These are, has this program where they're going to start tagging artists. One is going to be called professional artists, and the other one's going to be called hobby artists, I believe. Are you serious about your music or are you just a hobbyist? One DSP is saying that they're not going to pay you if you aren't doing serious artist numbers. Now, what are those numbers? Check out this clip right here. Professional artists, you have to get a thousand streams a month and something else, and you'll get paid almost double what a hobby artist will be. Alright, first of all, how many artists do you think considered themselves to be professional artists, taking it seriously, that got less than a thousand streams a month? All of them, probably. Yeah, all of them, probably. It's definitely some people who just considered themselves. 99.2%. I feel like that right there is going to be offensive to many artists. Yeah, good. Because, if you didn't know, 90% of songs on Spotify last year got less than a thousand streams. I'm not saying it's the fairest because major labels will always have a leg up with algorithmic playlists and editorial playlists. Alright, so you're talking about people who have over a thousand streams a month getting paid double the amount as artists who have small... 999? 999. You got less than a thousand streams, you're going to get paid half the amount of money who artists who have a thousand streams a month. Now, he said that's not necessarily fair because major labels are always going to have a leg up. A thousand streams a month isn't that much. It's not crazy. I thought the bar would be higher, and they probably made it as low as it is because of the argument he's trying to make. Let's see it. We're going to let this finish off and we're going to really get into these details though.  We're all sharing payments and stuff like that as far as what we get from the royalties from streaming based on an ad pool. So, say for instance, there's a billion dollars. That's all they got.  It's the YouTube model. That is the YouTube model. Alright, I like that last point that he mentioned. It's not like we're not used to this. I mean, a similar model in terms of you're not getting enough views, streams, you don't have enough subscribers. Once you hit a certain threshold, you get access to money features and things like that. So I think that part is solid. The only thing is it's hard to take something away from people that they already have. Yeah, I mean, and even outside of music, I mean, it's basically the sports model. You know what I'm saying? It's like the high school student that goes on to play college ball and then goes on to the NFL, the NBA, you know what I'm saying? So that's traditional sports because you got the NIL, but the NIL deals have made even the young boys able to get money. Alright, that's true. So that's like now we're going backwards. So someone might call it prehistoric. I say this, we got to adjust the first point that a lot of people are talking about. Like one guy said, this is going to kill it for any artist. I don't know about kill it. It's going to ruin any artist's careers. The struggle is already hard enough to that. I got one question. I got one question. Not paying artists out for a thousand streams a month. That's not a lot of money. All right. So these are paying 0.0064 cents per stream.  I mean, we talk about a month, you know what I'm saying? With 6 times 12 is 72. The average cheap distributor for the indie artists at that level is between $20 and $80 for the, is it a year or a month? What's the digital key? Like $20 a month or $20 a year? I don't even remember. You know what I'm saying? Maybe, you know what I'm saying? Yeah. There's no way, bro. If $6 a month is going to be the end of your music career, then look, man, there's a lot of tougher things in this business. You probably aren't going to have a music career in your first place. Yeah. And they don't really believe it. They really believe that. They would have mobilized when that stack came out last year about all the songs that had less than a thousand streams. It would have been pools of playlists. That's when you react without doing the math, right? That's when you react without doing the math. Now, of course, what benefit does that bring? That's probably a lot of money on a long tail that they've given away to artists who, some of them might not be serious or whatever, the artists who aren't going to get paid double. Once you do hit that threshold, as an indie, those numbers might look sweeter for you, right? Now, again, it's not like I necessarily agree that this should happen, but I think we got to make arguments on both sides. And there's a couple of really dope arguments that we should address, all right? So, Austin Holt says, I see both sides could be nice to give people some actual incentive to promote their stuff and get to the paid tier. That's what I hear. I'm like, oh, for me, outside of even hearing the term, I'm hearing the idea of I get paid once I hit this level. Just feeling like, oh, I get considered professional at this level, having some level of measurement, but I can be more goal-oriented sometimes, right? Just like everybody else does with TikTok and YouTube. It's like, oh, yeah, I want to hit that. So I can, now, what was the thing on IG when you hit 10,000 followers back in the day? What was that that you had access to?  Well, that was TikTok with the thousand followers go live. I don't remember what Instagram was. They were the first ones to do that, though. Man, it was big, too. It might have been the verification stuff. No, it wasn't verification. Well, not getting. It was something Normie used to worry about. I was a normal civilian, you know what I'm saying?  What was it? I remember TikToks, but I don't remember it. Y'all let us know. Back in the day when you got to 10,000 followers, what was the benefit that you got on Instagram? I wish I could remember what it was. It might have been go live. No, you got to go back to that first. Because that first comment made a good second point, too. What was the second point? But it also could also discourage people just starting and add a whole new sense of jadeiness before they even get their music off the ground. Though this might cut out some of the over-saturation. I completely agree with that. The over-saturation? Yeah, well, both sides of it is going to make those. But those types of artists, man, the artist that is getting 12 streams a month that feels like he's being cheated, that's the type of artist that will already be jaded anyway. You know what I'm saying? This is really just building on top of his or her frustrations. But the cutting out the over-saturation, right? Because that same comment goes, well, talk about making people work for it. We know that one of the bigger complaints of that demographic of artists is having to work hard. They like to feel like I should be able to just put the music out and streams will magically flow from this oasis of magic listeners that find me amongst the 10,000 other things they have to do. That's who's going to be cut out. Yes. Because to the point you made at the top of the pod, a thousand streams a month isn't difficult to get to. You know, you talk about pushing one song to the point that it's doing, I don't even say it really well, it's just moderately well. Yep. You're talking about having the catalog of multiple songs that do decently well. You know what I'm saying? It's not the most complicated number. I could see if this was like, oh, you got to have a million streams in my DNA BOD. Yes. You know what I'm saying? Exactly. But a thousand streams a month, bro? It's like, I've seen some people get that on accident. Yep. Not even monthly listeners. Yeah, exactly. Not even monthly listeners, a thousand streams a month. So it's like, if there's an artist out there, and I know there will be, who feels like, oh, this is made to keep me out of the game. You know what I'm saying? This is made to step on the little guy and stop me from succeeding. Then you are already lost. You know what I'm saying? You already put yourself out of the game, man. So this ain't, this ain't, it's for you, but it ain't for you. Right. And shout out to the Help Me Divine podcast. This is where this clip is from. Check out the YouTube page and all that. And in the comments, there's another one. W. Thompson Music says, I'm not sure I'm a fan of this idea. I think the difference between this system and YouTube is that we, the artists, have to pay for distribution to the various DSPs. There is no cost to upload to YouTube. If Spotify is going to raise the threshold for monetization, they need to make it so the artists can upload their music for free without requiring us the use of, the use of a label or distribution service. All right. Here's a couple things to that. They need to. You know, you can't say that at all, right? This is their business because it's not like they were benefitting or monetizing the distributors in that way anyway, right? They're not making that money. So it's not like we're missing it. We're missing it or wanting it. So allowing you to upload for free, I think that ship already passed. They had the DistroKid partnership. It didn't happen like they wanted to. They actually did try that. All right. Two, yeah, that's your service to distribute. Maybe their sense of quality control. Really it's the complexity, I feel like, in terms of music and the metadata and things like that, that makes it a little bit harder too. Yeah, exactly. And some licensing around it. So it's not even by choice. I think they would make it that way if things weren't set up the way they are. Every artist would be uploading a song with a fake Drake verse on it. And the issues that could come from that are much harder to deal with than the issue of getting the artist to pay $9.99 for the distribution. Yeah, exactly. Because it is our distributors who usually handle all that stuff. Oh yeah, we can't take this. Artists who work with us. Make sure everybody's credited and getting their splits and all that stuff. Yeah, exactly. They're not dealing with that. And one distribution has never been a free thing. Distribution of music has never been a free thing. They even alluded to it, bruh. Labels had to pay for it at some point. Now we have the digital companies. And two, the only reason that, at least as I feel, the only reason YouTube has never made us do it is because, well, I think to your point earlier, they just kind of started that way and kind of got locked in. But then as they built, when they were just super fast-growing platforms, they got monetizable pretty quickly. You know what I'm saying? You talk about just the history of social platforms.  Now, if I remember correctly. And then they get backed by Google and they make hella ad revenue. They have so much money coming in from other places they don't need to take your $2 of low versus. People love to forget that Spotify is not profitable. And that is what is driving. This isn't a Spotify thing, which is, you know, it could be different with Deezer. Which is actually, I just thought about it too, that's crazy. This ain't even about Spotify. Spotify called it straight. I know, bruh. I know. He's like, exactly. I'm glad you brought it up because I was going to say that. But this goes back to that same point because there is a Deezer, Spotify, Apple Music title. There's all these platforms, things that are so fragmented. That's another reason that the distribution services are there. They're also making your life easier. Yeah. There isn't, oh, I'm going to upload to YouTube and then I'm going to upload to the YouTube part two and rumble and all that stuff. You can, but it's not really fragmented in that way where you're going to do it as a norm. Exactly, bruh. If every platform allows you to upload directly, then the argument would be, oh, I wish there was some type of service or platform that would allow me to upload to multiple places at once. We'd just be talking in circles, man. But let's further this point though. He said, while raising that floor, let me see. While raising the floor for monetization is great for established artists, label artists or viral artists. How are you going to throw viral artists? That's not even a real thing, bruh. You can't even say that. It's also very discouraging and costly for a new up-and-coming artist. Again, we're talking about $6.4 a month. It's like you're not making $6.41. And I know it's hard to come by money. You know what I mean? Like starting up, I get it. I remember being in college in a $5 party. It's like, I don't know about that. Artists below that threshold are already potentially spending thousands of dollars to get their music produced, mixed, mastered and marketed. You might have to change that mix to not just be so heavy on the mixing and production. I don't know. Because again, if you're marketing and you're spending thousands of dollars and you can't hit, you know, a thousand streams a month, that's what we're here for. Just listen to these videos. Hopefully, at some point, you can get beyond that. This system will require them to spend even more from marketing and promotion before they are seeing fruits of their labor. He's crazy, bruh. He's not doing the math. That's all it is. He's not doing the math. He's talking like an artist that, once again, forgets content exists. You know what I'm saying? What do you mean by that?  Most of them don't have to spend that much money to begin with. Well, there's a lot of artists that don't want to do content. That's what I'm saying. This all comes back to work ethic, bruh. You know what I'm saying? It's a very specific demographic of artists that I think will be triggered by this feature. And it's the demographic of artists that are small and don't want to do the work not to be small. The entitled small artists. I hear that. I definitely hear that. See where you're going. I mean, look, any kind of floor, any extra level of difficulty it sucks to hear in the music business. We know that music business isn't the easiest business. It's hard for artists to monetize and things like that. I get that. At the same time, when artists get into the bag of well, they're making this so hard for me and the music shouldn't be so business heavy, it's like you know you have that option to not be a part of the business and just be happy creating your art. It truly is just for that purpose. Once you want to impact people, there's going to be barriers. Other people, other agendas, other business that has to be had. So that's just a part of the game. Yeah, I get it though. A lot of it sucks in the music industry but in general still is effed up. So I agree with that but this isn't one of those things that I think that merits that reaction. It's a little bit hard. Let's talk about the fact that most artists fail to understand that it doesn't take forever to monetize your audience. We had an artist literally begin to take off and make $20,000 from his brand new audience in the same month. But how is that possible? It's because we're in a new era, baby. Yes, you want to continue your relationship over time but the first time you make money from your audience can happen today if you understand the new age music marketing funnel for artists. So if you want to hear about this approach and how you can apply it to yourself, I made a completely free video to watch at www.nolabelsnecessary.com slash monetize. You got to make sure you put the www or if you're on YouTube you can find the link in the description and check out how we help monetize artists for completely free. I promise it'll completely change how you see things. Now this person said, Roosh did it. I think the separation between the pro and hobbyist is actually helpful but I don't know about the stream count being the line in the sand. I know there's a lot of small artists right now that are serious and don't want to be considered hobbyist and that's fair but consider that there are also thousands of people who just want to make music for fun which isn't a crime or anything obviously but then you also consider that those people in their songs are taking up the same airspace as part of their overall money pod so do we really want everyone perceived on the same tier? Alright, I think I know what he's saying. He's saying there's artists who have over a thousand streams per month that aren't necessarily serious. Think about a speed, right? Like oh, I got a big audience or a Kai Senet, right? I'm a streamer really I'm gonna drop some music for fun and because of our audience I'm gonna get over a thousand monthly listeners so it doesn't necessarily weed out professional and that I like. Like this is a really solid point. Now what else did he say? Bruh just said 90% of the uploads had damn near no streams so couldn't it be beneficial for those folks to have their own classification versus folks like that?  Alright so again he made some solid points in terms of how you truly can consider somebody serious or not but again the companies have to focus on what they measure like I don't know if you just had a meeting with your Corey you know what I mean? Like are you going to a couple of networking events? I can't judge your seriousness if I'm Deezer in your music career beyond your streams so I think they have to do something that's aligned with what they can measure themselves and of course it's still going to be imperfect maybe there's a tier but y'all wouldn't like that right? Now I got to pay for like paying for verification on um on Twitter yeah it'll be similar to that so would y'all want to pay an extra $7 to say hey I'm a professional artist and because of this I'm going to get paid I kind of like that actually from the company standpoint I like the revenue like from the artist standpoint $7 isn't a lot of money it's not right and then I get to get separated and get paid way more while we can take away the money from anybody who doesn't want to get paid at all because they're like I'm just throwing my music up here so now we don't even have to pay them out at all possibly I don't know what legally you can work out there but I would like the idea of maybe just doing some kind of paid program and then having an extra set of services that you might take on as a part of that. Yeah I think so I mean or they just add more tiers you know I think they could stretch it out the paying the money I think would be to your point it will be hated by the artist community at first of all I think overtime they will come to accept it you know what I'm saying like you got to pay some more money it's another charge which I get when we're talking about specifically a quality tool for figuring out some level of seriousness. Yeah especially if it came with features like you know the Instagram verification thing it was all this hoopla about it until people realize that oh I get like hack support through this and like if my account gets hacked then you know there's some extra things that come with this if I hit the worst cash scenario now to the point you know to your point right like how how do you tell who is a serious artist versus a non-serious artist right he made I think his comment another comment made the point of putting the resources into it and that should separate them I think that's a big um differentiator for I guess those of us that like the grassroots level of it right like like someone like us where like I can tell the difference between someone that takes it seriously versus someone that doesn't buy how well that cover art looks right or like how yeah um how well the quality of the song is but now you take this away from music and that argument doesn't necessarily fly in any other job or industry right like I could go I could go to Nike right now by NFL level cleats you know what I'm saying I could hire a personal trainer to run me through the same workouts that some of the best wide receivers run through you know what I'm saying I could go on Google and get the same meal plans at the end of the day that does not make me serious or on the same level as all of the athletes that have reached that level you know what I'm saying that is a fact because there's a lot of people who do have resources and still don't hit it and still don't hit it and on top of that like the resources aren't as meaningful because maybe I'm just rich or whatever you know what I mean yeah I was like yeah this doesn't mean as much that's why again I think if we want to classify this the answer is right now paying some type of money because you have to manually and actively make that choice now of course that might be somebody who I don't know how you define serious beyond that point like who we don't think it's serious but to me yeah that's as good as it gets man that's as good as it gets yeah because even in that man like there are um I don't know where I'm looking for high level hobbyists professional hobbyists but there are there are people that hit all of those markers that still will fall in the hobbyist category you know what I'm saying not even just across anything like that just good like that yeah it's like no there was a point where my me and my friend group had a tennis phase you know what I'm saying we all bought rackets you know what I'm saying we all used to used to go to the tennis court said you know what I'm saying like the we hours of the morning and you were on that level yeah yeah I was out there swinging that joint bro you know what I'm saying swinging and hitting too yeah hell yeah whatever I was literally that joint but no one in the back of my brain that I think I was gonna become a professional tennis player I knew that hey like I was just willing to have the most amount of fun with this I could possibly have and I understood more for me to do that I had to invest in certain things to do it you know what I'm saying and so that's what I said like if someone had walked by the park one day and they got the cleats on he got the racket you know what I'm saying they got the full canister of balls yeah you must be trying to go pro right I might not like oh but you look like you are and it's like no but I'm not you know what I'm saying it's the same thing here you know what I'm saying it's the same thing here I would like to know what y'all think artists I came from an analogy I kind of like the analogy I want to see what the artist think I do love the idea of verification for a single platform the problem is I wouldn't want artists to have to pay $7 on Apple Spotify you know what I mean like now that's gonna add up and that becomes an expensive cost it should be a distribution thing it should definitely be a distribution thing yeah I like that maybe you're an distributor somehow decide if you're verified or not I like that yeah I like that but yeah what do y'all think this is yet another clip check out the next video because it's gonna be just as fun to watch peace


If you could play for any of the other Philly teams, which one would you pick? I can't play baseball, so I'd probably be Flyers. Who would you say is the Christian McCaffrey, Derek Henry of your generation? Christian McCaffrey was me. Derek Henry was probably Michael Turner maybe. Who would you say is this generation's Zaryn Sprouls? Deuce Vaughn or Boston Scott. What was your favorite moment from your Super Bowl journey? Actually winning it and then coming back and getting the whole parade. Who was your favorite running back growing up and why? My favorite running back growing up was Barry Sanders because he was special. Top 5 running backs in the NFL right now. I can go Chubb, Caffrey, Miles Sanders, Kamara, Johnny Taylor. Now no order though. No order, that's just the list, that's just the list.


Your father also died a very tragic death and dealt with addiction and you know you also got to see the very dark sides of professional sports and what it was like to be a black man in baseball and and I wanted to hear you know growing up with a keen understanding of the pitfalls in the worst way possible and seeing who shows up for the funeral and who's there yes you know how what impact that had on you well it's huge you know I always say this my life really began where my dad's ended you know and it's crazy I remember the funeral like it was yesterday and you know it's it's for me it's crazy because you know you kind of take you take a step back and as a three four I was turning four years old you know and then you start to kind of piece things together you don't look at life the way that most people look at life and like you had mentioned you know in terms of people who showed up at his funeral even and you know my dad he died from AIDS so in 1991 it was January of 1991 this was 10 months before magic even made his announcement I mean the world was such a different place and so I think that you know I definitely did see things differently I definitely had a different type of purpose about the way that I chose to continue my life and it really took a huge it really set a foundation for me as I played and I remember just feeling different from other kids because it's just like I feel like I had this knowledge and I had this understanding of life you know and I just I saw I remember they didn't want us to see it but I went we went my brother my sister and I and we went to the casket and I remember going to the casket peering at him and looking at his casket and just being whoa like game over you know and he was like 70 pounds and he was covered with lesions and I just remember just seeing death and just looking at it and just being like wow like just understanding that it's life is much more deeper than than I could ever imagine


Good afternoon everyone. How's everyone doing? They're they're running and trying to get the screen right So we're just gonna go and get started and and wing with it while they're working on the screen And that way we don't lose any time out So welcome to getting started with Google Analytics Has it how many people use Google Analytics already just saying kind of gauge okay awesome great job So before we get started a real quick about me. That's me. That's my daughter. She's actually sitting in the back She comes with me to all these events So I am the developer of a plugin called WP health and I'm also an adjunct professor at the University of Florida where I teach web development And I'm the co-organizer of work camp Jacksonville So before we get into things I want to briefly talk about what is analytics for those that don't use any analytics yet so analytics is a way to Determine what pages are being viewed the most and what actions are being taken on your page? So analytics at the most basic level every time someone loads a page that has Google Analytics on it Google Analytics calls a URL And it sends a little bit of data. It's called a hit So this hit sends over what browser the user is using what page they're viewing What actions they might have taken on the page what language their browser setting and this this hit happens every time the page is loaded So that's how analytics work at a very basic level the page gets loaded a hit gets sent to a URL That's Google Analytics owns And it sends some data about the user now in in the world. So that's pretty much what I just said We're gonna scoot to the next slide here. There's actually many many different analytics platforms You might have heard a couple of these. There's Google Analytics, which we're talking about. There's clicky. There's mixpanel Down here mixpanel. There's fathom kiss metrics. There's a lot of other Analytic platforms out there We're talking about Google Analytics because it's not only the most popular But it's also free and I like free and probably most of you like free and Google Analytics If you ever go to try to get advertisement or affiliates or try to sell your site People tend to trust Google Analytics data more than some of the lesser known analytic platforms If you're using some of these they're still at the top tier of Google Analytics But you find some of the lesser known ones they might not trust that data as much as Google Analytics So that's why most people start with Google Analytics Now you can you can keep playing with it. I'm just gonna keep running while you're All right, so there's a cut there's three different definitions That you want to know before you really jump into any analytic platform So within in Google Analytics you have your Google Analytics account So this is something you use to log in your Gmail your Google Calendar wherever you have Google analytic any Google account You have your Google account that you log into well inside Google Analytics. There's also an account in there and Inside there you can have multiple accounts So think of this as like your business account and if you take on clients So maybe you are a freelancer or your marketer you have a different account inside Google Analytics for each of your clients So if you run two businesses, you might have two accounts one for each of your businesses But they're both inside your one Google Analytics account and then inside that account There's something called properties and what properties are are Individual sites or individual apps within that account So maybe you have your you have your marketer or your business owner who has two accounts in there So I have two accounts and then inside each of those accounts. You might have a property and that's the website So so for example, we're going to look at at Google Analytics in just a minute But I have inside there I have an account called Corsa Industries, which is one of my companies and inside there We have a property for one of my websites and I have another property for another one of the websites underneath that company Or you have two accounts and maybe for two different clients and then each of those might have only a single property That is a single website Now inside there, that's that's fine. You you guys keep running. We'll keep going So inside the properties and this if this is a little confusing. It'll make sense once we look at Google Analytics So just trust me. It'll make sense once we get there, but inside the properties. There's something called views So essentially how Google Analytics work is every time that hit gets fired and it gets sent in that data Get sent into Google Analytics and it looks through the views that are part of the property and determine Where do we need to collect this data? so normally there is a View called raw data or all website data and pretty much everything you need it's going to go in that view But you could create other views to focus on other things So you can have a view that only shows traffic That was people were referred from social media and then every time you look at it's only going to be people from social media Or you can have a view that is only mobile browsers So it's only going to have data relevant for people who's viewing your website on your mobile phone These are a variety of views that you can play with and even better You can have different filters which we'll get to later on where you can have hey This view don't have me included in the data and don't have any spam bots don't have anything like that So you know views set up for different purposes The one we're clicking on whenever you get to is the one in the top left Now once we get past those the account the property of view does that make sense the account property of you How those are different does anyone have a question on that before we? Now okay, so once we get to the actual data There's a few other definitions we want to talk about one is the difference between user and session So a user is a unique person who comes to your website. So if I go to your website, I will be counted as one user Google Analytics knows this because when I load the web page, it's going to put a cookie in my browser So the next time I go to it I'll go. Hey, there's that cookie there. This is a returning user So if I clear my cookies or I switch to a different browser or go to a different phone I'll be counted as a second user when I go to your site and not a returning user So something to remember users. It's usually counted as one. I'm a single user, but it's based off a cookie in my browser So if I clear my cookies or if I'm in incognito mode or anything along those minds that I could be counted as multiple users Now inside there there's something called a session now session is what the time that I'm on your website So if I go to your website today, and I go through your site go to view all your pages Maybe buy something and then I leave that is my one session everything I did in there is in one session If I come back next week and do some other things. That's a separate session So I've had two different sessions on your site, even though I'm one user Something to remember a session is counted. It stops counting after 30 minutes of inactivity so if I'm on your website and I'm doing some cool stuff and then I leave and then it'll wait 30 minutes and Then if I don't come back or do anything then it's gonna go, okay That's the end of the session So in the morning time if I'm on your site doing some cool stuff and I get distracted and I go away for 30 minutes And I come back it'll restart a second then then I'll have two sessions during that day So that's something to keep you can change that I don't recommend going that because everything else all the math in the World's based off that 30 minutes. I don't recommend that but so that just just be aware that it's the cut-offs usually 30 minutes So that's user that session. Do you have a question on it? Just in activity so you go so maybe you have videos on your website and someone goes to your website and there And you have this hour-long video and they click play and they watch the whole thing Well by the time they do something else on your website It'll be a second session because it'll be considered inactive so in that case you might want to change the default But it's just 30 minutes of inactivity. So they're just sitting on your page Maybe a really long page or you have a book or something that's taking a long time to consume It could still cut off the session of its inact if they're not getting hits in yes, you have a question Okay, in most cases will count you twice. There's some newer things coming out where there's Cross browser user. We're not going to touch on that in this song But by default it would count you twice because you're in two different browsers with two different browser cookies But Google Analytics is working on I'm not going to get into it because it's more advanced But essentially there will be ways that you could have it set up as one user But by default it'd be two different users. All right, so Did you close out okay, so you did it'll be the one in the top left once it opens up Yes, you have a question Yeah Yes, most of the syncing some depending on the browser depending on the settings There's there's variety, but most browsers would sync like history and cookie or history and bookmarks and things like that They don't always sync the cookies. So in that case it won't apply because it's the browser cookie. That's important Okay here, we're just gonna switch this way. So I'm not gonna sit here and try to Yeah, I have the PDF already downloaded just in case so we can So it is this one right there if you want to So so there's this if you want to try it there, but if not, you know, there's a PDF Okay, so after that there's two other definitions We want to talk about before we actually look at Google Analytics So the next is the page view and the event so by default mostly everything we talked about so far as a page view So if someone lands on a page and they view your page, that's considered one page view They go to a different page That's a page a different page view of that other page So if I am in I'm one user and I have one session and I view five different pages It'll be five page views during that session an Event is an action. I take on your website So you can track some of the actions I take on your website So maybe you have a video and I click play and then I watch the whole video or I pause it halfway through or I Download a PDF they have in your website or I make a transaction I purchased something those are all events that you can also track inside Google Analytics So this would be a separate thing from page views page view by default is the only thing it collects by default And that would be just me going through web pages But you can set up event tracking so you can also track some of the actions that are taking on the website Does that sort of make sense? I'm sorry. So impression page views that it's mostly there's some nuance there, but for our purposes. It's pretty much the same All right So we're running out of definitions to go over so hopefully we're almost to the point that we can go into Google Analytics But there's so there's three ones left So you have three definitions so we could so in the steps of the funnel you might be aware of something called a marketing funnel So essentially you have no matter what kind of website you have you probably want people to come view your website And there's probably some action you want them to take on your website whether it sign up for your mailing list or buy a product There's something along those lines so this in marketing There's this funnel of people that you're trying to get attention people that are on your website and people are doing The thing you want them to do so this is the concept of funnel in Google Analytics They have this same process and it looks like we're almost there Okay, that's not what I'm using I'm using the other piece Thank You gentlemen So this in Google Analytics, this is how they view the funnel they use these three terms Acquisition behavior and conversion. So acquisition is how users are getting to your site Behavior is what they are doing on your site and conversion is users who are completely the actions you want them to take So I'll let you take a moment to take a picture and then we'll switch back Everyone get what they were needed Yes, I will have the slides. I actually have the URL for the sides in these slides so you'll you'll get at the end It's everyone good So just in case you wanted the last couple pictures or just wanted to see how these worked out This was the account property in view They kind of go within each other in case you missed that and these slides will be available So you don't need to take pictures of every side if you don't need to and then in case you miss anything I was talking there it was user sessions page views and events Did everyone understand the difference of all these definitions before we get to the actual data? Because that's it's this is the backbone of Google Analytics So you really need to understand these concepts as everyone does anyone have a question on any of these These couple slides here Okay, awesome. So let's take a look around and we are not on a laptop. Let's log in That's fine. That's fine. I counted for this. I have screenshots in case it didn't work so So when you log into Google Analytics, we're not gonna get to play with all of it So I'm not logged in on this laptop, but I have screenshots as backup. So when you log in you'll have this left sidebar That divides in the same concept. There's acquisition right here. There's behavior right underneath that is act is conversion So those three tabs will line up with this funnel. So what you're looking for if you're going? Hey, I want to know how people are getting to my website. That's acquisition You'll go to the acquisition tab if you're looking for hey, what are the people doing on my website? That'll be underneath behavior if you're looking at hey, what are the conversions people who bought from my site? How did they get here? You look at conversion. So those are the three terms you'd want to remember and that lines up Exactly with this little guy over here this acquisition and behavior and then right underneath this would be conversion So when you first sign in there's depending on how you set up Google Analytics There might be a few different things you might see when you first log in but by default you might be on this real-time tab Unless you really know Google Analytics. I advise you don't even play with this tab use it for checking make sure Oh, okay. I'm on my site. I'm show up. I know it's working But on that I've met people who spend leave this tab open pretty much all day and they'll just watch Oh, there's someone on my website. Oh, there's someone on my website. What are they doing? Oh, they're on this page. Well at the end of the day that actually means nothing to you You're not going to take any actions from that. You're just wasting time. So Don't don't fall in the trap of playing on this page. It's really cool It's nice for testing if you're trying to do something and make sure it works But on that don't don't play with this unless you really know what you're doing So from there, there's the audience along the left So real time is what I was just on right underneath that is audience in there Is where you can get some demographic information about the people that are on your site So what language they're set up their browsers in what operating systems if they're on a phone or tablet variety of things such as that if you synced up advertising features Which will might go over at the end depending on time then underneath some of these other options down here You could even get some interest and some age range information. That's only if you've turned on those options though But so audience is about your users Next acquisition then that's the next part. That's that very top part of the funnel is how people are getting to my website So you'll see something like this when you first jump on and then you'll have these acquisition channels So by default Google knows if something's coming from social media in most cases They know if someone's coming by referral So if someone mentions you on their website or they link to you somewhere that's that would be a referral They also track search So maybe if someone searches for you and they you show up in the search listings and they get to your website But they don't track by default something like email So if you send an email if you have a link in your signature Google Analytics doesn't know where that comes from Same thing as if you send out marketing campaigns and you have links go Hey, go buy my product now or subscribe to this or you're trying to get them to read an article by default If that's going to go underneath a channel which is not picture right there in the middle called direct So right now if you were to type in your website name you go FrankCorso.com FrankCorso.me you hit enter and then Google Analytics goes Hey, I don't know where this person came from they must be they must have typed it in directly Which would make sense in my case But when they can't figure out where I came from so if I clicked on link in an email and I get there They don't know where I came from they're gonna. Oh, they must have typed it in directly So all that everyone that clicks on links and email or anywhere else will by default go into direct So something you'll want to if you do anything like that You want to look into something called UTM codes, which we're gonna briefly go over towards the end But that'll be the way you can get things underneath email or even an other depending on what you're trying to do and Then next is behavior So this is where a lot of the events and things that are taking place on your website So if you have a WordPress site, you might have a little search box somewhere on your website Maybe on the navigation or maybe on the sidebar where someone can search for something If you turn it on and Google Analytics you can go to site search and see what everyone is searching for on your website So you can go there and be like oh everyone searching for this and I don't have that on my website I should probably create that content If you're doing event tracking and go to events and you can see what people are doing on your site See what videos people are watching seeing what downloads they're downloading what PDFs they're viewing whatever the case may be You would do that underneath events This right over on the left here, there's this little site search If you click on that you'll get a table of everything people are searching for on your website On your on your website. So if yeah, whatever website you have as the property Then the whatever they search for will show up there as long as you turn it on in the options Which I'll try to show you towards the end, but there's just an option when you're creating your property Just to turn on site search Logging or site search tracking and then you would just go to this site search and I would show up right there for you Yeah, so a use case maybe maybe you have a website with articles on it And maybe your big thing is content marketing. So you can go maybe you were talking about my client right now Who does the keto? I don't care ETO. You might be familiar with that the keto Yeah, so it's a very popular thing and there's people that come to the website and they're there search They're reading articles. They're really enthusiastic about it But then they were searching for this particular method of keto or some sort of recipe and they kept searching They wouldn't find it we looked in there and realized I was massively searched for so we created that content So that way the next person that searched for it would see it So that was that use case, but there's lots of use cases that while we're knowing what people are searching for would probably be handy You're welcome Okay, I don't have a screenshot for conversions But essentially conversions would be a similar to report to this where it will show what action what? Goals people have completed so if your goal is people buy something on your website You would set up like e-commerce and then you would see how many people have bought something on your website And where do they come from and then you would also see if your goal was to get someone to subscribe to your mailing list You could go to conversion and you would see some chart of going Hey, this is the number of people that signed up for your mailing list and this is where they came from so it's Audience acquisition behavior and conversions are the main areas that you'd be looking at does that sort of make sense? Do you yes? Yes, I'm gonna mention that very towards the end Unfortunately, I don't have a slide for that one, but I do have some information on how to find that towards the end of the talk So any questions on where what section you might go to depending on what you're looking for? Sure anything they do on your website usually goes underneath behavior So here we can see what pages are most viewed which is right here And if you go into the site content There's a report there called top pages and you can see the most paid the pages that get viewed the most if you have event set up You can go to events and see what actions are taking on your website if you have search You can go to the search and see what people are searching for so it's pretty much What are they doing on your website? What pages are they viewing what links? They might be clicking. What are they downloading anything along those lines? Yes, go ahead Yes, and no Events can be whatever you define Which we're only gonna touch on that a little bit in this talk towards the end, but essentially if you Anything that just goes to another page you don't need to because then you'll that's gonna just be another page for you But if you click on something and it does something or like you click on it to open up a pop-up for them to sign up to a Mail list you probably want to know how many people click on that button so that you would probably do it as an event So it'd be some action. They take that doesn't necessarily go to a different page Yes Sure. So in Google Analytics when you set up your view in Google Analytics You can turn on site search tracking and then anytime anyone searches for something on your WordPress site You can go to the site search report and I'll list out everything people have searched for No, that's on your site. So if there's a search box on your site, they type in something it'll show up right there That's not in Google search. It's No, so this is if someone's searching on your WordPress site and it's using the search Functionality in WordPress. It's not anything to do with Google search. That would be the search functionality on your WordPress site And that works by default just because WordPress is set up to work by default if you've gone in and make Changes using like some of the search plugins that might not work right away. There might be some extra things But by default that'll work just you just have to turn on Yes Yes Yes Yes I'm gonna go over that right after we get to the setting up But there's there's things you can do to make that much easier. So we'll go over that and if I don't we'll circle back towards the end So just in case for those who haven't set it up yet Whenever you create your account for the first time, you'll see something like this If you already have Google Analytics set up, you would go to the admin way down here in the bottom So there's an admin and you'll see something like this When you're on this screen, you can create new accounts by clicking the create account button You can create new properties by clicking the create property button or you can click create view and to create new views Once you have something set up, you can click this tracking info to get to a tracking code section Give me just a moment to finish my train of thought and then from there you'll use that in a few places Which I'll go over in just moment. Yes. What's your question? This can be anything Shopify square space Magento Drupal something you coded by hand something you did in was that dream weaver, you know, whatever whatever you feel like using Any questions on let me alright, let me is it about this or can I finish this training? Okay, good So if you're doing client work, you're gonna do this a little bit differently than if this is your own for me personally What I like to do is I have an account from my sites and then I have different accounts for each of the clients And that way if anything happens that I need to transfer all that ownership to someone else I can just transfer that account and I'll have to go through wait, which properties mine which properties theirs Which and it just makes things easier But you could do it either way and then but inside there you would set up a property for each of the client sites And then inside there you'd have a view for each of their properties And we're gonna go on views in just a moment, but so essentially just depending on There are I want to say it's like 50 though like it's a pretty high number so Depending on what you're trying to do that you probably won't hit that right away And you have 67 in clients then you might want to do things differently, but I Do you have 50 60 clients? Okay, so then in that case for now it's sticking to that method is probably easiest So how this works is these? Can be attached to multiple Google analytic Google accounts So if you're doing this for the best interest of the client when you create this account You can set them up as also admin users So you both have admin users and they if you transfer ownership to them right away Then essentially they're the primary owner and you're a secondary owner and they can boot you off whenever they need to So that would be the best way to do it to handle that case Depending it just depends on what kind of relationship you have your clients and What no so essentially so this the Google analytics account is different than a Google account So this kind of lives out here and you have multiple Google analytics accounts attached or Google accounts to attach to it So you can have three different Google accounts as admins for a Google analytics account Does that sort of answer the question? I know it's a little confusing because they both are called accounts But one more question then we have to move on We're not going to quite touch on that, but so Google search console is a separate thing, but underneath It's a several slides back, but underneath behavior. No acquisition You can actually link them together. So some of the reports from search console will show up in this in the reports But unfortunately, that's a whole different tool. So we're not going to touch on that too much in this talk Okay, so setting up Google analytics. There's a few ways you can do it if you're using a WordPress site So just remember before I touch on these right here in the middle There's the property and there's the tracking info a lot of these tools will need something underneath there so underneath there there will be either a code or As in like an ideal be UA dash 8976 something along those lines or will be some actual little bit of code You might have a copy and paste but either way you'd be going underneath tracking info and then in there Oh, I'm going the wrong way. Sorry So depending on what you're doing a lot of themes will have a Google analytics option inside So you just copy whatever they ask you to copy and then paste it front So from that tracking info you copy what you need and then paste in your theme settings And then you'd be done if your theme does not have a setting There might be there's several word plus word press plugins you can use so monster insights is very popular Google analytics dashboard for WP is also very popular and those work very similarly and that you just copy a little bit from the tracking info page Paste it in save it and you'll be done and they'll handle everything else for you Now if you're outside of wordpress, maybe you have a client side or you have an extra site So you have a wordpress site for your marketing site And then you have a square space for actually selling products or Shopify all those other services You usually have a Google analytics option and their advanced settings that you can just copy and paste your code into and you'll be Done as well, so it's fairly easy. Hopefully to get it up and running So once you get it you copy your tracking info and paste it in you're gonna start getting data in By default you'll have this all website data view So this is the admin page still and we're focused on the view column over here There's something called the all website data view So anyone that goes to your website and any action that gets taken all goes in this all website data view Always keep that view and never touch it Because if you accidentally break it and then you log in three weeks from now realize you weren't tracking any data for three weeks You're not getting that data back So always keep that like I can't stress this enough is probably the most important thing I'll say during this presentation keep that view and don't touch it And what you want to do instead is click this button up here that says create view and then you can name this whatever you want I usually call it without me or just without spam or Master view or just something that goes okay. This is the view I can touch and not the other one and Then that way this other view is whatever you want to do you can play with that But if you accidentally break it you can still fall back on the all website data in case you need that data So what I recommend doing is clicking create view and then creating something So either master view or without me or without spam and when you do it when you click so in here in the view settings towards The bottom there's a little checkbox that says exclude spam and bots and stuff you want to check that and That way in your master view. You won't have all this spam data in it Now there's a lot of other things you can do with views Unfortunately, it's a little bit more advanced. So we're not going to get into that too far But does that kind of make sense of why you need that second view? Does anyone is anyone confused by that? Yeah, sort of just think of it as like the foundation of all your data Exactly So whenever you create a view it only has the data it collects going forward So all website data as soon as you put in your tracking code it starts collecting collecting data But then the view if you wait six months to create this master view the master view will only have data from that point Going forward so you still want to refer back to the all website data for that older data So it's like the foundation. I would probably say So within views what makes views really amazing is you can have different views set up for different purposes And you could use something called a filter to filter some of the data out So for example, so underneath the views we have view settings user management goals content And then there's this option here called filters Inside there you can set up different filters go. Hey, don't add me into the data Or don't add this known spam bot into the data or don't add anyone from Desktop, maybe I only want to see mobile users in this view You would use those filters to create that kind of differences in the data So Let me see on this left screenshot would be if you had filters you can have this table here So in this example, I have I'm excluding some language spam that's common in the Google analytics I'm filtering out my own laptop and my own desktop I have a spam filter I set up and then I set up something called force lowercase And we're gonna go over UTM codes towards the end, but you can actually modify some of the data as it comes in using filters so My the first one that I usually recommend is if you click add filter You get a little screen like this being click predefined or custom you click predefined and click IP address You can enter your IP address of your desktop and it will exclude you from that view So when you go there, you won't see you showing up in the data influencing your numbers So it's usually the first one I recommend if you have a desktop if you have a laptop you move around a lot that won't be so super helpful But if you have a desktop, that's usually the first thing you should be doing So that's a that's filters in a nutshell. I know we're we're already almost the question answer time So I don't have time to exploit it too much, but it's filters and views kind of make sense Okay, do you at least understand the concept? So if you know, hey, I need to do this This is what I really need to research. You know it and well enough to do. Okay, awesome Okay, dashboards. This is if you do client work This is you need to like really patient if you ignore me the rest of the talk This is the time to listen So dashboards or this really if you go have you've ever played Google Analytics? You could probably spend three weeks looking at the data and still have no idea what you just looked at It's very overwhelming. So dashboards are a way that you can go Hey, I just need to see these three numbers. I just need to know maybe I have a goal in mind I want to get increased my social media traffic so I get more sales So you create this dashboard and then you can go, okay I want this little box. Tell me how many unique visitors I had last week This little box. Tell me how many total visits and maybe this box Tell me the key words people are searching for and you just want this box It's telling me how people will box up. Maybe that's all you need to know So you can create a dashboard create little boxes and go. Hey, this is the report I only need to look at this and that way it removes all that extra noise and you can create this little guy That just goes. Hey, this is a little tiny box. That's all I need to pay attention to Now that may seem overwhelming going. I don't know what numbers I need because you might not know that right away Well, the beautiful thing is is when you go into this when you create your first one There's this little starter dashboard You can click on that and it'll pre populate all those boxes for you even better You can click import from gallery and then there's all these user templates that users have created for different purposes So you go I want to increase my content marketing growth So you can click import from gallery type in content marketing and you'll find a dashboard suited for that goal If you want to type in social media you find a dashboard that's already pre-created Designed to help you focus on social media numbers So whatever your goal is you can click import from gallery type that and at least get started And then once you understand dashboards a little bit more and you see how they're all work Then maybe start making tweaks to it But to get started I would recommend importing from gallery and just typing whatever you're focused on at the time Now and then in the last slide there's this last point right here If you do client work this is amazing So essentially with the dashboards at the top here this is little email button You can click email and you type in an email address and it'll send out that's that sounds great in itself But then there's this little option underneath that goes on a regular basis You check this and go oh every Monday send this report out And then you so what do you do is every Monday you get this dashboard emailed to you And then you glance it over and then type a few sentences for analysis and send it off to your client And they're like wow you must have been spending weeks on these this is amazing And I'm telling you it works so it's but even if it's just for yourself Just having an email to you every single Monday and going okay all I have to do is just look at this dashboard And I know everything I need to know that if you came into this going oh Google Analytics is overwhelming Knowing you can do that is probably a sigh of relief because that is an amazing experience All right we only have a few minutes left so I'm going to touch on UTMs real quick So getting better data with UTMs UTMs if you haven't encountered these before And remember these slides will be available after so you don't have to So UTMs so way back way back when decades ago there was this platform called Urchin Web Analytics And they use this cool thing called an Urchin Tracking Module Well then Urchin Web Analytics was bought by Google and changed its name to Google Analytics And then became like the de facto standard so now every other analytics platform in the world All uses the same thing because it's so popular So you can use this pretty much on any analytics platform And if you create these to use it at Google Analytics and you move to another analytics platform It will automatically work because it's the standard So this is the way that you can get specific data instead of everything falling into that direct channel that I mentioned earlier You can use this to go hey this link I want to say I want to know exactly what this does And this is the way I want Google Analytics to report it So for example you can track how many people click your email signature You can track you can test which links in your email marketing converts the most customers So maybe you send out an email with a new product and you have a link at the top and a link at the bottom Or you have this three email sequence that are kind of setting up this new product You can see which link out of all those people actually clicked on And which of those links people clicked on that actually went on to buy something Or do whatever you needed them to do You would use UTMs to do this So there's five parts of a UTM Campaign is the actual name that you want to give this campaign So it might be Spring Sale 2019 or my new product Or whatever you want to name it you can this is entirely up to you It will be whatever name you want to see when you go into Google Analytics And you go to acquisition There's a there'll be a new campaign report And then so they'll be all funneled underneath the campaign name So if you have all these different if you have Spring Sale 2019 And then maybe book launch or new I don't know whatever but any of those other campaigns Whatever you wanted to see there so you know what this is You would want to name it as the campaign here The medium is the type of platform So in this case it would be something like email or social or CPC If you're doing cost per click ads something along those lines What is the medium that is being used with this link And then source would be the actual platform So if you have something where a medium is social Then source might be Twitter or Facebook If you have medium as CPC at cost per click ad Then the source might be Google ads or Bing ads If you have a medium of email the source might be the exact email So maybe it's book launch email number one Or something to that effect Now content is this optional one That you can use to differentiate between links That have the same campaign medium and source So maybe you have a campaign called book launch And then you have a medium of email And you have a source of book launch email one We have two links in there So they'll have both have the same thing So you can use content as link one and link two So you can see the data that's different between those two links Or maybe you have two different Facebook posts Link to the same thing So you have some campaign like book launch Medium of social source of Facebook But then post one and post two So you can compare how those posts did And the actual over and your actual conversion rates Now the term we're not going to dive into that But that's used more for paid keywords and ads If you use CPC cost per click ads Google ads you want to look more into that To track the keywords that are being ranked for it So here's a quick example I know we're almost out of time So maybe you want to I went too fast I want to send out an email newsletter with new posts With multiple links So I had this URL I posted this article a while ago now So that was the URL And then I have a campaign That I named it the same exact name as the post Because that was just my big push at the time So campaign what should you write about My medium was email The source was the new post broadcast That's what I named the email And then I had a content So I had two different links I had a main link Then I had a secondary link towards the bottom And so that created a URL that looked like this So when someone clicked on that That's the URL that would go to And Google Analytics would see all these prams All these extra things in the URL And go okay I need to click that data too Now if you look at that and go wow That's a lot to type out And I'm going to make a spelling error I can guarantee it Don't worry there's a UTM builder for that So if you search I don't have any listed here mainly Because there's thousands of them But if you Google search Google URL builder It's like the very first one is made by Google And then the second one's made by Facebook And the third one's made by Bing So it's You can pretty much trust that those are going to work Exactly the way you need them to But all of them work slightly differently And they have these different colors So I don't usually recommend one So I just play with The one I use is the Google URL builder But you can just If you just search UTM builder or URL builder You will find pages of them So just find one you like Yes Yes And you could theoretically Not to go too advanced and crazy But you could have this override some of the defaults So maybe you want to group A variety of different social referrals and stuff Together underneath a campaign Maybe a big spring launch sale And you want to go hey don't put this in social Don't put this in direct Don't put this way over here You can override it using UTMs as well So campaigns So UTMs go underneath acquisition This is how people get to your website Events is what happens on your website So that's behavior So you actually use these together in most cases Yes I've seen these UTMs a million times And didn't know what they were When I share a link to something I always back up to the question mark And get rid of it Okay Well so all you're doing So if it's not your site Then that's okay Because then you're just going Hey I don't care if HubSpot knows where it came from But if it's your own site You probably want to be a little bit More careful of exactly what's in there Depending on what your objectives are And somebody else clicks on it So no So they don't auto generate So by default If you don't have UTMs there Then I'll do the default Google Analytics So if someone clicks on it It'll just go underneath social And Google and knows that it's from Facebook But then it won't know a campaign to put it under That's the only difference So this is only to help you Better categorize your data And get a little bit more from it But it's not needed By default Google Analytics Will do a lot of this itself That's where you definitely want to use it Because Yes It's not being generated by email Now some email list providers I think MailChimp also has it There's a little add UTM tags option When you paste your link in So you can just like type in These couple things And then it'll create the URL for you right there As you put it in But not all of them do that I don't know if MailChimp Does I want to say it does But that'd be something to Just get your antelutter MailChimp directly But it wouldn't be integrated into Exactly But it also So for example If we go back to this example here Maybe I sent out this email newsletter And maybe the goal of that new post Was to get in there and buy a product Well MailChimp wouldn't have that data So by having it over here I can go hey I sent out this article And I saw three people who came from that article Bought this product And I wouldn't be able to do that With MailChimp data alone I'd have to have that in Google Analytics And we're just out of time Let me just wrap this up Then I'll try to fit some questions in So where do you go from here? There's a couple of things we did not go over Goals and e-commerce I mentioned these in passing These are definitely great tools They're a little bit more advanced So I wouldn't start with these If you're just getting started But what you would look for is goals E-commerce You can track what is being bought on your site What category of product What product itself Things along those lines Event tracking Just pretty much What we've been talking about with events Custom dimensions It's actually a little bit more events I'm going to go back to that During question answer Learn more about filters and views There's so much more you can do that Than even the examples I mentioned There's also two other tools that Google makes That layers on top of these So once you know all this stuff You can go to Google Tag Manager And even include so much more different actions into it And then you have Google Data Studio Which imports all of your other data From your mailing lists And your Facebook pages And creates even more reports that you can create I wouldn't recommend starting there Like start with Google Analytics But as you go That's where this is the kind of game plan That you would want to aim for And last but not least I have these slides at frankslides.com That just redirects the slide share All my slides are there So if you want to browse And then I also have Almost all of these Everything I talked about I have as articles On the frankcursor.me website So if you're interested In reading more about any of these You can find it there And then of course I am available So if you want to hire me To do some Google Analytics stuff I'm always here All right, we do have I think a couple minutes I don't know Couple minutes for questions Okay, awesome


QuickBooks Desktop 2023, bank feeds, PayPal data input and transfers. Let's do it within 2-ids, QuickBooks Desktop 2023. Support Accounting Instruction by clicking the link below, giving you a free month membership to all of the content on our website broken out by category. Further broken out by course, each course then organized in a logical, reasonable fashion, making it much more easy to find what you need than can be done on a YouTube page. We also include added resources such as Excel practice problems, PDF files, and more like QuickBooks backup files when applicable. So once again, click the link below for a free month membership to our website and all the content on it. Here we are in QuickBooks Desktop, bank feed practice file. We started up in a prior presentation going through the set of process we do every time in the view drop-down. We got the hide icon bar, the open windows list. We got the open windows open on the left, reports drop-down, company financial. Let's open up the P to the L, the profit and the loss and change the range from 010122 to 123122. Then we'll customize it, fonts to the numbers are going to go up to 14. Okay, yes, okay. Then reports again, company financial. This time the balance sheet. We're going to do the same kind of stuff but starting off with the customization of the reports. So 10122 to 123122 on the range and then fonts to the numbers has to match. We got to be matching up to 14. Okay, yes, and okay. Let's go into those bank feeds, our focus for this presentation. Banking drop-down, bank feeds. The bank feed center only being open there or there if you had set up the bank feeds which we have done in a prior presentation. We got two groups of bank feeds. One of these two items that are under the category of the financial institution Wells Fargo. The other under the financial institution here which is a generic kind of name because we set up the PayPal account under it. Having to do a little bit of some finagling to get the PayPal data input in here. I won't go into it in detail now but generally we went to PayPal. We downloaded the CSV file. We then converted it from a CSV file to a QBO data input file so that we can upload it into the system so that now we can see the difference between basically the kind of methods we could use if we're using something like a PayPal. Primarily I'm thinking, for example, in order to collect revenue if we have something like a gig work type of platform. And you can think of similar kind of problems if you had other kind of platforms like a Stripe account or something like that. So let's just review the methods you could use. If I go into my Wells Fargo, the normal checking account, we could say, hey look, if I'm just using this intermediary platform as an interplay to collect my money and then transfer it on over to my checking account. I could wait till it actually hits my checking account and just enter it at that time. And that's one method that I could use. Another method that I'd have to use like a generic payee and I'd have to put it to one income account for everything that got transferred in. But that might be fine if, for example, all of the revenue that's coming through is coming from the same customer or I don't need to track the customer in QuickBooks. I can track it in the other system and it's all going into the same income account that I want it to be going into. If I want to break out and give it the more detail about who paid us the money because possibly of multiple people paying us or multiple customers paying us through that platform, then I would need to either integrate with a software that could pull that more information in using an app possibly could help us out. Or we can try to import the bank feeds. And so if I have the bank feeds and now I can record the revenue when it hits the account for PayPal. And then I can, when they pull over here to the checking account, it'll be a transfer, which is an intercompany transfer that gives us a little bit more detail on the income side. So PayPal in particular, unlike other platforms like a stripe, could be used not only just to receive money, but also to make payments. You can use it as a checking account. So if you're making payments out of the PayPal account, then of course you would like the bank feeds more and more at that point because it'll allow you to automate the payments that you're making out of the account. Okay, let's go back on over to this one, and let's just add them and then I'll add the transfers. So if I if I was to I'm going to uncheck all of them, and I'm going to sort these by let's say the deposits. And so I've got these these items here so we're going to pretend that we're a gig kind of work again and these are platforms that are paying us. So since we are gig work, I'm going to wait till it clears the bank in this case PayPal and just record it as income with the deposit. Remember that these will show up as deposit forms. That's not the natural form if I go back to the homepage to record income because usually it's an invoice or a sales receipt. And if we use the bank feeds to record the income, such as quite easy to do with gig work and a platform paying us, then we're going to lose some of the added detail of the customers breaking out the sales by customer and breaking out the sales by item, the thing that we sold. We still can add the customers, but we're not going to get that sub report the sub ledger report that we would have if we were using these forms by customer. We still want to add the customer, however, and we still get a little bit more detail since that is in the bank feeds because we have electronic transfers from the platforms that are paying us. That also means that if I go to the profit and loss, we're more likely to set up our income accounts just by the name of the platform that pays us. We wouldn't normally do that if we had any other kind of setup because if we were using invoices and sales receipts, we would just want to call it a generic income account for whatever category of income that we have and then use the sub accounts, which would be the reports drop down sales, sales by customer summary or detail, whichever and sales by item, the things that we sold. That's where you'd want to give that more detail that can give you the sales by item, the thing that you sold service or inventory, and then by customer as opposed to putting it here on the income statement. But if we're just using deposits, then it kind of makes sense to put it on the income statement here more and more. So I'm going to go to the bank feeds and do that, then I'm just going to say, All right, this is going to be teachable tab. I'm going to auto add that and I'm going to do this fairly quick because we've seen it in the past. So I'm going to make it a customer and say, Okay, and then I'm going to say it's going to go to the account. I don't want to just go to sales. I want to make a new account called teachable income. I'm imagining that that that is an income or a place that's providing me income a platform. So I'm going to set it up. It's going to be an income type of account income type of account. Okay. Boom. Let's then make a rule forward. So I'm going to add details. And then I'll make a rule. There's going to be rules around here. If you want to live under this house, dang it, this roof, you're not under the house, you're under the roof. Teachable. So we're going to say there's the rules going to be teachable. And I'll just add that boom, save it, save and close. So there it is and it pulled a couple of them over here. Then we've got a similar thing. Let's sort of this way got skills success. So I'll do the same thing here. Well, let's just check out what happened. And then I'll do the other ones fairly quickly. And in the balance sheet, we now got a PayPal account double clicking the PayPal account, the deposit got recorded double clicking on the deposit.  Otherwise, no one is the income statement. We've got then the new accounts, what do we call it? Teachable Skillshare was it that we already had a Skillshare account. Maybe it was this one that we set up. No, it was teachable teachables right here. So boom, there it is. All right, so closing that out. We also set up the customer and the customer center. So now we've got the customer here and the customer center for teachable so we can look at the detail there. But because it's a deposit form, I can't run the sales by customer. So I don't really have that report, even though I still have this detail for the customer in the customer center, which is nice added detail. So you want to make sure that you do add the customer so you can at least get that piece of detail. So I'm going to say skill success and we'll do the same thing here. Boom, quick and add. It's going to be a customer. And then I'm going to say that the account I'm just going to make a new account skill success tab. Let's make it skill success. And that's not good enough skill success income account tab, set it up. It's going to be an income account, an income account. And there it is. We'll set a rule. We want to set a rule for it here. I have lots of rules. Lots of rules in this house. Dang it. Everything's working according to skill success skill success. That looks good. I think that'll work. And so we probably I usually go to description and contains instead of match I probably don't need the calm and then save it. Boom. And then bam. So that's been added. See what else we've got we've got you to me I'll do the same thing. You do me. I'm not a dummy. You dummy. You dummy. Whatever. Call me a dummy. You do me. This is going to be a customer. So we're going to say there it is.  Boom. Set up income account. And save it and close it. Let's add a rule. And we'll put this down here we'll call it just you to me rule. And then let's go description match. We're going to say contains. That should be good. Save it. Save it. So that's good. So now all of those have been should be pulled over all add these recognized transactions with the rules applied batching them out. I'm just going to add them just like we saw in the checking account. I'm just going to say add confirm confirm 10 for 10 for Roger out confirmed. And then we'll go back on over here and if I go to the balance sheet, then now we've got PayPal activity happening. We have the same kind of things with the checking account when we do the reconciliation. If we had a beginning balance in PayPal, we've got that beginning balance issue will have to deal with one which we talked about when we did the reconciliation for the credit card, one which we will talk about when we do the beginning balance or reconciliation for the checking account. We won't do it for PayPal but it'll be the similar issue that you'll have with that. So then let's go to the profit and loss and the P to the L and we can see now we've got the new categories. We have a lot of different income accounts because we got these different platforms we set up which again would not be something you would typically do if you had a full service accounting system using the invoices or sales receipt to record income. But if you're using platforms, it could be a good system to go so we've got we set up the teachables and we've got the deposit forms boom that have been set up and we're just adding those as we go and we can just automate the whole process which is just incredibly. And so then what was the other one we set up skill success I think skill success we set that up boom alright so let's go back on to the bank feeds. And then these are inter company transfers or enter bank transfers so this is going out of the PayPal and into the checking account so if I go to the checking account, then we're going to say, okay, I could have waited until it cleared the bank and if I did that I could just have recorded this as income. If I didn't want all that other detail that we just put in place to terminate who we got the money from right, but now these are transfers. And so now I'm just going to record the transfer I can record it on either side just like we talked about with the credit card. I usually would think of it first from the checking account. So that's just how I normally think of it so if I'm thinking this 999 I'm going to go to the checking account Wells Fargo and say I would record it here first right this one I think it was. And then I'm going to say I'm not going to put a payee because it's a transfer and I'm going to say this is going to be going to the account of PayPal. And then I'm going to add that and it's going to record the other side going to PayPal so it's going to increase the checking account because it's a deposit other side going to PayPal right so I'm going to say okay, let's do it. And then if I go to the balance sheet we go into the checking account we should see that number there. And so there it is it doesn't and so so here it is and then the other side is going into PayPal right here. And there it is or coming out of payroll PayPal it doesn't have a little lightning bolt because it is hasn't been recorded in the payroll PayPal bank feeds. Once we do it will check it off. Now notice it is using a deposit form because that's the form we used to record it in the on the checking account side which which was an increase which was a deposit which looks funny here because this is kind of a checking account. So it would be more precise to use a transfer form which could kind of indicate this is a transfer between accounts so that doesn't have a deposit for a decrease on the other side of the checking account. But you know this kind of a technicality doesn't you know it's not the biggest of deals although it can that can cause you kind of some issues if you're sorting by type of transaction. Okay let's do another one if I go back on over to the bank feeds we could do it from the other side. So well let's go to the other side first if I go here then now it's recognized as transaction here it is it's been recognized my options here is to ignore or view details or match it if I say view details. Here's the information for it I'm going to close that back out and let's go ahead and confirm it that will give me the little check mark so if I go back to the balance sheet and I look at the PayPal account. Now we've got the check mark or the lightning bolt closing this back out if I go back to the bank feeds now we could start it from the other side. Let's do the same thing but first enter it into the PayPal which is going to be a decrease this time. So because I'm recording it on the PayPal side the decrease to a checking account will be a check type form you would think typically right. So now you would think we might end up with a check type form which looks right on the PayPal side of things when we look at the detail but when I go to the other side. To the other checking account it's going to have a check that records possibly a deposit which looks a little funny there which again it might be you know so but no big deal we're going to say OK pay the other account is going to be the checking account. Right that's what I called it I think isn't it see so I'm going to say OK let's add it. Boom I think that's all I need to do if I go back on over to the balance sheet now we said the PayPal account double clicking on it has that other amount that we recorded this time. There it is the 5000 right here recorded as a check this time whereas the last decrease was recorded as a deposit which is weird right because we recorded it from PayPal so it generated a check form to do it this time. And then the other side is going to look a little funny because now I'm going to go into the checking account and we should find that 5000 right here and it's recorded with a check even though it's an increase because we entered it from the PayPal side of things. It does not yet have a lightning bolt next to it so if I go back to my bank feeds and I go back to the Wells Fargo and I say and I say I'm going to confirm Roger out that one deposits and where did it go right there confirm it. Confirm 10 for Roger out then we can go back to the transaction and the lightning bolt should be applied boom lightning bolt. So Zeus has made an appearance and hit it with a lightning bolt. So now I'm going to do the last one that we have here just to finish this up we're going to say the other one was this one. So I'm going to say all right this one's going to go to PayPal boom and then add it I'll do it from the perspective of the checking account at it. That means balance sheet double click the checking and there that is it's now been recorded with a deposit form because we started from the deposit side closing this closing this back to the other side goes to PayPal. It doesn't have a lightning bolt yet the decreases now recorded with a deposit form which looks funny on this side closing it out bank feeds going to the drop down and then we want the other side has now been recognized. So there it is auto matched auto match confirm Roger that balance sheet. Now if we go back into the PayPal we should have a check off and it has been checked off check off man. Why don't you just check off. So there we go. And so then the profit and loss. There we go. So then if I go back to the bank feeds that's the general idea of the PayPal and so so you could see the differences between waiting for to clear the bank. Where you could where you could just record the deposit as income but then you'd have to group it all together and you would only have like one income statement account here most likely called whatever income account instead of multiple platforms. You can break out the detail of the multiple platforms and those into their own accounts and possibly different customers that are possibly paying you through an intermediary platform like PayPal. If you enter the bank feeds and or possibly if you look if you use some kind of integration software to help you with that process as well that's another option you can look into.