How to Fix Bank Reconciliation Discrepancies

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  • เผยแพร่เมื่อ 27 พ.ย. 2024

ความคิดเห็น • 102

  • @MargoM-e2c
    @MargoM-e2c 4 หลายเดือนก่อน

    Thank you! thank you! thank you! I tried to fix my reconciliation by watching a Quickbooks tutorial and it was so much more involved. You made it so simple and so much easier to complete!

    • @CandusKampfer
      @CandusKampfer  4 หลายเดือนก่อน

      Hi Margo,
      Thanks for reaching out.
      I'm so happy to hear that our tutorial helped you 🥰
      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

  • @nancyford7196
    @nancyford7196 หลายเดือนก่อน

    Thank you so much. I tried to fix my reconciliation by watching the QuickBooks tutorial and had trouble with following . This was such a simple fix and so much easier to understand.😊

    • @CandusKampfer
      @CandusKampfer  หลายเดือนก่อน

      Hi Nancy,
      Thanks for reaching out.
      We're so glad that you found our tutorial easy to understand 🤗
      If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

    • @vnsocialservicesagencyvnss7243
      @vnsocialservicesagencyvnss7243 11 วันที่ผ่านมา

      Good morning, I need some help with Quickbook Desktop. I am trying to reconcile my QB. But, I have some discrepanices. How do I fix it.

  • @deannawedeking5945
    @deannawedeking5945 13 วันที่ผ่านมา

    Newbie here...easy to listen to...i need to do a "group" cleanup ..that delete button tried to warn me not to do what i did!!

    • @CandusKampfer
      @CandusKampfer  12 วันที่ผ่านมา

      Hi Deanna,
      Thank you for watching our video.
      I'm so glad you enjoyed our tutorial!
      If you're interested in learning how to clean up your QB, I recommend checking out our QuickBooks Simplified program. To learn more you can attend our Cleaning up workshop. Save your seat here: CandusKampfer.com/cleanup
      Have a great day,
      Samantha, Team Candus

  • @cheller-x5v
    @cheller-x5v 22 วันที่ผ่านมา

    Thank You! Worked well except your screen was a little different than my Quickbooks online. Mine said "last reconcile date" rather than "last statement date" on your video. A bit confused for a moment but very helpful. Happy to get that resolved. Appreciate you!

    • @CandusKampfer
      @CandusKampfer  21 วันที่ผ่านมา

      Hi,
      Thanks for reaching out.
      I'm so glad you found our tutorial helpful!
      If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @MaryAnnWallace-pb6kg
    @MaryAnnWallace-pb6kg 8 หลายเดือนก่อน +1

    Once again you save the day Candus! Thanks

    • @CandusKampfer
      @CandusKampfer  8 หลายเดือนก่อน

      Hi,
      Thanks for reaching out.
      I'm so glad you found our tutorial video helpful! 😊
      If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. You can learn more here: ConfidencewithQuickBooks.com
      Have a great day,
      Samantha, Team Candus

  • @TWuttz112
    @TWuttz112 หลายเดือนก่อน

    Wow! Thank you! Going to use this for another system I use.

    • @CandusKampfer
      @CandusKampfer  หลายเดือนก่อน

      Hi,
      Thanks for reaching out.
      I'm so glad you found our tutorial helpful!
      If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @betsygersch3229
    @betsygersch3229 10 หลายเดือนก่อน

    Thank you Candus! I want to hug you for this information

    • @CandusKampfer
      @CandusKampfer  10 หลายเดือนก่อน

      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

  • @JTBooks
    @JTBooks ปีที่แล้ว

    Awesome video. I just found your channel and love your content! And yes, a video on how to unreconcile would be awesome. Keep up the great work!

    • @CandusKampfer
      @CandusKampfer  ปีที่แล้ว

      Aw, 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

  • @trishdorey5278
    @trishdorey5278 2 หลายเดือนก่อน

    Many thanks!! I'm trying to undo a mistake that I found from 2023 and hoping your suggestion works.

    • @CandusKampfer
      @CandusKampfer  2 หลายเดือนก่อน

      Hi Trish,
      Thank you for reaching out.
      I'm so glad you found our tutorial helpful!
      If you're interested in more in-depth training on how to clean up your QuickBooks, I recommend checking out our QuickBooks Simplified program. To learn more you can attend our Cleaning up workshop. Save your seat here: CandusKampfer.com/cleanup
      Have a great day,
      Samantha, Team Candus

  • @cortneysharp3749
    @cortneysharp3749 ปีที่แล้ว +1

    Thank you for this tip! I have spent a ton of time un-reconciling and re-reconciling so this may save me in the future! Can I do this same thing if the deleted reconciled charge was from a few months back?

    • @CandusKampfer
      @CandusKampfer  ปีที่แล้ว

      Thank you for watching our videos 😊
      I will add your question to the list Candus uses to create new QuickBooks tips each month.
      The best possible way for you to receive support from Candus is to register for and attend her workshop.
      Here is the link to register to attend: canduskampfer.com/workshop
      Have a great day!
      Ednalyn ~ Team Candus
      P.S. We’d love to connect with you! Find us on ↓
      Instagram: instagram.com/candus.kampfer
      Facebook: facebook.com/CandusKampfer
      TikTok: www.tiktok.com/@canduskampfer
      Pinterest: pinterest.com/canduskampfer/

    • @cherrirantz6799
      @cherrirantz6799 ปีที่แล้ว +1

      Would also like to see a video on doing this for deleted items.

  • @teresapena4228
    @teresapena4228 8 หลายเดือนก่อน

    Thank you!! This information is very helpful..

    • @CandusKampfer
      @CandusKampfer  8 หลายเดือนก่อน +1

      Hi Teresa,
      Thanks for reaching out.
      I'm so glad you found our video helpful!
      If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. You can learn more here: ConfidencewithQuickBooks.com
      Have a great day,
      Samantha, Team Candus

  • @jacquelinetucker6182
    @jacquelinetucker6182 ปีที่แล้ว

    Thank you! I will be using this!

    • @CandusKampfer
      @CandusKampfer  ปีที่แล้ว

      Hi Jacqueline,
      Glad it helped you.
      Have an amazing day!
      Daniel ~ Team Candus
      P.S. We’d love to connect with you! Find us on ↓
      Instagram: instagram.com/candus.kampfer
      Facebook: facebook.com/CandusKampfer
      TikTok: www.tiktok.com/@canduskampfer

  • @mariamsalukvadze5469
    @mariamsalukvadze5469 2 หลายเดือนก่อน

    Wow 🎉 thank you ❤ that’s a great tip 😊

    • @CandusKampfer
      @CandusKampfer  2 หลายเดือนก่อน

      Hi Mariam,
      Thanks for reaching out.
      I'm so glad you enjoyed our tutorial 🥰
      If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @christinea772
    @christinea772 11 หลายเดือนก่อน

    Thank you loads! I was able to sort this issue of bank reconciliation discrepancies 😅

    • @CandusKampfer
      @CandusKampfer  10 หลายเดือนก่อน

      Hi,
      I'm so glad to hear that you found this video helpful!
      Have a great day,
      Samantha, Team Candus

    • @petronnilaiss8005
      @petronnilaiss8005 9 หลายเดือนก่อน

      so easy used this method😅 thank you so much dear❤

  • @doreenmacneil8011
    @doreenmacneil8011 5 หลายเดือนก่อน

    Awesome video! What should I do if the visa receipt is a different total than the visa statement?
    Receipt $192.94
    Statement $191.68

    • @CandusKampfer
      @CandusKampfer  5 หลายเดือนก่อน

      Hi,
      Thank you for watching our video.
      I'm so glad you enjoyed it!
      If you're interested in more in-depth training on what to do if the visa receipt is a different total than the visa statement, 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

  • @ToniGreene-z8d
    @ToniGreene-z8d 2 หลายเดือนก่อน

    This is Very helpful however, my discrepancy is not showing up in the feed the way it did for you in this video. How do I go about fixing the issue without a transaction to match it to?

    • @CandusKampfer
      @CandusKampfer  2 หลายเดือนก่อน

      Hi Toni,
      Thank you for watching our video.
      If you're interested in more in-depth training on how to fix the issue without a transaction to match it to, I recommend checking out our QuickBooks Simplified program. To learn more you can attend our Cleaning up workshop. Save your seat here: CandusKampfer.com/cleanup
      Have a great day,
      Samantha, Team Candus

  • @shacondasimmons1808
    @shacondasimmons1808 ปีที่แล้ว +1

    OMG. I wish I had known this years ago!

    • @CandusKampfer
      @CandusKampfer  ปีที่แล้ว

      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/

  • @HeatherRose-qy4en
    @HeatherRose-qy4en 8 หลายเดือนก่อน

    Hello Candus,
    Just came across your videos. Question- would recommend reconciling the Chart of Accounts first or the monthly Rec?

    • @CandusKampfer
      @CandusKampfer  8 หลายเดือนก่อน

      Hi Heather,
      Thanks for reaching out.
      I'd start with reconciling your bank account from the beginning.
      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

  • @GuruprakashG-l5q
    @GuruprakashG-l5q 9 หลายเดือนก่อน

    Thanks for the clear clarification. May i take the opening balance of last reconciliation for migration purpose

    • @CandusKampfer
      @CandusKampfer  9 หลายเดือนก่อน

      Hi,
      Thanks for reaching out.
      We have some videos on our blog that I think you’ll find helpful: canduskampfer.com/?s=opening+balance
      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

  • @varg1952
    @varg1952 4 หลายเดือนก่อน

    Do you need an actual copy of your bank statement when doing the books or can you just trust the QBO sync?

    • @CandusKampfer
      @CandusKampfer  4 หลายเดือนก่อน

      Hi,
      Thanks for reaching out.
      It's usually recommended to have an actual copy of your bank statement.
      If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @brianpatterson6912
    @brianpatterson6912 4 หลายเดือนก่อน

    I will try your tip of entering the correct ending balance and the same date. I’m playing a game of whack a mole w😮here I face the credit card reconciliation but then the checking account is thrown out of balance and vice a versa

    • @CandusKampfer
      @CandusKampfer  3 หลายเดือนก่อน

      Hi Brian,
      Thanks for reaching out.
      We're so glad you enjoyed our tutorial! We're excited to see how your situation works when you enter the correct ending balance and the same date 😊
      If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @richardwintershorsemanship7033
    @richardwintershorsemanship7033 23 วันที่ผ่านมา

    I do need to unreconcile my credit card statement.

    • @CandusKampfer
      @CandusKampfer  22 วันที่ผ่านมา

      Hi Richard,
      Thank you for watching our video.
      If you're interested in more in-depth training on how to unreconcile your Credit Card statement, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @JM-oo1rf
    @JM-oo1rf 5 หลายเดือนก่อน

    Do you have a video of unreconcile. I accidentally deleted a few transactions because I thought they were duplicates.

    • @CandusKampfer
      @CandusKampfer  5 หลายเดือนก่อน +1

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

  • @juliepfau8257
    @juliepfau8257 5 หลายเดือนก่อน

    Candus - Help. So what do I do if I've reconciled wrong from the start and my beginning balance is off?

    • @CandusKampfer
      @CandusKampfer  5 หลายเดือนก่อน

      Hi Julie,
      Thank you for watching our video.
      If you're interested in more in-depth training on how how to reconcile and make sure your beginning balance is entered properly, 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

  • @AnnieWalters24
    @AnnieWalters24 9 หลายเดือนก่อน +1

    I cannot see the desktop version link

    • @CandusKampfer
      @CandusKampfer  9 หลายเดือนก่อน

      Hi Emerald,
      Thanks for reaching out.
      Here's the link to the Desktop version of this video: canduskampfer.com/fix-bank-reconciliation-discrepancies-quickbooks/
      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

  • @angelicaciancigarcia5126
    @angelicaciancigarcia5126 5 หลายเดือนก่อน

    THANK YOU FOR SAVE MY LIFE!!!! 💞

    • @CandusKampfer
      @CandusKampfer  5 หลายเดือนก่อน

      Hi Angelica,
      Thanks for reaching out.
      I'm so glad you found our video helpful 🥰
      If you’d like to learn more about how to optimize QuickBooks for your business, I recommend
      checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
      CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @SherylBenitez-py6ki
    @SherylBenitez-py6ki 7 หลายเดือนก่อน +1

    Thank you

    • @CandusKampfer
      @CandusKampfer  7 หลายเดือนก่อน

      Hi Sheryl,
      Thanks for reaching out.
      I'm so happy you found our video helpful!
      If you’d like to learn more about how to optimize QuickBooks for your business, I recommend
      checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
      CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @yesijimenez6807
    @yesijimenez6807 3 หลายเดือนก่อน

    I will like to learn more about online quick books thank you

    • @CandusKampfer
      @CandusKampfer  3 หลายเดือนก่อน

      Hi,
      Thanks for reaching out.
      It sounds like our Confidence with QuickBooks program would be a great place for you to start. This is where Candus covers the A-Zs of how to set up and customize your QuickBooks, properly enter income and expenses, and learn how to read your reports in QuickBooks Online.
      To learn more, I recommend attending our Customizing QuickBooks workshop.You can register to save your seat here: canduskampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @marybiggs9509
    @marybiggs9509 3 หลายเดือนก่อน

    Hi Candus. I have a long list of Deleted Transfers from my lack of understanding of the process after our business started using Square. The 80 day hold with several large transfera and many (!) transactions to account for really threw me off. I've been slowly discovering and correcting each transaction and deleted many Transfers in my learning process because they duplicated the Deposits. Now I have multiple Voided Transfers in my discrepancy report. Can I use this Clean Up process for these Voided Transfers at this point?
    Also, I think I need your How to Unreconcile video and also a definitive procedure for how to treat the increaseing incoming Square transactions without creating duplicate Deposits and Transfers.

    • @CandusKampfer
      @CandusKampfer  3 หลายเดือนก่อน

      Hi Mary,
      Thank you for watching our video.
      If you're interested in more in-depth training on how to clean this up properly, I recommend checking out our QuickBooks Simplified program. To learn more you can attend our Cleaning up workshop. Save your seat here: CandusKampfer.com/cleanup
      Have a great day,
      Samantha, Team Candus

    • @jurassicpizzanap
      @jurassicpizzanap หลายเดือนก่อน

      THANK YOU SO MUCH!!! I was ugly crying over this 😭😂

  • @tracytess2506
    @tracytess2506 6 หลายเดือนก่อน

    Could I use the same process to fix it if it was Reconciled in the register?

    • @CandusKampfer
      @CandusKampfer  6 หลายเดือนก่อน +1

      Hi Tracy,
      Thank you for reaching out.
      If you'd like to learn more about how to fix your reconciliations in the register, you can check out our QuickBooks Simplified community. This is where we cover how to fix your mistakes in QB. You can join the waitlist for our next open enrollment here: QuickBooksSimplified.com
      Have a great day!
      - Samantha, Team Candus

    • @tracytess2506
      @tracytess2506 6 หลายเดือนก่อน

      @@CandusKampfer Thank you! I think that is the one I just finished. I also signed up for your course!

  • @heidirogers2842
    @heidirogers2842 2 หลายเดือนก่อน

    How do I add interest manually in saving account

    • @CandusKampfer
      @CandusKampfer  2 หลายเดือนก่อน

      Hi Heidi,
      Thank you for watching our video.
      If you're interested in more in-depth training on how to add interest manually in your savings account, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @StevenLovotti
    @StevenLovotti 7 หลายเดือนก่อน

    Question: How come I can not see my bank linked account? It says it linked but it doesn't show in QB Bank Transactions

    • @CandusKampfer
      @CandusKampfer  7 หลายเดือนก่อน

      Hi Steven,
      Thank you for reaching out.
      I found this article from Intuit that I think you'll find helpful: quickbooks.intuit.com/learn-support/en-uk/banking/why-is-my-bank-not-linking-i-have-linked-it-and-its-not-showing/00/1221926#:~:text=You're%20having%20issues%20finding,not%20a%20participating%20financial%20institution.
      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

  • @DiCullity-uv4cs
    @DiCullity-uv4cs 10 หลายเดือนก่อน

    New, started in Sept. was going ok the, Have several problems, deletion of items, duplicate transactions. Large negative register balance!! I need help!!

    • @CandusKampfer
      @CandusKampfer  9 หลายเดือนก่อน

      Hi,
      We offer a program called QuickBooks Simplified where we focus on how to clean up your mistakes in QuickBooks and advance your skills. To learn more, I recommend attending our Cleaning up workshop. You can register to save your seat here: CandusKampfer.com/cleanup
      Have a great day,
      Samantha, Team Candus

  • @susanmurphy246
    @susanmurphy246 6 หลายเดือนก่อน

    we just migrated from desktop version to online and seems all our reconciliations are off. this might stop us from continuing with online and just start at beginning of our fiscal year (in 6 months) and enter the ending balances from prior fiscal year end.

    • @CandusKampfer
      @CandusKampfer  6 หลายเดือนก่อน

      Hi Susan,
      Thank you for watching our video.
      If you're interested in more in-depth training on how to clean up your reconciliations, I recommend checking out our QuickBooks Simplified program. To learn more you can attend our Cleaning up workshop. Save your seat here: CandusKampfer.com/cleanup
      Have a great day,
      Samantha, Team Candus

  • @shayj7508
    @shayj7508 7 หลายเดือนก่อน

    Hi Candus, I can't seem to find any videos that address specifically "If a transaction was reconciled in the register....". I only see video for transactions that are "Unreconciled, or Deleted" Any advice on this specific type of discrepancy? I viewed the history and all the accounts involved and I don't see how to fix this .. I even tried re-reconciling that transaction in the registry to see if it will update QBO but that does not work... I'm at a lost...

    • @CandusKampfer
      @CandusKampfer  7 หลายเดือนก่อน

      Hi Shay,
      Thank you for watching our video.
      If you're interested in more in-depth training on what to do if your transaction was reconciled in the register, 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

  • @colombialibre8419
    @colombialibre8419 7 หลายเดือนก่อน

    Thank you!

    • @CandusKampfer
      @CandusKampfer  7 หลายเดือนก่อน

      Hi,
      Thanks for reaching out.
      I'm so happy you found our video helpful 😊
      If you’d like to learn more about how to optimize QuickBooks for your business, I recommend
      checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
      CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @DrewKeeper
    @DrewKeeper 6 หลายเดือนก่อน

    You're amazing!!

    • @CandusKampfer
      @CandusKampfer  6 หลายเดือนก่อน

      Hi,
      Aw thank you so much 🥰
      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

  • @carolyneacasselberry8614
    @carolyneacasselberry8614 7 หลายเดือนก่อน

    Hello, I need to change the DATE of a reconciliation...I accidently typed in the year as 2023 and it should be 2024, and I finalized the reconciliation before I noticed. Please help!

    • @CandusKampfer
      @CandusKampfer  7 หลายเดือนก่อน

      Hi Carolyn,
      Thank you for watching our video.
      If you're interested in more in-depth training on how to change the date of your reconciliation, 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

  • @elwoodblue2010
    @elwoodblue2010 หลายเดือนก่อน

    I'm still just as confused 😕
    Can you help me more?

    • @CandusKampfer
      @CandusKampfer  หลายเดือนก่อน

      Hi,
      Thank you for watching our video.
      If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @Wambamthkuglam
    @Wambamthkuglam 10 หลายเดือนก่อน

    Hi!
    How do I add missing transactions during reconciliation?

    • @CandusKampfer
      @CandusKampfer  10 หลายเดือนก่อน +1

      Hi,
      If the transactions aren't already entered, and you don't see them in your bank feeds you'll need to manually enter them.
      If you'd like to get additional support with your QuickBooks, I recommend checking out our Confidence with QuickBooks program: ConfidencewithQuickBooks.com
      Have a great day,
      Samantha, Team Candus

  • @Obedjuarez77
    @Obedjuarez77 10 หลายเดือนก่อน

    Thank you!!! Gracias!!!

    • @CandusKampfer
      @CandusKampfer  10 หลายเดือนก่อน

      Hi,
      I'm so glad you found our video 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!
      Sam - Team Candus
      P.S. We’d love to connect with you! Find us on ↓
      Instagram: instagram.com/candus.kampfer
      Facebook: facebook.com/CandusKampfer

  • @ssmith5181
    @ssmith5181 ปีที่แล้ว

    Good info

    • @CandusKampfer
      @CandusKampfer  ปีที่แล้ว

      Thank you!
      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

  • @MariaCain-Prince
    @MariaCain-Prince 10 หลายเดือนก่อน

    What about if the discrepancy says 'amount was changed'?

    • @CandusKampfer
      @CandusKampfer  10 หลายเดือนก่อน

      It will all depend if your beginning balance is off and if the transaction is marked as reconciled in your register.

  • @angeldotson7410
    @angeldotson7410 10 หลายเดือนก่อน

    My accountant reconciled in the middle of a month and idk how to make the beginning match my bank statement.

    • @CandusKampfer
      @CandusKampfer  8 หลายเดือนก่อน

      Hi,
      Thanks for reaching out.
      I'm sorry we're just now responding to your comment!
      To better understand how to reconcile a mid-month, check out these videos on our blog: canduskampfer.com/quickbooks-online-how-to-reconcile-a-bank-account-that-has-never-been-reconciled/
      and: canduskampfer.com/how-to-enter-opening-balance-in-quickbooks-online/
      If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
      CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @jasono2669
    @jasono2669 ปีที่แล้ว

    I used my business card or business checking account for personal expense . How can I record it in qb

    • @CandusKampfer
      @CandusKampfer  ปีที่แล้ว

      Thank you for watching our videos 😊
      I will add your question to the list Candus uses to create new QuickBooks tips each month.
      The best possible way for you to receive support from Candus is to register for and attend her workshop.
      Here is the link to register to attend: canduskampfer.com/workshop
      Have a great day!
      Ednalyn ~ Team Candus
      P.S. We’d love to connect with you! Find us on ↓
      Instagram: instagram.com/candus.kampfer
      Facebook: facebook.com/CandusKampfer
      TikTok: www.tiktok.com/@canduskampfer
      Pinterest: pinterest.com/canduskampfer/

  • @nestastephens72
    @nestastephens72 7 หลายเดือนก่อน

    This was amazing . I am working on someone elses work

    • @CandusKampfer
      @CandusKampfer  7 หลายเดือนก่อน

      Hi,
      Thanks for reaching out.
      I'm so glad you enjoyed our tutorial video!
      If you’d like to learn more about how to optimize QuickBooks for your business, I recommend
      checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
      CandusKampfer.com/workshop
      Have a great day,
      Samantha, Team Candus

  • @bevschmidt9437
    @bevschmidt9437 10 หลายเดือนก่อน

    The beginning balance is way off

  • @kevywilliams3304
    @kevywilliams3304 ปีที่แล้ว

    I’m lost .

    • @CandusKampfer
      @CandusKampfer  ปีที่แล้ว

      Hi @kevywilliams3304,
      I am sorry that you are feeling lost.
      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