Free QuickBooks Setup for New Clients
$500 Value: Free QuickBooks set up tutorials on this website. We will walk you through every step. The training will probably take several days to finish or if you decide to get a Free evaluation, set up an appointment on the calendar below. The consultation is free.
Free Consultation
Select your preferred time on our appointment calendar.
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ken@aycoxbookkeeping.com
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(660) 424-4002
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25371 Hwy 7 Edwards MO 65326
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