How to Set up QBO in Less than 20 Minutes (DIY)

Awesome tutorial from Clara CFO Group. I followed this and literally had my small business quickbooks set up in 20 minutes or so and voila had my P&L and Balance sheet for the year ready, just in time for the upcoming tax filing season. Thank you Clara !!🙂

Is there a video that shows how to upload co file from Desktop Pro Plus to QBO

Hi Hannah great job with your videos. I have been using qb for over 20 years. finally switched to qbo. I signed up under you. having trouble getting desktop app. I go to gear wrench then over to left it should say download app. Not there. Also having trouble I seem to be still in sample mode. signed up for simple start. wondering if that's the problem. I have not entered any banking in yet because I'm not comfotable. Any suggestions would be greatly appreciated.

This is a great series you have available for newbies! I would like to know if I purchase the Plus package (or any of the packages for that matter), does that give me the ability to have multiple profiles or companies? For example: I'd like to have 1 profile track my personal/family accounts (like: mortgage payments, personal loans, house utilities, etc.) and then create a 2nd profile to track my business accounts.

is my bank fund safe when i link my bank account and info ? how safe is it?

Thanks Clara I was looking for 2hour vedoes to understand QuickBooks online but you summarized 22 minutes!

after the 30 percent off for year, does QuickBooks start charging full price if i stay with it

Your videos are wonderful. I have added enough stuff in QB to fully confuse me. How should I get to a starting over point where I can follow you and do things correctly?

Hi.dan here. Do u have new version of quickbooks online set up tutorial? I really like your video.however,I'm in a new version.i hope you have video for that.thankz

its now october 2023, do you still offer the 30 percent discount and will it still be good to jan 2024 when i start up my new business??

Great video, do you have one please on how to make a payment?

Love this tutorial. I have a question, I'm hoping you can answer. I was previously using the automatic upload and got everything balanced and entered. The next day I went in and it was totally off. I ended up closing quickbooks because they didn't seem to know how to help me. This was last year. I'm wondering if this has been resolved.

Interesting

Is there a video for Non Profit Charitable 501c3 accounts. I do not receive payments only donations

This tutorial is very helpful, thank you!! I’m setting up our QB account now as we just got our business bank account all set up. My question is do you have a tutorial on how to manually enter miscellaneous expenses from our non business personal accounts that we paid for prior to getting our business banking account? I don’t want to link all of our personal accounts and transactions, just the occasional purchases we made, so that it reflects on our books. Any advice or help would be greatly appreciated!!

You are awesome! OMG! Thank you!

Need to get certified again as a QB Pro Advisor and these videos have been so helpful! I recently got approached for my skill set for a part-time gig and needed a refresher. Looking forward to starting on this journey AGAIN.

Hey Quick Question: I selected Plus plan and i would like to change to Simple start at $21/pm and when I downgrade it shows $30/pm.
How do I get get discount on simple start plan for S21.00p/m if I down grade please.

You were great help. Thank you!

Thank you Clara, Yes this has been most helpful. It gives you an idea of what to expect when you get into the process..

Is the 30% discount still available for 12 months from Intuit?

I'm the treasurer of a non profit organization. The organization consist of many clubs with their own checking account but they are under the organization's ID number. I want all the clubs to use the advanced Quickbook online. It appears looking at your video I can create invoices templates for each club and assign the club's checking account when they are paid on line. Because the invoices are created in Quickbooks I'm assuming the accounts to post the deposit will be identified by the bank when I review the down loaded bank statement. Is this correct? Cash and checks will be posted through the deposit module of Quickbooks. I will be sure I don't duplicate the deposit when I download the bank account.

I noticed users can be limited in their ability to use Quickbooks but it appears I cannot limit their access to Quickbooks only to their bank or the Customer/member list. If you know of a way to limit to their access to their respective checking account and /or member list please let me know.

To create A/R aging report that can separate the club members I think I need to use the company field in the member profile as the club name. This will provide a way to run A/R reports by club members.

Because of the many users in my organization, I need to make this easy so I don't get duplicate recording of the same bill pay transactions. I'm thinking of requesting all the clubs to use the bank's bill pay feature. Discourage printing checks. Of course manual checks must be record in Quickbooks so when I see it on the bank statement I will not post to it in the books.

Quickbooks is not the best accounting system to use for this type of organization but the other software options are too expensive for a small non profit organization. Any tips about best practices I need to follow will be appreciated.

Finally, do you know if Quicken can be migrated into Quickbook online?

Hi Hanna. Do you have a video for new bookkeepers....all the steps to set up our business in QBO along with getting our names and logos on, etc?

😍

Thanks Hanna! Great help, as always!!

Hi, may I know there is an option to identify expenses to cost centres / departments in QuickBooks ? Thanks

Do you have a video for Farmer’s Markets vendors of baked goodies?

Fantastic video for us the beginners.

Can you change business type if already set up initially

maam i have an issue that there is not an option of payment links in my quickbook....can u plese help me???

Great video, thank you! You're great.

Would the set up for the Canadians be the same?

hi, i need your help please. I have setup the quickbooks. quickbooks is calculating my P&L and Balancesheet correctly. it however is not deducting cogs while calculating my income tax which is really frustrating. can you please help me fix this issue. P&L is properly deductly COGS while calculating net income, but when i use Taxes tab, cogs is completely ignored while telling me my taxable income. Please note that i used journal enteries to enter each of my transaction, and everything is seems to be falling in place except this tax issue. PLEASE HELP. Thank you.

Thank you for making QBO as easy as possible for us! Will my chart of accounts come over from my QB Desktop or will the data be translated to the new chart of accounts with QBO? Will my favorite reports and memorized transaction list be downloaded to QBO after migration?

How do you add both an LLC and INC businesses

If you have both an LLC and INC how do you add that

Thank you. I'm just getting started with QBO. I'll be watching more.

I have enjoyed your videos on QB. I have been scanning my receipts in a document scanner called Genius Scan and can download into an Excel spreadsheet the business receipts with different labels like Taxes, Office supplies, Accounting, etc. Do you know if I can export those into QBO? Or do I have to rescan or capture all my receipts into QBO to verify my expenses?

My bookkeeping software provider closed shop moved all my data into Quickbooks online, it is a collosal mess. I get a lot of micro income via deposits from my online shops. They put all this under expenses. And I see that there is no way of moving this stuff. Is my only option to start fresh and upload data from my varous bank accounts, credti cards, etc?

Would you recommend adding all of my payments app I use to Quickbooks? Venmo and PayPal I will typically be my main forms of payment then I transfer into my business checking. Thank you!

Hello, is this coupon good still good to use? Thank you for such an robust quick overview of the program. 😀

Great 👏

I enjoyed the tutorial and signed up for QBO online but have not been able to convert to the discounted full year plan. All attempts to reach Hannah have failed - wondering if this offer is working or not

Great video!!! Any chance you can make a video on Quickbooks Online Accountant?

Hello question is this video for setting my business in QB or for a client?

Thank you nicely explained. This is a nice refresher to.

Awesome. Thank you. I am already set up but this video was valuable to me. Thanks for all you do!

Hi! When a person has an at home business, should the home expenses like utilities, internet, repairs be paid fully from the business account or just a third paid from business account and the remaining paid from a personal account? Help please!

I don't like how big companies are trying to push us all into the cloud and going paperless and checkless so I use the desktop version.

I synced the bank account to the quickbooks but i see in most of the cases the entries came in as received deposits instead of spent expense. What should i do please help 😢😢😢???