/Video How-tos/

December 2021

November 2021

Banking to Bookkeeping to Financial Decision Making

By | 2021-11-24T16:44:44-06:00 November 24th, 2021|QuickBooks Online|

Here's my thoughts on bookkeeping best practices with bookkeeping and working with banks and which reports can you use as tools to help your small business. 0:00 Intro 1:00 Lucas Pacioli (Father of Accounting and Bookkeeping) 3:00 Banking role in bookkeeping 10:00 Steve's 8 checklist on good bookkeeping practices 17:47 How often should I reconcile? 19:05 Business Model Generation book recommendation 23:00 Chart of Accounts 24:04 Balance Sheet 32:02 Budgeting and Planning Get 30% off QuickBooks Online for 12 months - https://quickbooks.intuit.com/partner... Email questions to [email protected]

Link Bank Accounts with Money in Excel

By | 2021-11-05T09:22:49-05:00 November 5th, 2021|QuickBooks Online|

This tutorial introduces Money in Excel to see if it's a good option for you. Microsoft uses Plaid as a 3rd party company that imports and allows syncing of your financial transactions into Excel. Here is the FAQ for Money in Excel. https://support.microsoft.com/en-us/office/money-in-excel-faq-1cf6f49a-cb01-48c2-ac39-cda12a585c4a?ui=en-us&rs=en-us&ad=us#bkmk_whatisplaid Here is the Money in Excel Microsoft Premium Template - https://templates.office.com/en-us/money-in-excel-tm77948210