Description
To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337#pricingstrategy
Slides: https://docs.google.com/presentation/d/1Kso_emZd7GBsXNOWce709nEJB7bbtD2KkfAj-FrEpJM/edit?usp=sharing
RightTool:
https://righttool.app/FREE
My Advanced Reports Class:
https://hectorgarcia.teachable.com/l/pdp/quickbooks-online-advanced-reporting-course-live-on-june-12th-2026
Timestamps:
Adding RightTool Extension
00:00:00 Introduction & Resources
00:09:01 Setting up a new QuickBooks Online Account
00:12:49 Getting aquatinted with the User Interface
00:16:51 Chart of Accounts
00:28:10 Connecting your Bank (or uploading statements)
00:31:15 Categorizing Downloaded Transactions
01:01:32 Entering Transactions Manually
01:23:10 Matching Invoices (Accounts Receivables)
01:29:48 Matching Vendor Bills (Accounts Payable)
01:38:40 Reconciling Bank Statements
01:44:08 Basic Reports
01:52:20 Next Steps