If you have bookkeeping questions, come to the QBO Power Hour sessions every Mondays 1PM - 2PM.
Bookkeeping & Accounting Checklist
Please download your accounting and bookkeeping checklist here to keep yourself on track:)!
How to Set Up a QBO Account
In this video I will teach you how to set up a brand new QBO account. Be sure to use my link for a discount here!
A Behind the Scenes Tour of QBO
In this video I will give you a behind the scenes tour of QBO so you can begin to understand how the software works.
How to Manually Import Bank Transactions into QBO
In this video I will show you how to manually import your bank statements. You will need to manually import any statements that are older than 90 days.
How to Record Revenue
In this video I will show you how to properly record revenue so that you can stay on Uncle Sam's good side.
How to Record Payroll
In this video I will teach you how to properly record your payroll so that your books match your taxes.
How to Use the QBO Invoicing
In this video I will teach you how to use the QBO invoicing system and how to set up automatic payments without having to pay those pesky credit card fees.
How to Categorize an Expense Refund
In this video I will teach you how to properly categorize a refund that you receive from an expense that you previously paid.
Categorizing Liabilities - Credit Cards/Loans
In this video I'll show you how to properly categorize your debt such as business loans and credit cards.
How to Categorize Owner's Draw
In this video I'll show you how to properly categorize your owner's draw. An owner's draw is when you transfer money from your business checking to your personal checking to pay yourself or when you write yourself a check from your business bank account.
Depreciation
In this video I'll show you how to properly expense assets that you purchase in your business. An asset is an item you purchase with the intent of it increasing your revenue. It is an investment and you hope to get an ROI.
Tracking Miles
In this video I will show you how you can use tech and automation to make tracking your mileage a breeze.
Receipt Management
In this video I'll show you how to use tech and automation to safely store your receipts so you can finally throw away that shoebox you have been storing them in!
Bill Pay
In this video I will show you how to use the Bill Pay option in QBO so you can stop writing checks and start saving trees!
Automatic Payments
In this video I talk about how you can use tech and automation to pay your bills for you so that you can stay in your zone of genius and not get bogged down by having to write a bunch of checks!
QBO Rules
In this video I will teach you how to use the rules in QBO to cut your bookkeeping time in half because time is our greatest resource!
