you 😊 you and quickbooks

[TodayIsWednesday]

He said "fall in love with accounting" LOL! Im teasing. Hector, Thank you so much for this tutorial. My heiney is numb from sitting here all day but I can not thank you enough. I have watched or tried to watch other tutorials and I never absorbed a single thing because I dozed off. You are helping so many rise up in their careers. You are AMAZING!!!

[distinctivewoodworks]

Love your videos. You present the information in a quick, concise manner that does not bore. There is nothing worse than listening to a presenter that speaks as slow as a seven-year itch, stutters and stammers, uses a lot of um's, uh's, etc. and repeats the information numerous times; say it once then get out of the way. I can tell you have been doing this for a long time and I appreciate not only the information presented but how professionally it rolls off your tongue.

[mischaparco]

Hector, Thank you for taking the time to do such a thorough tutorial. I wish I had had this excellent tool back in 2016 when we were new and setting up our business. This video is still very valuable to me now almost 5 years in and I am sharing your youtube channel with other friends and associates.

[aschleeangelo]

Thank you so much! I just started working for my families nonprofit, and I had no experience with accounting. This was very helpful, and I will keep using your videos as reference!

[francesbarnes]

Hector, your 1.5 hour QuickBooks YouTube video was extremely clear and very helpful. I am a first-time user of QuickBooks; your video has helped me to be better prepared for meeting with my first Client to take on his QuickBooks responsibilities. Thank you.

[traceyhughesroyal]

I outgrew QB Self Employed and upgraded to QB Online version. I bought the Quickbooks Online for Dummies book. Your video taught me so much more and helped me navigate it so much better. Thank you!!

[MawmawLife]

Awesome tutorial! I’ve been a bookkeeper for 20 years and have used Quickbooks desktop for as many years. Just started using QBO and your tutorial has helped me understand where the modules are that I’m so used to. Thank you!

[HectorGarciaCPA]

2024 Prices: $30, $60, $90, and $200 a month.
This link still gets you 30% off:

[jameliamcgee]

thanks. I have been putting this off for way to long. I'm a complete newbie, and I learned a lot. I will be watching all your vids.

[wencircs]

best quickbook tutorial video I've seen so far