Intuit QuickBooks
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8 out of 10 US small businesses say they are stable or growing
The Intuit QuickBooks Small Business Insights survey takes a quarterly look at the state of the small business economy. Intuit's Simon Worsfold, head of data communications, explains that while there is some good news for small businesses, there are also challenges around hiring and financing.
To learn more go to intuit.me/datahub
Subscribe to our CZcams channel: intuit.me/3bOj0M2
Visit QuickBooks.com: intuit.me/QBO
#QuickBooks
zhlédnutí: 143

Video

In the Know: Bulk & inline reclassification on bank transactions
zhlédnutí 254Před dnem
Welcome to In The Know! Learn about the most exciting innovations across the QuickBooks Online ecosystem. Subscribe to make sure you don't miss a beat as fresh episodes come out each week. Visit the In The Know Hub: intuit.me/intheknow This episode is all about Bulk & Inline Reclassification of bank transactions. Plus - you'll hear from ProAdvisors Kenji Kuramoto and Roman Villad on how QuickBo...
How small businesses foster diversity and create jobs in their communities
zhlédnutí 166Před dnem
Small businesses have a large impact on their communities. According to a new Intuit QuickBooks survey, 36% of small business owners surveyed say small businesses help diversify the community by bringing new people to the area. Subscribe to our CZcams channel: intuit.me/3bOj0M2 Visit QuickBooks.com: intuit.me/QBO #QuickBooks
Product update: Import journal entry CSV files up to 1000 lines
zhlédnutí 582Před dnem
Welcome to In The Know! Learn about the most exciting innovations across the QuickBooks Online ecosystem. Subscribe to make sure you don't miss a beat as fresh episodes come out each week. This episode is all about importing Journal Entries. Plus - you'll hear from ProAdvisors Roman Villard and Terrell Turner on how QuickBooks empowers them to work efficiently, deliver services at scale, and ac...
How to use prepayments in QuickBooks Desktop Enterprise
zhlédnutí 1,3KPřed 2 dny
QuickBooks Enterprise makes it easy to collect and track prepayments from customers before you send them an invoice. This helps you keep an accurate accounting of prepayments, gain visibility across all customer prepayment balances, reduce errors associated with manual prepayment tracking, and increase overall team efficiency. 0:00 - Introduction 0:42 - Enabling prepayments in preferences 1:23 ...
How to use the cash flow planner in QuickBooks Online
zhlédnutí 2,4KPřed 14 dny
The Cash Flow Planner uses your QuickBooks data to help you plan your future cash flow. Let’s go over what this tool does and how to use it to get a complete picture of your cash flow so that you can make informed decisions about spending and bringing money in. 0:00 - How to use the cash flow planner 0:22 - what the cash flow planner does 0:51 - using the cash flow planner to plan for your busi...
Product update: Send a single payment reminder for all open invoice balances owed by a given payer
zhlédnutí 2KPřed 14 dny
Welcome to In The Know! Learn about the most exciting innovations across the QuickBooks Online ecosystem. Subscribe to make sure you don't miss a beat as fresh episodes come out each week. This episode is all about getting paid faster by sending out payment reminders. Plus - you'll hear from ProAdvisors Kenji Kuramoto and Nayo Carter-Gray on how QuickBooks empowers them to work efficiently, del...
Conquer the retail back office scaries with a QuickBooks Solution Provider
zhlédnutí 12KPřed 14 dny
Start boosting your business today. bit.ly/BackOfficeMonsters. Don't let back office 'monsters' like outdated technology and mismanaged inventory hinder your business growth. While these challenges can be tough to tame, you're not in this alone. A QuickBooks Solution Provider (QSP) provides retail and QuickBooks expertise to help you overcome the scaries. QuickBooks Solution Providers are parti...
User-requested product update: Multi-level approvals for bills in QuickBooks Online Advanced
zhlédnutí 902Před 21 dnem
User-requested product update: Multi-level approvals for bills in QuickBooks Online Advanced
How to use split screen view
zhlédnutí 856Před 21 dnem
How to use split screen view
Upgrade with Ease for a Better Way to Run Payroll | QuickBooks Online
zhlédnutí 458Před 28 dny
Upgrade with Ease for a Better Way to Run Payroll | QuickBooks Online
Product update: New batch migration tool allows accountants to move up to 50 clients at a time
zhlédnutí 802Před 28 dny
Product update: New batch migration tool allows accountants to move up to 50 clients at a time
How the Elevation Project help at-risk and formerly incarcerated individuals find fresh starts
zhlédnutí 357Před měsícem
How the Elevation Project help at-risk and formerly incarcerated individuals find fresh starts
QuickBooks product update: Role Based Access Controls for client's books | In the Know episode 5
zhlédnutí 628Před měsícem
QuickBooks product update: Role Based Access Controls for client's books | In the Know episode 5
Elite Formation Studio of Dance, a supportive and inclusive community for dancers of all backgrounds
zhlédnutí 451Před měsícem
Elite Formation Studio of Dance, a supportive and inclusive community for dancers of all backgrounds
Dig It! Coffee Co., a business built on inclusivity, equity and kindness
zhlédnutí 351Před měsícem
Dig It! Coffee Co., a business built on inclusivity, equity and kindness
QuickBooks product update: 1099 Corrections | In the Know episode 4
zhlédnutí 792Před měsícem
QuickBooks product update: 1099 Corrections | In the Know episode 4
QuickBooks product update: Bulk Assign And Edit Pay Items | In the Know episode 3
zhlédnutí 927Před měsícem
QuickBooks product update: Bulk Assign And Edit Pay Items | In the Know episode 3
How to add accounts to your chart of accounts in QuickBooks Online
zhlédnutí 10KPřed měsícem
How to add accounts to your chart of accounts in QuickBooks Online
QuickBooks product update: Launch of QuickBooks Ledger | In the Know episode 2
zhlédnutí 2,3KPřed měsícem
QuickBooks product update: Launch of QuickBooks Ledger | In the Know episode 2
How to connect spreadsheet sync and run a report in QuickBooks Online Advanced
zhlédnutí 2,5KPřed měsícem
How to connect spreadsheet sync and run a report in QuickBooks Online Advanced
How to create custom roles in QuickBooks Online Advanced
zhlédnutí 4,2KPřed měsícem
How to create custom roles in QuickBooks Online Advanced
Get started with QuickBooks Time in QuickBooks Online
zhlédnutí 6KPřed měsícem
Get started with QuickBooks Time in QuickBooks Online
QuickBooks product update: Spreadsheet Sync | In the Know episode 1
zhlédnutí 2,4KPřed měsícem
QuickBooks product update: Spreadsheet Sync | In the Know episode 1
How to use project cost estimates in QuickBooks Online Advanced
zhlédnutí 3,8KPřed měsícem
How to use project cost estimates in QuickBooks Online Advanced
How to refund or issue credits for revenue recognition in QuickBooks Online Advanced
zhlédnutí 1,2KPřed 2 měsíci
How to refund or issue credits for revenue recognition in QuickBooks Online Advanced
QuickBooks Solopreneur, designed for the self-employed, to help drive financial stability
zhlédnutí 2KPřed 2 měsíci
QuickBooks Solopreneur, designed for the self-employed, to help drive financial stability
How to use automatic matching in QuickBooks Online
zhlédnutí 4,1KPřed 2 měsíci
How to use automatic matching in QuickBooks Online
How to run and customize reports in QuickBooks Online
zhlédnutí 11KPřed 2 měsíci
How to run and customize reports in QuickBooks Online
Watch Rooted Coffee play our small business game show!
zhlédnutí 520Před 2 měsíci
Watch Rooted Coffee play our small business game show!

Komentáře

  • @JerieHarrell
    @JerieHarrell Před dnem

    So when will this be available? I have all of the requirements but doesn't show as this video indicates

  • @garenpletzer1532
    @garenpletzer1532 Před dnem

    Why doesn't spell check work?

  • @AmoreLifeDigitalNomads

    Finally!!!! We've been asking for this for 25 years. This is the biggest boost to efficiency QB has ever made❤

  • @Los22888
    @Los22888 Před 2 dny

    I have several "deleted" transactions that need to be fixed, but I don't seem to have the column that allows me to change the status to C, R, etc. I am using QBO and am in Accountant view. Is there a way around that step if I don't have the option to reconcile in that way?

    • @quickbooks
      @quickbooks Před dnem

      Typically, you wouldn't reconcile a transaction that has been deleted. If you need to re-add the transaction and then reconcile, you may be able to gather the transaction details from the Audit Log as shown here (tinyurl.com/mpuzunra). We also recommend contacting an accounting professional for assistance with this.

    • @Los22888
      @Los22888 Před dnem

      @@quickbooks That link does not work (404). I am not attempting to reconcile the deleted entry itself. I'm working through the steps on the 4th example (a deleted expense showing up in the reconciliation discrepancy register). Per the process described in this video, I need to have access to the status column mentioned in my original comment that switches between C & R. Is there a workaround for that part of the process if I don't have that column? I've engaged my accountant, but he seems too busy to assist on the QBO end. And in reality, I'm not looking for accounting advice at all, I'm looking for QuickBooks software support. I know why the issue has occurred and what my accounting records should show, I just don't know what actions to take within QBO to make it right again. Please help :)

  • @marufaakter8914
    @marufaakter8914 Před 2 dny

    Thanks! Super helpful!!!

  • @rajgoud9927
    @rajgoud9927 Před 2 dny

    Worst app ever existed

  • @buddyfx7026
    @buddyfx7026 Před 2 dny

    Just wanted to comment again for like the 18th time, QuickBooks is horrible. Always moving things around unnecessarily and making it to where you get charged without knowing. The level of hidden/reoccurring fees is ridiculous. Once again I'm online with customer support while WE try to figure out another issue that QuickBooks made.

  • @MuhammadShahid-tz3em

    I am quickbooks proadvisor based in UAE. I need to onboard client. Here Quickbooks website shows $18 for 'simple start' package rather than $30. However, on my portal it is showing price of $30, what's happening here?

  • @trueelectricservices9182

    how do i categorize or add transfers FROM SQUARE. We take payments on square. At the end of the day we transfer the amount to our business checking account. The transfer shows up in our business checking statements. How is this transfer added or categorized?

    • @quickbooks
      @quickbooks Před 2 dny

      That's a great question. Your Square transactions can be added, matched, and categorized just like you would with your regular bank transactions. If you have a transfer in your checking account, it will match what you already have downloaded and will show Matched like in the video. I hope this helps. -Karey

  • @BobBridgesbob
    @BobBridgesbob Před 3 dny

    This DOES NOT work! With an Advanced QBO or QBOA account and go to Settings and Tools and clicking on Spreadsheet sync, the only option is to sync with Excel. Please either provide proper instructions on how to connect to Google Sheets or provide us an updated ETA on when this will be available!

  • @user-yy7oi3eh8c
    @user-yy7oi3eh8c Před 3 dny

    Q1 (January, February, March) Q2 (April, May, June) Q3 (July, August, September) Q4 (October, November, December) Estimated income: $500,000,000 Actual income: $950,000,000,000,000

  • @user-yy7oi3eh8c
    @user-yy7oi3eh8c Před 3 dny

    Box Office of this movie had to of been $950,000,000,000,000

  • @Theodore_e
    @Theodore_e Před 3 dny

    How do I pay on Intuit as a customer. There’s literally a button that says click here if you don’t know how to pay, and when you click button it offers no advice, just simply says: “Still need help?” “You can contact the company directly at their email” For 2 weeks we’ve been trying to pay the guy that came to do work at our house. Why make it so difficult for your customers to get paid???

  • @addnashraf-xd3cx
    @addnashraf-xd3cx Před 3 dny

    too bad video you have not tell us how we prepare cash flow in quickbooks?

    • @quickbooks
      @quickbooks Před 2 dny

      QuickBooks already has a Statement of Cashflow located in your reports. Here's more information about the cashflow statement and how to read it there: (quickbooks.intuit.com/r/midsize-business/statement-of-cash-flows/?cid=SOC_US_QRC_US_YT_ALL_NON_NON-RunYourBusiness_MOF_Traffic_NON_QRC_DCvcN4E_BZc_Seth). Wishing you the best. -Karey

  • @addnashraf-xd3cx
    @addnashraf-xd3cx Před 3 dny

    The way of method was simply stunning 🥰

  • @theresa3707
    @theresa3707 Před 5 dny

    The link to this video in Quickbooks says "Import consolidated and subdivided budgets," but the option to create subdivided budgets is still not there. Importing budgets is useless to me unless I can import budgets by class or by customer.

    • @quickbooks
      @quickbooks Před 2 dny

      Hi Theresa, you should have the option to create a budget Consolidated and Subdivided. Here's more information: (quickbooks.intuit.com/learn-support/en-us/help-article/taxation/create-import-budgets-quickbooks-online/L7SvmSAsU_US_en_US?uid=ly3ivwqs). However, if you don't see that option in QuickBooks, I recommend clearing your web browsers cache and cookies. That can resolve issues like the one you're seeing, Here's how: (tinyurl.com/fapstbt7). If you have any further issues, please don't hesitate to contact the Support Team with these option: (tinyurl.com/4zdedhwr). Wishing you all the best. -Karey

    • @theresa3707
      @theresa3707 Před 2 dny

      @@quickbooks Thank you, I am able to create a subdivided budget, but the option to *import* a subdivided budget is still not avialable.

  • @Lorgayle1
    @Lorgayle1 Před 5 dny

    great video, thank you! Question: How do we handle sales tax? In Ontario, we have hst. So, for the expense, I clicked on "Amounts are inclusive of tax", and I entered the total price in the expense line, and selected hst as the tax. In the shareholder's line, I entered the full amount, but left the tax as zero rated. Is that correct?

    • @quickbooks
      @quickbooks Před 2 dny

      Thanks for reaching out about sales tax. I want to lend a hand, the process is the same. However, I've included an article with the steps here: (quickbooks.intuit.com/learn-support/en-ca/sales-customers/what-is-the-complete-process-of-recording-an-expense-that-was/00/1327805). I recommend reaching out to your accountant regarding if HST tax should be included on the expense line if you have any further questions. Wishing you the best. -Karey

  • @FunFunFun8888
    @FunFunFun8888 Před 5 dny

    How can see the product images of each item on the invoice? You can add product images in inventory why are images not showing on the invoice. Customers want to see images the products they are buying this is 2024 not 1964

    • @quickbooks
      @quickbooks Před 2 dny

      I can certainly see how much of a difference it would make for companies like yours if you could add photos to invoices. However, at this time, it's a product limitation. I'll send your feedback along on this. Like you, I am eagerly anticipating the availability of this feature. Wishing you the best. -Karey

    • @FunFunFun8888
      @FunFunFun8888 Před dnem

      @@quickbooks Thanks. Please let me know when it goes live as I will use Zoho Books until then

  • @CathyBroockerd
    @CathyBroockerd Před 5 dny

    Can you only access the register from Chart of Accounts? Is there a way to organize register so most current transaction, deposits and checks, are at the top?

    • @quickbooks
      @quickbooks Před 2 dny

      Hi Cathy, you can view the Register from the Dashboard by clicking Go To Registers under the Bank Accounts tile. You can resort the Register by clicking Date at the top of the column. I hope this helps. -Karey

  • @miriamofsanik981
    @miriamofsanik981 Před 5 dny

    QBO is the worst. QBD was FABULOUS! I have spent countless hours trying to get an invoice template to look like a professional invoice. Not going to happen.

    • @quickbooks
      @quickbooks Před 2 dny

      Hi Miriam. I want to lend a hand with your invoice template. Here's an article that has more information and steps on how to customize sales forms in QuickBooks: (quickbooks.intuit.com/learn-support/en-us/help-article/customize-forms/customize-invoices-estimates-sales-receipts-online/L57kKA6b6_US_en_US?uid=ly3f5guz). As well as one on the new estimate and invoice experience: (quickbooks.intuit.com/learn-support/en-us/help-article/job-estimates/see-whats-new-estimates-invoices-quickbooks-online/L9jVVT2GY_US_en_US?uid=l4od3veh). Wishing you success. -Karey

  • @HazrotAliShamim
    @HazrotAliShamim Před 5 dny

    Nice

  • @youngrhee2863
    @youngrhee2863 Před 5 dny

    Excellent programs

    • @quickbooks
      @quickbooks Před 2 dny

      Thank you! We're glad to hear that you're enjoying our programs. If you have any feedback or suggestions, we'd love to hear them to continue improving and meeting your needs. Please don't hesitate to let our Community Team know here: (community.intuit.com). Hoping you have a great week ahead. -Karey

  •  Před 6 dny

    Hello can you explain how to add expire date in QuickBooks pos

  • @tracyditchfield628
    @tracyditchfield628 Před 6 dny

    The fountain guy looks like someone I went to college with . Used to crack the professors up with the eyebrow trick.

  • @ChelsaeWhite
    @ChelsaeWhite Před 7 dny

    Where do we go in Google Sheets to turn this feature on?

    • @quickbooks
      @quickbooks Před 6 dny

      Hi Chelsae. Great question. You'll need to first turn on Spreadsheet sync in QuickBooks. Here's how: (quickbooks.intuit.com/learn-support/en-us/help-article/accounting-bookkeeping/spreadsheet-sync/L3jiBUftI_US_en_US?uid=lxxkf97d). After that, In G-sheets, select Spreadsheet Sync from the Extensions menu. Wishing you success. -Karey

  • @waltoncalderon-wo3ig

    A new approach to pay bills is coming soon. Introducing QuickBooks Bill Pay, our all-in-one solution that will enable you to easily pay your vendors, suppliers, contractors, or subcontractors, right in QuickBooks to free up more of your time. Why?

  • @MuhammadShahid-tz3em

    Thanks for informative videos. I have applied for trade license in Dubai to open for my accounting firm with goal to establish it with quickbooks platform. Hope we grow to gather!

  • @wyattlewis8559
    @wyattlewis8559 Před 8 dny

    Charlotte Flair?

  • @AmoreLifeDigitalNomads

    Finally... Check one of 200 essential needs we've been waiting for off the list. 199 to go.

  • @chrisakane9840
    @chrisakane9840 Před 8 dny

    At 0:06 she bad af ❤

  • @farrukhzaman9907
    @farrukhzaman9907 Před 9 dny

    Hi, I’m a business owner in Pakistan. Can I send invoices like these to my clients in US through it?

    • @quickbooks
      @quickbooks Před 6 dny

      Hi there, Farrukh. This is available for QuickBooks US versions with the approval of a QuickBooks US Payments account. However, a Global QuickBooks Online version works with various third-party apps that may accept international payments. I'll link the Global website for you here: (quickbooks.intuit.com/global/) and how to find and integrate 3rd party app to QuickBooks Online for you here: (quickbooks.intuit.com/learn-support/en-global/help-article/mobile-apps/integrate-apps-quickbooks-online/L0AW4gL0j_ROW_en?uid=lxxluaew). I hope this helps answer your questions. -Karey

  • @StanleyMehale
    @StanleyMehale Před 9 dny

    Good morning I am running a website design and hosting business, I want to know if Quick books can help me to generate recurring invoices and be able take money from a client's account every month?

    • @quickbooks
      @quickbooks Před 6 dny

      Hi Stanley. As long as you're approved for a QuickBooks Payments account and have an active QuickBooks subscription, you can set up AutoPay for Recurring Invoices in QuickBooks. Here's how: (quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/set-autopay-recurring-invoices-quickbooks-online/L4R4t6gVS_US_en_US?uid=lxxk79sf). Wishing you success. -Karey

  • @tiffanymoore5554
    @tiffanymoore5554 Před 9 dny

    What if the bank charges the employee a fee? How do we see that in QB

    • @quickbooks
      @quickbooks Před 6 dny

      Hi Tiffany. That's a great question. Depending on what type of QuickBooks Payroll you decide to use, you may have a per-employee fee along with your regular payroll subscription costs. You would see those charges in the Vendor Center under Intuit or QuickBooks Payroll. However, you won't see any charges from your employee's bank accounts in your QuickBooks. This is because you authorized Intuit QuickBooks to deposit into an account, so QuickBooks and your bank handle those charges, not the employee's bank. I hope this helps clarify. -Karey

  • @brendaholman1339
    @brendaholman1339 Před 9 dny

    What happens when only a portion of your account is uploaded? I want 2023 transactions on quickbooks and only April through June came through. I've had online banking with this bank for over two years. Is there a way to refresh to attempt to get all of 2023 downloaded?

    • @quickbooks
      @quickbooks Před 6 dny

      Hi Brenda. Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months. However, if you need to bring more transactions in, you may be able to manually upload those transactions you're missing. Here's how: (quickbooks.intuit.com/learn-support/en-us/help-article/import-transactions/manually-upload-transactions-quickbooks-online/L0rE9OXBz_US_en_US?uid=lxxgts2e). I hope this helps. -Karey

  • @thepsalms2806
    @thepsalms2806 Před 10 dny

    thank you

  • @InManIsGod
    @InManIsGod Před 10 dny

    This makes life much easier, especially the matching process. Can we make this work for uploaded transactions or bank statements?

    • @quickbooks
      @quickbooks Před 7 dny

      I wanted to let you know that I've responded to your question about transactions and the manual upload process on another video. However, the same answer applies here. You can turn on the automation for QuickBooks to add new vendors by going to the bank transactions list, clicking the Gear icon above the Actions column, and clicking the Radio button beside the Add New Vendors option. Wishing you success. -Karey

  • @InManIsGod
    @InManIsGod Před 10 dny

    I have an issue with the manual upload process because it is quite laborious. It would be helpful if there was a way to use a specific format to upload the bank statement in order to automatically apply categories that are already used in the chart of accounts. Additionally, I'm disappointed that Quickbooks doesn't have a sub-class for transactions like Xerox does. I hope this can be addressed if it hasn't already been.

    • @quickbooks
      @quickbooks Před 7 dny

      I appreciate you reaching out about the upload process. As seen in the video, your categories should automatically be suggested after you upload your manual transactions. However, If you don't see them suggested automatically, you may need to turn the suggestions on. You can do that by clicking the Gear icon above the Action column, then check marking the box that says "Enable suggested categorization." If you don't want to use the suggested categories, you can leave them disabled and create rules. Here's how: (quickbooks.intuit.com/learn-support/en-us/help-article/banking/set-bank-rules-categorize-online-banking-online/L0mjJl0nD_US_en_US?uid=lxwe5jjp). I hope this helps. -Karey

  • @anandanadarajahrasiah6705

    Excellent ❤

  • @ServicewithSmile
    @ServicewithSmile Před 11 dny

    My option does not have a pdf

    • @quickbooks
      @quickbooks Před 7 dny

      You may not have this option if you aren't listed as a Company Admin or if you have an Accountant Company and aren't listed as your client's Company Admin. However, if this isn't the case, I recommend contacting the Support Team with these options: (quickbooks.intuit.com/learn-support/en-us/help-article/account-management/contact-quickbooks-products-services-support/L7lDnkKLB_US_en_US?uid=ldta2gty). They'll be able to take a deeper dive into what may be causing it. I hope this helps. -Karey