QuickBooks Online 2024: Bank Feeds & Bank Rules

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  • เผยแพร่เมื่อ 29 ก.ย. 2024

ความคิดเห็น • 155

  • @FCbookkeeping
    @FCbookkeeping 8 หลายเดือนก่อน

    I appreciate both short-form and long-form videos. Short-form videos are great for quick reminders or concise instructions on how to set up specific features or perform tasks. They provide a handy reference when I need to perform a specific action quickly.
    On the other hand, long-form videos are valuable when I want to understand the broader context and consequences of what I'm doing in QuickBooks. They allow for more in-depth explanations, demonstrations, and discussions that help me grasp the overall workflow and implications of my actions within the software.

  • @kencollins2304
    @kencollins2304 6 หลายเดือนก่อน +16

    I like the longer ones that give a lot of details about the subject. The short ones can never show all that you need to know about a subject. Thanks

  • @lelethcostimiano9221
    @lelethcostimiano9221 8 หลายเดือนก่อน +13

    I enjoy both short and long-form content. Short forms are perfect for quick learning, while long-form content provides more detailed and expanded explanations. Thanks, Hector!

    • @HectorGarciaCPA
      @HectorGarciaCPA  8 หลายเดือนก่อน

      Thanks for the non-answer… :)
      Just Kidding!

  • @ralphgarcia7413
    @ralphgarcia7413 6 หลายเดือนก่อน +5

    Just switched to QB Online (only because I had to) and these lengthy videos with deeper explanations is very helpful

  • @bellab8579
    @bellab8579 6 หลายเดือนก่อน +5

    Longer vids are definitely when searching for deeper understanding of content. Like!

  • @VictorBurns-d2g
    @VictorBurns-d2g 6 หลายเดือนก่อน +4

    Hector wonderful Job...Keep the extended versions of training that last over 30 minutes or so. It works!!!!

  • @jorgematos355
    @jorgematos355 6 หลายเดือนก่อน +1

    Great video Hector! Is there a way to use quickbooks for personal and business under the same membership?

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 หลายเดือนก่อน

      Its not meant to work like that. You would need to have two separate subscriptions

  • @ashleyalexander1050
    @ashleyalexander1050 4 หลายเดือนก่อน +2

    Thank you for this video. I am currently new to the Quickbooks ad after watching this video it gave me a lot of clarity in terms of bank feeds and bank rules.

  • @MeghaMathurVayyaCoaching
    @MeghaMathurVayyaCoaching 7 หลายเดือนก่อน +1

    I enjoy longer videos because they are very thorough! I appreciate these videos and thank you for creating these for complete novices like me. Would you happen to have a video for people who have multiple LLC's running in their business to showcase how to account for them properly?

    • @HectorGarciaCPA
      @HectorGarciaCPA  6 หลายเดือนก่อน

      I dont. But are you using a single QuickBooks online subscription

    • @MeghaMathurVayyaCoaching
      @MeghaMathurVayyaCoaching 6 หลายเดือนก่อน

      I haven’t got a subscription yet…so was wondering if you had a tutorial on it so that I could have understood how to make multiple accounts 🙂

  • @mqjona2719
    @mqjona2719 7 วันที่ผ่านมา

    Thanks sir Hector for this long hour of tutorial. It's more detailed & you actually help us newbie to understand the topic immediately! More blesings!

  • @evangelineborbon4888
    @evangelineborbon4888 6 หลายเดือนก่อน +2

    Hi Hector. Your videos are great so detailed and easy to understand. I prefer the full tutorial video because you make it complete and you explains everything. Thanks a lot!

  • @fatemahumayra2750
    @fatemahumayra2750 6 หลายเดือนก่อน +2

    I always like to learn from longer videos.Thank you

  • @robertsmith8133
    @robertsmith8133 6 หลายเดือนก่อน +2

    The longer the more detail. I appreciate more explanations on certain tutorials. Thank you

  • @vampira7734
    @vampira7734 7 หลายเดือนก่อน +1

    HI, I like the longer videos more because i feel like it's more detailed, short videos are good for a quick reminder. I've been watching lots of longer tutorials because I'm an assistant and have never used QuickBooks so I'm trying to learn everything that it has to offer, thanks for the videos, Hector.

  • @alichuy8811
    @alichuy8811 4 หลายเดือนก่อน +1

    i prefer the longer ones, because it provides me a complete details about the subject. Thanks!

  • @LuciaHewitt
    @LuciaHewitt 23 วันที่ผ่านมา

    Thank you Hector. I like both, quick for on the fly and longer for when I have more time and want to improve my understanding. Will banking fees be catergorised under the Supplier or under the Bank name?

  • @MarcelinoAndawi
    @MarcelinoAndawi 21 วันที่ผ่านมา

    Hi! I like this type of longer tutorials for it gives deeper understanding of subject; the relationship of accounts and a thorough explanation on how documents come into QB. The shorter lectures just give an overview, so you have to search for other tutorials for more explanations.

  • @xiaohuawang9982
    @xiaohuawang9982 4 หลายเดือนก่อน

    Hi Hector, thanks for all the videos. They are very helpful! Personally, I like longer videos because they give me more detailed explanations and show me what the detailed process looks like! That's very useful! By the way, could you record a video about monthly and yearly closing? What does the checklist and process look like? What should we take care of? Thanks in advance!

  • @whatsappcreation1694
    @whatsappcreation1694 3 หลายเดือนก่อน

    long one is in depth video which is exactly the need for accountant.
    hey hector gracia i am watching ur video from india love ur videos as they are very helpful.
    i have completed my CA Inter and now preparing for CA Final and want to do job in US Accounting and finally got the job.

  • @TraceyRockburner
    @TraceyRockburner 2 หลายเดือนก่อน

    Thank you for your time. I need as much detail as possible when learning, my ADHD brain runs scenarios and what ifs!

  • @mariabidwell7065
    @mariabidwell7065 หลายเดือนก่อน

    Do you have videos about how to record Real estate Broker commission from their agents and for how to record the fees charges to real estate agents from the brokerage. Basically Im working the brokerage accounting

  • @KeithShivner-bw6dz
    @KeithShivner-bw6dz 5 หลายเดือนก่อน

    How would classify reimbursing the owner's payment for stuff for business along with the use of a personal cellphone?

    • @HectorGarciaCPA
      @HectorGarciaCPA  5 หลายเดือนก่อน +1

      If there is business use, then reimburse it

  • @user-meDJH1958
    @user-meDJH1958 8 หลายเดือนก่อน +1

    I really like any of your videos both long and short. They are so easy to follow. You make learning fun. Thanks Hector

  • @janmai4249
    @janmai4249 2 หลายเดือนก่อน

    Thank you for such detailed explanations, I like both the long and short forms.

  • @EmmyLilholt
    @EmmyLilholt 26 วันที่ผ่านมา

    I need to have to complete details. I don't want to search and jump form video to video.

  • @mapettolentino3115
    @mapettolentino3115 หลายเดือนก่อน

    Hi Hector. Thanks for sharing this video. I like long hours tutorials to know more one time.

  • @OutsourcedOperations
    @OutsourcedOperations 13 วันที่ผ่านมา

    Awesome video Hector. Super detailed and very informative. 👍

  • @hemanifinancials
    @hemanifinancials หลายเดือนก่อน

    How is the transfer entry different from other bank entries? What is the purpose of having tags in the entries?

    • @HectorGarciaCPA
      @HectorGarciaCPA  หลายเดือนก่อน

      TAGS are another dimension of reporting... Bank Transfers are different because there cause issues when reconciling sometimes, bookkeepers tend to hate transfers

  • @EmperorThePro
    @EmperorThePro 25 วันที่ผ่านมา

    You're content is great Hector. Keeping us updated on any changes.

  • @KeithShivner-bw6dz
    @KeithShivner-bw6dz 5 หลายเดือนก่อน

    Long ones are good, especially for those of us trying to pass the QBO certification test.

  • @LillianMNowak
    @LillianMNowak 8 หลายเดือนก่อน +1

    Thank you Hector, you're The Best!!

  • @rhondafrederick4049
    @rhondafrederick4049 3 หลายเดือนก่อน

    I learned A LOT from this video, thank you!

  • @gianerickdejose1969
    @gianerickdejose1969 17 วันที่ผ่านมา

    I like this long detailed one so that we can eliminate any error...

  • @SherylBelanger-ig7rv
    @SherylBelanger-ig7rv หลายเดือนก่อน

    Keep doing the long-detailed videos, thank you!

  • @socrawler1730
    @socrawler1730 2 หลายเดือนก่อน

    more detailed info is always better. thank you

  • @carlacalvano9737
    @carlacalvano9737 หลายเดือนก่อน

    Thank you so much for your help!! :)

  • @ireneescamilla7789
    @ireneescamilla7789 6 หลายเดือนก่อน

    Hi Hector,
    I love your videos!!
    I just discovered you, and I just discovered my interest in becoming a bookkeeper, like to work from home.
    My work experience has been in the banking field for 20+ years and just with two or three days of viewing your videos I feel I can easily work for a company in the accounting area or as a bookkeeper on my own. That is how good your videos are 😉

  • @JohnpaulAndrew
    @JohnpaulAndrew 2 หลายเดือนก่อน

    Hot chick area got me laughing 😂😂

  • @humblesuccess05
    @humblesuccess05 3 หลายเดือนก่อน

    Hi! I really like this detailed and long-form content of yours. I always watched your videos whenever I have a free time and follow you in linked-in as well. I particularly value the way you explain the transaction recording process so that even a non-accountants can do it with ease, while expanding your discussion on the correct approach to record using traditional accounting methods that adhere to accounting standards. Thank you!

  • @hemanifinancials
    @hemanifinancials หลายเดือนก่อน

    Does the payee add itself as a vendor?

    • @HectorGarciaCPA
      @HectorGarciaCPA  หลายเดือนก่อน

      You need to create the vendor

  • @loisoestreich1474
    @loisoestreich1474 หลายเดือนก่อน

    I am new to QuickBooks and prefer these longer instructional times. You covered an entire section thoroughly which was helpful for me to see the details within the broader picture.

  • @AndreaSandi-l3y
    @AndreaSandi-l3y 8 หลายเดือนก่อน

    Hi! I saw on a previous video you posted in 2018, you were able to categorize personal and business expenses. I’m not seeing that as on option on my quickbooks banking expenses area. Am I missing something? Thank you in advance!

    • @HectorGarciaCPA
      @HectorGarciaCPA  8 หลายเดือนก่อน

      Thats never been an option

  • @aletaaustin4954
    @aletaaustin4954 4 หลายเดือนก่อน

    Is there a way to remove bank rules?

    • @HectorGarciaCPA
      @HectorGarciaCPA  4 หลายเดือนก่อน

      You can delete them all yea

  • @charlonpascual6017
    @charlonpascual6017 หลายเดือนก่อน

    It gives you more perspective.

  • @LawrenceWard-e4z
    @LawrenceWard-e4z 4 หลายเดือนก่อน

    I like the long form. The short-form content often leaves me with more questions than answers. But appreciative of all your content Hector.

  • @tamaleia5875
    @tamaleia5875 7 หลายเดือนก่อน

    I enjoy both long and shorter videos. Since there is so much to know about Quickbooks I am very appreciative for this long video. Thank you so much!

  • @anecitaolar4533
    @anecitaolar4533 2 หลายเดือนก่อน

    Prefer this format, easy to digest since focusing only a specific topic. Thank you.

  • @samiuddin3494
    @samiuddin3494 2 หลายเดือนก่อน

    Hector, long videos are very detailed and help to understand each step in the process. Thank you for help to hundreds of persons like me.
    Thank you again.

  • @RobertBartkus
    @RobertBartkus 8 หลายเดือนก่อน

    Than you Hector, I really like the long sessions. I am trying to help a person understand accounting and Quickbooks and your videos are perfect.!

  • @susanswenson3960
    @susanswenson3960 2 หลายเดือนก่อน

    Yes, I like the longer videos

  • @assassingaming808
    @assassingaming808 8 หลายเดือนก่อน +1

    More understandable.

  • @ASHTARZ
    @ASHTARZ 6 หลายเดือนก่อน

    I like both. Long version for a detailed deep dive and Short version for a quick "how to".

  • @Tamilia777
    @Tamilia777 3 หลายเดือนก่อน

    I like all your tutorials, so easy to comprehend. Thank you so much for doing it for us!

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 หลายเดือนก่อน

      You are welcome, thanks for watching them

  • @dianahernandez6203
    @dianahernandez6203 2 หลายเดือนก่อน

    I prefer longer ones it provide more details and focus about the specific subject. Love it!

  • @arlennaje3093
    @arlennaje3093 7 หลายเดือนก่อน

    you always give us a very helpful and informative tutorial, love all of them. Thank so much!

  • @jannemequel
    @jannemequel 3 หลายเดือนก่อน

    Question, does the vendor you make will appear on balance sheet ? supposedly it should not be appearing on BS since its already paid?

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 หลายเดือนก่อน +1

      If you “pay a bill” the balance should be reduced from the Balance Sheet’s Accounts Payable

    • @jannemequel
      @jannemequel 3 หลายเดือนก่อน

      @@HectorGarciaCPA sorry. I mean the vendor you make on the bank (credit card) transaction before you accept your categorized transaction?

    • @HectorGarciaCPA
      @HectorGarciaCPA  3 หลายเดือนก่อน +1

      @@jannemequel
      When you create a vendor in QuickBooks Online and make a payment using a bank or credit card transaction before categorizing it, the transaction is temporarily placed in an uncategorized state.
      Once you categorize the transaction, it will affect your financial statements. If you categorize it as a payment to a vendor, it will be reflected as an expense on your profit and loss statement and reduce your bank or credit card account balance on the balance sheet. Until you categorize it, it will not properly show up in your financial reports.

    • @jannemequel
      @jannemequel 3 หลายเดือนก่อน

      @@HectorGarciaCPA
      Ahh okay.
      Thank you very much, Sir!
      Much appreciated!
      God bless you more! 🥰

  • @2558vv
    @2558vv 5 หลายเดือนก่อน

    Both- for different reasons.

  • @dejikomolafe5825
    @dejikomolafe5825 2 หลายเดือนก่อน

    I will prefer 1hr tutorial

  • @TraciBradley-i8k
    @TraciBradley-i8k 8 หลายเดือนก่อน

    I like the longer videos... Your Videos have been the most helpful!!!

  • @shikai2508
    @shikai2508 3 หลายเดือนก่อน

    I like the longer. The longer the video the detailed and precise data that you can see and understand the video tutorial.

  • @RR35592
    @RR35592 5 หลายเดือนก่อน

    The more details the better.

  • @danielm.wekesa809
    @danielm.wekesa809 7 หลายเดือนก่อน

    First of all thanks a lot for the wonderful work you do in helping us grasp some of the QuickBooks Online Accounting technical aspects. I enjoy the long form because it enables me to fully comprehend the impact of a transaction in all its related areas! Mastering the principles and how a transaction evolves from the "inception stage to reporting stage" is the best way to learn since it gives me the confidence to tackle any other practical scenario. I had started digesting the "Income Workflow" when your presentation suddenly ended! How can I locate the 4-hour full video presentation? Thank you.

    • @HectorGarciaCPA
      @HectorGarciaCPA  7 หลายเดือนก่อน +1

      The 4 hour training is in Linkedin learning www.linkedin.com/learning/topics/quickbooks

    • @danielm.wekesa809
      @danielm.wekesa809 7 หลายเดือนก่อน

      Thank you so much@@HectorGarciaCPA, your training is top notch to me. Keep it up!

  • @othoapproto9603
    @othoapproto9603 5 หลายเดือนก่อน

    sure but without the PIP

  • @halalaffirmations
    @halalaffirmations 8 หลายเดือนก่อน

    Hello Hector! Please do a tutorial on how to report TikTok Shop earnings on Quickbooks! Thank you.

    • @HectorGarciaCPA
      @HectorGarciaCPA  8 หลายเดือนก่อน

      Hi.. i dont have any TikTok Shop clients :(

    • @halalaffirmations
      @halalaffirmations 8 หลายเดือนก่อน

      @@HectorGarciaCPA you can use mine as an example. I can send you screenshots and screen record.

  • @mardidunham2710
    @mardidunham2710 4 หลายเดือนก่อน

    I always appreciate more, so longer videos.

  • @DivakerPathak-kq4bv
    @DivakerPathak-kq4bv 5 หลายเดือนก่อน

    I like long videos it describes all details. Hector is a great teacher

    • @HectorGarciaCPA
      @HectorGarciaCPA  5 หลายเดือนก่อน

      Thanks for your feedback

  • @mcsmen0164
    @mcsmen0164 8 หลายเดือนก่อน

    yes i like it as it is very detailed. short videos too is ok although its not detailed.

    • @HectorGarciaCPA
      @HectorGarciaCPA  8 หลายเดือนก่อน +1

      I personally like the long videos, less editing for me

  • @merianisruiz5623
    @merianisruiz5623 5 หลายเดือนก่อน

    I like the longer one, it's realy helpful thak you

  • @angeliquemorafiallos1871
    @angeliquemorafiallos1871 7 หลายเดือนก่อน

    Short and long content are both good for me. When you have long I like when you have the sections labeled.

    • @HectorGarciaCPA
      @HectorGarciaCPA  7 หลายเดือนก่อน

      Yeah.. its little more work to add the timelines :)

    • @angeliquemorafiallos1871
      @angeliquemorafiallos1871 7 หลายเดือนก่อน +1

      I could imagine, all your videos are very helpful. Even without them@@HectorGarciaCPA

  • @j23TVOfficial
    @j23TVOfficial 7 หลายเดือนก่อน

    i enjoyed both, detailed and explained very well. kudos!

    • @HectorGarciaCPA
      @HectorGarciaCPA  7 หลายเดือนก่อน +1

      Glad you enjoyed it!

    • @j23TVOfficial
      @j23TVOfficial 7 หลายเดือนก่อน

      @@HectorGarciaCPA is it possible to make rules without items for review?

  • @ChelasSportsBar
    @ChelasSportsBar 5 หลายเดือนก่อน

    buen dia hector tendras videos en espanol

    • @HectorGarciaCPA
      @HectorGarciaCPA  5 หลายเดือนก่อน +1

      No muchos

    • @ChelasSportsBar
      @ChelasSportsBar 5 หลายเดือนก่อน

      @@HectorGarciaCPA como los encuentro me interesa mucho

  • @AbdulHadi-b5e
    @AbdulHadi-b5e 8 หลายเดือนก่อน

    I need a video on FIND & MATCH.

    • @HectorGarciaCPA
      @HectorGarciaCPA  8 หลายเดือนก่อน

      I dont do that much excel stuff anymore

  • @wlfwlker3704
    @wlfwlker3704 6 หลายเดือนก่อน

    I like the one hour sessions.