Do you have mistakes to clean up in QuickBooks?
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- čas přidán 21. 03. 2022
- Are you feeling like, "I have so many mistakes and really need to learn how to clean them up" 😬
Guess what... I heard you and have added a special NEW Bonus you'll get access to when joining Confidence with QuickBooks.
We are going to focus on cleaning up your credit cards and bank accounts, so your previous mistakes stop driving you crazy 🤪
This way you won't be stressed when you open your QB file and wonder, "how am I going to fix that, mistake"... yes, you don't have to have old transactions that you just wish would disappear. 😬
Can you imagine going to your next tax appointment with no old mistakes? Wouldn't it feel like a weight has been lifted off your shoulders?
Pam recently messaged me to share how her accountant said her books are the best he's seen from her. Would you love to hear this?
"I took the Confidence with QuickBooks class and our accountant just called and said my reports P&L and Balance were the best he has seen from me... It made his job so much easier. I had a lot of clean-up to do and the class explained and showed me how to do it.....
Cannot recommend this class enough. Thank you Candus"
You are going to love this extra bonus training!
We are very excited to see you inside our special community.
Click here to join: ConfidencewithQuickBooks.com/
Here's what some of our students are saying:
"I was able to reconcile my Bank statements for the first time ever. Yay now on to credit cards" ~ Lydia
"I met with my new CPA today....was awesome, he wanted to hire me, right in front of my boss....that is thanks to all the Wonderfull training from Ms. Candus" ~ Wendy P
"My CPA will be so excited that I'm going to finally get this figured out. He will probably miss my apology cookies though LOL" ~ Katina
Do you have questions about Confidence with QuickBooks leave them below?
Join the Free clean up workshop: canduskampfer.com/cleanup
I’d love to connect with you 🤗
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Hi, I came across your videos and I must say you have been great at simplifying and making easier to understand all of this! However, I do have a question that I haven’t seen so far on your channel/videos: I have reconciled my account but I noticed that my bank account balance is much different than QuickBooks balance and as I look into the bank register on QuickBooks I see duplicate entry’s and one of them will say R and the other one is C but they are clearly duplicates, how can I fix that without deleting or unreconciling the transaction? Thank you very much in advance!
Hi Karen,
Thank you for reaching out
I'm so glad you've enjoyed our videos!
If you're interested in more in-depth training on how to do this, 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 have questions on closing entry for a partnership. I watched your video showing closing journal entry for a sole proprietor - credit draws, debit contributions, retained earnings (debit or credit so both sides are equal). What is the process for a partnership???
Hi Susan,
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
What are the fees for this training? I went to the website but I have to enter all my info before finding out ?
Hello,
The workshop is completely free to attend. Hope to see you there! ~Kindra/Team Candus
I reconcile. I have started and don't know how to reconcile old stuff and how to attach an invoice to a payment that was reconciled.
Hi Candus, I've cleaned up the Unapplied Cash Payment Income report for the most part. What remains is a pair of transactions with the same date: "Payment" (overpayment by customer) and "Check" (refund check issued by the business); the payment is applied to the check. Why are they still showing on the report, and how can I clean them up? My client actually runs the Balance Sheet reports on accrual basis, while Profit and Loss on cash basis. (In what circumstances would this make sense?) And that's why it's important to clean up the Unapplied Cash Payment Income account. Thank you in advance for your expertise.
Hi,
Thank you for watching our video.
If you're interested in more in-depth training on how to clean up your reports, 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
Can I write checks from QB etc.... without having it linked directly to our bank account and than reconcile to my statements each month?
Sarah,
Yes, you can enter transactions and reconcile without linking your bank account.
I started a job and the books haven't been reconciled since 2/28/23, how do I get them balanced to date?? Thank you so much
Hi Vicki,
Thank you for watching our video.
If you're interested in more in-depth training on how to get your books balanced to date, 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
I am good to go!!!
Hi Janet,
Yay, amazing! I'm so happy it's all fixed 🤗
- Samantha, Team Candus
I am in the process of reconciling bank statements for an attorney that go back 6 years.
The problem is he never entered any transactions for any of his clients.
How do I even begin???
Hi,
Thank you for watching our video.
If you're interested in more in-depth training on how to reconcile your bank statements when there has never been any transactions entered, 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
Hi there...I have an opening balance on my Distributions account. On my balance sheet it is showing that I took too much out for distributions because it's adding the opening balance and the amount I actually took out. Any clue how I can fix this? I called Quickbooks support but no one can help me.
Thank you for watching our videos 😊
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
When is the next open enrollment for confidence with quickbooks?
Hi Tamara!
We will be opening enrollment again in September 2022 (13-22). However, if you watch Candus' free workshop, you can get a special link to join sooner. If you're interested, you can register for that here: canduskampfer.com/workshop
Have a great day!
~Kindra/Team Candus
@@CandusKampfer Its 2024 now and I am wondering if you have this coming up again...and how to register for the free class. Is it still free?
I am new to quickbooks, but am a long time accountant. We have deleted bank transactions quite a few since last reconciliation, I know I need to reenter these deleted transactions. However I see these transactions in the Profit and loss reports. Adding them might fix the bank reconciliation, but I feel like they will overstate income?
Hi,
Thanks for reaching out.
It sounds like you have duplicated transactions.
If you'd like to learn more in-depth about how to clean these up, you can check out our Cleaning up workshop here: CandusKampfer.com/cleanup
Have a great day,
Samantha, Team Candus
We accidently loaded a personal bank account into the business and when it was deleted- it STILL shows up in reports (balance sheet). How does that get removed permanently?
Hi Nancy,
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
I am needing to deplete duplicate invoices
Hi, I would like to get some help...I no longer work with an accountant and I do not understand why my books are not balancing. May I hire you? I reconciled all of the accounts. But the balance sheet is not balancing. It looks like he entered his journal entries on the last day of the year, not the first.
Hi Olivia,
Thank you so much for the offer.
Candus is focused on supporting members of her Confidence with QuickBooks community right now.
If that's something you're interested in learning more about, 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
TikTok: www.tiktok.com/@canduskampfer
delete duplicate invoices in QuickBooks, how do I do it. New to QuickBooks
Hi Stephanie
Thank you for watching our video.
If you're interested in more in-depth training on how to properly use QB since you're new to it, 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 started the job and the other bookkeeper messed it up.
how to permanently delete a transaction in QuickBooks desktop ?
Hi! 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 really like you class, it make sense easily. i have a question for QuickBooks , can you help me ? how to record the freight charge to the truck company while i already charge the same price to our customers ?we r a retail store , sell furniture. thank you
Hi Cyndi,
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
Gone
Here's the video: czcams.com/video/5goEdFtMQJ0/video.html