QuickBooks Online Resources
- QBO Reports by Version with LINKS (updated 2022)
- QBO Custom Reports Filter/Grouping Cheat Sheet (Updated 2021)
- QBO complete Chart of Accounts, Account Types and Detail Types (Updated 2022)
- Signup for RightTool for QuickBooks Online
QuickBooks Desktop Resources:
- QuickBooks Desktop Access Permission Options
- Quickbooks Master Chart of Accounts by Industry
- QuickBooks Desktop Custom Reports Cheat Sheet (updated 2021)
QuickBooks Online vs. Desktop, Conversion and Apps Resources
- QuickBooks Online vs. Pro/Premier Vs. Enterprise feature and reports matrix (updated 2024)
- QuickBooks + Inventory Apps (Comparison)
- QuickBooks Version Questionnaire
- QuickBooks Desktop to QuickBooks Online Conversion Checklist
- QuickBooks Desktop to QuickBooks Online Conversion Spreadsheet
Practice Management, Client On-boarding, and Pricing
- Accounting-and-Bookkeeping-Services-Questionnaire-v.4 (2019)
- Hourly Accounting Services Proposal (2015)
- Pricing You Accounting Services 35-page guide (2018)
- Hector’s Value Pricing Cheat Sheet
- Options Worksheet
- Inventory Client Questionare
- Video Creation/Planning Cheat Sheet
- All my Video Marketing Resources
Other:
- Recording equipment I use: https://hectorgarcia.com/recording/
- QuickBooks Desktop 2019 Sample File (Rock Castle Construction) with transactions for 2021-2022-2023 and a No Transactions version:
https://hectorgarcia.com/qbdesktop2019sample
LAST UPDATE 05/17/2022
Thank you Hector for your awesome presentations. they have been very educational and have made my use of qbo much easier than it would have otherwise been. You are much valued and appreciated.