Thank you for going into this detail. I had used Quicken for personal accounts 30 years ago and I've just started using QuickBooks for my business a couple years ago. Your videos are great because you focus on one aspect of one topic at a time so there is no overload. I love how you show examples of what you are doing and how. Thank you for explaining all this to the layman.
@@CandusKampfer Thank you so much for great video. This is just to enter a credit charge in order to pay later for expense but .. 1. What if company buys a new computer with credit charge, do I have to record it as an asset? 2. What if company buys an inventory with credit card such as buying clothes to sell, it needs to record an inventor too. Do I choose an item to record new clothes??? So if #1, do I need to add a new computer in chart account for fixed asset and input a purchase amount $1000 let’s say. Then go credit card to enter a charge for $1,000 expense at Best Buy? If #2, do I need to select items since it’s inventory buying with card?
Thank you!!!! You turned a mystery and fear into resolution and fearless understanding. You're not just a teacher, you're a brain leader, lol. Again, thank you!
Wow! I’m so happy to hear how much the training helped 🙂 If you need help with QuickBooks, you may join her QuickBooks workshop, here is the link to save your seat: *CandusKampfer.com/workshop* Thank you for being part of Candus' community! Elaine - Team Candus P.S. If you would like to follow her, click the links below ↓ *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer
Oh my gosh, thank you for this. It was all clear and glad that you have started from entering the charges. I've been searching for days on how to do reconciliation w/o any existing transactions but all I have watch is not the same as yours. Thank you very much for this. ❤️
Hi Emmylou, 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/
Yay! That’s so awesome to hear Elisa 😊 If you would like to follow her, click the links below ↓ *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer Have an amazing day! Elaine - Team Candus
Yay! Glad it helped you 😊 If you need help with QuickBooks you may join her free workshop. Here is the link to save your seat: *CandusKampfer.com/workshop* Have an amazing day! Elaine - Team Candus P.S. If you would like to follow her, click the links below ↓ *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer
I have been working with QB since last May. I am so confused. Trying to get taxes figured out . For the first time I found a video I could actually understand. I had no idea until now that I could put the credit card on QB. I just did my first reconcile after putting in my transactions and it was so easy. THANK YOU THANK YOU THANK YOU. Still a bit befuddled!! but get a grasp so next year will be better. Cheryl
Awesome Glad the video helped you Cheryl 🙂 Have an amazing day! Elaine 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
I have been on phone with Qb trying to figure out how to pay my credit card because it was classified as a credit card and not a vendor you answered the question in two minutes and I have spent hours on the phone with QuickBooks trying to explain this to me. Thank you so so much.
Yay! Glad the videos helped you, Nelida 😊 Have an amazing day! Elaine -Team Candus P.S. If you would like to follow her, click the links below ↓ *Instagram:* instagram.com/candus.kampfer *Facebook:* facebook.com/CandusKampfer/
Glad it was helpful Vinod. If you would like to follow her, click the links below. *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer Have an amazing day! Elaine - Team Candus
Hi Astrid, Glad it helped you. 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.co
I'm so glad you enjoyed the video 😊 Have an amazing day! Elaine - Team Candus P.S. If you would like to follow her, click the links below ↓ *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer
Awesome! Glad it worked for you 🙂 If you need help with QuickBooks you may join her free workshop. Here is the link to save your seat: *CandusKampfer.com/workshop* Have an amazing day! Elaine- Team Candus P.S. If you would like to follow her, click the links below ↓ *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer
Yay! Glad the video helped you, Jayne. Have an amazing day 😊 Elaine - Team Candus P.S. If you would like to follow her, click the links below ↓ *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer
Candus, I wanted to thank you for your information on this credit card "stuff"! It's been a real problem, and apparently I've been doing it incorrectly for years, although nothing to go to jail about...I hope. But I watched your video, rewinding, checking things again, entering and re-entering info, and I think...hope it's all correct now. Thank you for completely explaining things!
Awesome, thank you! Glad it was helpful Have an amazing day, Ednalyn ~ Team Candus P.S. We’d love to connect with you find us at ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer
Thanks so much! Really well done. I have a MUCH better understanding. Really hit it on the head with explaining the timing of when certain activities can/should be done such as entering charges, reconciling and making payments. So many videos are focusing on the mechanics of what to do (great), but still need the business application and understanding. My next endeavor is finding a quickbooks quick-reference dictionary of all the transaction TYPES found in the AP, AR, etc registers-- i.e BILLPMT vs BILL vs CC CREDIT, etc. Understanding those TYPES is key to troubleshooting errors, but they're not that intuitive and not that obvious to me when certain TYPES shouldn't show up in certain registers and indicate an error. Thanks again.
Yay! Glad it helped you Glenn. If you like the way she teaches you can join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/ Elaine - Team Candus
Happy to hear that Ho Doris! If you would like to follow her, click the links below ↓ *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer Thank you for being part of Candus' community 🙂 Elaine - Team Candus
Hello I can see my credit card transactions online and I ledger them weekly. My question is How do I ledger a payment in the middle of a statement cycle and before I reconcile the monthly credit card statement. For example the cycle is 1/06/22 to 2/5/22 and I have pymt showing on the online statement 1/11/22 for 2000.00 how do I ledger this pymt? I am thinking I write a check but I want to be sure as there will be more than one pymt made within a cycled statement
Cynthia, Great question! You would enter it as an expense or a check and then pick the credit card account as the "account". It doesn't matter if you make 10 payments during the month. You apply the payment to the credit card each time. Does that make sense? Candus
I've been making credit card payments in QuickBooks by transferring funds from bank account to credit card. I use the bank statement to see what was paid and when.
Yay! Glad it worked for you 😊 If you would like to follow her, click the links below. *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer Have an amazing day! Elaine - Team Candus
Hi James, The beginning balance would be the previous balance on the statement and the ending balance would be the new balance on the statement. Have a wonderful 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
Hi Mital, I'm so glad this helped you! If you're looking for more QuickBooks training, I'd recommend joining us on our next workshop. You can save your seat here: canduskampfer.com/workshop Have a great day! Ireland 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 this! I just started doing the QB for my dad's company a month ago and even though I mostly have the basics down I wasn't quite sure if what I was thinking to zero out the CC balance was correct, because he pays the bill in full every month so we never have a balance. Usually I enter all CC charges separately in the CC charges and then pay the bill with the one check( he pays everything by handwritten check, I just have to record the data in QB) so the bill shows as paid, but I wasn't sure how to reflect that in the actual credit balance, after watching this I realized reconciling to zero was what I needed to do to show the correct balance so he doesn't have a freak out moment seeing his balance lol.
Hi Lynzee, We love hearing this. 🙏🏻 I'm so glad it was helpful. 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
Glad you enjoyed it Nechole 🙂 Have an amazing day! Elaine -Team Candus P.S. If you would like to follow her, click the links below ↓ *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer
Hi Krista, Depending on what you're wanting to import, this video may help: th-cam.com/video/agt-wDr2owQ/w-d-xo.html&feature=emb_logo 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
Glad it was helpful Meena 😊 If you would like to follow her, click the links below. *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer Have an amazing day! Elaine - Team Candus
Hi Candus. When my company gets an invoice I enter it into enter bills. We usually pay our bills by check once a week. There are occasions where my boss will change his mind and pay a few vendors using our credit card. This is after the bill is already entered in QuickBooks.Should I delete the bill and then enter it into credit card charges or is there a way I can change the bill into a credit card charge.
Awesome! Glad it worked for you! If you like the way she teaches you can join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/ Elaine - 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/
At 11:42 You said "this is important"...then you super rushed through that...and I didn't understand what you said or what you did. Do you enter the same name as what is in chart of accounts? Thank you!
Hi, you are a great teacher! Please if you let me know how to undo a payment made on a credit card by mistake, I just started to reconcile my CC thank U!!!! please help me out
Hi Julio, You can void the credit card payment made by mistake. If you would like to learn more about QuickBooks, we will be hosting special workshops in January. You can add your contact information here: canduskampfer.com/training Have a great day! Ireland 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 so much for great video. This is just to enter a credit charge in order to pay later for expense but .. What if company buys a new computer with credit charge, do I have to record it as an asset? What if company buys an inventory with credit card such as buying clothes to sell, it needs to record an inventor too. Do I choose an item to record new clothes???
Thank you for watching our videos 😊 Hi! I will add your questions 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! 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
i use qb for rental property and seperate classes for each property. so on a credit card charge the class would be the name of the house. when i pay the credit card payment what class do i use?
Hi Steve, 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 emails and want to receive them, click here to join: canduskampfer.com/weeklytips/ and we'll send you our tips straight to your inbox. If you're looking for more QuickBooks training, I recommend attending her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! McKenzie Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer
Hello... Will you please let me know if I can enter all the credit card transactions from the complete last year without doing the monthly reconciliation of the credit card? Thanks,
Hi Nelsy, Yes, you can enter them. However, we always recommend reconciling. It's the only way to know you have everything in correctly. 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
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/
I learned so much. Ty. I have 2 ??... I deleted transactions from COA mainly bc I didn't understand. Now, when I RE-import from the downloaded qbo file, QB says there's nothing to import. How do I fix this without entering all year manually? Also, our techs get gas from almost every gas station in the state, and I don't want all as vendors, but need for it to import...can this be done? Right now, when imported, in register, the vendor section is blank. Sincerely, Frustrated.
Hello, Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. Regarding the gas station questions, you can always add "Fuel" as a vendor and use it for every gas station transaction entered. 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
After watching this video and entering credit card charges for a previous month, I noticed that the previous Office Manager has not reconciled the credit card account with multiple users for a year and a half. She was utilizing the Bank Feed option in QB and then merely "matching" it up to the credit card statement. I believe that we should reconcile, too to ensure that nothing was missed. With that being said, can I just start with the beginning of 2022 until current? And if so, how would I get that beginning balance corrected? Thanks in advance.
Hi Ginger, These videos might help you. th-cam.com/video/xEF9JNVKD4w/w-d-xo.html and/or th-cam.com/video/UN_btAnDkrg/w-d-xo.html. 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
Hi Debbie, what happens if you charge your charge an item to your business credit card it should have been charge to your personal credit card. How can void that item in qb
Jeannette are you asking how do you remove the cc charge or how do you handle the mistake? If you want to remove the cc charge from QuickBooks you can open the charge and then click on "edit" in the top left and "void"
@@CandusKampfer How do I handle the mistake.The charge in my credit card account not in quickbook and it should have charge my personal credit not the business credit card. The charge was DMV registrations fees.
Thank you for watching the video! Due to the large volume of questions and emails we receive daily, Candus isn’t able to respond to all of them any longer. If you are just starting out with QuickBooks or feeling overwhelmed and need help, register to join her next workshop here: canduskampfer.com/getting-started/ Have an amazing day! Elaine Team Candus
Just watch this and want to thank you for the details. Question--I had a credit that I received from my CC by using my points. Entered them in as a credit and then reconcile which tied, however, now the balance in the chart accounts are off by those credits. I look into the transactions by Account and notice that the amounts are going in as both a negative and positive number. Thanks in advance
Hi Judith, You need to make sure you set up a credit card rewards "other income" account. If you're looking for more QuickBooks training, I recommend attending our workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Ireland Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer
Hi Mymy, I added your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips* Have an amazing day! Elaine -Team Candus P.S. If you need help with QuickBooks, you may join her QuickBooks workshop, here is the link to save your seat: *CandusKampfer.com/workshop*
This is exactly what my question was - how to enter cc charges in QB even though I don't pay off the full balance! One more question though - is it necessary for me to begin in January (it's Aug 2022 right now)? I have been paying the full credit card balance up until June due to cash flow issues. Can I just add the credit card and begin in June? (I never added the credit card into the Chart of Accounts - I've just been writing a check in QB and adding the charges to the proper expense account line by line for that check, since I was paying the balance in full)
Hi Charmagne, That's up to you when you start. Just know they won't show on your reports until you put them in but if you've already expensed your items another way and have them in for tax purposes then you can start now. ~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
So apparently I have been doing this wrong for a while. Now I want to start doing it the right way but am not sure where to start. I set up the CC in chart of accounts. Do I enter an opening balance? and if so, do I use the one on my latest statement since that is where I am starting?
Hi, I will add your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips. Have an amazing day! Elaine -Team Candus P.S. If you would like to follow her, click the links below. Facebook: facebook.com/CandusKampfer/ Instagram: instagram.com/candus.kampfer
Here’s a few videos that may be a good reference: canduskampfer.com/mindset-credit-cards/ canduskampfer.com/add-or-adjust-the-beginning-balance-in-a-bank-account-or-credit-card-in-quickbooks/
Hi I love your videos but I do have a question for you because I'm having a difficult problem with quickbooks and I wanted to know once I add my credit card to pay my employees will my business name show up on my employee bank statement once I paid them
Hi Fernando, Thanks for your question, I've added it to our list. Once a month, Candus picks the top 10 questions and answers them Live on her FB page. If you haven't subscribed to Candus's Tips & Tricks yet, here is the link to join: canduskampfer.com/tips we'll send a reminder for her next Live top 10 answers. If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/ Thank you for being part of Candus' community! Elaine - Team Candus P.S. If you need help with QuickBooks, join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/
Hi, thanks for your video. How to record this statement balance - half of the balance paid with business debit card, half of the balance paid with personal card that is not even in QBooks? I am confused how to record payment made with a personal card. Please advise. Thanks!
Hi Elena, 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
Agreed, Great Vids. My Question is , For our Spa, I have been using my personal credit cards to pay my vendors. Then I pay my credit cards with my business checking. How do I set up my credit cards in quick books if I am going to continue to pay my vendors this way? Or do I follow the exact directions in this video? Thanks :)
Alex, Thank you for reaching out to us! Due to the large volume of comments and emails, we receive daily, Candus isn’t able to respond to all of them any longer. We will add your question to our future tip requests. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips Have an amazing day! Elaine Team Candus
Wow, thank you for the video. And I love your voice by the way. What city do you offer your services? I really need an accountant to help me out on several suspicious statements have received on one of my credit cards.
Thank you! I really enjoy your videos. I have a question: sometimes my employer transfers funds to the credit card from another bank account. Instead of making a payment to clear the balance due, he just transfers $10K. He does this from time to time even if the cc statement hasn't been received. How would I record this payment? He makes transfers to replenish the credit card available amount either online or by echeck. Thank you.
Hi Phileo, It looks like we might have missed your question before. I'll make sure it's added to Candus' list of future Tips & Tricks ideas. If you're not already getting our weekly tips, here's a link to join: canduskampfer.com/weeklytips Have a great day! Ireland Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer
Hello Candus. I recently started using QB and I enjoy your videos. I imported all my credit card transactions directly into bank feed. What account do I categorize to? It doesn't allow for the same credit card. I would assume the banking information since that is where the funds are generated from to make the payment? We are making a payment to the credit card using funds in our bank account. Please advise. Thank you.
Hi Isabel, Thank you for reaching out. The "account" you choose is the one you want for your reports. If you want to learn how to customize your business, you can check out our Confidence with QuickBooks program here: ConfidencewithQuickBooks.com Have a great day, Samantha - Team Candus
Hi Muhammad, I added your request to our list. Candus uses the list to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips* Have an amazing day! Elaine -Team Candus P.S. If you would like to follow her, click the links below ↓ *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer
what type of 1 on 1 training do you offer for quickbooks and credit cards? this video did teach me a lot of what I need to do in the future, but i need some help fixing a specific credit card problem.
Thank you for watching the video! Due to the large volume of questions and emails we receive daily, Candus isn’t able to respond to all of them any longer. If you are just starting out with QuickBooks or feeling overwhelmed and need help, register to join her next workshop here: canduskampfer.com/getting-started/ Have an amazing day! Elaine Team Candus
Hi Candus, My question is...how to you pay your cc with other bank acct in QB. My husband started a bus in April of 16, and we have had to use our other bank acct and cc to pay bills and buy material...how do you do that in QB (when reconciling a credit card?
I am hoping to start reconciling our bank on QuickBooks Pro, but the company I work for has never done this. Should I start this after year end, or is it okay to start doing this halfway through the year? Will it affect any other part of our recon?
What a helpful video, thank you. I have a further question - is there a way to enter the credit card due as a bill to be paid so that it shows up in the pay bills window with a date payment is due as a REMINDER to pay??
Awesome video. I have been writing a check where it says to, and you mention that will mess with accounts payable. How can I clear it up and do it the right way?
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/
Hi, would credits and prepaid(walmart visa) cards be handled the same way as far as setting them up in the chart of accounts? Do i select credit card or other when setting it up?
I love your vides! I have a question please, I reconciled my credit card but intead cancel at the end I clicked make a payment instead and now I checked the chart of account and shows the balance, what I need to do?
Hi, Thanks for reaching out. If the check doesn't match what you paid, then you'll want to void the check as long as you haven't done your taxes this year. 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 goodness, you are good. If I can understand you, then anyone can. I can enter CC charges and reconcile easy enough but I couldn't figure out how to write a check to pay off the CC bill....you rule. I owe you lunch, dinner.....
Hi Candus, Thank you so much for all your videos. They have been very helpful. I do have a question about entering a partial credit card payment and reconciliation. I entered payment as you showed in the video but when I reconciled there is a discrepancy for the amount I paid first. Please if you could help me it would be greatly appreciated.
Hi Zulma, I'll make sure your question is added to Candus' list of future Tips & Tricks ideas. If you'd like to make sure you get our weekly tips, you can join here: canduskampfer.com/weeklytips Have an amazing day 😊 Elaine 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: www.pinterest.com/canduskampfer/
Love the tutorials. Wondered if you can cover how to upload information from the credit card companies so that I don't have to enter all the transactions myself.
Thank you for watching the video! Due to the large volume of questions and emails we receive daily, Candus isn’t able to respond to all of them any longer. If you are just starting out with QuickBooks or feeling overwhelmed and need help, register to join her next workshop here: canduskampfer.com/getting-started/ Have an amazing day! Elaine Team Candus
Gosh! Finally I get a great video, perfect explanation and not talking and talking! Thank You!!!!
Glad you liked it Gabriela!
If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/
Elaine - Team Candus
Thank you for going into this detail. I had used Quicken for personal accounts 30 years ago and I've just started using QuickBooks for my business a couple years ago. Your videos are great because you focus on one aspect of one topic at a time so there is no overload. I love how you show examples of what you are doing and how. Thank you for explaining all this to the layman.
Yay! Glad it helped you Deane!
Elaine
Team Candus
@@CandusKampfer Thank you so much for great video.
This is just to enter a credit charge in order to pay later for expense but ..
1. What if company buys a new computer with credit charge, do I have to record it as an asset?
2. What if company buys an inventory with credit card such as buying clothes to sell, it needs to record an inventor too. Do I choose an item to record new clothes???
So if #1, do I need to add a new computer in chart account for fixed asset and input a purchase amount $1000 let’s say. Then go credit card to enter a charge for $1,000 expense at Best Buy?
If #2, do I need to select items since it’s inventory buying with card?
Thank you!!!! You turned a mystery and fear into resolution and fearless understanding. You're not just a teacher, you're a brain leader, lol. Again, thank you!
Wow! I’m so happy to hear how much the training helped 🙂
If you need help with QuickBooks, you may join her QuickBooks workshop, here is the link to save your seat: *CandusKampfer.com/workshop*
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Thank you so much! I have never reconciled my credit cards and realized what a mistake it was. I am trying to begin with your tutorials. Thank you!
Oh my gosh, thank you for this. It was all clear and glad that you have started from entering the charges. I've been searching for days on how to do reconciliation w/o any existing transactions but all I have watch is not the same as yours. Thank you very much for this. ❤️
Hi Emmylou,
Thank you so much! We love hearing this. 🙏🏻
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I liked your way of teaching, very clear. Thank you
Yay! That’s so awesome to hear Elisa 😊
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Elaine - Team Candus
Thank you! I've been worried about this and you explained everything so clearly. Thanks again!
Yay! Glad it helped you 😊
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I have been working with QB since last May. I am so confused. Trying to get taxes figured out . For the first time I found a video I could actually understand. I had no idea until now that I could put the credit card on QB. I just did my first reconcile after putting in my transactions and it was so easy. THANK YOU THANK YOU THANK YOU. Still a bit befuddled!! but get a grasp so next year will be better. Cheryl
Awesome Glad the video helped you Cheryl 🙂
Have an amazing day!
Elaine
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I have been on phone with Qb trying to figure out how to pay my credit card because it was classified as a credit card and not a vendor you answered the question in two minutes and I have spent hours on the phone with QuickBooks trying to explain this to me. Thank you so so much.
Yay! Glad it helped you Scottie.
Elaine - Team Candus
I am new to QB and I absolutely love love love your videos and information .... YOU ROCK!!!!!!!!!!
Aww thank you Michele.
I must say I use Quick Books Online but your class is so detailed that it provides me enough knowledge to relate the information to my format. Thanks
Thank you so much. Your videos are very helpful.
Yay! Glad the videos helped you, Nelida 😊
Have an amazing day!
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Very good, informative & pratical video, Thank you
Glad it was helpful Vinod.
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Elaine - Team Candus
Thank you so much Candus! Love to watch your videos. You explain everything so simple...
Hi Astrid,
Glad it helped you.
Have an amazing day!
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This was very helpful! Thank you!
You're so welcome! Glad it helped you 🙂
Elaine - Team Candus
@Darkteckh on telegram is a real vendor I can’t believe my eyes that man too real Go on his telegram He sell credit card with high balance🧠
Thank you and love your teaching video , every single word is clear to hear , so sweet sound.
I'm so glad you enjoyed the video 😊
Have an amazing day!
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Very clearly and easy to understand thepresentation
Awesome! Glad it worked for you 🙂
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wonderfully presented
Yay! Glad the video helped you, Jayne.
Have an amazing day 😊
Elaine - Team Candus
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It's a great video. You teach very well
Awesome! Glad it worked for you!
Elaine Team Candus
Candus, I wanted to thank you for your information on this credit card "stuff"! It's been a real problem, and apparently I've been doing it incorrectly for years, although nothing to go to jail about...I hope. But I watched your video, rewinding, checking things again, entering and re-entering info, and I think...hope it's all correct now. Thank you for completely explaining things!
Thanks so much for your help! You're a great teacher!!!
@Darkteckh on telegram is a real vendor I can’t believe my eyes that man too real Go on his telegram He sell credit card with high balance🧠
You're Awesome. Nice video. You just score 100% on explaining QuickBooks manual data entry. This video helps me a lot.
Awesome, thank you!
Glad it was helpful
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Thanks so much! Really well done. I have a MUCH better understanding. Really hit it on the head with explaining the timing of when certain activities can/should be done such as entering charges, reconciling and making payments. So many videos are focusing on the mechanics of what to do (great), but still need the business application and understanding. My next endeavor is finding a quickbooks quick-reference dictionary of all the transaction TYPES found in the AP, AR, etc registers-- i.e BILLPMT vs BILL vs CC CREDIT, etc. Understanding those TYPES is key to troubleshooting errors, but they're not that intuitive and not that obvious to me when certain TYPES shouldn't show up in certain registers and indicate an error. Thanks again.
Thank you ! This answered all my questions!
@Darkteckh on telegram is a real vendor I can’t believe my eyes that man too real Go on his telegram He sell credit card with high balance🧠
hi thanx for this video I m starting new bookkeeper job .I m rectly done my study so I m new in bookkeeping job and this video is vry helpful for me
I also teach QB in a JR college you are a fantastic teacher
Yay! Glad it helped you Glenn.
If you like the way she teaches you can join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/
Elaine - Team Candus
Thanks for the kind words Glenn!
Incredible video Candice does an excellent job!
Yay! Glad it helped you Mark!
Elaine
Team Candus
thank you so much. With zero knowledge about accounting, i am glad to learn from you Candus. You are amazing!!
Happy to hear that Ho Doris!
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Elaine - Team Candus
Was very helpful in teaching me on what to do with our credit card payments. Thank you...
Thank you so much for the clarity you give in teaching. It has been so easy to follow what you are saying.
Thank you for your kindness in making this video. You are a wonderful teacher!
Yay! Glad it helped you Debbie!
Elaine
Team Candus
@Darkteckh on telegram is a real vendor I can’t believe my eyes that man too real Go on his telegram He sell credit card with high balance🧠
Hello I can see my credit card transactions online and I ledger them weekly. My question is How do I ledger a payment in the middle of a statement cycle and before I reconcile the monthly credit card statement. For example the cycle is 1/06/22 to 2/5/22 and I have pymt showing on the online statement 1/11/22 for 2000.00 how do I ledger this pymt? I am thinking I write a check but I want to be sure as there will be more than one pymt made within a cycled statement
Cynthia,
Great question! You would enter it as an expense or a check and then pick the credit card account as the "account".
It doesn't matter if you make 10 payments during the month. You apply the payment to the credit card each time.
Does that make sense?
Candus
You are an awesome teacher! Thank you for your time!!! 😊👍🏻
I've been making credit card payments in QuickBooks by transferring funds from bank account to credit card. I use the bank statement to see what was paid and when.
Ah! Great video Candus, thank you soooo much.
Yay! Glad it helped you Ana!
Elaine
Team Candus
Great video. Credit card mysteries solved. Thank you for sharing your knowledge.
Yay! Glad it worked for you 😊
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Elaine - Team Candus
Thank you. What will be the begging balance and ending balance since my statement shows previous balance and new balance only.
Hi James,
The beginning balance would be the previous balance on the statement and the ending balance would be the new balance on the statement.
Have a wonderful day,
Kindra/Team Candus
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Wonderful video, thank you Candus
Yay! Glad it helped you Carolina!
Elaine - Team Candus
THAAAAAAAAAAAAAAAAANK you !!!!!!!!!!!!!!!!!!!!!!!!! best teacher
Thank you!!!
Hi Mital,
I'm so glad this helped you!
If you're looking for more QuickBooks training, I'd recommend joining us on our next workshop.
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Have a great day!
Ireland
Team Candus
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Thank you for this! I just started doing the QB for my dad's company a month ago and even though I mostly have the basics down I wasn't quite sure if what I was thinking to zero out the CC balance was correct, because he pays the bill in full every month so we never have a balance. Usually I enter all CC charges separately in the CC charges and then pay the bill with the one check( he pays everything by handwritten check, I just have to record the data in QB) so the bill shows as paid, but I wasn't sure how to reflect that in the actual credit balance, after watching this I realized reconciling to zero was what I needed to do to show the correct balance so he doesn't have a freak out moment seeing his balance lol.
Hi Lynzee,
We love hearing this. 🙏🏻 I'm so glad it was helpful.
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
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hi,
i am knew to QB. this was great !!
Glad you enjoyed it Nechole 🙂
Have an amazing day!
Elaine -Team Candus
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do you have any videos for iif import or importing data from excel?
Hi Krista,
Depending on what you're wanting to import, this video may help:
th-cam.com/video/agt-wDr2owQ/w-d-xo.html&feature=emb_logo
Have a great day!
Kindra ~ Team Candus
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Thanks a whole lot!
Awesome! Glad it worked for you!
Elaine
Team Candus
thanks for the great video!
Great information. Thanks
Glad it was helpful Meena 😊
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Elaine - Team Candus
Fantastic! So glad I found you and thank you for Mary for asking question. I watched your previous video and had same question.
You are amazing! Thank you very much! I enjoy your videos and they are helpful. It helped me with a lot of the questions I have.
HI, THANKS FOR YOUR TIPS I LOVE THE WAY YOU TEACH.
Hi Candus. When my company gets an invoice I enter it into enter bills. We usually pay our bills by check once a week. There are occasions where my boss will change his mind and pay a few vendors using our credit card. This is after the bill is already entered in QuickBooks.Should I delete the bill and then enter it into credit card charges or is there a way I can change the bill into a credit card charge.
Thank you!
Awesome! Glad it worked for you!
If you like the way she teaches you can join her Getting Started with QuickBooks workshop, here is the link to save your seat: canduskampfer.com/getting-started/
Elaine - Team Candus
Thank you so much. You are very helpful.
great video!
Had a question, but then I saw you had another video and it was answered there. Thx
very helpful very well done
Thank you for this video. After entering charges how do you reconcile business charges and personal charges?
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
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At 11:42 You said "this is important"...then you super rushed through that...and I didn't understand what you said or what you did. Do you enter the same name as what is in chart of accounts? Thank you!
Hi, you are a great teacher! Please if you let me know how to undo a payment made on a credit card by mistake, I just started to reconcile my CC thank U!!!! please help me out
Hi Julio,
You can void the credit card payment made by mistake.
If you would like to learn more about QuickBooks, we will be hosting special workshops in January. You can add your contact information here:
canduskampfer.com/training
Have a great day!
Ireland
Team Candus
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Thank you so much for great video.
This is just to enter a credit charge in order to pay later for expense but ..
What if company buys a new computer with credit charge, do I have to record it as an asset?
What if company buys an inventory with credit card such as buying clothes to sell, it needs to record an inventor too. Do I choose an item to record new clothes???
Thank you for watching our videos 😊
Hi!
I will add your questions 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
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i use qb for rental property and seperate classes for each property. so on a credit card charge the class would be the name of the house. when i pay the credit card payment what class do i use?
Hi Steve,
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 emails and want to receive them, click here to join: canduskampfer.com/weeklytips/ and we'll send you our tips straight to your inbox.
If you're looking for more QuickBooks training, I recommend attending her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
McKenzie
Team Candus
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Hello... Will you please let me know if I can enter all the credit card transactions from the complete last year without doing the monthly reconciliation of the credit card?
Thanks,
Hi Nelsy,
Yes, you can enter them. However, we always recommend reconciling. It's the only way to know you have everything in correctly.
Have a great day!
Kindra ~ Team Candus
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Do you manage cash advances the same way as the credit card charges or use the transfer feature?
Either way will work.
Great video, Candus. Thank you so much
If my credit card is linked to my qb desktop, do I still have to input EVERY charge or does it do it since my credit card is linked? 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. 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
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We love you!
Awesome ...thanks!!!!!
I learned so much. Ty. I have 2 ??... I deleted transactions from COA mainly bc I didn't understand. Now, when I RE-import from the downloaded qbo file, QB says there's nothing to import. How do I fix this without entering all year manually? Also, our techs get gas from almost every gas station in the state, and I don't want all as vendors, but need for it to import...can this be done? Right now, when imported, in register, the vendor section is blank. Sincerely, Frustrated.
Hello,
Thank you for watching our videos 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month.
Regarding the gas station questions, you can always add "Fuel" as a vendor and use it for every gas station transaction entered.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
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After watching this video and entering credit card charges for a previous month, I noticed that the previous Office Manager has not reconciled the credit card account with multiple users for a year and a half. She was utilizing the Bank Feed option in QB and then merely "matching" it up to the credit card statement. I believe that we should reconcile, too to ensure that nothing was missed. With that being said, can I just start with the beginning of 2022 until current? And if so, how would I get that beginning balance corrected? Thanks in advance.
Hi Ginger,
These videos might help you.
th-cam.com/video/xEF9JNVKD4w/w-d-xo.html
and/or
th-cam.com/video/UN_btAnDkrg/w-d-xo.html.
Have a great day!
Kindra ~ Team Candus
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Hi Debbie, what happens if you charge your charge an item to your business credit card it should have been charge to your personal credit card. How can void that item in qb
Jeannette are you asking how do you remove the cc charge or how do you handle the mistake?
If you want to remove the cc charge from QuickBooks you can open the charge and then click on "edit" in the top left and "void"
@@CandusKampfer how do I handle the mistake. Please
@@CandusKampfer How do I handle the mistake.The charge in my credit card account not in quickbook and it should have charge my personal credit not the business credit card. The charge was DMV registrations fees.
how do i apply cash payment to a credit card?
please advise
Thank you for watching the video!
Due to the large volume of questions and emails we receive daily, Candus isn’t able to respond to all of them any longer. If you are just starting out with QuickBooks or feeling overwhelmed and need help, register to join her next workshop here: canduskampfer.com/getting-started/
Have an amazing day!
Elaine
Team Candus
Kingauthorhackerlogs@gmail.com he’s here to help everyone he’s good and perfect in his work
Thank you so much
Awesome! Glad it worked for you!
Elaine
Team Candus
Great Videos! Do i need to enter credit card transactions manually if i download them from website?
Just watch this and want to thank you for the details. Question--I had a credit that I received from my CC by using my points. Entered them in as a credit and then reconcile which tied, however, now the balance in the chart accounts are off by those credits. I look into the transactions by Account and notice that the amounts are going in as both a negative and positive number. Thanks in advance
Hi Judith,
You need to make sure you set up a credit card rewards "other income" account.
If you're looking for more QuickBooks training, I recommend attending our workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
Ireland
Team Candus
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@@CandusKampfer What’s eft?
Hold do I reconcile an entire year please?
Hi Mymy,
I added your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips*
Have an amazing day!
Elaine -Team Candus
P.S. If you need help with QuickBooks, you may join her QuickBooks workshop, here is the link to save your seat: *CandusKampfer.com/workshop*
Thank yoy
You're very welcome!
Kindra
Team Candus
This is exactly what my question was - how to enter cc charges in QB even though I don't pay off the full balance! One more question though - is it necessary for me to begin in January (it's Aug 2022 right now)? I have been paying the full credit card balance up until June due to cash flow issues. Can I just add the credit card and begin in June? (I never added the credit card into the Chart of Accounts - I've just been writing a check in QB and adding the charges to the proper expense account line by line for that check, since I was paying the balance in full)
Hi Charmagne,
That's up to you when you start. Just know they won't show on your reports until you put them in but if you've already expensed your items another way and have them in for tax purposes then you can start now.
~Kindra/Team Candus
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So apparently I have been doing this wrong for a while. Now I want to start doing it the right way but am not sure where to start. I set up the CC in chart of accounts. Do I enter an opening balance? and if so, do I use the one on my latest statement since that is where I am starting?
Hi,
I will add your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips.
Have an amazing day!
Elaine -Team Candus
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Here’s a few videos that may be a good reference:
canduskampfer.com/mindset-credit-cards/
canduskampfer.com/add-or-adjust-the-beginning-balance-in-a-bank-account-or-credit-card-in-quickbooks/
Hi I love your videos but I do have a question for you because I'm having a difficult problem with quickbooks and I wanted to know once I add my credit card to pay my employees will my business name show up on my employee bank statement once I paid them
Hi Fernando,
Thanks for your question, I've added it to our list. Once a month, Candus picks the top 10 questions and answers them Live on her FB page.
If you haven't subscribed to Candus's Tips & Tricks yet, here is the link to join: canduskampfer.com/tips we'll send a reminder for her next Live top 10 answers.
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Thank you for being part of Candus' community!
Elaine - Team Candus
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Thanks very much for your videos is been very helpfull I have a question how you add your cc charges to your P&L
Hi, thanks for your video. How to record this statement balance - half of the balance paid with business debit card, half of the balance paid with personal card that is not even in QBooks? I am confused how to record payment made with a personal card. Please advise. Thanks!
Hi Elena,
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
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So the expenses that you create on the CC charges show up on the P& L Reports?
Agreed, Great Vids. My Question is , For our Spa, I have been using my personal credit cards to pay my vendors. Then I pay my credit cards with my business checking. How do I set up my credit cards in quick books if I am going to continue to pay my vendors this way? Or do I follow the exact directions in this video? Thanks :)
Alex,
Thank you for reaching out to us!
Due to the large volume of comments and emails, we receive daily, Candus isn’t able to respond to all of them any longer. We will add your question to our future tip requests. Please join the weekly tips and tricks to be notified when your question is answered. canduskampfer.com/tips
Have an amazing day!
Elaine
Team Candus
Wow, thank you for the video. And I love your voice by the way. What city do you offer your services? I really need an accountant to help me out on several suspicious statements have received on one of my credit cards.
Thank you! I really enjoy your videos. I have a question: sometimes my employer transfers funds to the credit card from another bank account. Instead of making a payment to clear the balance due, he just transfers $10K. He does this from time to time even if the cc statement hasn't been received. How would I record this payment? He makes transfers to replenish the credit card available amount either online or by echeck. Thank you.
Hi Phileo,
It looks like we might have missed your question before. I'll make sure it's added to Candus' list of future Tips & Tricks ideas.
If you're not already getting our weekly tips, here's a link to join: canduskampfer.com/weeklytips
Have a great day!
Ireland
Team Candus
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@@CandusKampfer thank you!
You are awesome! I'm sure I will be viewing other videos you have and will contact you with any questions!
@Darkteckh on telegram is a real vendor I can’t believe my eyes that man too real Go on his telegram He sell credit card with high balance🧠
This helped a lot! I have question regarding the print after reconciled. Can you go back and print for previous months reconciles?
Hello Candus. I recently started using QB and I enjoy your videos. I imported all my credit card transactions directly into bank feed. What account do I categorize to? It doesn't allow for the same credit card. I would assume the banking information since that is where the funds are generated from to make the payment? We are making a payment to the credit card using funds in our bank account. Please advise. Thank you.
Hi Isabel,
Thank you for reaching out.
The "account" you choose is the one you want for your reports.
If you want to learn how to customize your business, you can check out our Confidence with QuickBooks program here: ConfidencewithQuickBooks.com
Have a great day,
Samantha - Team Candus
Hi Candus nice to see you could you please let me share the general entries as well in trial balance?
Hi Muhammad,
I added your request to our list. Candus uses the list to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips*
Have an amazing day!
Elaine -Team Candus
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@@CandusKampfer Thank you so much Candus really appreciate and will join you....
what type of 1 on 1 training do you offer for quickbooks and credit cards? this video did teach me a lot of what I need to do in the future, but i need some help fixing a specific credit card problem.
Thank you for watching the video!
Due to the large volume of questions and emails we receive daily, Candus isn’t able to respond to all of them any longer. If you are just starting out with QuickBooks or feeling overwhelmed and need help, register to join her next workshop here: canduskampfer.com/getting-started/
Have an amazing day!
Elaine
Team Candus
Hi Candus, My question is...how to you pay your cc with other bank acct in QB. My husband started a bus in April of 16, and we have had to use our other bank acct and cc to pay bills and buy material...how do you do that in QB (when reconciling a credit card?
I am hoping to start reconciling our bank on QuickBooks Pro, but the company I work for has never done this. Should I start this after year end, or is it okay to start doing this halfway through the year? Will it affect any other part of our recon?
What a helpful video, thank you. I have a further question - is there a way to enter the credit card due as a bill to be paid so that it shows up in the pay bills window with a date payment is due as a REMINDER to pay??
Awesome video. I have been writing a check where it says to, and you mention that will mess with accounts payable. How can I clear it up and do it the right way?
Kathy,
It only messes anything up if you've also created a "bill" in QuickBooks.
Did you create a bill?
Candus
Hi Candace How do you enter a cc payment made from a bank account that is not in QB or from another Business account the client has. I 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. 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
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Hi, would credits and prepaid(walmart visa) cards be handled the same way as far as setting them up in the chart of accounts? Do i select credit card or other when setting it up?
Candus Kampfer ok great thank you!
I love your vides! I have a question please, I reconciled my credit card but intead cancel at the end I clicked make a payment instead and now I checked the chart of account and shows the balance, what I need to do?
Hi,
Thanks for reaching out.
If the check doesn't match what you paid, then you'll want to void the check as long as you haven't done your taxes this year.
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 goodness, you are good. If I can understand you, then anyone can. I can enter CC charges and reconcile easy enough but I couldn't figure out how to write a check to pay off the CC bill....you rule. I owe you lunch, dinner.....
Hi Candus, Thank you so much for all your videos. They have been very helpful. I do have a question about entering a partial credit card payment and reconciliation. I entered payment as you showed in the video but when I reconciled there is a discrepancy for the amount I paid first. Please if you could help me it would be greatly appreciated.
Hi Zulma,
I'll make sure your question is added to Candus' list of future Tips & Tricks ideas.
If you'd like to make sure you get our weekly tips, you can join here: canduskampfer.com/weeklytips
Have an amazing day 😊
Elaine
Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
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Love the tutorials. Wondered if you can cover how to upload information from the credit card companies so that I don't have to enter all the transactions myself.
Hi Great video. Could you elaborate if I am transferring a CC balance to another CC how that transaction would be entered. Thanks a lot.
Thank you for watching the video!
Due to the large volume of questions and emails we receive daily, Candus isn’t able to respond to all of them any longer. If you are just starting out with QuickBooks or feeling overwhelmed and need help, register to join her next workshop here: canduskampfer.com/getting-started/
Have an amazing day!
Elaine
Team Candus