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Helpful Video Tutorials

For Common QBO Processes


Account Management

How to manage billing and subscriptions (1:38)

How to add an account to your chart of accounts (2:18)

How to use custom roles (2:31)

How to use envelopes (2:35)

How to add and manage users (3:34)

Banking

How to connect your bank account & credit cards (3:11)

How to upload transactions manually (3:00)

How to fix beginning balance issues while reconciling (4:13)

How to record a bank deposit (using undeposited funds) (2:24)

How to record invoice payments (with undeposited funds) (2:25)

Sales & Customers

How to create an invoice: billable time & expenses (3:45)

Invoices vs sales receipts: which to use and when (1:29)

How to Add, Edit & Manage Your Customers List (2:53)

How set up an invoice approval workflow (3:21)

How to Record a Sales Receipt (3:29)


Expenses & Vendors

How to create an inventory product (3:22)

How to manage inventory (1:08)

How to make expenses billable (2:50)

How to enter and pay bills (3:12)

How to set up a contractor(2:24)


Reports

How to Track What Customers Owe You(2:37)

How to Filter Reports: Customers, Vendors, & Products (2:13)

How to use the cash flow planner (2:32)

How to track your sales by product or service (1:45)

How to save customized reports (1:47)

Taxes

How to set up sales tax (4:52)

How to collect and record sales tax (3:24)

How to track and pay sales tax (4:05)

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