Video

Thank you so much for this and the other awesome lessons on clean up. I have done a lot of clean up on desktop over the years but this all is a great refresher as I have not used the quickbooks online much at all. Big Hugs

Thank you for sharing these videos. Is the Facebook group you mentioned in this video still active? I could not find the information you mentioned in the Facebook group.

obsolete

Thanks for the valuable course Cathy. God Bless you :)

My clients does invoicing in a different platform, not qbo. They say they will not do double work by creating invoices in qbo again. I wanted him to do that to track a/r in qbo, but they don't want to, how will you advice?

I have a schedule C. No bal sheet. What do you recommend? Also, if all accounts in QBO are not in tax return, how do you treat the missing accounts? Again, for payroll, how can one deal with it? I feel some unique applies to these

Thank you for these videos. Would you please consider adding the PDFs to these videos. Thanks.

Is there a rule of thumb to decide how long something will take us to do? I'm new to this so its not easy for me to guage.

nice video

Thank you for this tutorial!

QUESTION: how can I get or pull a separate report of all the vendors (in A/P) and all the clients (in A/R)?

can you modify the column headings for the approvers? It would be great to batch or have subgroups of invoices.

How can i link bill to payoneer account?

What assurances do you offer in terms of data security? Do you have a soft report available for me to see?

EXCELLENT THANKS!

?Ř????ϻ ?

I don't see your comparison between Gusto and OnPay

I am a small business owner. I have been comparing payroll companies: Gusto, Square, ADP, Paychecks, etc. I am currently using Gusto. I started looking for a new payroll system because I need better time tracking without paying double for Gusto.

Many thanks for this ... really helpful the way you laid it out and then showed the account / reconciliation at the end. I am wondering how scaleable this is in terms of transactions per month. Any experience or recommendations?

Will try this later today. Thank you v

Thank you so much. I was so confused searching for it.

This was the video we were looking for! Thank you. Got it connected because of you :)

Hi there, Thank you soooooo much for the free training you have available on your youtube channel. It is extremely helpful and I am so grateful to have found your video. I'm currently setting up the Zapier automation to automatically add an invoice in QB from transactions w/ Stripe so that it automatically adds payment processor fees in my QB account. This is soo helpful but I just have one question I am hoping you can help me with. For the "Tax Calculation" part of the Zapier automation (6:55 in video)... I'm not sure which option to select here... I sell an online course over the phone and I charge 5800... the taxes are included in the 5800 enrollment fee (as i'm sure yours are too)... In your video, you leave the default option "Tax is excluded from price"... but wouldn't you want to select "Tax is included in price" or "Not applicable"?? Or does this part not really matter?? Again, so very grateful to have found your video and I'm hoping you can help me get some clarity on this part. Thank you so much! -Nate

While I'm at it do you have a monthly check off list of jobs that need to be done for clients? I am going to start, as a new years resolution, to put together a list for Andrew and I so that we can see where each of us stands. I am going to make each form individual to each client but I need a starting point? Thoughts???

Hey Cathy, Can you show me please how to download? Dope that I am. :) Thank you

Hey Cathy, is your Stripe Clearing account a real income account or just used for tracking in QuickBooks? TIA

Great job. What are your online courses? ...recommendation: put the link at the end of videos and in the description text.

I'm having trouble getting the expense portion of the QBO zap set up. I keep receiving an error message: The expense could not be sent to QuickBooks Online.Required param missing, need to supply the required value for the API. Everything else has worked great by following the tutorial but the final step is bogging me down. Any help is greatly appreciated.

Can anyone help me to understand how many "tasks" were used here. Searching / Creating a customer, is that 1 or 2? Is the sales receipt 1 for a total of 3, or does each expense count as one, where there is a total of 5 or 6 tasks?

Do I have to have Plus to do this?

So Useful!

Do we need to provide stripe id for this ?

I'm having troubles with the full name description... It won't take the values selected...

Do we have to do this for each transaction?

Thanks for this video! Do you happen to have one for automating Amazon FBA and quickbooks online using Zapier?

So if Veem is free, how do they make money?

Thanks so much for creating this tutorial! Do I need to set up a zap for individual charges (per unique customer) or I just need to set up once and everything else will be captured automatically? Thanks so much in advance x

If you have the Stripe transactions from the bank go in to a Stripe clearing account, how do you reconcile your regular bank account then?

Is it possible to add multiple line items from Stripe (assuming the data is available in Transaction Metadata) into a single sales receipt so I can easily track products instead of simply the total?

Love it! Thanks for sharing Cathy. I can't wait to try it out.

How long does it take to load the card

n7

The woman's voice is such a distraction to what he is trying to teach

Great quote: "This is so straightforward and easy, it's surprising." Fantastic interview with Cathy. Thanks for everything that you do.

It worked, when other sites was saying it was impossible. Thanks

hi ,i tried the same method only am getting this message "The following error has occurred: The uploaded file is not a valid Web Connect file.",any help?

You have to have QuickBooks Online Plus to be able to do 1099-MISCs. If you have Essentials or Simple Start, consider using an outside vendor like Track1099.

I do not have the option on the vendors page to Prepare 1099's. Why is this? My Quickbooks online looks exactly the same as the one in the video with the exception of that button, which is not on my vendors page.