QuickBooks: How To Reconcile Bank Statement

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  • เผยแพร่เมื่อ 27 พ.ย. 2024

ความคิดเห็น • 58

  • @georgiagiannini3530
    @georgiagiannini3530 29 วันที่ผ่านมา +1

    I am a student taking QBO online and NO in person Instructor, and its the first time they are using this at the college. The book doesn't even come close to your presentation Candus. When I see a jumble of numbers I panic. I am truly grateful on how you show us tips and explain the process of what QB can do. Eureka!!! Mille gratzie

    • @georgiagiannini3530
      @georgiagiannini3530 29 วันที่ผ่านมา

      My AHA moment was condensing the reconciling instead of seeing all those past entries using the minimizing on the top right to show ONLY what you need to match with the current statement.

    • @CandusKampfer
      @CandusKampfer  29 วันที่ผ่านมา

      Hi Georgia,
      Thanks for reaching out.
      We're so happy that you found Candus's teaching style easy to understand and that you had so many ah-hah moments 🥰
      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 QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @melkikuo7921
    @melkikuo7921 8 หลายเดือนก่อน +2

    Just what I needed. Something about the way you deliver. Thank you! Subscribed.

    • @CandusKampfer
      @CandusKampfer  8 หลายเดือนก่อน +1

      Hi,
      Thanks for reaching out.
      I'm so happy to hear you enjoy Candus's teaching style!
      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

  • @astridk550
    @astridk550 ปีที่แล้ว +3

    Thank you so much, you are an excellent teacher!

  • @KellyFlanagan-qs2lb
    @KellyFlanagan-qs2lb 7 หลายเดือนก่อน +1

    Thank you! You are a great teacher. Love your style!! Prior I reconciled but needed to follow up in QBE. I got through it so quickly with your tips.

    • @CandusKampfer
      @CandusKampfer  7 หลายเดือนก่อน

      Hi Kelly,
      Thanks for reaching out.
      I'm so happy to hear that you've found Candus's teaching style 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

  • @Anthem-w1q
    @Anthem-w1q 2 หลายเดือนก่อน +1

    Excellent presentation!

    • @CandusKampfer
      @CandusKampfer  2 หลายเดือนก่อน

      Hi,
      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 QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @leahwang1381
    @leahwang1381 ปีที่แล้ว +1

    Thank you for the instruction.
    Can I make changes if I made wrong Journal entry after hit Reconcile Now?

    • @CandusKampfer
      @CandusKampfer  ปีที่แล้ว

      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!
      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/

    • @melkikuo7921
      @melkikuo7921 8 หลายเดือนก่อน

      Short answer... Yes. Good luck.

  • @YogabyMelanie3
    @YogabyMelanie3 10 หลายเดือนก่อน +4

    Oh my gosh thank you so much. This part has terrified me for far too long. I feel very confident in doing this now!!

    • @CandusKampfer
      @CandusKampfer  10 หลายเดือนก่อน

      I'm so glad you feel confident after watching this video! 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

    • @melkikuo7921
      @melkikuo7921 8 หลายเดือนก่อน

      Thanks for sharing, Melanie. It's good to know I'm not alone. Hope all is well on your side.

    • @mohitdhiman4513
      @mohitdhiman4513 3 หลายเดือนก่อน

      Ya realay

  • @عبدالباسطرمضان-ن5ع
    @عبدالباسطرمضان-ن5ع ปีที่แล้ว +1

    thank you very much for your great explanation, how can I insert the logo of the company with the bank reconciliation report?

    • @CandusKampfer
      @CandusKampfer  ปีที่แล้ว

      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/

  • @clarencehoward-ts6lr
    @clarencehoward-ts6lr 3 หลายเดือนก่อน

    Thank you so much. Really great tips!!

    • @CandusKampfer
      @CandusKampfer  3 หลายเดือนก่อน

      Hi Clarence,
      Thanks for reaching out.
      We're so glad you enjoy our tips!
      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

  • @thanujasewwandi8295
    @thanujasewwandi8295 หลายเดือนก่อน

    Super helpful. Thanks!

    • @CandusKampfer
      @CandusKampfer  หลายเดือนก่อน

      Hi,
      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 QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

    • @CandusKampfer
      @CandusKampfer  หลายเดือนก่อน

      Hi,
      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 QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @monroelovelady8549
    @monroelovelady8549 6 หลายเดือนก่อน

    Super helpful video. Thank you.

    • @CandusKampfer
      @CandusKampfer  6 หลายเดือนก่อน

      Hi,
      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

  • @JamieProia
    @JamieProia 7 หลายเดือนก่อน

    Great tips thank you so much!

    • @CandusKampfer
      @CandusKampfer  7 หลายเดือนก่อน

      Hi Jamie,
      Thanks for reaching out.
      I'm so glad you enjoyed our tutorial 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

  • @DispatchGlorimLLC
    @DispatchGlorimLLC 10 หลายเดือนก่อน

    Can I ask you , how often it is recommended to do the reconciliation?

  • @biminli8327
    @biminli8327 3 หลายเดือนก่อน

    Your video is very helpful. Can you introduce how to import QBO documents from the bank to reconcile on the desktop QuickBooks?

    • @CandusKampfer
      @CandusKampfer  3 หลายเดือนก่อน

      Hi,
      Thank you for watching our video.
      If you're interested in more in-depth training on how to import QBO documents, 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

  • @pandora8975
    @pandora8975 3 หลายเดือนก่อน

    Very good , good job

    • @CandusKampfer
      @CandusKampfer  3 หลายเดือนก่อน

      Hi,
      Thanks for reaching out.
      We are 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

  • @jennagodbout4722
    @jennagodbout4722 หลายเดือนก่อน

    Do you have any recommendations on how to perform a bank rec for a company that has not reconciled in 6 years? I am willing to do the most recent 2 years of reconciliations myself. But I am not sure how to go about clearing the old transactions so I can get the correct beginning balance

    • @CandusKampfer
      @CandusKampfer  หลายเดือนก่อน

      Hi Jenna,
      Thank you for watching our video.
      If you're interested in more in-depth training on how to perform a bank reconciliation, 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

  • @anncunningham1343
    @anncunningham1343 ปีที่แล้ว +1

    Thanks So Much my Dear. You are a Very GOOD TEACHER and Very Pretty as well

    • @CandusKampfer
      @CandusKampfer  ปีที่แล้ว

      Hi! 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/

  • @ferenads1824
    @ferenads1824 หลายเดือนก่อน +1

    ❤❤❤❤thank you sooo much

    • @CandusKampfer
      @CandusKampfer  หลายเดือนก่อน

      Hi,
      Thanks for reaching out.
      We're so happy that you enjoyed this 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 QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @isabelagarcia5968
    @isabelagarcia5968 5 หลายเดือนก่อน

    What happens if my quickbooks is not link to my bank account? Do you happen to have a video teaching us how to put the transactions first 😩? Thank you
    By the way, I’m happy to be your new subscriber 🤗

    • @CandusKampfer
      @CandusKampfer  5 หลายเดือนก่อน

      Hi Isabela,
      Thank you for watching our video.
      I noticed that you've joined our Customizing QuickBooks workshop which is perfect because that's where share more about how you can work with Candus and about our Confidence with QuickBooks program where we cover this topic! If you have additional questions, you can email us at support@canduskampfer.com.
      Have a great day,
      Samantha, Team Candus

  • @khofhighotv5174
    @khofhighotv5174 ปีที่แล้ว +2

    Thank you for the tutorials.
    Please, I have difficulties in entering cash deposits. Is there a way you can help me. I will be grateful to get your feedback back.

    • @CandusKampfer
      @CandusKampfer  ปีที่แล้ว

      @Khofhigho Tv we have a tutorial about cash here for desktop users and it links to one for online users as well: th-cam.com/video/CPRlSOWv1GA/w-d-xo.html

  • @maydimaranan2107
    @maydimaranan2107 ปีที่แล้ว +1

    Hi, I have a credit card statement with the period of December 15-January 13 2022. I am about to reconcile but I don't where I can find the beginning balance for the credit card.

    • @CandusKampfer
      @CandusKampfer  ปีที่แล้ว +2

      May, if you've never reconciled before you will leave it blank. Just add your ending balance/current balance. - Candus

  • @hedreemutuse2282
    @hedreemutuse2282 6 หลายเดือนก่อน

    nice i love this

    • @CandusKampfer
      @CandusKampfer  6 หลายเดือนก่อน

      Hi,
      Thanks for reaching out.
      I'm so glad you love our 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

  • @davidmugo1704
    @davidmugo1704 10 หลายเดือนก่อน

    to reconcile is it the same way as posting a bank statement transaction to the quickbook

  • @notyboy2620
    @notyboy2620 ปีที่แล้ว +1

    Hey what if my cheques are billable.. if i reconcile will it clear the bill also to certain customer?

    • @CandusKampfer
      @CandusKampfer  ปีที่แล้ว

      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/

  • @sandratorres1326
    @sandratorres1326 11 หลายเดือนก่อน

    Issue: Union bk merged with US bank end of May 2023. The last ending balance fm Union bk was the beg bal for US bank (smooth transition). My problem is that checks that were issued from UNION bk are being cashed in US bk so I manually changed those checks from Union to US and now Union Bank has a balance when it should be cleared. Do you have a video or class on how to fix this, when two banks merge but outstanding checks are being cashed from the new bank instead of the old? TIA

    • @CandusKampfer
      @CandusKampfer  11 หลายเดือนก่อน +1

      Hi,
      Typically you wouldn't add another bank to your QuickBooks if your bank merges, you would just keep the original bank.
      If you'd like additional support with cleaning up your QuickBooks, you can check out our Cleaning up QuickBooks workshop here: CandusKampfer.com/cleanup
      Have a great day,
      Samantha
      Team Candus

    • @sandratorres1326
      @sandratorres1326 11 หลายเดือนก่อน

      @@CandusKampfer That makes so much sense. Thank you for responding. I love your videos.

  • @tineoliveira
    @tineoliveira 8 หลายเดือนก่อน

    i need help to reconcile my accounts. If money was transferred from one bank to another, but there was a fee. How do i reconcile it when the numbers dont match? Like if i transferred $50 to another bank account it turns into 45 because of a 5 dollar fee.

    • @CandusKampfer
      @CandusKampfer  8 หลายเดือนก่อน

      Hi,
      Thanks for reaching out.
      Here's a video from our blog that I think you'll find helpful: canduskampfer.com/how-to-transfer-money-in-quickbooks/
      When you make the transfer, make sure to take out the fee.
      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

  • @unpublishedclips
    @unpublishedclips 8 หลายเดือนก่อน

    Mam.
    Thanks

    • @CandusKampfer
      @CandusKampfer  8 หลายเดือนก่อน

      Hi,
      I'm so happy you enjoyed 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