Importing Invoices | Coaching With Kaylee

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QuickBooks Online Fresh Start

Welcome to QBO Fresh Start Training with Kaylee

Introduction To Kaylee and to QuickBooks Fresh Start (3:07)
Setting Intentions to Serve Your Goals (3:15)
Setting Yourself Up For Success (2:50)

Purchasing and Accessing Quickbooks Online

Which QuickBooks Online Version is right for you? Choosing Your Software Level (3:17)
Purchasing QuickBooks Online
Accessing Your QBO Account
Troubleshooting Multiple Accounts
Opening QBO for the first time (3:57)

Check in!

Stop HERE Before You Continue (1:43)
Lets Get Started! (2:33)

Terms & Organization

Accounting Terms & Definitions (1:54)
Get Organized: Setting Up Dedicated Folders For Your Financial Documents (5:44)
Add Your Accountant to Your QBO file

Company Settings & Building Out the Software

Updating Your Company Settings (4:22)
Understanding Usage Limits
Sales (AR aka Invoicing) (3:28)
Expenses (AR aka Bills)
Payments (Merchant Services)
Advanced Settings

Getting Familiar with QBO

QBO Navigation (10:22)
Advanced Search Function (1:15)

QB Desktop to QBO

Beware before you Convert!
Moving from QuickBooks Desktop ---> to QuickBooks Online

Transferring Data from other Accounting & CRM Softwares

Import Tools: When, Why, and How To Use (3:45)
Importing Customers
Importing Vendors
Importing Invoices

Chart of Accounts

Importing Your Chart of Accounts (5:11)

Setting up and linking your Bank Accounts

Linking Bank Accounts (3:50)

Mileage & Receipts

The Benefits of Managing Receipts in QuickBooks Online
Setting Up Receipt Forwarding (2:41)
Allocations of Receipts That Have Been Forwarded in QBO (7:04)
Mileage Tracking: Who qualifies and how to set up? (4:09)

Invoicing Set Up (Accounts Receivable))

Function, Relationship, and Purpose (4:29)
Creating Your First Invoice (9:07)
Adding a New Product or Service items for Invoices (3:26)
Setting up Recurring Invoices (3:42)

Billing Set up (Accounts Payable)

Function, Relationship, and Purpose
Creating a Bill
Paying a Bill in QBO
Status of an open Bill payment

Working in your QBO File

Data Entry Golden Rules (1:52)
Creating Rules (3:02)
Overview: Understanding the Function of the Bank Feed (3:54)
Recording Deposits (5:18)
Recording Expenses (6:11)
Organizing & Updating Multiple Transactions (3:16)
Recording Credit Card Payments to Credit Cards Linked to QBO (6:41)
Recording Credit Card Payments to Personal Credit Cards (4:36)
How to Book Returns on Expenses (2:53)
Booking Data Against Classes/Locations/Projects (1:43)

Mixing Personal & Business Expenses

What if I mix personal and business money? (2:36)
How do I reimburse myself for business expenses paid from my personal account? (0:53)
Recording Draws or Personal Expenses

Monthly Close Business Cycle

Monthly Close Business Cycle for Bookkeeping (4:28)

Reconciliation Training

Monthly Close Process: Reconciliation (1:53)
How to read your Bank Statement
Bank Reconciliation (6:26)
Credit Card Reconciliation (2:38)
Oh no! My beginning balance doesn't match (1:22)
Uncleared Transactions

Reports Training

How to Run a P&L Report
How to Read Your Profit & Loss (Income Statement) (5:08)
How to Run a Balance Sheet
How to Read Your Balance Sheet (3:56)

Troubleshooting

Fixing a Broken Bank Connection
When to use the "Ask Accountant" Feature
Where can I check my work after I enter the data? (3:01)
Where to see Payments Made on QBO Invoices?
Help! When I send an invoice, my clients can't pay online
Help! I accidentally deleted my bank account in Quickbooks (1:41)
Whoops! I created a new account with the wrong info (1:51)
Yikes! I made a duplicate of the same account and they both have transactions in them (1:57)

Thank You and Congratulations!

Thank You for Being A Part of This Course! (1:40)
You've completed QBO Fresh Start. What's next?

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Importing Invoices

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