QuickBooks Training
An in-depth training video on how to use QuickBooks to do your monthly bookkeeping for small business owners.
The most practical walkthrough you'll see of how to use QuickBooks Online to do an entire month of bookkeeping in under 45 minutes. That means you can also do your bookkeeping in under an hour.
- 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
Download our FREE BOOKKEEPING CHECKLIST to help keep you organized on your monthly, quarterly, and annual bookkeeping tasks.
Free Bookkeeping Checklist
