QuickBooks Online: Tips & Tricks Webinar

Slides: https://bit.ly/qbotips2021 Subscribe to all my ADVANCED training for $50/m: https://hectorgarcia.com/subscribe Table of Contents: 00:00 Introduction (Guest host: Kate Johnson) 02:07 Table of Contents Summary 06:55 User permissions across all--- versions 09:54 Adding payees to banking transactions 28:46 Importing Vendor names from excel 36:07 Specific payee names vs. generic names 42:11 Using Tags in reports 51:23 Comparing Classes & Locations vs. Tags 01:04:45 Custom Fields (Advanced Only) 01:12:43 Custom Graphs (Advanced Only) 01:16:00 Conversation with Kate Johnson To setup a 30-day free trial of QuickBooks Online and then a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=i... Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (price starts at $500) E-mail Hector your questions [email protected] To setup a 30-day free trial of QuickBooks Online and then a 30% off for 12 months: http://www.quickbooksoffer.com/?cid=i...