RightTool PRO Certification Course (Part 2 of 2)

Slides: https://bit.ly/46BILgm Download RightTool: https://righttool.app/FREE Timestamps: 00:00:00 Introduction 00:02:33 Balance Sheet Adjustment Tool (Accountant PRO) 00:09:54 Batch Edit Chart of Accounts (COA PRO) 00:17:23 Copy Excel to Transactions (Batch PRO) 00:21:33 Export All List Data as a Template (Batch PRO) 00:25:18 Match Accounts by Name or Account Number (Batch PRO) 00:28:37 Batch Delete in Register (Batch PRO) 00:31:01 Batch Edit in Register (Batch PRO) 00:34:45 Move Transactions to a Different Bank Account (Batch PRO) 00:36:20 Batch Change Payees in Register (Batch PRO) 00:38:01 Inventory Quantity Adjustment Enhancements (Batch PRO) 00:41:25 Find and Replace in Transactions (Batch PRO) 00:43:04 Copy Down & Copy Row (Batch PRO) 00:47:14 Batch Delete and Void in Search (Batch PRO) 00:53:29 Batch Delete Recurring Transactions (Batch PRO) 00:54:20 Reallocate from Reports via Journal Entry (Batch PRO) 01:03:40 Batch Edit Projects (Batch PRO) 01:08:35 Bulk Create in Register (Batch PRO) 01:13:38 Batch Enter Timesheets: Overview and Setup (Batch PRO) 01:16:51 Batch Edit Inside Reports (Batch PRO) 01:22:54 Merge Vendors (Lists PRO) 01:26:23 Batch Edit Customers/Vendors (Lists PRO) 01:34:05 Batch Edit/Import Classes & Locations (Lists PRO) 01:37:36 Create New Classes from a Spreadsheet (Lists PRO) 01:39:47 PO Status Manager (Lists PRO) 01:42:10 Batch Enter Timesheets: Completed Demo (Batch PRO) 01:43:49 Batch Change Product/Service Accounts (Lists PRO) 01:48:48 Get Certified: Portal, Exams, and Certificate 01:51:04 Set Up Your Affiliate Link 01:52:07 Add Additional PRO Users 01:52:52 User Groups and Feature Permissions Learn how to batch edit, delete, and import transactions in QuickBooks Online using RightTool PRO. Hector Garcia, CPA, and Mark demonstrate tools for faster bookkeeping cleanup, bulk changes, and reducing repetitive data entry. This is Part 2 of the September 2026 RightTool PRO Expert Certification training, focused on batching features for accountants, bookkeepers, and QuickBooks Online power users. Follow practical demonstrations of copying Excel data into QuickBooks transactions, batch editing the chart of accounts, deleting or voiding transactions, changing payees, moving transactions between bank accounts, and editing transaction details directly from reports. You’ll also learn how to adjust balance sheet balances through journal entries, allocate expenses across classes and locations, update inventory quantities, bulk enter transactions and timesheets, merge vendors, edit customer and vendor information, create classes, manage purchase order status, and change product and service accounts. The training explains how these tools work, where QuickBooks limitations apply, and how to review your changes. Use the timestamps to jump directly to the workflow you need. Watch Part 1 for non-batching features, then complete the free RightTool Certified User certification before taking the PRO Expert exam. An active RightTool PRO account is required for PRO certification; the training videos are free to watch.