MISTAKES I caught in QuickBooks (how to fix a RECONCILE with discrepancy issue in QBO)

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  • Опубликовано: 14 май 2024
  • How to reconcile in QuickBooks when there is a discrepancy. My first QBO mistake was an item not feeding in on bank feeds, and there was also a duplicate. Another reconciliation issue was that extra items were checked in the reconcile window (with wrong dates). I also had an issue where check images didn't feed in to QuickBooks Online. There were a couple things with Gusto Payroll that I needed to fix. Let me know what questions you have about reconciliation!
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Комментарии • 11

  • @jenninemorel7693
    @jenninemorel7693 Месяц назад +6

    How I avoid a lot of this is make sure to turn off the "auto add" feature under rules or when creating rules. I never allow QB to automatically enter transactions; I still review every single transaction sitting in the bank feed area

  • @bookeepingpros
    @bookeepingpros Месяц назад +1

    Could you PLEASE, do more videos like this. Help with Troubleshooting issues is so much needed. Thank you.

    • @FinePointsBookkeeping
      @FinePointsBookkeeping  Месяц назад

      Hey! Thank you for letting us know that this is something you would like to see more of. Have a great weekend!
      Krista (FinePoints Admin)

  • @laurabrizendine1256
    @laurabrizendine1256 Месяц назад +1

    I really appreciate your videos!

  • @nityanandkumar9490
    @nityanandkumar9490 Месяц назад +1

    Good evening ma'am

  • @ShawnaeScott
    @ShawnaeScott Месяц назад

    Can you make a short clip of how to invoice an hourly rate for bookkeeping. ❤

    • @FinePointsBookkeeping
      @FinePointsBookkeeping  Месяц назад

      Hey! I will let Morgan know this is something you would like a video on. Thanks for watching!
      Krista (FinePoints Admin)

    • @jenninemorel7693
      @jenninemorel7693 Месяц назад

      Are you the bookkeeper wanting to invoice your own client?

  • @Wilfredos_
    @Wilfredos_ Месяц назад

    I’m curious, since your husband is a lawyer; Is your last name really Law?😬‼️