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QuickBooks Online 2024: Connect Banks & Upload Transactions

  Рет қаралды 13,148

Hector Garcia CPA

Hector Garcia CPA

Күн бұрын

Пікірлер: 28
@alvaropineros1
@alvaropineros1 29 күн бұрын
short and simple. on point.
@HectorGarciaCPA
@HectorGarciaCPA 29 күн бұрын
:)
@kyerefrederick627
@kyerefrederick627 4 ай бұрын
Excellent presentation
@HectorGarciaCPA
@HectorGarciaCPA 4 ай бұрын
Glad you like it
@DavidLloydDSL
@DavidLloydDSL 2 ай бұрын
Great presentation - despite hiding the bank balances though, you can see some of them later in the video :)
@HectorGarciaCPA
@HectorGarciaCPA 2 ай бұрын
I was hiding the bank account numbers, not the balances
@nursecampbell03
@nursecampbell03 2 ай бұрын
Can you do a video of how to change or update your business bank account with QuickBooks and a video to find your business account bank on QB
@HectorGarciaCPA
@HectorGarciaCPA 2 ай бұрын
Not sure I follow…
@Danger_Oliver-t1l
@Danger_Oliver-t1l 5 ай бұрын
i have to upload manual bank statements via csv file so my question is in my bank statement almost all transactions are inclusive of bank charges and vat for example 10,000$ amount for petty cash transfer to a staff. now this amount has 1$ bank charges and 0.15$ as vat so total in my bank statement it shows as 10,001.15 so by uploading this entry automatically shows 10,001.15 amount in petty cash whereas amount should be 10,000 so how to tackle that? guide please
@HectorGarciaCPA
@HectorGarciaCPA 5 ай бұрын
I dont have an immediate answer
@QuitaHoops
@QuitaHoops 4 ай бұрын
Is this the only way to import info from the bank statements? My boss wants me to enter the statements manually bc he doesn’t use online banking and is afraid of identity theft.
@HectorGarciaCPA
@HectorGarciaCPA 4 ай бұрын
If you dont have the file as CSV, then you cant do it via Bank feeds
@user-xc7fx8xn7v
@user-xc7fx8xn7v 7 ай бұрын
I wanted to transfer accounts from August 2022 ( I used the custom date option) and Quickbooks only loaded transactions from October 2023
@HectorGarciaCPA
@HectorGarciaCPA 7 ай бұрын
You might need to bring them manully from the bank’s website
@cryosat2215
@cryosat2215 4 ай бұрын
Quickbooks asks me for Company ID on the bank User ID and Password page. What is a Company ID?
@HectorGarciaCPA
@HectorGarciaCPA 4 ай бұрын
No clue why its asking that. What bank is it?
@cryosat2215
@cryosat2215 4 ай бұрын
@@HectorGarciaCPA So I learned that it has something to do with the bank. However, the bank doesn't know either. So I will have to work my way up the chain of command until I get to somebody that knows.
@HectorGarciaCPA
@HectorGarciaCPA 4 ай бұрын
@@cryosat2215 best of luck
@HectorGarciaCPA
@HectorGarciaCPA 4 ай бұрын
@@cryosat2215 :)
@jboogie260
@jboogie260 6 ай бұрын
i can only download .pdf from chase.... i need help
@HectorGarciaCPA
@HectorGarciaCPA 6 ай бұрын
With a PDF only, it wont work. You need to use a separate app to convert that, is called PDF2QBO
@JesseWifeBot
@JesseWifeBot Ай бұрын
Hi. Is anyone experiencing duplicate transactions being downloaded?
@HectorGarciaCPA
@HectorGarciaCPA Ай бұрын
Thats normal… happens every so often
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