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Videos

Check out our helpful videos to learn about ways to streamline and make an impact on your company's financial goals and health. We're always trying to add more to provide our clients with a place to access resources from someone they trust and from someone who breaks it down in a way that is easy to understand. Bookkeeping and accounting shouldn't feel like someone is speaking another language, that's why we're here to help!

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Graphing that Reads "Setting Up Quickbooks Online"

In this video, I provide educational content for those of you who want to do your own bookkeeping or start a business and want to make sure you're setting things up correctly in QuickBooks. I show you how to make sure your company settings are set up correctly, including your company name, legal name, EIN number, tax type, contact information, and accounting method. I also explain how these accounting methods affect your financial state and show you the difference between a cash-based balance sheet and an accrual-based balance sheet. It's important to talk to your CPA or tax person to make sure you have the correct accounting method set up.

In this video, I will be discussing the banking screen in QuickBooks and how to link your accounts. I will also explain why it's important to do your bank reconciliations monthly and how to ensure that your QuickBooks balance matches your bank balance. I will use Mr. Craig's landscape company as an example to show you how to identify and fix discrepancies in your accounts. I will also explain how to manually add transactions and how to reconcile your accounts. By the end of this video, you will have a better understanding of how to use the banking screen in QuickBooks and how to keep your books in balance.

Understanding the Quickbooks banking screen Graphic with a screenshot of the banking screen
Payroll Set up in Quickbooks Online Graphic

In this video, I explain the importance of setting up payroll correctly in QuickBooks. I go over the general tax information, federal tax, state tax, and how often to pay taxes. I also show how to add an employee and invite them to QuickBooks. It is crucial to have the correct information in QuickBooks to ensure that all the correct report filings are in there, and QuickBooks will file those forms on your behalf. I highly recommend getting the employer account number as soon as possible if you're anticipating paying employees in the next 30 days.

In this video, I'll be showing you how to correctly record loan payments in QuickBooks to avoid inaccuracies on your financial statements. I'll explain why matching the whole payment to the note payable is not the correct way to do it and show you how to properly record a loan payment. I'll also explain how to categorize the principal and interest amounts and how to expense your interest charges as a business write-off. Finally, I'll show you how to check if your loan balance on your balance sheet reflects what is on your loan statement. If you have any questions, feel free to ask.

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