Added: 4 years ago
From: mjsiemer
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  • u are amazing!! i was wondering if you could give the rest of the tutorial on how it should be closed out.. like what happens after u put all that info in.. whats next? u click what to save or do u print???? i was riding on ur coat tales all three installments and then.. nothing..

  • thank you for this very instructive demonstration of how quickbooks works

  • I really enjoyed your teaching very helpful and very clear, because I learn very slow, I really like your method of teaching. Please I need more videos like that on youtube. God bless you

    Lola

  • Hello, I love your quickbooks tutorials. Any chance you can provide more?

  • How to you log credit card transactions? Do you set up a credit card account?

  • I started a real estate business about 10 yrs ago and have never done reconciliation this way. I've usually printed my bank statement and then made sure that every transaction on the bank statement was also in my quickbooks. I'd like to start to reconcile qb with the method that you show, but to get caught up from the beginning would be to much. Can you do a bulk reconciliation? Would you do a video of it? I know that its not ideal or close to ideal, but I'm not sure what else to do.

  • I started a real estate business about 10 yrs ago and have never done reconciliation this way. I've usually printed my bank statement and then made sure that every transaction on the bank statement was also in my quickbooks. I'd like to start to reconcile qb with the method that you show, but to get caught up from the beginning would be to much. Can you do a bulk reconciliation? Would you do a video of it? I know that its not ideal or close to ideal, but I'm not sure what else to do.

  • Is this tutorial the same as entering Ledgers

  • Thanks for the tutorial but i have a question, say its 2012 and i need to start from scratch entering a company and the bank statments and income and expenses for 2011 is this tutorial 1,2,3 the way you do that.

  • Thank you for posting these tutorials!

    

  • ledger accounts, Payroll and reconciliation. Thanks a lot!

  • Payroll & credit card reconciliations. Thank you.

  • i like to know more about payroll thanks

  • I just start learn quick books. Hope you have more tutorials on how to use quick books to do the payroll

  • Thanks But I want to learn more..... hope you have more tutorials on how to use quickbooks.... thanks...

  • Thank you very much it was helpful for me.

    I have question .I 'm using Simply Accounting and willing to start to use QuickBooks Is there is any way to import data from Simply to Quickbooks?

    Thank you!

  • thank you so much for your help

  • Dear friends

    Sorry for taking your precious time . I just started learning quick books. I am needing to buy "Quick books" software for my desk top computer for practice at home but got worried when see monthly fee to pay.

    Please let me know whether after buying software still i would be needing to pay monthly fee?

  • really great

  • helped me alot, thank you.

  • Very helpful, thank you!

  • Thanks really made it easy for me to start

  • thank you very much for making it less scary...I'm not a computer person and was kind of intimidated by the 'getting started' step. Thanks for removing that fear!

  • I did appreciate all info looking forward to learn more. Thank you very much. :)

  • thank you for this tut. How do I delete the whole info I just put in? I actually deleted the whole program and installed it again and all that crap was still on it?

  • thank you so much for the effort for doing such a great video tutorial for first timer...just want to know "how to send the report" by attaching in an email...i have a boss in us and need to send her data...but i have a problem on sending...hope i can get answer..thank you so much

  • Thank you for sharing. It truly is an awesome thing for a first timer! - Vangie

  • GREAT VIDEOS! How would I enter "Debit Purchases"?

  • The method used in the 3 parts are are very well prepared and easy to understand. Thank you very much.

  • Thank you for creating these. These clarify the process very nicely. Blessings!!

  • I really appreciate your videos. They have helped me to improve my skills. Great job!

  • Thank you for that. Its really awesome for first timers.

  • Awesome video! Very easy to understand and follow.

    eiiko3

  • Hi how are you. I love your tutorials and I need to ask one question. What's the difference between putting a check mark or a star next to the accounts??

    

  • Thanks for these neat tutorials. You are a great teacher!

  • This tutorial for Quickbooks is incredibly helpfull, thank you.

  • Thank you. This has been very helpful!

  • Thank you for sharing this videos, Hopefully it helps me get started.

  • God Bless, thanks

  • Thank you so much for you time and interest in helping others. God bless you.

    Rosa

  • Thanks :)

  • Thank you for your time used to make mthese tutorials. I'm sure the QB wiz's will not like them, but for a firstb timer like me, they were great.Now I'll have to look for more.

    Thanks again.

    .

  • A big thank you for this tutorial....you have helped out so many people! :) Have a wonderful day....Dovie

  • This really helped a lot!!! I have taken a new job that requires me to know Quickbooks, and I have never used Quickbooks before but with these videos I feel a little bit better about convincing my new boss that I know the basics! Thanks again!!

  • Great Video tutorial. How do get to the financial statement like income statement and balance sheet.

  • Excellent videos! Is there a way to enter information when you are giving a loan to your business to pay for expenses? Where is that entered?

  • Is there a way to enter information when you are giving a loan to your business to pay for expenses? Where is that entered?

  • it was great to new learner

  • thanx:)

    

  • Thank you. I love the way you teach.

  • Your video was helpful. If I incorrectly give a c heque No can I edit it when I do the bank reconciliation??

    WMC

  • Your video was helpful. If I incorrectly give a c heque No can I edit it when I do the bank reconciliation??

  • Thanks for sharing. I want to use QBs for our school and I need your comments of how to use it since we have only one checking account for the whole school.

  • I would love to see more in depth videos for people who may have to dive into another businesses quickbooks, how one might prove they understand quickbooks for employment opportunities and what YOU would look for if you were to hire someone.

  • gREAT JOB!

    Thank you for sharing your time!!!

  • You're awesome!!

  • Thank you for the clear instructions. After seeing your tutorial, I created my customers. I want to know if I can group some of the customers and invoice it together. For example : Customer A + Customer B bills are paid by one party. Any help is greatly appreciated.

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  • Great tutorial on the basics of quickbooks! Thanks

  • activity from online banking and it now shows that some customers have paid the same amount twice and I need to know how to fix that...PLEASE!!! HELP ME.....my name is chrtistie please email me at

  • Hi you have reaaly helped me navigate through quickbooks but I have question for you.....I have entered payments recieved manually and then imported account

  • You are a nice~ tutor, thanks a lot.

    Are Quick Book and Simple Account the same kind of accounting softwares?

  • You a nice tutor, thanks a lot.

    Are Quick Book and Simple Account the same kind of accounting softwares?

  • Thanks a lot for the video! It would've been great if you had showed how to download the statements intead of entering each line.

  • can u give teach me how to start inventory from the beginning.....

  • thanks alot it realy help me

  • Very helpful. How about a video on troubleshooting or FAQs

  • How about tutorials on payroll preparation using Quickbooks? Thanks!

  • Thanks for the help!!!!

  • Thank you, This saved me!!! Can I Create an invoice for my clients and show a breakdown of the job detail, to include with the banking. Like total job amount and what is actually owed on thier account. I need to know how much money is owed to the company and what we have spent on the jobs? Is this possible? Thank you for your help!!

  • Thank you for the tutorial. This was a great refresher!

  • I have been using QBs for a while. My set up is much more complex. But a simple question. I have never done check / bank reconciling how to do when the checks are already in the system and the bank statement comes later.

    Also on reports, I what to know the total deposits made. I get the typical accountants, in and out, I WANT THE TOTALS ---QB 2005

    I have EFT I want them to show up in the check register in time with the checks. So I assign the same number to the EFT as the last check.

  • Thanks so much for taking the time to make this. I've been needing to but dreading learning quickbooks and this helps to demystify it!

  • thanks for the tut,got me on a good start

  • Hey. Thanks for the excellent overview. I am new to accounting and really don't want to have to take an QuickBooks course (they are out there). My business is really simple, and I was using MS Excel but that gets way too messy. I believe once I get all of the accounts and beginning balances figured out I should be on my way. Thanks again!

  • I will start to learn bookeeping and Quickbooks next week and this really helps a lot. I really had no idea what to expect. It turns out, I know most of the steps already! It is just a matter of keeping the items organized.

    Thank you very much for providing this training.

  • I had a question. I was wondering if you are doing expenses in a company and for some reason your working with Rebates or Coupons to save the company money. Is there a particular field you would use for either one? Or do you put in quotations that you are using a coupon? If you have to pay more as an expense with a rebate and you have to wait for the rebate check to come back to the company do you have to re-enter that in a new field or modify the field in which it is used?

  • hey could you please just do little 5/7 minute clip of each major category pleaseee!! this one rEALYY helped me alot

  • Damn I didn't expect it to be so simple! you're an awesome teacher.

  • good job.

  • Hi, I just want to first thank you for taking time out of your life to help us learn quickbooks. You are wonderful!

    Question: How do you remove a comment on invoices? I tried to go back to default, I tried to make a new template, but I cannot get rid of the words that print after each month on the invoices.

    Thanks, Debbie

  • Thank you this was an encouraging start to my business management. You are a clear and concise teacher. Merci !

  • From small business men..Thanks a lot..For your time and teaching.

  • awesome tutorials...thans for the basics...i used my checking account like you said and it balanced our PERFECT!!! \(*_*)/

  • @mjsiemer Is the Bank account that quickbook uses the same account as the Cash account used in traditional accounting

  • When entering in receipts for items you have purchased for your business and you paid cash for them, how do you enter it in? Also when you purchased something from another vendor and they send you a monthly invoice for it (a payable), how do you enter that?

  • Thank you so much to your post... now I finally learn the basic.... and i keep going... learning more about quickbooks.

  • thank you!! :) this was a wonderful start :)

  • Dear u have done a great Job.

    Please keep it up and upload more about quickbook specially reporting.

    Again Thank you very much you really make easy for Us to understand Quickbook..

  • Comment removed

  • Thanks for hookin' up my intellectualality! Right on, bro-man!

  • Can you put two different accounts together into one uncategorized income/expense account? Will that cause any problems w/ credit and debit? And does this go on to Journal entries and general ledgers or etc? Thanks.

  • Ok after you have enter all that info then what?

    I liked the videos but I do feel like something is missing. IDK.

  • I watched your video because I am considering using Quickbooks for my real estate investing company. I purchase and rehab homes. I have one general contractor who writes up a construction agreement and a preset draw schedule. How do I set this up? Revenue or sales would be when I sell the property. Expenses are for construction work. Will QB work for this kind of business? I didn't see accounts that mimic my type of operation. Thanks in advance.

  • ...... you actually want to use the original documents and the date that the activity occurred. That is all, happy quickbooking!

  • also, as far as an accounting procedural critique of this, I would say that when entering transactions you should do these entries off of the original document (receipt, deposit slip, etc) then use the bank statement solely for reconciliation purposes. This checks for bank errors, missing pieces that may not have hit the bank account, etc. Also it is a concern of accrual accounting basis that entering the transactions on the bank statement date would be the wrong day to realize that............

  • I work for a a single company, and I have a message from QB that I have reached my vendor limit. I would like to continue adding transactions with my current registry. What is the simple resolution? Should I just add a new company w/ the similar name, and same start balance? I've exported my current registry to excel as back up. any feedback would be great.

  • @fee2007 that is nuts! I wonder what the limit is and why there would be a limit? You would think that if your hard drive is not full, keep creating vendors! hah

  • How do you create a company that has subsidaries ...

  • Thanks 4 the tutorial. Your teaching style is quite comfortable n easy 2 grasp.

  • thank you a mil, i am just got quickbooks 2010, and it is my first time using this software

  • I'm a small business owner and I bought the Quickbooks Pro 2008 back in 2008. The darn thing was so hard to figure out how to use that I erased it off my hard drive and went back to using Excel. Your videos really helped. Now I'm thinking of going back to Quickbook because Excel takes me months to finish. Thanks a million, Mike

  • I'm a small business owner and I bought the Quickbooks Pro 2008 back in 2008. The darn thing was so hard to figure out how to use that I erased it off my hard drive and went back to using Excel. Your videos really helped. Now I'm thinking of going back to Quickbook because Excel takes me months to finish. Thanks a million, Mike

  • This was great for me. I have a similar situation as @megroesbeck09. I'm not an accountant though -I'm a property manager. I was told the program we have to keep track of apts and residents needs QuickBooks to function efficiently -integrated. Would you have be inclined to do a tutorial on the best way to set up a tenant and security deposits; collecting rent; partial payments; show their balances; adding late fees; court filing fees; misc charges (damage to apt). I think your advice is best.

  • Hi! Thanks for your generous time. I've had this back in school and haven't practise it for quite sometime. But I'm glad that somehow you refresh my mind into it. Thanks again mjsiemer! (:

  • Hi there,

    I find your tutorial very helpful. Can you please give couple of more tutorials about how to do a blance sheet and P&L statement through Quickbooks. I appreciate your help. Thanks

  • Hi there,

    I find your tutorial very helpful. Can you please give couple of more tutorials about how to do a blance sheet and P&L statement through Quickbooks. I appreciate your help. Thanks

  • Need tutorial on basic reports

  • You have to have some bookkeeping experience for this tutorial. You can't expect to learn bookkeeping. This is response to bladbollock comment. (what the hell is he talking about)

  • thanks once again...professionaly presented 10/10

  • Thank you very helpful!

  • Great job. Thanks for the help.

  • Is there any information on what QBs is doing behind the scenes. Such as, what happens to DR and CR when you are applying an invoice. How does QBs know what AR to DR when entering an invoice? Thanks for the review!!!

  • what do you do after you have entered all 2009 information from the bank statement and you want to add 2010 info? do you just continue even if the after 90 day information pops up.

  • thank you so mouch for your time, Exelent tutorial keep up amigo

  • You are very good and simple....Thats good for me....

  • this was a huge help to someone who has never used quickbooks, thank you!

  • thank you. my question was answered

  • You were very helpful and informative, even a child good to this. Thanks for the help! You were great. Where are you located for business purposes only, of course. Online bookkeeping?

  • great video...thanks!! :))

  • You're the man! Thank you!

  • THANK YOU! Very helpful!!! 5 Stars

  • Its really great for first time users like me. Could you comment if we can use quick books for a charitable company. Regards

  • @theexercise Yes i volunteered at NON PROFIT organization and they were using quick books

  • thanks for explaining in detail, but I believe we need to enter historical data as A/R and A/P as well? please let me know

  • Thanks so much for this quick tutorials, it really help from not knowing anything, thks

  • thanks, It was really good tutorials

  • Great tutorial!

  • I thought this was extremely helpful to a laymen who has never touched Quickbooks...THANKS!

  • Seriously?

  • @baldbollocks If this isn't intuitive for you I wonder how you'll ever hold down a job...

  • @baldbollocks Seriously? l

  • cool. more.............

  • I am not understanting why you are entering each transaction. Doesn't each check post when they are done. If you have 100 different checks, this is a LOT of data entry. Don't the deposits get posted to each different sales account?

  • @rviviana55

    It is just a set up...in your own account if it is set up to auto transact to your bank accounts it will auto generate each transaction.

  • Great tutorial - thank you for the refresher

  • Very good tutorials! I want to ask a question.

  • These tutorials are superb. Many thanks.

  • Please make more tutorials for more useful quickbooks features. THANK YOU so much... you're a good tutor.

  • PLEASE MAKE MORE!

  • Mister, you rule.

    Thanks, again.

    The one skill I could possibly help someone with would be translation. I speak a few foreign languages.

    If there's ever anything I can do for you, don't hesitate to let me know.

    Thanks again.

  • thank you for such a helpful video, my question to u is that i have not entered any info for the last 10 months. is it possible to enter the sale as one sum for the whole month or it has to be individuals sales. the second question is if u can post a video about credit card expense account when its paid automatically from checking account

  • Thank you. I start a new job this week and have not worked with Quickbooks for about six year and this is the accounting software I will be using. It was great that I could get a refresher course and to see all the upgrade that have been done through the years.

  • Thank you so much for the video, it was really helpful and simple to understand. Its my personal request that u should post more video's of even higher levels.Thanks

  • this video... is awsome...

  • This course is very helpful!

  • Thank you So much !!!! You are a great tutor and person

  • Thank you. found it very helpful learning from you. if you have any more videos on categorizing stock and pricing i would be grateful.

    Thank you

  • Great video, thanks a lot for it! Could you maybe make a video on how to reconcile the AR/AP accounts and also on how you do the reversing entries at the begining of the month?

    Thank you !

  • I just started a company and bought QB 2010 for my finances. In order to hit the ground running I also bought the Learning QB training software. After watching more than 65% of the course, I realized that there was something wrong. Lots of good stuff, but I was not seeing the basic stuff.

    I decided to stop and search the net and I found your video. It explained exactly what I wanted: the basics.

    The Learning QB is very good, but your video made all come together.

    Great Job and thanks a bunch!

  • I just started as a board member for a non-profit and they use Quickbooks. This was a great tutorial (all 3 parts) to help me understand how it works. Thanks.

  • Kudos on the vid..

  • I admire you're video and a million thanks. It was not difficult to digest tutorial.

  • quesiton, you know how your on line banking shows an icon to download statement to a quick book file, is there a way to transfer your bank statement without inputing one by one off the statement. or is that impossible to do..

  • You can download files from some (not all) banks and credit card providers and use those to update & reconcile your QB file. It's not difficult but it does take some work to setup. Sorry, I don't have any tutes on that subject. Perhaps look for another one here or Google for it. Or try the Help file in Quickbooks.

  • thanks!!!!!!!!!!!!

  • Hi, thanks for the tutorial, I'm getting ready to get started now, so I appreciate the tips. You mentioned at the end we could ask questions. I have one for you.

    The guy who used to hold my job left & I took over. He used Quickbooks and there are numbers associated with every single account (i.e. "4100.00 Labor" - I don't know why it's not just "Labor"). Do you know what all these numbers are for? Or how to assign them and how to keep track of them? They are confusing.

  • Those are account numbers. Many accountants use them to better organize the accounts.

    If you're finding them confusing and don't have a need for them, you can turn them off by going to Edit > Preferences > Accounting > Company tab and unchecking the "Show Account Numbers" checkbox.

    Doing this will not delete the account numbers; it will merely hide them. So if you or someone else wants to see them at a later date, you can always get them back.

  • Ah! Thank you so much for explaining this to me! Makes sense. (And thanks for responding so quickly too!)

    How does one assign account numbers when you are adding an account?

  • There is an Account Number field in the window that comes up when you create a new account. Usually it's in the top right corner. It will also be there if you edit an account, so you can add or modify the number after your account is created too.

  • Just wanted to say, thank you for the tutorial!

  • Good video, I learned a lot about bank accounts today. Thanks

  • Is there any way that serial number of each item be track back to what P.O. it was purchased?

    For example:

    I buy a 500 prepaid phonecards.

    Then I sell them to different customers; let say 10 different customers 50 cards each.

    (each phone card has a serial number)

    Some customers return cards and I would like to see if I sold those cards he is returning by entering the serial number of the returned cards in quickbooks. Is that posible? Right now I have to use a data base to track the cards.

  • It is great!!!!! Thanksssss, I am just a starter, and it is very useful for my job interview!