Overview
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Learn to navigate QuickBooks Online's brand-new 2025 layout and confidently manage your business finances in this comprehensive 13-minute beginner tutorial. Start by selecting the right QuickBooks plan and exploring the redesigned dashboard where all financial tools are now organized. Connect your bank account to unlock automation features and watch transactions appear automatically. Master creating and sending professional invoices with smart payment suggestions and automated reminder schedules to accelerate payment collection. Explore various bill payment options, including email forwarding capabilities and streamlined payment scheduling. Discover proper expense categorization techniques to maximize tax savings and improve financial tracking accuracy. Set up automated rules to streamline transaction processing and learn receipt capture methods for better record keeping. Navigate sales tax setup procedures and generate essential financial reports like Profit & Loss statements to monitor business health. Gain practical skills for leveraging QuickBooks Online's enhanced automation features and user-friendly interface to maintain accurate financial records and make informed business decisions.
Syllabus
00:00 - Intro
00:37 - Get Started
01:47 - New Layout Overview
02:26 - Connect Your Bank
02:56 - Your First Invoice
07:07 - Pay Your Bills
08:31 - Categorize Expenses
09:40 - Create Rules
10:33 - Capture Receipts
11:16 - Manage Sales Tax
12:14 - View Financial Reports
13:03 - Outro
Taught by
Kevin Stratvert