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Financial Gym
United Kingdom
Registrace 17. 09. 2011
Financial Gym helps small business owners and sole traders understand the money in the business better; so they can manage it with confidence.
If you want easy to follow tips and tutorials on how to, save more money, money management, budgets, Xero Accounting, QuickBooks Online, tax and investing; you are in the right place!
I even help you prepare financially for divorce in the Breakup, Money & Divorce
My name is Georgette Rowland Osborne, I am an author, virtual financial controller for a number of businesses, owner of a bookkeeping business, and consultant. I take business people from suffering in silence to feeling happy about dealing with their money.
Want to work together? Contact me for a no obligation overview of your finances at info@financialgymforbusiness.com
FFS646757
#financial gym #firmerfigures
If you want easy to follow tips and tutorials on how to, save more money, money management, budgets, Xero Accounting, QuickBooks Online, tax and investing; you are in the right place!
I even help you prepare financially for divorce in the Breakup, Money & Divorce
My name is Georgette Rowland Osborne, I am an author, virtual financial controller for a number of businesses, owner of a bookkeeping business, and consultant. I take business people from suffering in silence to feeling happy about dealing with their money.
Want to work together? Contact me for a no obligation overview of your finances at info@financialgymforbusiness.com
FFS646757
#financial gym #firmerfigures
XERO | Reconcile Manually Created Bank Transactions
This video is for educational purposes only, it is not financial advice.
Want to say a small thanks for the info? You can now buy me a coffee online here: www.buymeacoffee.com/growland
Get the Book - Firmer Figures, Fess Up or Mess Up
Kindle: amzn.to/2H5CP3i
Audio: amzn.to/3bhyAzs
You can listen to the Firmer Figures Business show Podcast
On Apple - financialgymforbusiness.com/iT...
On Android - financialgymforbusiness.com/St...
Tools and Resources to make your financial life easier
financialgymforbusiness.com/re...
Don’t be a stranger. Connect with me.
financialgymforbusiness.com/contact/
financialgym
FirmerFigures
FinancialGym...
ps_financialgym
plus.google.com/1001939638188...
www.pinterest.com/financialgym/
Financial Gym Home
financialgymforbusiness.com
DISCLAIMER
This show, or any resources mentioned, is not a substitute for obtaining proper financial and or legal advice from a qualified professional who is familiar with your specific situation. Also be aware that the information contained may not be suitable for every person or organisation.
Want to say a small thanks for the info? You can now buy me a coffee online here: www.buymeacoffee.com/growland
Get the Book - Firmer Figures, Fess Up or Mess Up
Kindle: amzn.to/2H5CP3i
Audio: amzn.to/3bhyAzs
You can listen to the Firmer Figures Business show Podcast
On Apple - financialgymforbusiness.com/iT...
On Android - financialgymforbusiness.com/St...
Tools and Resources to make your financial life easier
financialgymforbusiness.com/re...
Don’t be a stranger. Connect with me.
financialgymforbusiness.com/contact/
financialgym
FirmerFigures
FinancialGym...
ps_financialgym
plus.google.com/1001939638188...
www.pinterest.com/financialgym/
Financial Gym Home
financialgymforbusiness.com
DISCLAIMER
This show, or any resources mentioned, is not a substitute for obtaining proper financial and or legal advice from a qualified professional who is familiar with your specific situation. Also be aware that the information contained may not be suitable for every person or organisation.
zhlédnutí: 56
Video
Maximize Efficiency with QuickBooks Online: Send Customer Statements [In a Flash]
zhlédnutí 43Před 7 měsíci
If you are looking for how to get a statement of account for a customer or multiples customers in QuickBookks, create, then, print or send them, this is for you. This video is for educational purposes only, it is not financial advice. Click here for QuickBooks Online Playlist; Learn QuickBooks Accounting Software Want to say a small thanks for the info? You can now buy me a coffee online here: ...
XERO Tutorial Cancel vs Delete vs Void Invoices & Bills
zhlédnutí 225Před 8 měsíci
What is the difference between voiding and deleting an invoice in Xero? This video is for educational purposes only, it is not financial advice. Want to say a small thanks for the info? You can now buy me a coffee online here: www.buymeacoffee.com/growland Get the Book - Firmer Figures, Fess Up or Mess Up Kindle: amzn.to/2H5CP3i Audio: amzn.to/3bhyAzs You can listen to the Firmer Figures Busine...
Xero | How to Create or Edit a Repeating Invoice Template
zhlédnutí 367Před 11 měsíci
#xeroaccounting #xerorepeatinginvoice This video is for educational purposes only, it is not financial advice. Want to say a small thanks for the info? You can now buy me a coffee online here: www.buymeacoffee.com/growland Get the Book - Firmer Figures, Fess Up or Mess Up Kindle: amzn.to/2H5CP3i Audio: amzn.to/3bhyAzs You can listen to the Firmer Figures Business show Podcast On Apple - financi...
Stop Chasing Invoices - How XERO REMINDERS Can Change Everything!
zhlédnutí 124Před rokem
#chaselatepayers #xeroinvoicereminders #howto use xero Today I will show you how Xero makes it easy to chase late paying customers on auto pilot. This video is for educational purposes only, it is not financial advice. Want to say a small thanks for the info? You can now buy me a coffee online here: www.buymeacoffee.com/growland Get the Book - Firmer Figures, Fess Up or Mess Up Kindle: amzn....
Get Ready to Start your Xero Adventure: Revealing the First 4 Steps!
zhlédnutí 130Před rokem
#gettingstartedwithxero #xeroaccounts In this tutorial Georgette Rowland Osborne walks you through the first four things to set up on Xero to get you started. When you set up a user name and password, these are the recommended first things to do before entering your data. *This video is for educational purposes only, it is not financial advice* Get the Book - Firmer Figures, Fess Up or Mess Up ...
How to Take a Full Webpage Screenshot in Google Chrome
zhlédnutí 99Před rokem
There are many ways to capture a basic screenshot, either using built in tools or apps and browsers. But not all of them allow you to snap the details of a full website page. Here I show you how to do it in Google Chrome if you do not want to add any more extensions to your browser. www.financialgymforbusiness.c... Get the Book - Firmer Figures, Fess Up or Mess Up Kindle: amzn.to/2H5CP3i Audio:...
How to Delelte/Merge Duplicate Customers/Suppliers in QuickBooks Online
zhlédnutí 997Před 2 lety
#quickbooksonlineduplicate #learnquickbooksonline Learn how to merge and delete duplicate customers and suppliers records in QuickBooks Online, so you ensure they are organised efficiently. Get the Book - Firmer Figures, Fess Up or Mess Up Kindle: amzn.to/2H5CP3i Audio: amzn.to/3bhyAzs Tools and Resources to make your financial life easier financialgymforbusiness.com/re... Don’t be a stranger. ...
QUICKBOOKS | Recording VAT Payments in Instalments Deferrals
zhlédnutí 491Před 3 lety
#VATPayments #QuickBooksMTD #PayTaxes Recording VAT in Instalments in QuickBooks Online This video will show you how to process dererred VAT tax if you are paying by installments. How to make multiple payments if you have a payment schedule with HMRC to make 12 monthly instalments. FREE GIFT | How to Build a Buffer of Personal Money Checklist & Mini Course www.financialgymforbusiness.c... Get t...
XERO | Offset a Sales Invoice with a Supplier Bill CONTRAS
zhlédnutí 6KPřed 3 lety
#xerocontrapayments #xerotraining #xeroaccounting In this video I show you how to contra a sales invoice with a purchase bill when a customer is also a supplier in Xero accounting. How to deal with Contra entries in general. FREE GIFT | How to Build a Buffer of Personal Money Checklist & Mini Course www.financialgymforbusiness.c... Get the Book - Firmer Figures, Fess Up or Mess Up Kindle: amzn....
Why You Can't Claim Broadband Internet Costs if Working From Home
zhlédnutí 83Před 3 lety
FREE GIFT | How to Build a Buffer of Personal Money Checklist & Mini Course www.financialgymforbusiness.c... Get the Book - Firmer Figures, Fess Up or Mess Up Kindle: amzn.to/2H5CP3i Audio: amzn.to/3bhyAzs You can listen to the Firmer Figures Business show Podcast On Apple - financialgymforbusiness.com/iT... On Android - financialgymforbusiness.com/St... Tools and Resources to make your financi...
QUICKBOOKS | How to Enter a 100% VAT Tax Only Purchase Invoice
zhlédnutí 4,6KPřed 3 lety
#quickbookstutorial #howtousequickbooksonline #financialgym If you have been charged VAT separately by a supplier; how do you enter a Tax or VAT only purchase invoice on QuickBooks Online with zero nett amount? FREE GIFT | How to Build a Buffer of Personal Money Checklist & Mini Course www.financialgymforbusiness.c... Get the Book - Firmer Figures, Fess Up or Mess Up Kindle: amzn.to/2H5CP3i Aud...
Hospitality 5% VAT REDUCTION | Avoid These Five Mistakes if Using Xero
zhlédnutí 161Před 4 lety
This video is for you if you a business that will be able to apply the temporary reduction in VAT of 5% and what to avoid common mistakes that users have come across since implementing it. FREE GIFT | How to Build a Buffer of Personal Money Checklist & Mini Course www.financialgymforbusiness.c... Get the Book - Firmer Figures, Fess Up or Mess Up Kindle: amzn.to/2H5CP3i Audio: amzn.to/3bhyAzs Yo...
QUICKBOOKS How to Set Up RECURRING JOURNALS for Depreciation, etc in QBO
zhlédnutí 4,7KPřed 4 lety
#journals #financialgym #recurringjournals Recurring journals are one of the best time savers in QuickBooks. On request, in this video I show you how to create a new journal & turn it into a recurring transaction. I show you how to edit & pause them. Here is the link to the depreciation videos mentioned: For QuickBooks - czcams.com/video/iyu0JB0qzkw/video.html For Xero - czcams.com/video/DKNV-K...
XERO | How to Add DEPRECIATION of Fixed Assets in Xero Accounting
zhlédnutí 6KPřed 4 lety
XERO | How to Add DEPRECIATION of Fixed Assets in Xero Accounting
Welcome to the Financial Gym & How to Manage Money Worries
zhlédnutí 635Před 4 lety
Welcome to the Financial Gym & How to Manage Money Worries
QuickBooks Online | Automate Payment Reminders for Overdue Invoices in QBO
zhlédnutí 3KPřed 4 lety
QuickBooks Online | Automate Payment Reminders for Overdue Invoices in QBO
QUICKBOOKS ONLINE | How Do I Account for Local Government Business Grants for COVID-19?
zhlédnutí 1,8KPřed 4 lety
QUICKBOOKS ONLINE | How Do I Account for Local Government Business Grants for COVID-19?
Connect Office 365 or Gmail to Xero Contacts Activity
zhlédnutí 998Před 4 lety
Connect Office 365 or Gmail to Xero Contacts Activity
Coronavirus | Should You Pay or Delay Tax & VAT?
zhlédnutí 15Před 4 lety
Coronavirus | Should You Pay or Delay Tax & VAT?
Using Your Personal Bank Account For Business | THE PITFALLS
zhlédnutí 399Před 4 lety
Using Your Personal Bank Account For Business | THE PITFALLS
TAKING SELF EMPLOYED DRAWINGS | How to Record Money Your Pay Yourself Using QuickBooks Online
zhlédnutí 3,7KPřed 4 lety
TAKING SELF EMPLOYED DRAWINGS | How to Record Money Your Pay Yourself Using QuickBooks Online
SELF EMPLOYED TAXES | How to Use Your Business to Pay Your Tax Return Bill | QuickBooks Online
zhlédnutí 726Před 4 lety
SELF EMPLOYED TAXES | How to Use Your Business to Pay Your Tax Return Bill | QuickBooks Online
QUICKBOOKS | Tutorial | Missing Bank Feeds | How to Import Transactions from a Bank Statement
zhlédnutí 2,3KPřed 4 lety
QUICKBOOKS | Tutorial | Missing Bank Feeds | How to Import Transactions from a Bank Statement
QUICKBOOKS | Tutorial | How to Refund an Overpayment to a Customer in QBO
zhlédnutí 5KPřed 4 lety
QUICKBOOKS | Tutorial | How to Refund an Overpayment to a Customer in QBO
How to Save or Split a PDF into INDIVIDUAL PAGES | Bookkeeping Tip
zhlédnutí 4,7KPřed 5 lety
How to Save or Split a PDF into INDIVIDUAL PAGES | Bookkeeping Tip
GOLF COURSE CLUB FINANCES - XERO Prepayments v Overpayments
zhlédnutí 150Před 5 lety
GOLF COURSE CLUB FINANCES - XERO Prepayments v Overpayments
GOLF COURSE CLUB FINANCES - Getting Started with the XERO Dashboard Overview
zhlédnutí 259Před 5 lety
GOLF COURSE CLUB FINANCES - Getting Started with the XERO Dashboard Overview
TURN A STRUGGLING BUSINESS INTO A 7 FIGURE MACHINE - FAST!
zhlédnutí 44Před 5 lety
TURN A STRUGGLING BUSINESS INTO A 7 FIGURE MACHINE - FAST!
TURN DYSFUNCTION, DISABILITY & DIVORCE into a THRIVING BUSINESS w/ Hilary Jastram
zhlédnutí 64Před 5 lety
TURN DYSFUNCTION, DISABILITY & DIVORCE into a THRIVING BUSINESS w/ Hilary Jastram
Thank you so much, your video helps me alot
@@compasspacific3495 My pleasure
Thank you so much. I prefer Desktop over Online, just loath using the Online version. This makes it a little bit less time consuming.
@bradrau1442 Thank you for your feedback. Depending on where you are based; Intuit have re issued their computer app. You download it to your computer, and you can use it in online or desktop mode. I have clients using the desktop mode because you can have tabs in split screen for example
This is an incredibly helpful and profoundly simple explanation!
Very kind, thank you
He sounds like he was trying to condition and control you. Good for you for not taking it. We are always best to negotiate when we're in a strong position. Great video, thank you.
Thanks for the help! Quick question if you dont mind. Will this sync on their end or do they have to do all the same in reverse? Thanks James
No syncing will take place. This is purely a manual way of managing the task that will only show up in your system. Thank you for watching.
@@FinancialGym so then on their end it will still look like all the bills are due etc? What's the point then?
@jameswhineray5329 You can only control your accounting records. What another business does internally is down to them. If one of you is not correct, then you have to communicate. Standard accounts software like QuickBooks is for internal use only. Imagine a world where one organisation can create entries in their software that affects another without their input. Scary!! It works as it should. All the best.
Thank you. I switched to online several months ago. In Desktop, I used this feature almost every time I sat down to work on my books. I asked a QuickBooks Intuit employee and a QB Pro advisor about this function. Neither knew what I was talking about!!! I finally decided to do a CZcams search. Thank you!!!!!!
Wow! That is awesome
Your video was VERY helpful! Thank you! Yes, I subscribed and look forward to finding more valuable information.
🎊 "Promo sm"
Thank you for this.
Thank you so much for the video
That was really simple to follow and I have successfully sorted out the overpayment. Thank you 🙂
You are most welcome
Glad I found your video, thank you!
Thanks for this! Exactly what I was looking for!
You are welcome
Thanks from here also.
As a beginner to QB your video helped me massively, spent half of my day talking to someone on qb chat and was no further fwd so thank you 🙏
Oh wow! Thank you so much.
You are the best.
❤thank you, beautiful soul ❤
So Elegant and Simply Explained. Thank you (again)
Appreciate you, thanks
'Promo sm' 💞
Have you tried this option yet. Did it work for you and save you time?
very helpful, thanks !
You are welcome
OOO my Lord the accent; beautiful
Love your videos thank you!
9:45 No, I dont know what you mean but you've just helped me alot. ty!
Thank you for this! I was literally hating QB for not having the calculator function online!!!
Glad it helped
Very useful. Thanks for sharing. :)
Thanks Miranda
Does this effect my reconciliation of the bank account if most of the items are excluded??
Hi, yes it does. So if it is a bank account that needs to be reconciled and you have mixed business and personal, you will have to code the personal transactions to an account that shows this and then the total transactions will all be there for reconciliation. Best wishes
Fantastic, as mentioned by others, very clean and to the point. Thank you.
Much appreciated.
Want to say a small thanks for the info? You can now buy me a coffee online here: www.buymeacoffee.com/growland
Was this useful? Just let me know!
This video illustrated the task perfectly without all the nonsense. Thank you.
That is so kind, thank you
Thanks! That's very helpful. Is there a fixed asset registry in QBO same as in Xero in which you just register your fixed assets and the system will just generate the journal entries automatically?
I am afraid QuickBooks does not at this point in time.
mine is complicated by a lot of family-based trauma so i don't even know the full extent of all of it.
So if I exclude a personal transaction that I actually didn’t use for business, it wouldn’t mess up the balance or throw any amounts off?
Hi Kay, yes it will mess up the balance if you exclude them. This option is really for downloading errors. You will need to account for the personal items so that the bank will reconcile correctly. If you are incorporated, use your director loan account. If a sole trader, it is drawings. Best wishes
Thank you 🙏
This is brilliant - very easy to understand. Thank you ; )
Thank you! That was Perfect! I had a customer that actually overpaid via Credit Card and I use QB merchant services. We paid him back via check to avoid the CC Fees. I originally did everything wrong, but I was able to back out everything I did and follow your steps instead. Everything is all fixed now. :)
Thank you so much, helped a lot!
You create great videos - I don't understand why you don't have far more views. Your videos make the tasks so easy to understand.
it is sad that we pay for an accounting software that does not implement separate tax. I always assumed that was the job of an accounting software solution. nope. The trick works thank you.
I came across your videos recently, they are so interesting and educational. I don't understand why there are no likes
I agree with you
Thanks for the quick explanation on merging customers! Got my answer in only a minute!
Hi, thanks for this video, I look forward to reading your book!
Hi Georgette, I’m glad I found your channel. Thank you for providing is with straightforward money management advise!
Are you still posting?
1:15 2:40
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