Allocation of expense, classes, and customers in QuickBooks
Автор: Hector Garcia CPA
Загружено: 2015-10-04
Просмотров: 22229
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Hector Garcia, CPA shows you how to allocate an income or expenses across multiple accounts, classes or customer: jobs in a semi-automated way using items, groups, and zero-dollar bills
00:00:00 – Intro (allocation trick in QuickBooks Desktop) (three scenarios)
00:01:30 – Allocating to different income and classes in single sales transaction (how it works, step by step) (example)
00:02:08 – Item list (edit item) (example)
00:03:09 – Create new item (new group item)
00:04:11 – Invoice
00:05:42 – Profit & loss
00:06:17 – Allocating to classes on a single expense transaction (allocate multiple classes using a single expense transaction) (step by step) (example) (item list) (new group item)
00:09:35 – Write checks (example)
00:12:50 – Reports (company & financial, profit & loss standard)
00:13:15 – Allocating to multiple classes at the end of a period (not by transaction) (step by step) (example)
00:14:25 – Profit & loss (by class)
00:15:11 – Create new item
00:16:38 – Enter bills (example)
00:19:45 – Memorize transaction
00:20:21 – Profit & loss
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