Hector Garcia, CPA shows four ways to reclassify transactions: 1) One by One 2) Doing a Journal Entry 3) Batch categorize via the Expenses Tab 4) Use the Reclassify feature in the Accountant’s Toolbox (Accountant’s Only)
Hector Garcia CPA shows you in detail how does the Bank Feeds (Downloaded Transactions) work in QuickBooks Online. hector@garciacpa.com
Get Your QuickBooks Online 30 Day Free Trial: http://fitsmallbusiness.com/goto/quickbooks-online In this lesson, we’re going to cover how to reconcile bank accounts in QuickBooks Online. Similar to your personal bank accounts, it is important that you reconcile your business bank accounts on a monthly basis. Reconciling is the process of matching the transactions on your bank statement to what you have recorded in QuickBooks Online. ====================================================== Access Our Course On How To Set Up QuickBooks Online: http://fitsmallbusiness.com/how-to-set-up-quickbooks-online/?utm_source=youtube&utm_medium=video&utm_campaign=QBO ====================================================== Module 4 Lesson 2 How To Manage Downloaded Banking Transactions In QuickBooks Online How to Manage Downloaded Banking Transactions (Bank Feeds) in QuickBooks [More]
Part 1 of 3 of Mastering QuickBooks Online – Downloaded Transactions (Bank Feeds): How to connect your bank to QuickBooks Online to Add new transactions or Match existing ones. Part 2 Bank Rules: https://youtu.be/n419HRW7oP4 Part 3 Auto-Add: https://youtu.be/zGqYMA2R7tE by Hector Garcia CPA
Hector Garcia shows you how to manage your QuickBooks Online Accountant’s books. Best QuickBooks Online tutorial in 2017 for Accountants… Part 1 – recorded in 2016: https://youtu.be/8MkTSvkHuM8 Part 2: https://www.youtube.com/watch?v=Yab73ka1DT8
This 13 minute video walks through: – Creating a new supplier – Editing supplier details – Making suppliers inactive & reactivating them – The Money Bar in QuickBooks Online – Creating purchase orders, bills, expenses and making payments Join the free Cloud ProAdvisor Programme to get free QuickBooks Software and Discounts for your clients: http://bit.ly/Mz6yTf More free material http://bit.ly/Mz6yTf
Recorded 09/25/2015, After seeing a plethora of advances in QuickBooks Online’s Bank Rules, I feel it was time to make a video to speak about its awesomeness! Thank you Intuit for helping me fight the war against data entry with QuickBooks Online / Bank Feeds! and making me more efficient as an accountant to concentrate in doing what I love: Consulting with my clients on how to make the businesses better, so they can have a better life for themselves and their families. Hector Garcia,CPA hector@garciacpa.com www.quickbooks-training.net
This 15 minute video shows the 2 ways of getting your banking transactions in QuickBooks Online – uploading bank statements and connecting your account directly to QuickBooks Online. It then shows in detail how to process the transactions once they appear in QuickBooks including Assign, Match, Exclude and Undo functionality. Join the free Cloud ProAdvisor Programme to get free QuickBooks Software and Discounts for your clients: http://bit.ly/Mz6yTf More free material http://bit.ly/Mz6yTf
same as: “QuickBooks ProAdvisor Certification – Module 2” Learn: -Navigations Tips in QuickBooks Online -Recording Sales and Expense Transactions -Introduction to Online Banking -Journal Entries and Timesheet entries
As requested by one of our viewers, how to maintain daily transactions for your business. this will be used for tax purposes and bookkeeping. ” Please don’t…