Thank you! I have been so stressed about getting my imported credit card transactions categorized, and reconciled with my bank. After endless searching online tips, your video finally helped me make sense of it all!!
Hey, Thanks for reaching out. I'm thrilled that our tutorial was helpful for you! If you’re interested in additional QuickBooks trainings, email us at support@canduskampfer.com. We’d love to share some resources we offer 🤗 Thank you for being a part of our community, Have a great day, Samantha, Team Candus
Glad it helped you. Have an amazing 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/
Hi @graceizquierdo9275, Oh my gosh, thank you so much! We love hearing this. 🙏🏻 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 an amazing day! Daniel ~ 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
You're so welcome! Thank you for watching our videos Have an amazing 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/
Hi, Thanks for reaching out. I'm so glad you found our tutorial helpful 🤗 Thanks for being a part of our community! Have a great day, Samantha, Team Candus
Wow! You have an awesome teaching skills, Keep doing that. Can you give us a separate video on "How do you want to pay your bills" section that appears when we click on "finish now" to reconcile the account.
Hi, Thanks for watching our video. I'm so glad you enjoy Candus's teaching style! Here's a video on our blog that I think you'll find helpful: canduskampfer.com/how-to-enter-and-pay-a-bill-in-quickbooks-online/ If you're interested in more in-depth training, I'd recommend emailing us at support@canduskampfer.com. Our team will share the different ways we can support you through our QuickBooks trainings 🤗 We’re happy to have you a part of our community! Have a great day, Samantha, Team Candus
Oh my gosh, thank you so much! We love hearing this. 🙏🏻 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 an amazing day! Kindra ~ 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/
Hi Nicki, Thank you for reaching out. We're so glad that you found our tutorial helpful 🤗 Thank you for being a part of our community! Have a great day, Samantha, Team Candus
great info. just reconciled my bank rec and cc statement. Had to delete incorrect cc entries and re-enter them the correct way. OMG online is so different from desktop. Thank you Candus!
You're welcome! So glad it helped you. Have an amazing 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/
Hi Justine, Thank you for reaching out. We're so happy to hear that our tutorial is exactly what you needed 🥳 If you’re looking for additional QuickBooks trainings, email us at support@canduskampfer.com and we’ll point you in the right direction 🤗 Thanks for being a part of our community, Have a great day, Samantha, Team Candus
Thank you!!! Very very informative.❤️ I’m new to the QB online and not confident to jump to linking credit card and banking info yet. And I actually enter the bills manually.
Hi! Thanks for reaching out. I'm so happy to hear that you found Candus's video helpful 🤗 If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Hi, Aw, thank you so much! We're so happy that you loved this tutorial 🥰 Thanks for being a part of our community! Have a great day, Samantha, Team Candus
Hi Donald, Thanks for reaching out. I'm so happy that you found our video helpful! If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. We also have a training video that covers Tags in our program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Oh my gosh, thank you so much! We love hearing this. 🙏🏻 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 an amazing day! Sam ~ 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/
I still have a question about bank feeds. When I'm using bank feeds to enter in credit card payments or transfer funds between bank accounts, how do I know to use Categorize or Transfer or Credit Card Payment etc. I keep ending up with duplicate transactions that I then have to void to clear them up.... such a mess and on and on. It seems like it would be so easy and then I end up spending my whole day cleaning up the tangled trail. Thank you for these great and helpful videos!! Perhaps there is already a video for this??
Categorize - use when you assign expense to the account (let's say printing paper to the "office supplies" account), transfer - use when u record a money transfer between your banks, CC payment - use when pay off a credit card balance (usually once a month)
Oh my gosh, thank you so much! We love hearing this. 🙏🏻 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 an amazing day! Sam ~ 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/
Wow, so simply and perfectly explained. QBO changes so often that I had to get a quick refresh and a couple of tips. This did the trick : )) Thank you!
Hi Jayne, Thanks for reaching out. That's so awesome! We love hearing this 🤗 If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Thank you for watching our videos Glad it helped you. Have an amazing 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/
Extremely helpful! The only thing that would take it up one notch is if you had time markers to fast forward to a specific topic when a quick review is needed. Guess it's best to watch the video in it's entirety anyway!
Aw, thank you! So glad you found this helpful 🤗 I wanted to let you know that if you hover your arrow on the progress bar, you can see all the time markers and click on the title of the specific topic you want to jump to. I hope that helps! 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 an amazing day! Sam ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer
Glad it helped you. Have an amazing 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/
Oh my gosh, thank you so much! We love hearing this. 🙏🏻 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 an amazing day! Sam ~ 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/
Hi Sonia, Thanks for reaching out. I'm so glad you enjoyed our tutorial! If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Hi Jessica, Candus doesn't train specifically on non-profits so we don't have resources on that. Thank you for watching our videos 😊 Have a great day! Kindra ~ 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/
Hi Pamela, Thanks for reaching out. I'm so glad you found this video helpful! If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Glad it helped you. Have an amazing 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/
Hi, Thank you for reaching out. The $1,000 beginning balance is the beginning balance on the statement. If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Hi Teresa, Thanks for reaching out. I'm so glad you found our video helpful! If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. You can catch the replay of our workshop here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Hi Sam, Thanks for reaching out. I'm so glad you found our video helpful! If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Thank you love your video. How would you categorize a payment to credit card that shows up on your bank feed? Instead or creating payment like you showed us on video.
Hi Jennifer, Thanks for reaching out. I'm so glad you enjoyed our tutorial! If you're interested in more in-depth training on how to categorize a payment to a Credit Card that shows up on your Bank Feed, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
I just added from bank feeds because I was told to just link my bank account. However, I have no idea how to reconcile all the other accounts like COGS for service and loans. Can you do a video on that or point my in the direction of one of your videos if you have already done one. Thank you. You made this look much easier than the way I was told to do it. Thank you😊
Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ 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/
Hi @optimaltaxservicessupport, Glad it helped you. Have an amazing day! ~ 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
Hi Chuck, We have some videos on our blog that cover bank feeds: canduskampfer.com/?s=bank+feed I'd also recommend checking out our Customizing QuickBooks workshop: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Hi Diana, Thanks for reaching out. It would depend on your statement date. If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Glad it helped you. Have an amazing 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/
Hi! Very informative video! I need to listen to it again as I didn't catch everything the 1st time but that's ok!! I have had quickbooks online for 6 months or so....I have been doing the credit cards like bank transactions and It has been a mess. I have one credit card payment that has never come back thru the banking match. Not sure what to do about that. In the meantime, I'm going to try to switch all my credit card transactions to paid by cc instead of my checking account. Do you have any suggestions for me?
Hi Cheryl, Thank you for watching our video. If you're interested in more in-depth training on how to do this, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
This really helped wrap my mind around the credit card features in QB. How would I handle a Google invoice that is paid by credit card, the activity on the Google statement is billable to the client, and is usually a little different from the total charges on the statement, and then the credit card company auto withdraws $100k from our bank account, whenever that threshold is met? Thanks in advance!
Hi Melissa, Thank you for watching our video. I'm glad you found this tutorial helpful 🤗 If you're interested in more in-depth training on how to handle a Google invoice that's paid by a Credit Card, you can check out our Confidence with QuickBooks program. To learn more you can save your seat for our Customizing QuickBooks Workshop: CandusKampfer.com/workshop Have a great day! Samantha, Team Candus
Thank you so much for all your help on this video you mention (mints 14:55) do not use BILLS for payments use expense, by accident I enter asas it bill, how can I fix it? Thanks
Hi, Thank you for reaching out. We have a video on how to enter your bills here: canduskampfer.com/?s=bill If you'd like additional training and resources you can email us to learn more about our programs at support@canduskampfer.com Have a great day, Samantha Team Candus
I depend on your training videos SOOOO much!!!! I do have a question in regards to credit cards. I'm having an issue understanding how I can reconcile a credit card that had previous personal charges on it. I used it to purchase some items to start my business. I linked it to quickbooks so my beginning balance is way off... how can i fix this , so i can reconcile correctly. thanks in advance
Hi Candus, thank you so much for the video, it is very helpful! I had set up autopay for one of my credit cards with a statement balance, however, for some months, the autopay amount was different from the statement balance. after I saw your video, you said we can cancel the check after you hit the reconcile button on QB desktop (as you said you have to make sure the "difference is 0") and just enter the check amount of auto payment on the next statement later on, correct?
Hi, Thank you for reaching out. I'm so glad you enjoyed our video! Yes, make sure the amount you enter is what's paid, not what's due. Have a great day, - Samantha, Team Candus
Hi, Thanks for reaching out. We're so happy that you found us 🤗 If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
I am in Canada, so QB online looks a little different, but I'm presuming it works the same way - do you have a video that takes this process through the process of then issuing a cheque to pay the credit card?
Hi Cathy, Thank you for watching our video. If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
@@CandusKampfer appreciate the reply, but you didn't answer my question, just a self promotion plug for your courses. I'm presuming these are free? And do they cover the Canadian version of QB online as I asked?
Thank you Candus, for your advise, I have a question. If I am paying my CC bill with a check, where do i go, Check, expense or chart of account (like i did with desktop)? Thank you A
Hi, Thank you for watching our video. If you're interested in more in-depth training on how to navigate QuickBooks, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Daniel, Team Candus
Great video less. Thank you! Currently, I use the monthly credit card statement to consolidate all monthly transactions into one bill and match/record the payment according to the monthly statement. Is there a way to maintain this process when uploading the statement, or must each transaction be treated individually? Using this method I balance each CC monthly to the statement and only reconcile the cash accounts.
Hi Teresa, Thank you for watching our video. I'm glad you enjoyed it! If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Your list of menus on the left is different than mine - for example, the way you get to Expense is in the Accounting menu, but I don’t have that option…it’s within the Expenses menu - which technically I can access adding transactions to a credit card, checking, etc. Multiple ways - IF as long as the Expense fill in is the same destination. So am I ending up at the same destination as you to enter these? Thanks! PS - FINALLY…someone teaches in a way that is conducive to my learning style!!!
Hi, Thanks for reaching out. I'm sorry we're just now responding to your comment! Yes, you probably have the business view and we are using the accountant view in this video. If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Thank you for this video. I have a credit card that I have been using as a vendor and paying with a QBO check. I just added this same card to itemize as you have taught in the video. I made a payment already and sent my check. How do I make sure to record it without creating a new expense? Or do I just start my previous balance as the amount AFTER the payment was made for this first month?
Hi Joy, Thanks for reaching out. Depending on if you pay off your card each month will be how you handle this. Typically you enter all your CC charges, and then apply the payment for the amount you paid. If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Hi, We have a video that covers how to enter and pay a bill that I think you'll find helpful: canduskampfer.com/how-to-enter-and-pay-a-bill-in-quickbooks-online/ If you'd like to learn more about how to Customize your QuickBooks, I'd recommend checking out our Customizing QuickBooks workshop: CandusKampfer.com/workshop Have a great day, Samantha Team Candus
Appreciate the efforts but at 4:45 I think it would have been better to admit to making a mistake entering the date because clearly you should enter the date of the statement not the day before and also the $1000 balance was still there. Better still doing that part of the video again because it may confuse people.
Hello Candus, thank you for the videos I have a question Do you have any idea why the finance charges option doesn't appear to me when I' m starting to reconciling?
Hi, Thanks for reaching out. Make sure that your beginning balance, charges, payments, and new balance all match. If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. You can learn more here: ConfidencewithQuickBooks.com Have a great day, Samantha, Team Candus
Hi, Thank you for watching our video. We cover how to use Tags in our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Hi Louisa, That will depend on the amount of hours you'd like to put in as well as how many transactions need caught up. It can vary widely. Have a great day! Kindra ~ 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/
I would like to see a little more about credit cards. My business has several authorized users and carries a balance from month to month. I would like to see how this works with entries and reconciliation when the full amount is not paid monthly.
Hi Louisa, Thank you for watching our video. If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Hi Dora, Thanks for watching our video. If you're interested in more in-depth training on how to correct a CC beginning balance, I'd recommend emailing us at support@canduskampfer.com. Our team will share the different ways we can support you through our QuickBooks trainings 🤗 We’re happy to have you a part of our community, Have a great day, Samantha, Team Candus
Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ 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/
Hello, a Thank you payment was received in the credit card from an account not in QBs. How do I apply that payment? Since it asks from what account is that money coming from, Do I have to add that account to QB even though the account isn't used in QBs?
Hi Eleyse, Thanks for reaching out. Instead of adding the account, you can do an adjusting entry. If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
I am using Credit card enterprise - and I could enter 100s of transaction on a click from excel using batch transactions - is the same available in QBO in Canada?
Hi, Thank you for watching our video. If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
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! Sam ~ 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/
I love this! Thank you. I do have a question about when I go to reconcile my bank statement. Will I just check off the Credit Card account? Also, when will I see these credit card transactions on my P&L? After I click 'Add' after each entered credit card transaction?
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/
Hi, Thank you for watching our video. If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Thanks to your instructions, I entered all transactions and reconciled our American Express. However , when it asked me if I wanted to enter a bill, I didn't select yes and just clicked finish. Now I need to enter that last statement as a bill and I cannot figure out how to back in and do that. Can you help?
I noticed while categorizing the expenses you categorize it to office supplies . But why do some people choose the credit card account under the category like in this case card 1234 . Is this what you do when yo transfer payment ? You can do it as an expense by the categorizing it in this case categorize it as ”office supplies” But can you also select the credit card account such as “visa 1234 “ and then when categorizing the checking count amd we see the payment to the credit card we select “credit card payment “ Can you talk about the difference between the two?
Hi, Thanks for watching our video! If you'd like to learn more more in-depth about this topic, I'd recommend emailing us at support@canduskampfer.com. Our team will share the different ways we can support you through our QuickBooks trainings 🤗 We’re happy to have you a part of our community, Have a great day! Samantha, Team Candus
Hi Candus, Thank you for making this video. You made a comment at about 20:20 in the video regarding "Enter a bill to pay later" feature after Reconciling. I used this feature a few times and it has had me so confused and I've been searching all over RUclips to better understand this feature. I heard you say you recommend we don't use this feature, which for now I stopped using it, but I still would like to have a better understanding of how it is suppose to work. It seems like QB enters the Bill as a payment (so confusing). Also if I don't have a Bill for my credit card in QBO I don't know of another way to track a payment for the card is coming due (It won't show on my unpaid bills report). Finally, Is there a way to see the Open available Credit I have on a Credit card in QBO? Thanks for your time.
Hi Shay J! 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/
Hi, I was wondering the same thing. I use the “enter bill for payment” in our Quick Books Desktop and it works great but I have no idea how to clear it in the online version, when I go to reconcile the full amount of the bill is still there
Hi, Thanks for reaching out. I'm so glad you enjoyed our video! I wanted to let you know that if you want to slow down the video, you can click on the little wheel in the bottom right corner of the video and adjust the speed 😊 If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
How do you update an CC number? I had to cancel a cc due to fraud and they sent me a new card with a new number. The original feed (card with the old number) pulls in the new charges (card with the new number), so do I simply update my account information or disconnect the old account and start a new one? Thanks!
Hi, Thanks for reaching out. You don't zero out your accounts, you should be entering charges and apply payments to pay the credit card down. If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Also he pays his vendors with his credit card as well so how do you enter those bills and then when you go to pay the bills. You end up with 2 transactions one from bank card and one you did?
Hi Stephanie, Thank you for reaching out. If you're interested in more in-depth training on this topic, email us at support@canduskampfer.com and we’ll point you in the right direction 🤗 Thanks for being a part of our community, Have a great day, Samantha, Team Candus
Hi Candus, I'm used to doing CC entries your way; however, I've worked for companies who enter it as a bill and enter each expense into that bill. It's created double entries as sometimes the cc is attached to a paypal refund for example, and that refund has already been entered and reconciled with paypal. Anyway, at these companies, bills were paid off monthly. Do you still recommend making that payment entry straight from bank account? What is the difference from using that "pay down cc" feature under new and other? I saw a video that said you can't make a mistake there. If you've already been entering cc as a bill with each expense as individual lines on that bill and you want to switch over to this way, is that possible?
Hi Diana, We typically don't recommend entering bills because it causes issues. This video might help you understand how to correct bills: canduskampfer.com/how-to-enter-and-pay-a-bill-in-quickbooks-online/ If you need additional support, please reach out to our team at support@canduskampfer.com so we can point you in the right direction. Have a great day, Samantha, Team Candus
Hi @user-zu2zd8dm9e, Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! ~ 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
Love your videos! I have no issues reconciling the credit card, however, I just undid a reconciliation. When I clicked “undo last reconciliation” the pop up shows the current balance and previous balance as negative balances. Is that normal or did I do something wrong along the way? The number are correct and match the statements but they reflect a negative amount when clicking “undo last reconciliation” Thanks for your help in advance!
Hi, We have a tutorial video on our blog that covers how to fix bank reconciliation discrepancies that I think you'll find helpful: canduskampfer.com/?s=discrepancies Have a great day, Samantha Team Candus
Please I am finding difficult because the amount paid was with different CC but are into one CC on my QuickBooks are not reflect it. How can I go about it
Hi, Thanks for watching our video! If you'd like a more in-depth training on this topic, you can check out our Confidence with QuickBooks program. To learn more, you can join our Customizing QuickBooks Workshop. You can register here: CandusKampfer.com/workshop Have a wonderful day, Samantha, Team Candus
Thank u. Great video. Quick question so u reconcile bank statment and visa statement separately? For an exaple i pay visa payment online $850.00 that payment showes every month on my bussines bank statement , so once i reconcile monthly statement then i have reconcile Visa credit card statement for each month? Am i understanding u correctly? Do i have to enter visa transactions right after monthly reconciliation is completed or can i enter them at any time because those two are different transactions and one would not interfere with the other one as long as they are entered in monthly order. I am an apartment owner 125 units i was wondering if there is anything else that i should be doing to keep strong detail record thank u so much
Hi, Thank you for watching our video. If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
What if you orginally had linked your credit card to quickbooks and in the middle of the year you deleted it and then added it back and it only let me go back a few months. what do I do. Help
Hi, To be able to add prior months, you can either download them from your credit card company and import them or you'll have to go back and manually add them. If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program, to learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
My Credit Card transactions gets transferred to QB automatically, but the charges of the Credit Card are showing up on QB as "Received" instead of "Spent". How do I change those transactions/purchases done with the Credit Card to show up as "Spent" instead of "Received" to be able to add them properly?
Hi Andy, It sounds like there may be a piece of this you're missing. If you'd like to get additional support with your QuickBooks, I recommend checking out our Confidence with QuickBooks program: ConfidencewithQuickBooks.com Have a great day, Sam, Team Candus
Hi Lorie, You can check out this video from our blog to learn how to change your beginning balance: canduskampfer.com/how-to-enter-opening-balance-in-quickbooks-online/ If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
@@CandusKampfer Thank you for responding. I watched the video, but I need to change the beginning balance of a credit card. I'm missing something, because all the videos I've watched show how to change a bank beginning balance, but not a credit card. Even the steps I found given in google search don't work. That's why I thought you may have a video showing how. btw: I love your videos. Very easy to follow and understand. I can't reconcile because the beginning balance is wrong.
Are you referring to the statement or "opening balance"? If you're referring to the statement, check out this video: canduskampfer.com/how-to-fix-bank-reconciliation-discrepancies-in-quickbooks-online/ If you'd like to learn more about this, you can also learn more about our Confidence with QuickBooks program here: CandusKampfer.com/workshop - Samantha, Team Candus
When I categorize a transaction as a credit card payment if duplicates the transaction as an expense and a credit card payment when I reconcile. I’m have to go back and clean up the duplicates. Not sure what I’m doing wrong and I’m sure I’ve messed up my books some how. I’d like to clean them up so I can start from scratch all over again. 😭
Hi, It sounds like our QuickBooks Simplified community would be a great fit for you. This is where we cover how to clean up your mistakes in QuickBooks and advance your skills . If you'd like to learn more, you can save your seat for our Clean Up workshop here: CandusKampfer.com/cleanup If you have any questions about our program, please email us at support@canduskampfer.com Have a great day, Samantha Team Candus
Hi, Thanks for reaching out. I'm sorry we're just now responding to your comment! Based on your question, what I think you're asking is why we use the expense feature it's because it wasn't paid with a check in this example, it was paid online. If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Oh my gosh, thank you so much! 🥰 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 an amazing day! Sam ~ 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/
Don't understand where the $1,000 beginning balance came from on the credit card. This is a new company and the credit card was used for the first time.
In this example, it came from the beginning balance on the statement. If you don't have a beginning balance you wouldn't add anything. You'd start by entering your charges.
Hi, Thank you for reaching out. I'm so glad you enjoy our tutorials! I wanted to let you know that you can slow down the speed of the video by clicking on the wheel in the button right corner of the video, clicking "Playback Speed" and then selecting which speed you'd prefer that way you can fully understand everything Candus is teaching in this tutorial. I hope this helps! Have a great day, Samantha, Team Candus
Hi, Thank you for reaching out. I wanted to let you know that you can slow down the speed of the video by clicking on the wheel in the button right corner of the video, clicking "Playback Speed" and then selecting which speed you'd prefer that way you can fully understand everything Candus is teaching in this tutorial 🤗 I hope this helps! Have a great day, - Samantha, Team Candus
Hi Donna, Thank you for reaching out. I wanted to let you know that you can slow down the speed of the video by clicking on the wheel in the button right corner of the video, clicking "Playback Speed" and then selecting which speed you'd prefer that way you can fully understand everything Candus is teaching in this tutorial. I hope this helps! Have a great day, Samantha, Team Candus
Thank you! I have been so stressed about getting my imported credit card transactions categorized, and reconciled with my bank. After endless searching online tips, your video finally helped me make sense of it all!!
Hey,
Thanks for reaching out.
I'm thrilled that our tutorial was helpful for you!
If you’re interested in additional QuickBooks trainings, email us at support@canduskampfer.com. We’d love to share some resources we offer 🤗
Thank you for being a part of our community,
Have a great day,
Samantha, Team Candus
Finally someone who can teach this stuff in a way that can be learned and used!! Thank you so much!!!
Glad it helped you.
Have an amazing day!
Ednalyn ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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THANK YOU!
By FAR THE BEST QB tutorial! Thank you! This was extremely helpful!
Hi @graceizquierdo9275,
Oh my gosh, thank you so much! We love hearing this. 🙏🏻
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 an amazing day!
Daniel ~ Team Candus
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someone who understands my brain! I also prefer just creating expenses with cc instead of making a cc bill . Thank you!
You're so welcome!
Thank you for watching our videos
Have an amazing day!
Ednalyn ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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I know I might be late! But thank you so much.. I learned from you so thank you for that.
Hi,
Thanks for reaching out.
I'm so glad you found our tutorial helpful 🤗
Thanks for being a part of our community!
Have a great day,
Samantha, Team Candus
Wow! You have an awesome teaching skills, Keep doing that. Can you give us a separate video on "How do you want to pay your bills" section that appears when we click on "finish now" to reconcile the account.
Hi,
Thanks for watching our video.
I'm so glad you enjoy Candus's teaching style!
Here's a video on our blog that I think you'll find helpful: canduskampfer.com/how-to-enter-and-pay-a-bill-in-quickbooks-online/
If you're interested in more in-depth training, I'd recommend emailing us at support@canduskampfer.com.
Our team will share the different ways we can support you through our QuickBooks trainings 🤗
We’re happy to have you a part of our community!
Have a great day,
Samantha, Team Candus
OMG! You are life changing.
What a great teacher!
Oh my gosh, thank you so much! We love hearing this. 🙏🏻
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 an amazing day!
Kindra ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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Facebook: facebook.com/CandusKampfer
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This was so very helpful. Thank you!!
Hi Nicki,
Thank you for reaching out.
We're so glad that you found our tutorial helpful 🤗
Thank you for being a part of our community!
Have a great day,
Samantha, Team Candus
great info. just reconciled my bank rec and cc statement. Had to delete incorrect cc entries and re-enter them the correct way. OMG online is so different from desktop. Thank you Candus!
You're welcome! So glad it helped you.
Have an amazing day!
Ednalyn ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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So Good. Its exactly what I needed
Hi Justine,
Thank you for reaching out.
We're so happy to hear that our tutorial is exactly what you needed 🥳
If you’re looking for additional QuickBooks trainings, email us at support@canduskampfer.com and we’ll point you in the right direction 🤗
Thanks for being a part of our community,
Have a great day,
Samantha, Team Candus
Thank you!!! Very very informative.❤️ I’m new to the QB online and not confident to jump to linking credit card and banking info yet. And I actually enter the bills manually.
Hi!
Thanks for reaching out.
I'm so happy to hear that you found Candus's video helpful 🤗
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
The best tutorial ❤
Hi,
Aw, thank you so much! We're so happy that you loved this tutorial 🥰
Thanks for being a part of our community!
Have a great day,
Samantha, Team Candus
Thanks for the video, very informative and thorough compared to others. Please make a video about how to use tags
Hi Donald,
Thanks for reaching out.
I'm so happy that you found our video helpful!
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. We also have a training video that covers Tags in our program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Thank you Candus! I'm new to QBO and this has been so helpful.
Oh my gosh, thank you so much! We love hearing this. 🙏🏻
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 an amazing day!
Sam ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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I still have a question about bank feeds. When I'm using bank feeds to enter in credit card payments or transfer funds between bank accounts, how do I know to use Categorize or Transfer or Credit Card Payment etc. I keep ending up with duplicate transactions that I then have to void to clear them up.... such a mess and on and on. It seems like it would be so easy and then I end up spending my whole day cleaning up the tangled trail. Thank you for these great and helpful videos!! Perhaps there is already a video for this??
I have the same exact problem. I spend so much time trying to make sense of it all.
Im having the same problem...
Did anybody here ever find an answer
Same problem
Categorize - use when you assign expense to the account (let's say printing paper to the "office supplies" account), transfer - use when u record a money transfer between your banks, CC payment - use when pay off a credit card balance (usually once a month)
This was so helpful and easy to understand!
Oh my gosh, thank you so much! We love hearing this. 🙏🏻
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 an amazing day!
Sam ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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Facebook: facebook.com/CandusKampfer
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Wow, so simply and perfectly explained. QBO changes so often that I had to get a quick refresh and a couple of tips. This did the trick : )) Thank you!
Hi Jayne,
Thanks for reaching out.
That's so awesome! We love hearing this 🤗
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend
checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Very useful, thanks for this video!
Thank you for watching our videos
Glad it helped you.
Have an amazing day!
Ednalyn ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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Extremely helpful! The only thing that would take it up one notch is if you had time markers to fast forward to a specific topic when a quick review is needed. Guess it's best to watch the video in it's entirety anyway!
Aw, thank you! So glad you found this helpful 🤗
I wanted to let you know that if you hover your arrow on the progress bar, you can see all the time markers and click on the title of the specific topic you want to jump to.
I hope that helps!
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 an amazing day!
Sam ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
Thank you for your reply@@CandusKampfer ! I just signed up for your weekly Tips and Tricks too, I appreciate you!
You helped me so much and the way you teach it step by step has helped me ALOT. Thank you 🙏🏽
Glad it helped you.
Have an amazing day!
Ednalyn ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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Loved this lesson!!! I love your teaching style.
Oh my gosh, thank you so much! We love hearing this. 🙏🏻
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 an amazing day!
Sam ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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Excellent explanation!
Hi Sonia,
Thanks for reaching out.
I'm so glad you enjoyed our tutorial!
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Yes, to tags, please! Do you have training on bookkeeping in QBO for non-profits?
Hi Jessica,
Candus doesn't train specifically on non-profits so we don't have resources on that.
Thank you for watching our videos 😊
Have a great day!
Kindra ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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Thank you so much for your time, it helps!
Hi Pamela,
Thanks for reaching out.
I'm so glad you found this video helpful!
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend
checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Thank you for your great tutorial, it really helps me.
Glad it helped you.
Have an amazing day!
Ednalyn ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
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i love this! Thank you, do you have a video that you can take pics with the qbo app and it will attach/enter credit card reciepts?
Thank you for a thorough video! Where does the 1000.00 starting balance come from?
Hi,
Thank you for reaching out.
The $1,000 beginning balance is the beginning balance on the statement.
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend
checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
@@CandusKampfer Thank you Candus, but is it a charge? Or a limit?
You are awesome !! thank you very much for this
Hi Teresa,
Thanks for reaching out.
I'm so glad you found our video helpful!
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. You can catch the replay of our workshop here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Good Video! thanks for the help!
Hi Sam,
Thanks for reaching out.
I'm so glad you found our video helpful!
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Yes to tags please
Thank you love your video. How would you categorize a payment to credit card that shows up on your bank feed? Instead or creating payment like you showed us on video.
Hi Jennifer,
Thanks for reaching out.
I'm so glad you enjoyed our tutorial!
If you're interested in more in-depth training on how to categorize a payment to a Credit Card that shows up on your Bank Feed, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
I just added from bank feeds because I was told to just link my bank account. However, I have no idea how to reconcile all the other accounts like COGS for service and loans. Can you do a video on that or point my in the direction of one of your videos if you have already done one. Thank you. You made this look much easier than the way I was told to do it. Thank you😊
Thank you for watching our videos 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
Kindra ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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Facebook: facebook.com/CandusKampfer
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I have been learning a lot from you. Thank you so much!!
Hi @optimaltaxservicessupport,
Glad it helped you.
Have an amazing day!
~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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Amazing lesson! @Candus, do you have a follow up video in regard bank feeds?
Hi Chuck,
We have some videos on our blog that cover bank feeds: canduskampfer.com/?s=bank+feed
I'd also recommend checking out our Customizing QuickBooks workshop: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Hi Candus, why do you start beginning balance the day before the statement date?
Hi Diana,
Thanks for reaching out.
It would depend on your statement date.
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend
checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
This is fantastic thank you for so much good information
Glad it helped you.
Have an amazing day!
Ednalyn ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
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With QB online my boss has his credit card transactions to automatically upload. How do I add a bill to these transactions?
Hi! Very informative video! I need to listen to it again as I didn't catch everything the 1st time but that's ok!! I have had quickbooks online for 6 months or so....I have been doing the credit cards like bank transactions and It has been a mess. I have one credit card payment that has never come back thru the banking match. Not sure what to do about that. In the meantime, I'm going to try to switch all my credit card transactions to paid by cc instead of my checking account. Do you have any suggestions for me?
Hi Cheryl,
Thank you for watching our video.
If you're interested in more in-depth training on how to do this, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
If it’s a brand new cc would you just put in 0 for the opening balance?
This really helped wrap my mind around the credit card features in QB. How would I handle a Google invoice that is paid by credit card, the activity on the Google statement is billable to the client, and is usually a little different from the total charges on the statement, and then the credit card company auto withdraws $100k from our bank account, whenever that threshold is met? Thanks in advance!
Hi Melissa,
Thank you for watching our video.
I'm glad you found this tutorial helpful 🤗
If you're interested in more in-depth training on how to handle a Google invoice that's paid by a Credit Card, you can check out our Confidence with QuickBooks program.
To learn more you can save your seat for our Customizing QuickBooks Workshop: CandusKampfer.com/workshop
Have a great day!
Samantha, Team Candus
Thank you so much for all your help
on this video you mention (mints 14:55) do not use BILLS for payments use expense, by accident I enter asas it bill, how can I fix it? Thanks
Hi,
Thank you for reaching out.
We have a video on how to enter your bills here: canduskampfer.com/?s=bill
If you'd like additional training and resources you can email us to learn more about our programs at support@canduskampfer.com
Have a great day,
Samantha
Team Candus
I depend on your training videos SOOOO much!!!! I do have a question in regards to credit cards. I'm having an issue understanding how I can reconcile a credit card that had previous personal charges on it. I used it to purchase some items to start my business. I linked it to quickbooks so my beginning balance is way off... how can i fix this , so i can reconcile correctly. thanks in advance
i have this question too
Hi Candus, thank you so much for the video, it is very helpful! I had set up autopay for one of my credit cards with a statement balance, however, for some months, the autopay amount was different from the statement balance. after I saw your video, you said we can cancel the check after you hit the reconcile button on QB desktop (as you said you have to make sure the "difference is 0") and just enter the check amount of auto payment on the next statement later on, correct?
Hi,
Thank you for reaching out.
I'm so glad you enjoyed our video!
Yes, make sure the amount you enter is what's paid, not what's due.
Have a great day,
- Samantha, Team Candus
yes to tags!
Thank you I'm new here😊
Hi,
Thanks for reaching out.
We're so happy that you found us 🤗
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend
checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
I am in Canada, so QB online looks a little different, but I'm presuming it works the same way - do you have a video that takes this process through the process of then issuing a cheque to pay the credit card?
Hi Cathy,
Thank you for watching our video.
If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
@@CandusKampfer appreciate the reply, but you didn't answer my question, just a self promotion plug for your courses. I'm presuming these are free? And do they cover the Canadian version of QB online as I asked?
Thank you Candus, for your advise, I have a question. If I am paying my CC bill with a check, where do i go, Check, expense or chart of account (like i did with desktop)? Thank you A
Hi,
Thank you for watching our video.
If you're interested in more in-depth training on how to navigate QuickBooks, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Daniel, Team Candus
Question: After we enter bills and then pay bills or CC in QBO, we still need to pay those bills from our bank? Is that right?
Great video less. Thank you! Currently, I use the monthly credit card statement to consolidate all monthly transactions into one bill and match/record the payment according to the monthly statement. Is there a way to maintain this process when uploading the statement, or must each transaction be treated individually? Using this method I balance each CC monthly to the statement and only reconcile the cash accounts.
Hi Teresa,
Thank you for watching our video. I'm glad you enjoyed it!
If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Your list of menus on the left is different than mine - for example, the way you get to Expense is in the Accounting menu, but I don’t have that option…it’s within the Expenses menu - which technically I can access adding transactions to a credit card, checking, etc. Multiple ways - IF as long as the Expense fill in is the same destination. So am I ending up at the same destination as you to enter these? Thanks! PS - FINALLY…someone teaches in a way that is conducive to my learning style!!!
Hi,
Thanks for reaching out.
I'm sorry we're just now responding to your comment!
Yes, you probably have the business view and we are using the accountant view in this video.
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Thank you for this video. I have a credit card that I have been using as a vendor and paying with a QBO check. I just added this same card to itemize as you have taught in the video. I made a payment already and sent my check. How do I make sure to record it without creating a new expense? Or do I just start my previous balance as the amount AFTER the payment was made for this first month?
Hi Joy,
Thanks for reaching out.
Depending on if you pay off your card each month will be how you handle this. Typically you enter all your CC charges, and then apply the payment for the amount you paid.
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Thank you so much for all info ,if by accident I enter so many Credit Card payment bill and bill pay how can I get fix?
Do you have any video so I can see and fix the problem, can you send that to me.🙏
Hi,
We have a video that covers how to enter and pay a bill that I think you'll find helpful: canduskampfer.com/how-to-enter-and-pay-a-bill-in-quickbooks-online/
If you'd like to learn more about how to Customize your QuickBooks, I'd recommend checking out our Customizing QuickBooks workshop: CandusKampfer.com/workshop
Have a great day,
Samantha
Team Candus
@@CandusKampfer thank you so much
Appreciate the efforts but at 4:45 I think it would have been better to admit to making a mistake entering the date because clearly you should enter the date of the statement not the day before and also the $1000 balance was still there. Better still doing that part of the video again because it may confuse people.
Hello Candus, thank you for the videos I have a question Do you have any idea why the finance charges option doesn't appear to me when I' m starting to reconciling?
Hi, thank you for reaching out.
I'm not sure, but you can always enter it in manually as an expense.
Have a great day,
Samantha, Team Candus
Hi. How should I record if there is a small amount of discrepancy in my Credit Card Statement and Bank Statement
Hi,
Thanks for reaching out.
Make sure that your beginning balance, charges, payments, and new balance all match.
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. You can learn more here: ConfidencewithQuickBooks.com
Have a great day,
Samantha, Team Candus
Need to learn more about tags
Hi,
Thank you for watching our video.
We cover how to use Tags in our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
How many weeks does a Virtual Assistant can finish the job is client is 3-4 months behind?
Hi Louisa,
That will depend on the amount of hours you'd like to put in as well as how many transactions need caught up. It can vary widely.
Have a great day!
Kindra ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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I would like to see a little more about credit cards. My business has several authorized users and carries a balance from month to month. I would like to see how this works with entries and reconciliation when the full amount is not paid monthly.
Hi Louisa,
Thank you for watching our video.
If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
How do I correct a credit card beginning balance if we did a bank feed?
Hi Dora,
Thanks for watching our video.
If you're interested in more in-depth training on how to correct a CC beginning balance, I'd recommend emailing us at support@canduskampfer.com.
Our team will share the different ways we can support you through our QuickBooks trainings 🤗
We’re happy to have you a part of our community,
Have a great day,
Samantha, Team Candus
i have 1 credit card for 5 companies so how can reconcile? am i put same begining & closing balance for all companies accounts?
Thank you for watching our videos 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
Kindra ~ 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
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Hello, a Thank you payment was received in the credit card from an account not in QBs. How do I apply that payment? Since it asks from what account is that money coming from, Do I have to add that account to QB even though the account isn't used in QBs?
Hi Eleyse,
Thanks for reaching out.
Instead of adding the account, you can do an adjusting entry.
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
I am using Credit card enterprise - and I could enter 100s of transaction on a click from excel using batch transactions - is the same available in QBO in Canada?
Hi,
Thank you for watching our video.
If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Hi, what's the difference of CC expense and expense?
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!
Sam ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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I love this! Thank you. I do have a question about when I go to reconcile my bank statement. Will I just check off the Credit Card account? Also, when will I see these credit card transactions on my P&L? After I click 'Add' after each entered credit card transaction?
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
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Am paying insurance expense via autopay via Visa Card which is linked to my bank account-how do I handle that transaction?
Hi,
Thank you for watching our video.
If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Thanks to your instructions, I entered all transactions and reconciled our American Express. However , when it asked me if I wanted to enter a bill, I didn't select yes and just clicked finish. Now I need to enter that last statement as a bill and I cannot figure out how to back in and do that. Can you help?
I noticed while categorizing the expenses you categorize it to office supplies . But why do some people choose the credit card account under the category like in this case card 1234 . Is this what you do when yo transfer payment ?
You can do it as an expense by the categorizing it in this case categorize it as ”office supplies”
But can you also select the credit card account such as “visa 1234 “ and then when categorizing the checking count amd we see the payment to the credit card we select “credit card payment “
Can you talk about the difference between the two?
Hi,
Thanks for watching our video!
If you'd like to learn more more in-depth about this topic, I'd recommend emailing us at support@canduskampfer.com.
Our team will share the different ways we can support you through our QuickBooks trainings 🤗
We’re happy to have you a part of our community,
Have a great day!
Samantha, Team Candus
How do you split a credit card payment between two credit card account numbers we have two cards
Hi Candus, Thank you for making this video. You made a comment at about 20:20 in the video regarding "Enter a bill to pay later" feature after Reconciling. I used this feature a few times and it has had me so confused and I've been searching all over RUclips to better understand this feature. I heard you say you recommend we don't use this feature, which for now I stopped using it, but I still would like to have a better understanding of how it is suppose to work. It seems like QB enters the Bill as a payment (so confusing). Also if I don't have a Bill for my credit card in QBO I don't know of another way to track a payment for the card is coming due (It won't show on my unpaid bills report). Finally, Is there a way to see the Open available Credit I have on a Credit card in QBO? Thanks for your time.
Hi Shay J!
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/
Hi, I was wondering the same thing. I use the “enter bill for payment” in our Quick Books Desktop and it works great but I have no idea how to clear it in the online version, when I go to reconcile the full amount of the bill is still there
It was great info. Just what I was looking for. Just wish you could speak slower. It was too fast for me. But, Thank you.
Hi,
Thanks for reaching out.
I'm so glad you enjoyed our video! I wanted to let you know that if you want to slow down the video, you can click on the little wheel in the bottom right corner of the video and adjust the speed 😊
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
How do you update an CC number? I had to cancel a cc due to fraud and they sent me a new card with a new number. The original feed (card with the old number) pulls in the new charges (card with the new number), so do I simply update my account information or disconnect the old account and start a new one? Thanks!
You can keep using the same account and update the info in the COA by clicking “edit”.
How do I zero out payments to my business credit cards at the end of the year
I’m confused about to what account should I zero them out to start fresh
Hi,
Thanks for reaching out.
You don't zero out your accounts, you should be entering charges and apply payments to pay the credit card down.
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Also he pays his vendors with his credit card as well so how do you enter those bills and then when you go to pay the bills. You end up with 2 transactions one from bank card and one you did?
Hi Stephanie,
Thank you for reaching out.
If you're interested in more in-depth training on this topic, email us at support@canduskampfer.com and we’ll point you in the right direction 🤗
Thanks for being a part of our community,
Have a great day,
Samantha, Team Candus
Hi Candus, I'm used to doing CC entries your way; however, I've worked for companies who enter it as a bill and enter each expense into that bill. It's created double entries as sometimes the cc is attached to a paypal refund for example, and that refund has already been entered and reconciled with paypal. Anyway, at these companies, bills were paid off monthly. Do you still recommend making that payment entry straight from bank account? What is the difference from using that "pay down cc" feature under new and other? I saw a video that said you can't make a mistake there. If you've already been entering cc as a bill with each expense as individual lines on that bill and you want to switch over to this way, is that possible?
Hi Diana,
We typically don't recommend entering bills because it causes issues. This video might help you understand how to correct bills: canduskampfer.com/how-to-enter-and-pay-a-bill-in-quickbooks-online/
If you need additional support, please reach out to our team at support@canduskampfer.com so we can point you in the right direction.
Have a great day,
Samantha, Team Candus
I need the video with the bank feeds. Please send it to me.
Hi Candus, my bookkeeper has credit card transactions showing as Accounts payable even though they are paid. What is she doing wrong.
Hi @user-zu2zd8dm9e,
Thank you for watching our videos 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
~ 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
Love your videos! I have no issues reconciling the credit card, however, I just undid a reconciliation. When I clicked “undo last reconciliation” the pop up shows the current balance and previous balance as negative balances. Is that normal or did I do something wrong along the way? The number are correct and match the statements but they reflect a negative amount when clicking “undo last reconciliation” Thanks for your help in advance!
Hi,
We have a tutorial video on our blog that covers how to fix bank reconciliation discrepancies that I think you'll find helpful: canduskampfer.com/?s=discrepancies
Have a great day,
Samantha
Team Candus
Please I am finding difficult because the amount paid was with different CC but are into one CC on my QuickBooks are not reflect it. How can I go about it
Hi,
Thanks for watching our video!
If you'd like a more in-depth training on this topic, you can check out our Confidence with QuickBooks program.
To learn more, you can join our Customizing QuickBooks Workshop.
You can register here: CandusKampfer.com/workshop
Have a wonderful day,
Samantha, Team Candus
Thank u. Great video. Quick question so u reconcile bank statment and visa statement separately? For an exaple i pay visa payment online $850.00 that payment showes every month on my bussines bank statement , so once i reconcile monthly statement then i have reconcile
Visa credit card statement for each month? Am i understanding u correctly?
Do i have to enter visa transactions right after monthly reconciliation is completed or can i enter them at any time because those two are different transactions and one would not interfere with the other one as long as they are entered in monthly order.
I am an apartment owner 125 units i was wondering if there is anything else that i should be doing to keep strong detail record thank u so much
Hi,
Thank you for watching our video.
If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
What if you orginally had linked your credit card to quickbooks and in the middle of the year you deleted it and then added it back and it only let me go back a few months. what do I do. Help
Hi,
To be able to add prior months, you can either download them from your credit card company and import them or you'll have to go back and manually add them.
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program, to learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
My Credit Card transactions gets transferred to QB automatically, but the charges of the Credit Card are showing up on QB as "Received" instead of "Spent". How do I change those transactions/purchases done with the Credit Card to show up as "Spent" instead of "Received" to be able to add them properly?
Hi Andy,
It sounds like there may be a piece of this you're missing. If you'd like to get additional support with your QuickBooks, I recommend checking out our Confidence with QuickBooks program: ConfidencewithQuickBooks.com
Have a great day,
Sam, Team Candus
How do you change the beginning balance of a credit card?
Hi Lorie,
You can check out this video from our blog to learn how to change your beginning balance: canduskampfer.com/how-to-enter-opening-balance-in-quickbooks-online/
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
@@CandusKampfer Thank you for responding. I watched the video, but I need to change the beginning balance of a credit card. I'm missing something, because all the videos I've watched show how to change a bank beginning balance, but not a credit card. Even the steps I found given in google search don't work. That's why I thought you may have a video showing how. btw: I love your videos. Very easy to follow and understand. I can't reconcile because the beginning balance is wrong.
Are you referring to the statement or "opening balance"? If you're referring to the statement, check out this video: canduskampfer.com/how-to-fix-bank-reconciliation-discrepancies-in-quickbooks-online/
If you'd like to learn more about this, you can also learn more about our Confidence with QuickBooks program here: CandusKampfer.com/workshop
- Samantha, Team Candus
If my ending balance is set , but my payment for that month comes in 2 weeks later, how can I get to zero without that payment applied timely
Steven, you add the payment when it happens, and it will match your statement.
@@CandusKampfer Thank You!!.
When I categorize a transaction as a credit card payment if duplicates the transaction as an expense and a credit card payment when I reconcile. I’m have to go back and clean up the duplicates. Not sure what I’m doing wrong and I’m sure I’ve messed up my books some how. I’d like to clean them up so I can start from scratch all over again. 😭
Hi,
It sounds like our QuickBooks Simplified community would be a great fit for you. This is where we cover how to clean up your mistakes in QuickBooks and advance your skills .
If you'd like to learn more, you can save your seat for our Clean Up workshop here: CandusKampfer.com/cleanup
If you have any questions about our program, please email us at support@canduskampfer.com
Have a great day,
Samantha
Team Candus
why did you make the credit card payment an expenses?
Hi,
Thanks for reaching out.
I'm sorry we're just now responding to your comment!
Based on your question, what I think you're asking is why we use the expense feature it's because it wasn't paid with a check in this example, it was paid online.
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
You are amazing
Oh my gosh, thank you so much! 🥰
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 an amazing day!
Sam ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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Don't understand where the $1,000 beginning balance came from on the credit card. This is a new company and the credit card was used for the first time.
In this example, it came from the beginning balance on the statement.
If you don't have a beginning balance you wouldn't add anything. You'd start by entering your charges.
I enjoy your tutorials. Just wish you didn’t talk so fast. Lol
Hi,
Thank you for reaching out.
I'm so glad you enjoy our tutorials!
I wanted to let you know that you can slow down the speed of the video by clicking on the wheel in the button right corner of the video, clicking "Playback Speed" and then selecting which speed you'd prefer that way you can fully understand everything Candus is teaching in this tutorial.
I hope this helps!
Have a great day,
Samantha, Team Candus
I just wish you would talk slower! Thanks
Hi,
Thank you for reaching out.
I wanted to let you know that you can slow down the speed of the video by clicking on the wheel in the button right corner of the video, clicking "Playback Speed" and then selecting which speed you'd prefer that way you can fully understand everything Candus is teaching in this tutorial 🤗
I hope this helps!
Have a great day,
- Samantha, Team Candus
feel better but you talk so fast. lol
Hi Donna,
Thank you for reaching out.
I wanted to let you know that you can slow down the speed of the video by clicking on the wheel in the button right corner of the video, clicking "Playback Speed" and then selecting which speed you'd prefer that way you can fully understand everything Candus is teaching in this tutorial.
I hope this helps!
Have a great day,
Samantha, Team Candus
Great information but you talk way toooooo fast. It's as though your speech was on high speed.
Go to settings on the video, that gear thing and on speed you can go to 75 or 50 percent speed, it wont change the pitch just the speed...
Steven's recommendation hopefully helps if you prefer a slower pace.
Thank you for enjoying our free training videos.