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QuickBooks Online 2022 #2 Create New Company File & Enter Two Months of Data
Start a New Company File in QuickBooks Pro 2022
6010 Comprehensive Problem Introduction (7:05)
6040 Free 30-Day Trial Set Up (19:13)
6060 Account and Settings Company Tab (11:48)
Company Preferences
6080 Account and Settings Billing and Subscription, Usage, and Sales Tabs (20:26)
6100 Account and Settings Expenses, Payments, Time, and Advanced Tabs (19:42)
6120 Manage Users (14:21)
6140 QuickBooks Labs Dark Mode (3:59)
Adding Service Items & Inventory Items
6240 Entering Beginning Balances, Customers, Vendors, and Items Overview (14:33)
6260 Enter Service Items (19:49)
6280 Inventory Tracking Options (11:05)
6300 Set Up Inventory (26:16)
Sales Tax Setup, Add Customers, & Add Vendors
6320 Sales Tax (23:24)
6340 New Customers Setup and Accounts Receivable Beginning Balances (27:40)
6360 New Vendors Setup and Accounts Payable Beginning Balances (12:25)
Opening Balances, Adjustments to Equity, & Manual Payroll Setup
6380 Add New Accounts and Opening Balances (31:06)
6400 Adjust Opening Balances (17:40)
6420 Payroll Set up (23:20)
6440 Generate Reports After Entering Beginning Balances (21:58)
Month 1- Record Owner Investment, Purchased of Fixed Asset & Investment 2022
7020 Deposits Owner Investment and Loan (17:43)
7040 Purchase of Furniture and Investment Transactions (22:43)
Month 1- Enter Purchase Order & Enter Check or Expense Form from PO 2022
7060 Enter Purchase Order P.O. (21:12)
7080 Cash Payment for Inventory Linked to Purchase Order P.O. (22:17)
Month 1- Enter Invoice, Sales Receipt, & Deposits 2022
7100 Invoice Selling Inventory (26:34)
7120 Receive Payment Transaction and Form (24:40)
7140 Sales Receipt Payment Received at Point of Sale (20:59)
7160 Deposits From Payment to Deposit or Undeposited Funds (15:30)
Month 1- Enter Invoice, Receive Payment, Bill 2022
7180 Invoice Created From Check Created From Purchase Order (27:12)
7200 Receive Payment and Make (18:55)
7220 Write Checks for Expenses and Prepaid Assets (24:12)
7240 Bill Pay (12:09)
Month 1- Create Customer Job, Pay Employees, & Create Sales Receipt for Job
7260 Jobs, Sub Customers, and Projects (16:08)
7280 Pay Employees (28:22)
7281 Payroll Adjustment (12:45)
7300 Enter Billable Time and Add to Invoice for Job7300 Enter Billable Time and Add to Invoice for Job (26:26)
Month One- Reports
7320 Month One Reports (19:52)
Month 2- Enter Loan Payments, Create Amortization Tables & Investment 2022
8020 Make Amortization Table (25:43)
8022 Make Loan Payments (18:38)
8040 Short Term Investment Sales and Gains (16:39)
8060 Change Account Categorization to Other Expense (16:59)
Month 2- Enter Purchase Order, Sales Receipt, Bill for Inventory
8080 Purchase Order Adding New Items (8:26)
8120 Sales Receipt and Deposit (22:10)
8122 Record Receipt of Inventory with Bill Linked to P.O. (15:49)
Month 2- Invoice from Billable Item, Advanced Customer Deposit 2022
8130 Populate Invoice Using Billable Item That was Created From P.O. (17:09)
8140 Advanced Customer Payment or Unearned Revenue Method 1 (26:17)
8160 Apply Customer Deposit (Credit) to Invoice (New Title Intro) (20:47)
8200 Advanced Customer Payment or Unearned Revenue Method 2 (25:09)
Month 2- Invoicing for Hourly Service 2022
8320 Bill for Hourly Services of Staff Enter Billable Time (9:23)
8322 Create Invoices Using Billable Time Receive Payment and Make Deposit (20:33)
Month 2- Invoicing for Rental Income with Advanced Customer Deposit 2022
8340 Rental Income Set Up Service Items (12:51)
8342 Rental Income Customer Deposit (16:38)
8344 Rental Income Invoice, Receive Payment, and Deposit (17:41)
Month 2- Purchase & Financial Equipment & Recategorize Fixed Assets 2022
8360 Purchase and Finance Equipment (20:13)
8362 Subaccounts Categories For Fixed Assets (24:11)
Month 2 – Enter & Pay Month End Bills & Pay Sales Tax 2022
8365 Bills - Enter, Sort, and Pay (27:40)
8370 Pay Sales Tax (21:21)
Month 2 – Enter Payroll & Pay Payroll Tax for Prior Period 2022
8380 Enter Payroll For Second Month (22:41)
8381 Enter Payroll For Second Month Adjustment (15:57)
8385 Pay Payroll Taxes (18:50)
Month 2 – Generate Month End Report & Review Work
8420 Create Reports After Second Month of Data Input (28:55)
8421 Reports Month Two Save as PDF and Export to Excel (21:05)
6040 Free 30-Day Trial Set Up
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