If you're a new business owner who wants to stay on top of their own books but doesn't know how, Adri is here to give you a simple tutorial on how to do 1 Full Month of Bookkeeping in QuickBooks Online! Whether you need to know one individual aspect or are brand new, she has it all here. We're here to provide you with value and show you how to do bookkeeping in under 45 min with data from a real business!
Here's what this video includes:
00:00 Intro
00:30 Overview of QuickBooks Online
01:18 Linking Bank Accounts
02:59 Uploading Bank Data from a File
05:09 Adding Transactions to QuickBooks
06:25 Creating a Rule
09:03 Editing a Rule
13:05 Splitting a Transaction
17:26 Categorizing Transfers
19:47 Recording a Credit Card Payment
20:38 Adding more Transactions
25:56 Payments to Personal Credit Cards
26:52 Categorizing a Loan Payment
31:45 Sorting the List by Description
34:52 Reviewing the Reports
37:57 Reconciling Accounts
Adri has been doing bookkeeping for over 20 years and is one of our expert bookkeepers here at Incite Tax. We want to help you get your business organized and ready to hit the ground running!
Download our free Bookkeeping Checklist to keep you organized on a monthly, quarterly, and yearly basis.
https://incitetax.com/bkchecklistsi...
If you don't want to do your own bookkeeping, let us take that off your plate! Contact Us at https://incitetax.com/customizedfina...
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