How to Reconcile a Bank Account that Has Never Been Reconciled
21 هزار بار بازدید -
2 سال پیش
-
Do you have a bank
Do you have a bank account that's never been reconciled or you are moving over to QuickBooks online and you're not sure of the proper process?
Then you are in the right place. I created this QuickBooks Online tutorial for reconciling your bank account just for you.
Whether you're using bank feeds or manually entering your transactions, taking the time to reconcile and make sure you don't have errors in QuickBooks will make your next tax appointment so much easier.
You'll need to grab your bank statement and hit play 😊
Looking for how to reconcile QuickBooks as a Desktop user ➡️ QuickBooks: How To Reconcile Bank Sta...
Do you have mistakes or errors in your bank account and you'd like to learn how to fix them check out my free Cleaning up QuickBooks workshop here ➡️ https://CandusKampfer.com/cleanup
Ready to learn all areas of QuickBooks? Join me on our next workshop to learn how to design QuickBooks for your specific business... ➡️ https://CandusKampfer.com/workshop
Receive our QB tips straight to your inbox each week visit: ➡️ https://CandusKampfer.com/tips
I’d love to connect with you 🤗
Instagram: Instagram: candus.kampfer
Facebook: Facebook: CandusKampfer
CandusKampfer.com: https://canduskampfer.com/
TikTok: TikTok: canduskampfer
Pinterest: Pinterest: canduskampfer
0:00 - Reconciling a Bank Account in QuickBooks Online
0:24 - What is a Reconciliation?
1:05 - Desktop version: How to reconcile a bank account
1:20 - Reconciling and using Bank Feed...
1:40 - Reconciliation process in QuickBooks Online
1:58 - What you need to Reconcile every month 📝
2:35- Tip: Matching Beginning Balance 💡
3:40 - Remember you can't go back with your reconciliation ❌
4:37 - Checking your reconciliation
7:41 - Reset Statement Ending Date
8:20 - Make sure the Difference is always Zero
9:09 - Clean-up Workshop: https://canduskampfer.com/cleanup
9:29 - Edit Info in the Reconciliation screen
10:13 - What to check if you're reconciliation is not balanced
11:14 - Finishing your reconciliation
11:52 - Resuming Reconciliation when you choose Save Later
12:31 - View Reconciliation Report
13:31 - You're ready to reconcile the next one
14:14 - Join the Weekly QuickBooks Tips and Tricks: https://canduskampfer.com/tips
14:32 - Candus's Confidence with QuickBooks Program: https://confidencewithquickbooks.com
#CandusKampfer
Then you are in the right place. I created this QuickBooks Online tutorial for reconciling your bank account just for you.
Whether you're using bank feeds or manually entering your transactions, taking the time to reconcile and make sure you don't have errors in QuickBooks will make your next tax appointment so much easier.
You'll need to grab your bank statement and hit play 😊
Looking for how to reconcile QuickBooks as a Desktop user ➡️ QuickBooks: How To Reconcile Bank Sta...
Do you have mistakes or errors in your bank account and you'd like to learn how to fix them check out my free Cleaning up QuickBooks workshop here ➡️ https://CandusKampfer.com/cleanup
Ready to learn all areas of QuickBooks? Join me on our next workshop to learn how to design QuickBooks for your specific business... ➡️ https://CandusKampfer.com/workshop
Receive our QB tips straight to your inbox each week visit: ➡️ https://CandusKampfer.com/tips
I’d love to connect with you 🤗
Instagram: Instagram: candus.kampfer
Facebook: Facebook: CandusKampfer
CandusKampfer.com: https://canduskampfer.com/
TikTok: TikTok: canduskampfer
Pinterest: Pinterest: canduskampfer
0:00 - Reconciling a Bank Account in QuickBooks Online
0:24 - What is a Reconciliation?
1:05 - Desktop version: How to reconcile a bank account
1:20 - Reconciling and using Bank Feed...
1:40 - Reconciliation process in QuickBooks Online
1:58 - What you need to Reconcile every month 📝
2:35- Tip: Matching Beginning Balance 💡
3:40 - Remember you can't go back with your reconciliation ❌
4:37 - Checking your reconciliation
7:41 - Reset Statement Ending Date
8:20 - Make sure the Difference is always Zero
9:09 - Clean-up Workshop: https://canduskampfer.com/cleanup
9:29 - Edit Info in the Reconciliation screen
10:13 - What to check if you're reconciliation is not balanced
11:14 - Finishing your reconciliation
11:52 - Resuming Reconciliation when you choose Save Later
12:31 - View Reconciliation Report
13:31 - You're ready to reconcile the next one
14:14 - Join the Weekly QuickBooks Tips and Tricks: https://canduskampfer.com/tips
14:32 - Candus's Confidence with QuickBooks Program: https://confidencewithquickbooks.com
#CandusKampfer
2 سال پیش
در تاریخ 1401/09/17 منتشر شده
است.
21,090
بـار بازدید شده