QuickBooks Connect How-To Series Recordings

QuickBooks How-To

Written by Debbie Denny

June 15, 2021

View the recordings of our most recent QuickBooks Connect How-To Series below.

Customizing Desktop Preferences in QuickBooks

June 8, 2021

Customizing Desktop Preferences in QuickBooks Video Chapters

0:00 – Introduction

3:30 – Opening the Preference Window in QuickBooks

4:55 – QuickBooks Preferences for Accounting

9:23 – Setting Date Warnings in QuickBooks

9:45 – Setting Closing Date and Password in QuickBooks

10:33 – QuickBooks Preferences for Bills

12:55 – Calendar in QuickBooks

13:46 – Setting Upcoming and Past Due Settings

14:34 – Checking Preferences in QuickBooks

19:26 – Change View of Bank Fees in QuickBooks

19:51 – Desktop View Preferences in QuickBooks

20:30 – Saving When Closing Desktop Setting

21:36 – Changing Color Scheme in QuickBooks

23:40 – Finance Charges in QuickBooks

24:52 – General Preferences (Changing Tab to Enter, Automatically Open Dropdown List When Typing, Turing on/off Beep, Automatically Place Decimal Point, and Turn Warning Off)

26:27 – Bring Back All One Time Messages

27:57 – Prefill Accounts for a Vendor

29:10 – Keeping Information When Changing an Item and Transaction

33:00 – Integrated Applications (Add or Remove Applications)

34:23 – Items & Inventory (Turning On Inventory in Quickbooks)

36:15 – Jobs and Estimates Settings in QuickBooks

37:45 – Multiple Currencies Settings in QuickBooks

38:30 – Payments Settings in QuickBooks

39:46 – Automatically Calculating Payments Setting

41:18 – Payment Reminders in QuickBooks

42:19 – Payroll and Employee Settings in QuickBooks

42:48 – Paystub and Voucher Printing Setting

44:42 – Sick and Vacation Time Setting

47:23 – Setting up Default Taxes

50:17 – Job Cost Settings

52:01 – Reminder Settings in QuickBooks

54:06 – Reports and Graphs

1:04:03 – Sales & Customers Settings in QuickBooks

1:07:25 – Sales Tax Settings in QuickBooks

1:09:21 – Search Feature in QuickBooks

1:10:00 – Send Forms

1:12:00 – Service Connection

1:12:31 – Spelling

1:12:54 – Tax: 1099

1:13:36 – Time and Expenses

1:15:16 – Q&A

1:17:51 – How to Populate Portions of a Company Snapshot on the Home Page of QuickBooks

1:19:33 – Customizing Logo In Invoice Wording in QuickBooks

1:23:32 – Adding Budgets to Financial Statements

1:25:03 – Contact


Budgeting in QuickBooks

November 3, 2020

Budgeting in QuickBooks Video Chapters

0:00 – Introduction

1:39 – General Tools for Planning and Budgeting in QuickBooks

5:01 – Reports to Look at Before Setting Up Your Budget

16:01 – Setting Up Budgets

20:38 – Creating a New Budget in QuickBooks

42:29 – View Budgeting Reports

48:41 – Change or Edit Budget Throughout the Year

50:41 – Forecasting

52:32 – Cash Flow Projections

55:44 – Reports

58:41 – Start of Q&A

1:10:38 – Contact


Payroll

May 14, 2020

Payroll in QuickBooks Video Chapters

0:00 – Introduction

2:24 – QuickBooks Desktop vs QuickBooks Online for Payroll

3:01 – Basics of QuickBooks Payroll & Preferences

10:16 – Tracking Job Costing & Estimates

10:47 – Time and Expenses

12:22 – Entering Time

14:25 – Payroll Forms (I-9, W-4, State Forms, and W-9)

16:45 – Payroll Items

26:38 – Setting Up an Employee

38:34 – QuickBooks Sample File

40:11 – Attach Documents and Add Notes

43:43 – Transactions

44:06 – Payroll

53:50 – Payroll Summary Report

57:25 – Payment Methods

1:02:24 – Creating Custom Payment

1:04:02 – Year-End Forms and Reconciling (Form 941)

1:08:25 – W-2 1:09:34 – Reconcile W-2 Against Your Form 941

1:10:57 – Q&A

1:28:47 – Contact


Sales Tax

Sept. 16, 2019

Sales Tax in QuickBooks Video Chapters

0:00 – Introduction

1:27 – Setting Up Sales Tax in QuickBooks

4:09 – Set Up a Sales Tax Item

8:10 – Tell QuickBooks Who and What to Tax

9:50 – Invoice Customers

11:41 – Sales Tax on Receipts

12:04 – Manage Sales Tax

13:57 – Pay Sales Tax

18:10 – Sales Tax Register

19:08 – Use Tax in QuickBooks

29:22 – Invoicing

37:05 – Reports

42:57 – Q&A

54:58 – Contact


Month-End

June 5, 2019

Month End Processing in QuickBooks Video Chapters

0:00 – Introduction

1:10 – How-to Look at Financial Statements & Reconcile in QuickBooks

4:40 – Bank Reconciliation in QuickBooks

6:15 – Accounts Receivable

7:15 – Checking Inventory

9:34 – Other Current Assets

10:10 – Fixed Assets

11:03 – Accounts Payable

11:55 – Credit Cards

12:57 – Payroll Liabilities

13:45 – Sales Tax Payable

14:44 – Loan Accounts (Long-term Liabilities)

16:13 – Opening Balance Equity

17:56 – Retrained Earnings & Capital Stock (Equity)

20:29 – Profit and Loss

22:59 – General Ledger (Transaction Detail by Account)

26:23 – General Ledger for all Accounts

27:02 – Balance Sheets

27:55 – Amortization Schedule

28:51 – Start of Q&A

29:07 – What is the Quickest Way to Close the Books?

34:30 – Leaving Period Open (Year/Quarter End Audit)

35:29 – Should You Be Closing Out Each Month or Just at Year-End?

35:48 – Setting up Memorized Month End Entries (Memorized Transaction List)

41:40 – How to Adjust Retained Earings from a Previous Year (Part 1)

43:38 – Quick Break

48:22 – End of Break

48:38 – How to Adjust Retained Earnings from a Previous Year (Part 2)

49:54 – What is the Correct Label for Retained Earnings for a Nonprofit?

50:52 – Cash vs Accrual, Does that Change Anything?

54:20 – Can You Group Your Customers in Specific Groups and Run Reports on Them?

1:01:42 – Can the Profit and Loss Report Be Changed to Revenue and Expense?

1:03:10 – What Reports Are Needed at the End of Each Month?

1:05:05 – How Do I Reclassify an Equity Account with a Balance but it Shouldn’t Have One?

1:05:46 – Open Q&A and Discussion

1:08:00 – My Bank Register Balance Doesn’t Match my Balance Sheet after Reconciliation (What to Do)

1:12:42 – When Creating a Credit Memo is There a Way to add CM to the Number?

1:14:23 – Contact


Year-End

Nov. 26, 2018

Year-End in QuickBooks Video Chapters

0:00 – Introduction

0:25 – Reconciling Petty Cash in QuickBooks

2:56 – Grouping Customers Into Specific Groups

5:19 – Using Year-End Guide in QuickBooks

6:15 – Closing Books

10:01 – Inventory

16:57 – Refunds & Credits

21:46 – Working with Financial Reports

33:51 – If Your Bank Account Doesn’t Match Your QuickBooks Balance

38:37 – Payroll

45:11 – Fringe Benefits

54:48 – 1099 Forms in QuickBooks

1:12:08 – Q&A

1:30:05 – Contact


Accounts Receivable

Sept. 20, 2018

Accounts Receivable in QuickBooks Video Chapters

0:00 – Introduction

0:35 – How to Put Your Statement into a Download in QuickBooks

2:30 – Best Way to Match Deposit to Accounts

5:10 – Generating Reports

10:32 – Filter By Classes

15:03 – Clean up A/R from Past Years

29:10 – Apply a Credit to an Invoice

32:30 – Template Monthly Invoices

38:52 – Barter Transactions

44:30 – Adjust Pricing

50:56 – Adjust Inventory Amount for Spoilage and Shrinkage

54:16 – Group Customers Into Specific Groups for Reports

59:12 – Giving Products Out for Donation

1:02:33 – Manage Accounts Receivable Aging (Collections Report)

1:09:30 – Create Nonincome Account for Future Projects (Down Payments)

1:15:23 – Pending Invoice and Putting Items on Hold

1:17:43 – Printing a Note

1:20:08 – Q&A

1:31:43 – Contact


Watch all of our QuickBooks Connect How-To Video Series on YouTube or Contact our QuickBooks professionals.

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Debbie Denny
I joined Hawkins Ash CPAs in 2008. I am an Accounting Services Manager, Advanced Certified QuickBooks Desktop ProAdvisor and Certified QuickBooks Online ProAdvisor. I have been certified in QuickBooks for more than 20 years and specialize in software consulting and training, small business accounting and tax preparation. I also am experienced in Sage 50 software.

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