MISTAKES I caught in QuickBooks (how to fix a RECONCILE with discrepancy issue in QBO)
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- čas přidán 14. 05. 2024
- How to reconcile in QuickBooks when there is a discrepancy. My first QBO mistake was an item not feeding in on bank feeds, and there was also a duplicate. Another reconciliation issue was that extra items were checked in the reconcile window (with wrong dates). I also had an issue where check images didn't feed in to QuickBooks Online. There were a couple things with Gusto Payroll that I needed to fix. Let me know what questions you have about reconciliation!
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How I avoid a lot of this is make sure to turn off the "auto add" feature under rules or when creating rules. I never allow QB to automatically enter transactions; I still review every single transaction sitting in the bank feed area
Could you PLEASE, do more videos like this. Help with Troubleshooting issues is so much needed. Thank you.
Hey! Thank you for letting us know that this is something you would like to see more of. Have a great weekend!
Krista (FinePoints Admin)
I really appreciate your videos!
Thanks for watching!
Krista (FinePoints Admin)
Good evening ma'am
Can you make a short clip of how to invoice an hourly rate for bookkeeping. ❤
Hey! I will let Morgan know this is something you would like a video on. Thanks for watching!
Krista (FinePoints Admin)
Are you the bookkeeper wanting to invoice your own client?
I’m curious, since your husband is a lawyer; Is your last name really Law?😬‼️
Yep, it's true, haha!