Just what I needed! I have a company-a restaurant that needed to close and opened back up with a new name. Now, I will be able to have all of the same vendors, etc. I am excited! I've been waiting months for my husband to show me how to set up the new company! He's an accountant, so, he's been kind of busy. Lol. Thanks!
I am Quickbooks self taught, and I am pretty good at it, but, this was something that I didn't know how to do. I can't wait to try it! I have asked my husband many times, if there was some sort of Quickbooks class and he keeps telling me that there is not. So, I have to keep figuring things out on my own.
Dee, congratulations on figuring out most of it on your own. If you want additional support, I do have a self study program or live monthly classes depending on what you want to learn. Have a wonderful weekend.
Tremendously well done, this is fun to learn how to do stuff. You need to create a full short step by step tutorials. Easy to understand and follow! No wasted time and slow enough to get everything.
Hi Shadrack, 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.com/canduskampfer/
Oh my gosh, thank you so much! We love hearing this. 🙏🏻 If you haven't already joined our weekly QB Tips & Tricks, click here to join and we'll send you our tips straight to your inbox: canduskampfer.com/weeklytips Have an amazing day! Sam ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/
Hi, Thanks for reaching out. I'm so glad you enjoyed 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
Yay! Glad the video helped you. 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 Cheryl, 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/
I can’t thank you enough for making this tutorial I’m a student and I have a final project due Monday and I kinda f###* up and your tutorial will help me fix that thank you very much ❤️
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
I have two same business in different places butt bank account and balance sheet is same.. i want to keep record of inventory and customers and assets employee separately of both bussiness...is it possible
Hello, 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
I run QuickBooks Desktop 2019 for small business. I need to set up another small entity with separate name, separate bank account. Can this be done under one QB License? Please advise on how I would start process.
Hi Coastal Rail Scales, 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 confidence and 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
Hi Rosalind, 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/
HELP! Any suggestions on how to... Change out an existing item list in a current company that I have used for years for a new one. I have made an excel list, made the current list "inactive", but still unable to import new list..
Hi Robin, Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/
Hello M.O.L Here's a how-to video on exporting invoices: canduskampfer.com/how-to-export-and-import-templates-in-quickbooks/ 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 TikTok: www.tiktok.com/@canduskampfer
Thank you for showing how to open new company. How do I also incorporate all my customer and vendors transactions for the year 2021? I already imported names.
Hey Cindy, You can check this videos about moving transactions in QuickBooks: canduskampfer.com/import-lists-quickbooks/ canduskampfer.com/how-to-export-and-import-templates-in-quickbooks/ Let us know if we helped you Have an amazing day! Ednalyn ~ Team Candus P.S. If you would like more QB tips find Candus at ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer/
@@CandusKampfer thank you, however I have created the new company, imported the chart of accounts, but I can’t seem to figure out how to import all my transactions from old company to new company? Also, how do I add a beginning balance in my new company?
Hi Terri, 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 Thank you for being part of the community🙂 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
Ann, 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
Hi I am working with QB desktop Accountants and I am fairly new to this. I need to start a new Company file because the one I have is just in array. I have been trying to built it to clean it up but my accountant said I would be better off just making a new file and moving everything into it. I am wondering if I should learn the things I need to learn first than do it? And I think your tutorials would be great for me! Are your classes free?
Hi Sarah, If you’re looking for more specific training, I would recommend checking out our free workshop 🥳 You can click here to save your seat: canduskampfer.com/workshop If you're looking for more training before then, I have included a video that shows you how to search for all of our free resources: canduskampfer.com/how-to-find-the-video-you-need/ 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 TikTok: www.tiktok.com/@canduskampfer
Hi Candus, I tried many times do the duplicate, but my QB2021doesn't have the option to duplicate from existing company. Just open a new one. Do we have other options? Thank you
Hi Sue, Thanks for reaching out. You can back up the QB file and then restore it. 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
Hey, I want to just restart my company and bring over trial balance, but I am concerned about the liability and payroll info. What is the best way to keep this straight?
Hi Jessica, Thank you for reaching out. If you’re looking for QuickBooks trainings on how to transfer your information, email us at support@canduskampfer.com and we’ll point you in the right direction 🤗 Thanks for being a part of our community, Have a great day, Samantha, Team Candus
Hi Zudana, 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 would like to follow her, click the links below ↓ *Facebook:* facebook.com/CandusKampfer/ *Instagram:* instagram.com/candus.kampfer
Hi Zudana, 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. I did find this video for your question: canduskampfer.com/opening-new-bank-account/ Hope it helps! Don’t forget to join the weekly tips and tricks to be notified when questions are answered. canduskampfer.com/tips Have an amazing day! Elaine Team Candus
@@CandusKampfer Ty this was very Helpfull! If i mey adk you another Question? If i judt want to open new Company basicly yo stsrt all over bc old Company it hes so much Garbage and Errors. Could i open New Company but use same Invoice Tamplate that i hed in other company bc i like it the way it was set up and all the disclamers on that Perticular Invoice Template? Thank you, Zudana
Hi. I’m currently using QB 2010. I bought QB 2020 and also a new laptop. Is there a video on how to transfer everything over from QB 2010 to QB2020? Is it as simple as backing up the data from QB 2010 and loading up the data to QB 2020? Thanks
Hi You can check this video about Backing Up your QuickBooks > th-cam.com/video/p1vGjkUUWpk/w-d-xo.html Let us know if we helped you 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
Hi Candus! Your videos are great, can you do a Video on how the average cost of each inventory items in calculated in quickbooks inside the item list? And how to alter them if I want. Thank you!
When you bring over the chart of accounts, why do the account numbers not show in the new company? And do I have to edit and put in the account numbers?
Hi Jessica, 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/
When I started the new Quickbooks file, it was pre-populated with some standard accounts, items etc. When you import your lists, does it overwrite those? If not, how do you keep from creating duplicates? Or leaving accounts with similar but not same names?
Hi Perspectives Finances, 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 Farhan, 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! ~ 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 Candus! Thanks for your very helpful videos. My question is: I need to "merge" two company files into one company file and am wanting to import my lists and transactions into classes. Therefore I'll still have all my info separated by class instead of separate company files. Can you tell me an easy way to do that? Thanks!!!
Hi Tamera, Thank you for your question. You can check this video about Merging Vendors > canduskampfer.com/how-to-merge-vendors-with-similar-names/ Let us know if we helped you Have an amazing day! Ednalyn ~ Team Candus P.S.If you would like more QB tips find Candus at ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer
@@CandusKampfer Thanks so much for replying so quickly! However, I may have worded my question incorrectly. I'm not asking about merging vendors, etc. but actually merging (or maybe I should say importing) 2 separate company files into one new company file but keeping the two locations separate by using classes. I'm thinking that I should export my lists into excel and add a column with the class names that I created in the new company file. Is that correct? I was hoping to find a video on this but so far I haven't found anything. Thanks again for your help.
Chelsee, 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
This is very helpful. Are you able to import some of the transactions of the customers or not? Also have you worked with Point of Sale with this as well? Wondering if it imports all of the data or if you have to clean that up too?
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 Brenda, Thank you for your question, I've added it to our list. Candus uses the list to create future tips and tricks. 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/ Have an amazing day! Elaine - Team Candus
Hi Laura, 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 Candus, My accountant told me that I should start a new company file for the tax purposes because my begin balances are not correct or not up to date. Any suggestion? I am also need help about payroll. If I have to do the payroll with new company file in 2019. Do I have to finish print all quarterly report and w2 before I put in service key in new company? Thank you.
Nalinrat Zhu, 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 You can also check her website: canduskampfer.com/ Have an amazing day! Elaine Team Candus
Yes, you can move your subscription to the new company file. You will need to do all year-end and qtrly forms. If you need help with processing your forms you can reference my Year End and Forms course here: canduskampfer.com/quarterly-and-year-end-forms-course/
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 Brigido, Thank you for your question, I've added it to our list. Candus uses the list to create future tips and trick. 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/ Thank you for being part of Candus' community! Elaine - Team Candus
Intrinsik Miziqq, 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
1. Which option shows the correct order for building a new company file ? A. Enter uncleared transactions, then the cleared transactions, and then the lists. B.Enter lists, then the cleared transactions as totals, and then the uncleared transactions.
Hi Asher, 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
Just what I needed! I have a company-a restaurant that needed to close and opened back up with a new name. Now, I will be able to have all of the same vendors, etc. I am excited! I've been waiting months for my husband to show me how to set up the new company! He's an accountant, so, he's been kind of busy. Lol. Thanks!
Yay! Glad it helped you, Dee 🙂
If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/
Elaine - Team Candus
I am Quickbooks self taught, and I am pretty good at it, but, this was something that I didn't know how to do. I can't wait to try it! I have asked my husband many times, if there was some sort of Quickbooks class and he keeps telling me that there is not. So, I have to keep figuring things out on my own.
Dee, congratulations on figuring out most of it on your own.
If you want additional support, I do have a self study program or live monthly classes depending on what you want to learn.
Have a wonderful weekend.
Tremendously well done, this is fun to learn how to do stuff. You need to create a full short step by step tutorials. Easy to understand and follow! No wasted time and slow enough to get everything.
Yay! Glad it helped you Karl!
Have an amazing day!
Elaine
Team Candus
Best instructions that I have received yet when figuring out Quickbooks! Awesome Job!!!!
Yay! Glad it helped you Pamela!
Elaine
Team Candus
It was very helpful...thanks alot for the tutorial
Hi Shadrack,
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.com/canduskampfer/
Great Video! Saved me a ton of time! Thanks for sharing!
Oh my gosh, thank you so much! We love hearing this. 🙏🏻
If you haven't already joined our weekly QB Tips & Tricks, click here to join and we'll send you our tips straight to your inbox: canduskampfer.com/weeklytips
Have an amazing day!
Sam ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
TikTok: www.tiktok.com/@canduskampfer
Pinterest: pinterest.com/canduskampfer/
Just learned Condense data is not an option when you have payroll for the current year. Glad you gave a second option!
Yay! Glad it helped you Judy.
Elaine - Team Candus
Very helpful. Thank you!
Hi,
Thanks for reaching out.
I'm so glad you enjoyed 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
Absolutely the best. Thank you
Yay! Glad the video helped you.
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
Is there a way to bring over invoices to a new co file for a select date range?
Hi Cheryl,
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/
I can’t thank you enough for making this tutorial I’m a student and I have a final project due Monday and I kinda f###* up and your tutorial will help me fix that thank you very much ❤️
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
I have two same business in different places butt bank account and balance sheet is same.. i want to keep record of inventory and customers and assets employee separately of both bussiness...is it possible
Hello,
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
I run QuickBooks Desktop 2019 for small business. I need to set up another small entity with separate name, separate bank account. Can this be done under one QB License? Please advise on how I would start process.
Hi Coastal Rail Scales,
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 confidence and 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
Awesome! Thank you so much for this.
Yay! Glad it helped you Jesher!
Elaine
Team Candus
can you import the payroll list of employees and how the are all set-up? I know you can't import transactions.
Hi Rosalind,
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 thank you..such a big help..currently settin up new company name..I have a question hough can I use same estimate form or invoices?
You can export and import templates for invoices. Here’s a video canduskampfer.com/how-to-export-and-import-templates-in-quickbooks/
Have a great day!
does the original account saves?
HELP! Any suggestions on how to... Change out an existing item list in a current company that I have used for years for a new one. I have made an excel list, made the current list "inactive", but still unable to import new list..
Hi Robin,
Thank you for watching our videos 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
Kindra ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
TikTok: www.tiktok.com/@canduskampfer
Pinterest: pinterest.com/canduskampfer/
Hi Candus, thanks for your videos! Can we export invoices from the old file?
Hello M.O.L
Here's a how-to video on exporting invoices: canduskampfer.com/how-to-export-and-import-templates-in-quickbooks/
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
TikTok: www.tiktok.com/@canduskampfer
Thank you for showing how to open new company. How do I also incorporate all my customer and vendors transactions for the year 2021? I already imported names.
Hey Cindy,
You can check this videos about moving transactions in QuickBooks:
canduskampfer.com/import-lists-quickbooks/
canduskampfer.com/how-to-export-and-import-templates-in-quickbooks/
Let us know if we helped you
Have an amazing day!
Ednalyn ~ Team Candus
P.S. If you would like more QB tips find Candus at ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer/
@@CandusKampfer thank you, however I have created the new company, imported the chart of accounts, but I can’t seem to figure out how to import all my transactions from old company to new company? Also, how do I add a beginning balance in my new company?
can you import an iif file from desktop to online version?
Hi Terri,
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
Thank you for being part of the community🙂
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
Do the inactive customers get imported into the new company file? All I need is the active customers only.
Ann,
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
Ann, You can export the list to excel first and remove anyone you don't want to bring into the new file.
Candus
Hi I am working with QB desktop Accountants and I am fairly new to this. I need to start a new Company file because the one I have is just in array. I have been trying to built it to clean it up but my accountant said I would be better off just making a new file and moving everything into it. I am wondering if I should learn the things I need to learn first than do it?
And I think your tutorials would be great for me! Are your classes free?
Hi Sarah,
If you’re looking for more specific training, I would recommend checking out our free workshop 🥳 You can click here to save your seat: canduskampfer.com/workshop
If you're looking for more training before then, I have included a video that shows you how to search for all of our free resources:
canduskampfer.com/how-to-find-the-video-you-need/
Have a great day!
Ireland
Team Candus
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Hi Candus, thanks for the video. I just want to ask. Why is the purchase orders, sales orders etc. Not showing on the new created account? Thanks
Liz, the features are picked based on the industry type. You can turn the features on or off in the preferences.
Hi Candus, I tried many times do the duplicate, but my QB2021doesn't have the option to duplicate from existing company. Just open a new one. Do we have other options? Thank you
Hi Sue,
Thanks for reaching out.
You can back up the QB file and then restore it.
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
I agree - Awesome Job. I will subscribe
Yay! Glad it helped you Sheldon!
Thank you for subscribing.
Elaine - Team Candus
Hey, I want to just restart my company and bring over trial balance, but I am concerned about the liability and payroll info. What is the best way to keep this straight?
Hi Jessica,
Thank you for reaching out.
If you’re looking for QuickBooks trainings on how to transfer your information, email us at support@canduskampfer.com and we’ll point you in the right direction 🤗
Thanks for being a part of our community,
Have a great day,
Samantha, Team Candus
Hi, is this metod also going to save your existing Invoice and Estimate layout designe as well when you create and export thsn import your IIF Files?
Hi Zudana,
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*
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Elaine -Team Candus
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Hi,I have question is there way to start new bank account ledger /sheet like bank deposits brcause we r changing to new bank?
Hi Zudana,
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.
I did find this video for your question: canduskampfer.com/opening-new-bank-account/
Hope it helps!
Don’t forget to join the weekly tips and tricks to be notified when questions are answered. canduskampfer.com/tips
Have an amazing day!
Elaine
Team Candus
@@CandusKampfer Ty this was very Helpfull! If i mey adk you another Question? If i judt want to open new Company basicly yo stsrt all over bc old Company it hes so much Garbage and Errors. Could i open New Company but use same Invoice Tamplate that i hed in other company bc i like it the way it was set up and all the disclamers on that Perticular Invoice Template?
Thank you,
Zudana
Great info,,, how can I get the transactions brought over?? without doing a backup???
I don’t know a quick easy way.
Hi. I’m currently using QB 2010. I bought QB 2020 and also a new laptop. Is there a video on how to transfer everything over from QB 2010 to QB2020? Is it as simple as backing up the data from QB 2010 and loading up the data to QB 2020? Thanks
Hi
You can check this video about Backing Up your QuickBooks >
th-cam.com/video/p1vGjkUUWpk/w-d-xo.html
Let us know if we helped you
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
Hi Candus! Your videos are great, can you do a Video on how the average cost of each inventory items in calculated in quickbooks inside the item list? And how to alter them if I want. Thank you!
When you bring over the chart of accounts, why do the account numbers not show in the new company? And do I have to edit and put in the account numbers?
Hi Jessica,
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/
When I started the new Quickbooks file, it was pre-populated with some standard accounts, items etc. When you import your lists, does it overwrite those? If not, how do you keep from creating duplicates? Or leaving accounts with similar but not same names?
Hi Perspectives Finances,
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/
If an already existing company wants to move from excel or any other software to quickbooks, how it would transfer the data?
Hi Farhan,
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!
~ Team Candus
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Hi Candus! Thanks for your very helpful videos. My question is: I need to "merge" two company files into one company file and am wanting to import my lists and transactions into classes. Therefore I'll still have all my info separated by class instead of separate company files. Can you tell me an easy way to do that? Thanks!!!
Hi Tamera,
Thank you for your question.
You can check this video about Merging Vendors >
canduskampfer.com/how-to-merge-vendors-with-similar-names/
Let us know if we helped you
Have an amazing day!
Ednalyn ~ Team Candus
P.S.If you would like more QB tips find Candus at ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
@@CandusKampfer Thanks so much for replying so quickly! However, I may have worded my question incorrectly. I'm not asking about merging vendors, etc. but actually merging (or maybe I should say importing) 2 separate company files into one new company file but keeping the two locations separate by using classes. I'm thinking that I should export my lists into excel and add a column with the class names that I created in the new company file. Is that correct? I was hoping to find a video on this but so far I haven't found anything. Thanks again for your help.
Will the balance port over when you import them ?
Chelsee,
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
This is very helpful. Are you able to import some of the transactions of the customers or not? Also have you worked with Point of Sale with this as well? Wondering if it imports all of the data or if you have to clean that up too?
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, do you do 1 on 1 sessions..... we need desperate help with our company/file!
So in this case I will not have a history on my computer ?
can i restore from quickbooks enterprise 2016 to quickbooks 2018 ?
Yes, once you restore to a newer version you can not open it on the older version
Candus Kampfer ok thnxs , i have more qoustions 😅 can i backup every thing from quickbooks enterprise 2016 to quickbooks pro 2016 ?
How do you transfer open balances on lists?
Hi Brenda,
Thank you for your question, I've added it to our list. Candus uses the list to create future tips and tricks.
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/
Have an amazing day!
Elaine - Team Candus
Brenda,
You would need to do a JE or create transactions to enter the balance. Depending on the type of transaction.
Have a great day!
Candus
Am I able to export just a few of our existing customer
s into a new company file?
Hi Laura,
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 Candus,
My accountant told me that I should start a new company file for the tax purposes because my begin balances are not correct or not up to date. Any suggestion? I am also need help about payroll. If I have to do the payroll with new company file in 2019. Do I have to finish print all quarterly report and w2 before I put in service key in new company?
Thank you.
Nalinrat Zhu,
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
You can also check her website: canduskampfer.com/
Have an amazing day!
Elaine
Team Candus
Yes, you can move your subscription to the new company file. You will need to do all year-end and qtrly forms. If you need help with processing your forms you can reference my Year End and Forms course here: canduskampfer.com/quarterly-and-year-end-forms-course/
How do you clean up the list in excel Before I import it? I trie to save as Excel file...couldn’t do it
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
how can i link quickbooks on my laptop to quickbooks on my desktop
Hi Brigido,
Thank you for your question, I've added it to our list. Candus uses the list to create future tips and trick.
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/
Thank you for being part of Candus' community!
Elaine - Team Candus
awesome teaching, I tried to go to your website but enrollment is closed.
Judy,
Did you join the waiting list? We will probably open enrollment in March.
Omg thank you ..
Yay! Glad it helped you 🙂
Elaine - Team Candus
P.S. If you would like to follow her on Facebook click here: facebook.com/CandusKampfer/
I Need to change my company file location How do i do that?
Intrinsik Miziqq,
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
1. Which option shows the correct order for building a new company file ? A. Enter uncleared transactions, then the cleared transactions, and then the lists. B.Enter lists, then the cleared transactions as totals, and then the uncleared transactions.
Hi Asher,
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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Start kaha se kare vo hi pata nahi chalata
Are they free