Dear Kampfer, I have created a memorised invoice for a customer and set the remaining number as 4. After running the transaction for the 4 times without logging out, and continued running it for more transaction for the same memorised invoice exactly the customer , the system accepted it without even warning. Why it did not stop me?
Chantelle, Thank you for reaching out to us! Due to the large volume of comments and emails, we receive daily, Candus isn’t able to respond to all of them any longer. We will add your question to our future tip requests. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips Have an amazing day! Elaine Team Candus
Customers make deposits to my checking accounts for their mortgage payments. How do I apply their payment to principal and interest and can quick books do that calculation for me? I use Wells Fargo direct connect with bank feeds, so I hope to do this transaction from the bank feed transaction list.
Thank you for watching the video! Due to the large volume of questions and emails we receive daily, Candus isn’t able to respond to all of them any longer. If you are just starting out with QuickBooks or feeling overwhelmed and need help, register to join her next workshop here: canduskampfer.com/getting-started/ Have an amazing day! Elaine Team Candus
I am wanting to enter a memorized bill payment. I have gone to the lists and memorized trans, but how do you put in the dollar amount? I find no place to do this. i.e. my rent amount is taken automatically from my checking account. Hoe do I put this in for the auto pay? Same with ,microsoft, etc.?
Thank you for your question Candus uses questions sent in from our community to create new tips and tricks videos each month. I’ll add your question to our list of topics for future videos. Have an amazing day, Ednalyn ~ Team Candus P.S. We’d love to connect with you find us at ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer
Here's the flow I am having trouble with: Memrzd inv (rent due), Pmt rcvd (rent rcvd), Payables paid (my fee). This all happens into and out of the Trust Account (bank acct) as required by law. How do I show my fees transferring out of the Trust account and into the Company biz acct without entering them all again?
Just setting this up after using a cloud based property management software for the past year. Going back to QB and setting up new company file. I can set it up to pay either way. I need to automate the rents due & management fees due so I set them up as memorized. I am back-entering all of 2016 so I have not yet paid any fees in QB. Previously I just used the check register for money in, money out. Worked great but couldn't track rent delinquencies, bills, etc and no longer have the time to enter anything in twice.
how can i use memorized transactions for journal entry every month. Where the amount is different and the job number is also different but the same accounts affected
Hi Silvestre Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. If you haven't already joined our weekly QB Tips & Tricks, click here to join and we'll send you our tips straight to your inbox: canduskampfer.com/weeklytips Have a great day! Ednalyn ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/
Wonderful but you are already starting with the assumption that we all have QB Accountant which is different than QB desktop or online. All these versions have totally different screens and workflows.
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Great Video Candus....very helpful
Dear Kampfer, I have created a memorised invoice for a customer and set the remaining number as 4. After running the transaction for the 4 times without logging out, and continued running it for more transaction for the same memorised invoice exactly the customer , the system accepted it without even warning. Why it did not stop me?
would be possible to do financial performance/ratios with QB?
I love your videos Candus. How do you do a memoried transaction from a downloaded bank feeds? I am using desktop 2018.
Chantelle,
Thank you for reaching out to us!
Due to the large volume of comments and emails, we receive daily, Candus isn’t able to respond to all of them any longer. We will add your question to our future tip requests. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips
Have an amazing day!
Elaine
Team Candus
Customers make deposits to my checking accounts for their mortgage payments. How do I apply their payment to principal and interest and can quick books do that calculation for me? I use Wells Fargo direct connect with bank feeds, so I hope to do this transaction from the bank feed transaction list.
Thank you for watching the video!
Due to the large volume of questions and emails we receive daily, Candus isn’t able to respond to all of them any longer. If you are just starting out with QuickBooks or feeling overwhelmed and need help, register to join her next workshop here: canduskampfer.com/getting-started/
Have an amazing day!
Elaine
Team Candus
Can you do I memorized utilities bill
Hi Marie,
I'm glad you were able to memorize your bill! If you were also asking a question, please let me know. ~Kindra/Team Candus
Your videos are great!
Hi Candus - How can I delete current memorized transactions that popped up after I had already invoiced?
Is there a way to activate the memorized transaction without having to close the company file and reopen?
If you go to "lists" you will see memorized transactions list. You can open and enter transactions from that screen as well.
Candus
I am wanting to enter a memorized bill payment. I have gone to the lists and memorized trans, but how do you put in the dollar amount? I find no place to do this. i.e. my rent amount is taken automatically from my checking account. Hoe do I put this in for the auto pay? Same with ,microsoft, etc.?
Thank you for your question
Candus uses questions sent in from our community to create new tips and tricks videos each month. I’ll add your question to our list of topics for future videos.
Have an amazing day,
Ednalyn ~ Team Candus
P.S. We’d love to connect with you find us at ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
Here's the flow I am having trouble with: Memrzd inv (rent due), Pmt rcvd (rent rcvd), Payables paid (my fee). This all happens into and out of the Trust Account (bank acct) as required by law. How do I show my fees transferring out of the Trust account and into the Company biz acct without entering them all again?
***** Yes
Just setting this up after using a cloud based property management software for the past year. Going back to QB and setting up new company file. I can set it up to pay either way. I need to automate the rents due & management fees due so I set them up as memorized. I am back-entering all of 2016 so I have not yet paid any fees in QB. Previously I just used the check register for money in, money out. Worked great but couldn't track rent delinquencies, bills, etc and no longer have the time to enter anything in twice.
how can i use memorized transactions for journal entry every month. Where the amount is different and the job number is also different but the same accounts affected
Hi Silvestre
Thank you for watching our videos 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month. If you haven't already joined our weekly QB Tips & Tricks, click here to join and we'll send you our tips straight to your inbox: canduskampfer.com/weeklytips
Have a great day!
Ednalyn ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
TikTok: www.tiktok.com/@canduskampfer
Pinterest: pinterest.com/canduskampfer/
Love
Interesting one
Wonderful but you are already starting with the assumption that we all have QB Accountant which is different than QB desktop or online. All these versions have totally different screens and workflows.
Thank you for watching the video!
We will note your feedback.
Have an amazing day!
Elaine
Team Candus
You r so beautiful
I don’t know how u r right know
But believe me you r my dream❤
you sound very unsteady and that is confusing. jfyi
Thank you for watching the video!
We will note your feedback.
Have an amazing day!
Elaine - Team Candus