QuickBooks Online: Downloaded Bank Transactions (Complete Tutorial)

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  • Опубликовано: 21 авг 2024
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Комментарии • 638

  • @yelitzadelgado7814
    @yelitzadelgado7814 3 года назад

    I just got a job doing quickbooks for a company and I am learning a lot from your videos because I have no experience. Thank you so much. This video was very helpful!

  • @theoptimisticcebuana
    @theoptimisticcebuana 4 года назад +5

    Very clear and concise tutorial! I am just learning Quickbooks and I was hoping to find something that I could find an on-point and easy to understand tutorial and I am glad that I found this. Will use your videos as a reference for me to learn Quickbooks. Thank you!

  • @bannisteroakfarms
    @bannisteroakfarms 6 лет назад +3

    I just started working with QBO and this was extremely helpful! I like that I can pause and go back to hear it again.

  • @stewarthunt2391
    @stewarthunt2391 5 лет назад +21

    Hector.... I think you found your life calling. Great tutorial!

  • @LL-uz4eo
    @LL-uz4eo 4 года назад +2

    This is a very thorough tutorial. I love it! I learned far more watching this half an hour video than paying for classes that I've had to hours of my day coming and going to. For my future reference, I'd like to have a more thorough understanding of how to process bank interest that is automatically downloaded into quickbooks online. Also I'd like to know how I process these during my bank reconciliation.

  • @barrylippold9755
    @barrylippold9755 Год назад

    You are AMAZING! I bought QB Online from your link to help compensate you! From a fellow trainer in the digital marketing realm, your QB ‘’classes” are top-notch and so glad you are receiving RUclips ad revenue for these amazing tutorials! Bravo! ❤

  • @woodbridllc2339
    @woodbridllc2339 4 года назад

    I loved what you said about "ONE HAS TO ENTER A PAYEE, ALWAYS", I have been criticized for always entering a PAYEE! In your face, haters!

  • @jeniviernes6338
    @jeniviernes6338 4 года назад +3

    I really appreciate your videos, they are very detailed and easy to follow, and cover the material completely. I have found them to be extremely helpful in learning QBO!

  • @Deepskies1
    @Deepskies1 3 года назад

    I was watching online lectures on Linkedin Learning and yawned myself to shit because of the robotic tone and the boring delivery. Your videos are on another level, I can focus and understand better. Thanks a lot

  • @lorimartin8177
    @lorimartin8177 3 года назад +1

    Thank goodness you make these videos. I would never have learned this without you!!!

  • @margiev4631
    @margiev4631 4 года назад

    You are a life saver! Thank you for your tutorials. I'm a new treasurer for a small condo association that was using QuickBooks and felt so lost before I discovered your videos. Now I'm a subscriber and fan!

  • @japphetloidedeguzman9290
    @japphetloidedeguzman9290 4 года назад +1

    This is so useful. I’m starting as a freelancer and I need to learn the zigzags of Quickbooks. Thanks!

  • @Oceanquilts
    @Oceanquilts 2 года назад

    Hector, I have watched many videos on Quickbooks Online, but yours are the best so far. Very clear, and you use different examples which helps so much. I have been using this program for several years, but have been afraid to match items because of the Quickbooks guessing thing, which I thought could be a nightmare to have to go back and fix which takes more time instead of saving time. I will continue to watch your videos, as I like your professionalism, style, and ease to understand :)

  • @josiahring7545
    @josiahring7545 4 года назад

    Hector Thank you Thank you Thank you! You are breaking this down in simple terms for me to understand and I have almost cleared up years of quickbooks mess, I no longer feel buried and am half confident in what I am doing

  • @khardu
    @khardu 4 года назад +1

    Thank you Hector for such great tutorial. I have been using QB for almost 6 years, and have developed custom reports and dashboards using Power BI. Despite this, I find many great tips from your videos.

  • @joalexstatham4124
    @joalexstatham4124 5 лет назад

    This was truly helpful and is helping me transition my bank accounts and credit cards into quick books which has been long over due.
    A QuickBooks rep referred I watch your videos on RUclips. Well done Hector. 💪

  • @brendathomas6468
    @brendathomas6468 4 года назад +2

    I love your tutorials. I want to start my own Quick Books business, but see I have a lot to learn.

  • @robertblomker3470
    @robertblomker3470 4 года назад

    I just started a new job and have to learn Quick Books. Your tutorials are great and very explanatory. You are awesome. I look forward to more videos. Janie

  • @noemimayo6584
    @noemimayo6584 4 года назад +3

    This is amazing. With your help, I will be able to have more confidence in my work and try to get more clients

  • @debbieruss1802
    @debbieruss1802 3 года назад +2

    Thank you Hector for your training, very helpful in learning from desk top to Online. You are very good at what you do and it is very much appreciated. Very thourough and easy to understand.

  • @karendean8062
    @karendean8062 3 года назад +3

    I've watched several QB Online videos now and this one finally answered a large portion of my questions. Thanks Hector!

  • @francessabot4851
    @francessabot4851 3 года назад +1

    OMG! You are a lifesaver. You did a wonderful job on this tutorial. It was very easy to follow and understand.

  • @sandybradley9113
    @sandybradley9113 3 года назад

    Excellent video. I have been using online quickbooks for several years but not the banking component. This was extremely helpful especially in understanding the add, transfer and match features

  • @carlottaflores5088
    @carlottaflores5088 2 года назад +1

    Excellent video. I loved the ease of exporting transactions. it's a time saver. thank you!

  • @ChiLe-fj5vu
    @ChiLe-fj5vu 6 лет назад

    I like all your videos. They are very clear and helpful. I also like the way you talk, which is to the point and fast, unlike some other slow and boring videos. Thank you very much.

  • @cyrilleanne1092
    @cyrilleanne1092 3 года назад

    This is the best quickbooks banking video! Very clear and easy to understand.

  • @coverdalemail
    @coverdalemail 6 лет назад

    I LOVE how fast you go; thanks for getting straight to the point I do not loose interest :) and you ROCK!

  • @mckinnonhealth1408
    @mckinnonhealth1408 4 года назад

    Your videos are excellent. I moved from desktop to online and was extremely confused by the format etc. You are very clear and descriptive in your presentation Thank you

  • @Calibri57
    @Calibri57 3 года назад

    Hector THANK YOU! You answered a lot of my questions that other tutorials never touched on. Love your everyday examples. Really helpful

  • @jessicaurwin2730
    @jessicaurwin2730 6 лет назад

    I do not know what I would do without you Hector!! I am ready to Reconcile now.

  • @maritastermann6543
    @maritastermann6543 6 лет назад

    I looked through several videos to learn this task. Your video was definitely the most helpful one. Thanks.

  • @angiegrant8045
    @angiegrant8045 6 лет назад

    This video was EXTREMELY helpful! I am just starting my bookkeeping business and new to QBO and your examples were awesome. Thanks so much for doing this

  • @deborahblevins2779
    @deborahblevins2779 2 года назад

    This video was very helpful. I have struggled with knowing when to match vs add a transaction which at times has resulted in created duplicate deposits.

  • @benjaminfarah7146
    @benjaminfarah7146 3 года назад

    Thank you. I've been a long time QB Desktop user and am being forced to QBO. Not only did I learn from this video, but I also saw QBO's power. I might become somewhat acceptant.

  • @mandyburgess9123
    @mandyburgess9123 7 лет назад +1

    Alllllll of the questions I have been running into you've been answering!

    • @HectorGarciaCPA
      @HectorGarciaCPA  7 лет назад

      Mandy McLaughlin haha... that was my goal.. to have the ultimate QuickBooks resource

  • @jodillyn
    @jodillyn 6 лет назад

    Such a lifesaver! New business owner and find these videos tremendously helpful as my business grows and gets more complicated..... thanks Hector!
    Jodi at Pyotts West Campground

  • @bopepmoore3762
    @bopepmoore3762 6 лет назад +2

    Excellent! Kudos to you! At last, these tutorials give me crystal clear understanding about the process, thanks much!

  • @narendravora1097
    @narendravora1097 4 года назад

    This is awesome. I start to have confidence in on line bookkeeping work. Your video is more detail oriented. that provides more confidence on QB on line work.

  • @carolgreenroyd2923
    @carolgreenroyd2923 3 года назад

    This really helped me to understand how to navigate QuickBooks online. Thanks so much!

  • @anthonyengel4278
    @anthonyengel4278 3 года назад

    Hector, Thank you for creating this thorough video. I recently migrated from QB desktop to QBO and your video is a huge help with acclimating to QBO. - Anthony

  • @homebase1960
    @homebase1960 6 лет назад

    Thank you Hector I really appreciate all you do. I am just started viewing your videos, this was my second. I really can connect with your method of teaching.

  • @sherylphipps5617
    @sherylphipps5617 4 года назад

    The section on Unapplied Cash Pmt Income , near the end of the video, was well explained for reconciliation. Great video.

  • @darlenewallace1390
    @darlenewallace1390 4 года назад +2

    Really great teaching thank you Hector! Really like how you explain in detail the ins and outs of the software. Very helpful.

  • @rhondabullard536
    @rhondabullard536 7 лет назад

    Great video Hector. I will working on QBO starting next week for a small plumbing company that had the CPA reconcile their books monthly. Your videos are very helpful and easy to follow.

  • @shonaliharrison4643
    @shonaliharrison4643 4 года назад

    Your tutorials are great! Especially for me who is just learning to use this product.
    Thank you much!

  • @conniehumphrey1219
    @conniehumphrey1219 2 года назад

    This video is awesome! The contents perfectly addressed a problem I was having at my work as a QBO bookkeeper. Thank you, Hector!

  • @Nollyfan
    @Nollyfan 6 лет назад +3

    Thank you so much! Awesome videos, saved me bookkeeping charges

  • @leslievermazani9028
    @leslievermazani9028 3 года назад

    Thank you so much for doing these videos. I have learned a lot. Your voice is so calming it really helps me concentrate. I know nothing about accounting but I think I can do this.

  • @susannelson4401
    @susannelson4401 6 лет назад

    Great tutorial! Explains this better than anyone else I've watched. Thanks tons.

  • @TesfayeLeta
    @TesfayeLeta 5 лет назад

    These are wonderful videos Mr. Garcia is posting. It saved us from a looooooot of trouble.

  • @jancharlesross6869
    @jancharlesross6869 2 года назад +1

    Nice narration of the process. Thank You!

  • @loriblackwell8737
    @loriblackwell8737 4 года назад

    A great tutorial. Answered questions I've been looking for and now I'm getting my books balanced.

  • @cannalady528
    @cannalady528 7 лет назад

    Your videos are spot on and very thorough for the novice user.
    Awesome tudorials!

  • @lifeinjville
    @lifeinjville 5 лет назад

    I am moving from desktop to online and trying to teach myself. So glad I ran across your videos! Thank you so much - they are great!

  • @jolieoliver9773
    @jolieoliver9773 6 лет назад

    This is Great Hector! I only wish I would have found it before I figured most of this the hard way. But it did explain why qb does what it does. Keep doing videos!! You are a life saver!!! I am sure I will learn tons more goodies in sections 2 and 3~ thanks!

  • @connectandcolor
    @connectandcolor 5 месяцев назад

    This video was concise and very informative. Thanks Hector so much for walking me through the process.

  • @cindyengstrom1717
    @cindyengstrom1717 3 года назад +1

    Very good! I am learning a lot quickly from your videos. Thank you!

  • @stottbrotherselectric1907
    @stottbrotherselectric1907 5 лет назад

    This video was fantastic. Clear, concise, and easy to follow and understand.

  • @theWMDpodcast
    @theWMDpodcast 7 лет назад +2

    Awesome stuff Hector....very timely for what I'm working on currently!!

  • @siharsiahaan9802
    @siharsiahaan9802 3 года назад

    I am a beginner to quick book. your tutorial is the best from all tutorial i ever listen to.. thank you, after finish quick book how do we know profit and expenses etc...

  • @angelagarine3295
    @angelagarine3295 5 лет назад

    Thank for breaking down the material step by step to make it easy to understand. Your cideo is excellent

  • @sandypetty6522
    @sandypetty6522 4 года назад

    I'm new to QB and this has helped me tremendously!!

  • @mikes8642
    @mikes8642 6 лет назад

    Great video. I love how fast you go through the material.

  • @bobprentice8326
    @bobprentice8326 3 года назад +1

    Awesome video!!!! Clear and concise and very well presented. I learned a lot.

  • @spoiledrottenauto
    @spoiledrottenauto 6 лет назад

    Very nice! Learned a few things, looking forward to video 3 because I am having trouble understanding how the rules work.

  • @cubepo-lauracarvalho5672
    @cubepo-lauracarvalho5672 4 года назад

    Essential for any small business owner ...

  • @michellehenderson8235
    @michellehenderson8235 6 лет назад

    This was a very helpful video, thank you!! We recently changed from QB desktop to online. It looks quite a bit different and this has helped clear up some questions for me. I am looking forward to watching more of your videos to learn more.

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 лет назад

      MICHELLE HENDERSON there is like 5 more.. check the channel

  • @thomhollands
    @thomhollands 4 года назад

    Cery good tutorial, well spoken and thorough. Thank you for making it Hector!

  • @illmonkarias1344
    @illmonkarias1344 5 лет назад

    Great Video, Thanks very much im new to Quickbooks and i need to learn how to transfer banks transactions from a year ago. i will keep watching the second part now.

    • @HectorGarciaCPA
      @HectorGarciaCPA  5 лет назад

      Roberto Arias go to the Bank and manually download a . QBO file.

  • @laurieat_theredcabinstudio131
    @laurieat_theredcabinstudio131 4 года назад

    Hector.... thanks so much. Your videos are easy to understand for a beginner like me!

  • @maxbfa
    @maxbfa 7 лет назад

    WOW!! Very concise and love the fast pace.

  • @realy596
    @realy596 5 лет назад

    Hello Hector, I am a beginner and was intimidated. Yet, you made this enjoyable!

  • @emilylewis7214
    @emilylewis7214 5 лет назад

    Excellent. Builds confidence. I see you live down south from me too wow. :) starting a remodeling biz.... cannot thank you enough!

  • @alibaigal3122
    @alibaigal3122 4 года назад

    it is a wonderful video which remove all the confusions from my mind

  • @lunacoffeehouse4063
    @lunacoffeehouse4063 6 лет назад

    Thank you so much for the tutorial! Helped me make the jump from Desktop to Online version.

  • @ronnies6811
    @ronnies6811 7 лет назад

    Thanks a lot for the video Hector! QBO and other cloud based approaches are defiantly the future of accounting and I appreciate your tutorials

  • @lauragoetz8009
    @lauragoetz8009 6 лет назад

    Great! thanks, I've been using QBO for a few months but your tips about things i didn't know will really speed up my work flow.

  • @pattyweber6025
    @pattyweber6025 3 года назад

    This was great! Very helpful. I will definitely watch again.

  • @viviarichards5484
    @viviarichards5484 4 года назад

    Very informative. I got a better understanding of how matching works.

  • @ericasanchez9225
    @ericasanchez9225 5 лет назад

    Great video. Easy to follow. Explained everything regarding your topic. Extremely Helpful!

  • @mahershbaita1342
    @mahershbaita1342 Год назад

    Very helpful video. You did an awesome job explaining the steps along with examples.

  • @rickfromsf59
    @rickfromsf59 6 лет назад +1

    Thanks, Hector! Looking forward to Part 2...

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 лет назад

      rickfromsf59 ruclips.net/video/n419HRW7oP4/видео.html

  • @candy-janeausten8930
    @candy-janeausten8930 2 года назад

    Great tutorial. Thorough explanation and clarity.

  • @propack4245
    @propack4245 4 года назад

    Thank you for teaching, you are so easy to understand!

  • @Kitty-hk8vo
    @Kitty-hk8vo 7 лет назад

    Excellent explanations. I have watched several different videos in QB & yours are the best. Also, you comment on items we might encounter. I was puzzled about the set up in COA called item detail; thanks for mentioning that!!

  • @cindyhauser6138
    @cindyhauser6138 7 лет назад +1

    Very helpful for a very visual, non-accountant user :)

  • @pamj9196
    @pamj9196 6 лет назад

    Thank you, Hector. You are helping me teach my clients.

  • @LindaYeager
    @LindaYeager 4 года назад

    Great Tutorial Hector - you have helped me out so much!

  • @brucesaunders387
    @brucesaunders387 6 лет назад

    Well done - removed most of the mysteries of this process

  • @stefaniebass2664
    @stefaniebass2664 4 года назад

    Hi Hector! I have worked in QB's DT for 15 years and am now learning QBO. Your tutorials are great. I just have one qualm with bank downloads...WHY?? As a bookkeeping professional, it is my job to enter all transactions in a timely manner so the books are always up to date, which includes checking online banking. With the exception of merchant fees and maybe some bank fees. ALL of these banking transactions (checks written/deposits made, etc.) should already be in the register (bank account). So it this feature for folks who are not recording daily activities? In my opinion, this feature creates the burden of an extra layer of time consuming work: checking/matching, etc. However, I do feel this is GREAT for credit cards charges! It is very time consuming to enter individual charges from a statement each month.

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 года назад +1

      Stefanie Bass it’s flexible.. can be used to match and auto reconcile or enter transactions.

    • @stefaniebass2664
      @stefaniebass2664 4 года назад

      @@HectorGarciaCPA Good to know! Thank you.

  • @ruthmorison1644
    @ruthmorison1644 3 года назад

    Excellent video. Very detailed and user-friendly.

  • @agbekeogunleye607
    @agbekeogunleye607 4 года назад

    Awesome work Hector. your videos are always soo helpful. You didn't speak about transfer though... the third option after Add and Match.

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 года назад

      I’ll make an updated video on January 2020

  • @brucedickerson5064
    @brucedickerson5064 5 лет назад

    Thank you, Hector. I will see if you address the issues encountered with add, match, transfer in bank downloads when there is an outside agency that issues some checks or payroll, such as Viewpost or TSheets. How to avoid duplicated entries in this context, especially so that it doesn't mess up payroll expenses: wages balance in P&L or Balance Sheet Reports.

    • @HectorGarciaCPA
      @HectorGarciaCPA  5 лет назад +1

      Bruce Dickerson journal entries generally are best to fix this.

    • @brucedickerson5064
      @brucedickerson5064 5 лет назад

      Hector Garcia CPA while reconciling, is there a way to just mark a check clearing without it counting again as a payroll wages?

    • @HectorGarciaCPA
      @HectorGarciaCPA  5 лет назад

      Bruce Dickerson yes.. but I can’t answer that without seeing HOW your payroll company imports data... all payroll companies import data differently..

  • @jxniebuhr7356
    @jxniebuhr7356 3 года назад

    These videos are fantastic. Thanks for making them.

  • @srnahar
    @srnahar 5 лет назад

    Awesome video.Thanks so much.Please make a video explaining how to deal with transfers.

  • @debSilbert
    @debSilbert 6 лет назад

    THANK YOU!! Great instruction; great pace; great content. I'm a Senior Systems Analyst doing some pro bono work with a non-profit who needs help with this topic and I was able to get up to speed very quickly thanks to your videos.

  • @njokikaranja3458
    @njokikaranja3458 5 лет назад +1

    Thank you, thank you!. Hector I love your tutorials.

  • @danlimmer876
    @danlimmer876 3 года назад

    Thought this was thorough and greatly helpful

  • @petervisconti7864
    @petervisconti7864 3 года назад +1

    Hector, Thanks well presented, for me as elderly dinosaur I think more slowly than the average CPA , I will watch it again to fully understand your concepts. It is just me not YOU.

  • @catalinalee1
    @catalinalee1 4 года назад

    Thank you Héctor! I will watch this video again!