DO NOT DO THIS in QuickBooks (When Adding Bank Transactions)

[@MichaelBnothere]

I learned the hard way when first starting with QuickBooks to be patient with it and build a good foundation. Once you have that it's all good. I wish I would have saw this video first. But you are correct

[@changingmyself]

Hector, I recommend people to watch your videos almost every day to learn how to use quickbooks, you are excellent to watch and learn from. Thank you for making these!

[@HectorGarciaCPA]

You welcome

[@205pisces]

Just started QB Online. Only did it to pay my first employee. Just so you know, knowing what not to do is way better than knowing what to do. I'm struggling, but this is a step in the right direction. Thank you so much

[@richardnaylor910]

I agree. There is not enough "don't do it this way" guidance out there across lots of different services. It's as valuable as the "do it this way" advice for sure.

[@angelhodgdon1127]

@@richardnaylor910 Especially if a client (or yourself) has already done the bank feeds "The Wrong Way" and now you have to sort it all out. It does help Soooo much to know what was probably entered wrong. Thanks again Hector. It's now 2024 and this video is Still Helping people. : )

[@beckyh3041]

Oh my word! I love you made this video because I am spend time explaining to my clients that you don't just go in to their bank feed and click Add!!!! There is more to it then that. Thanks!

[@HectorGarciaCPA]

Yea it’s such a pain

[@shonagraham5243]

@@HectorGarciaCPA The way they market Quickbooks suggests the ease. Way too intuitive for me. I'm old school.

[@19buttercup]

I'm new at learning QBO and this video really taught me a lot! I was making assumptions that QBO was categorizing the bank feed for me, but QBO does some strange categorizing on its own. I spent hours and hours undoing the "adds" without looking at each transaction carefully. Silver lining: it taught me a lot and I think I can offer a clean-up service when I go into business for myself as a virtual bookkeeper (targeting first of 2021 to start my biz). I am going to watch your other bank feed videos to gain more knowledge. Thanks Hector!

[@HectorGarciaCPA]

Great!

[@vickimurphy5183]

If you haven’t taken the very first accounting class, Principles of accounting, I would take at least that class if you are considering offering bookkeeping services. Make sure you have a very good understanding of double entry accounting and GAAP principles. Tax returns are built on the bookkeepers work and preparers don’t review the thousands of transactions coded by a bookkeeper; unless asked to audit the work. Because of this my firm only hires bookkeepers with at least a 2 year business or accounting degree to make sure they understand the basic principles of accounting.

[@tuckergriffinlopez]

Did you start your business?

[@safeerullah2003]

Hi. Any way to undo all added transections in one short.or only way to undo one by one?

[@massavincy]

You're a great teacher (speaking as a teacher myself)!! I am now, however, an accountant or bookkeeper and your video is SOOOOO helpful. I agree with other comments that as newbies it's very helpful to also know "what not to do." Very. Keep up the good work.

[@HectorGarciaCPA]

Great!

[@sandykaur1099]

@@HectorGarciaCPAI did something wrong…could you please help me out with this please

[@superjtrdr]

It's a blessing to be able to track all monies going out this way but almost all are incorrectly categorized. One of the tricky ones for me was when I returned an item. That is common in my business. I just screenshot the download then delete it. Then create a vendor credit memo for the amount. I sure hope I am doing it right.

[@LuisPerez-vu1jm]

Thank you for Taking time out of your busy schedule to help us. I am new to Quick Books. Need help downloading, classifying, and Reconciling.

[@NinaRossBusiness]

Thank you for the clarity. My current Clients use QB Desktop. I now have a Client that uses online. Your channel is bringing me up to speed. 👍👍

[@heather7862]

I’m an accounting major and the quick books textbook in one of my classes literally tells you it’s not necessary to enter payee information on an expense form lol. I just don’t feel like it’s complete so I always enter the payee/vendor.

[@vickimurphy5183]

They are right that it isn’t “necessary” but that doesn’t change that you have an incomplete database which limits your reports. If someone only cares about taxes and tax categories it isn’t “necessary” but again if they audit you 5 years later you and your client will be glad you entered the extra details.

[@njokikaranja3458]

@@vickimurphy5183 Vicky is correct. Entering the vendors will also help you run various reports by ‘vendor name’ so it’s important to include it.

[@MrStormCrow]

just because it's not necessary doesn't mean you shouldn't do it. I'm doing every manual entry as I can and receipt for each transaction. I also put a detailed description as much as I can so that I can easily understand my bookkeeping.

[@amtax4755]

I’m preparing for quickbooks pro advisor certification. The training videos say it’s always a good idea to enter all vendors and as much info as possible for reposting purposes:)

[@crashkahuna]

Really good points. I wish there was a Vendor/Customer Required option like there is for class. We are cleaning this up now.

[@HectorGarciaCPA]

Agreed

[@tannertucker22]

Thank you. Also a cpa. Some functionality is a blessing and a curse. Good explanation.

[@yolibethbenitez5164]

You’re a great teacher, I’ve learned a lot from you.

[@CecilleTabuena_godissogood]

As a Bookkeeper, I see to it that there should be a Payee listed on every transaction for easy monitoring/tracking purposes whenever there is something to check with. Thank you so much, Hector. 👍😊

[@HectorGarciaCPA]

Yeap

[@chloemackie4870]

I have not done this thankfully! Plenty of other mistakes though. One of them was a workaround for things like business insurance and utilities where the vendor changes more or less annually but you want to see all of the suppliers in one place, not least so you can remember who the current vendor is - I now realise tags are the perfect solution for this and I am off to sort that out. It does mean an unmanageable vendor list though, shame its not possible to prioritise these according to frequency/account size...

[@HectorGarciaCPA]

If they ever implemente Vendor Type, would be great

[@AnnaPrinces2020]

Thank You so much for this topic!!!!! I really needed it!

[@HectorGarciaCPA]

Sure, my pleasure

[@ryantunison5433]

As a business owner that still uses QB Desktop, if anyone is doing their own Bookkeeping, I would not endorse automatic entries until you understand by entering manually first.

[@HectorGarciaCPA]

Agreed

[@demandhomecare]

can you do video on how to use card reader and take on the spot payments

[@HectorGarciaCPA]

Interesting request

[@powercommercialwash147]

Hello Hector! Thanks for all the videos you put out! I ran into a problem when I was reconciling. I can't find a couple of months of bank feeds and when I go to reconcile(page) there's a positive difference. There is only deposits listed below.

[@donaldsylvester8469]

thanks a lot for these tips.....very well worth watching sir.

[@bordershader]

OMG, I have not long switched from Xero to QBO and this has been confusing me SO MUCH, it all makes sense now! Now I need to disentangle what my clients are doing *cry, weep* 😆 THANK YOU!

[@HectorGarciaCPA]

I feel Your pain.

[@lucildarosa6184]

Thank you Hector for all your videos. Great explanation

[@yourdroid3373]

I'm a corporate accountant looking to do some bookkeeping on the side. I don't really use quickbooks and i'm finding your videos very helpful in learning their system and the mistakes clients are likely to make within that layout.

[@HectorGarciaCPA]

Yeap.. good luck!

[@hediyehfarahnik8273]

Thank you for all your help. Please let me know if I can change invoice to the bill on the QuickBooks online.

[@HectorGarciaCPA]

You cant

[@MelissaNY-Reviews]

I have converting many companies from manual to computer accounting, using many different software. I tell every Garbage in , garbage out. If you don’t enter as software ask (such as client/vendor information) you will create more work for yourself. You do t know the value of you client in AR, or you’re not prepared for IRS audit because you didn’t process W-9 then 1099- Misc at year end.

[@HectorGarciaCPA]

Exactly

[@arlenegriffin4523]

Love your Videos and they are so helpful because I am thinking of a home bookeeping business. I hate retirement and need to work. Great way to keep busy. Thank you so much.

[@HectorGarciaCPA]

:)

[@christajo]

After connecting bank feeds, CC, POS, etc, QB has created thousands of duplicate transactions (it was reconciled correct) What's the best way to reset? Start over? Journal entry. The books are insane no joke 🤯

[@HectorGarciaCPA]

Probably start over

[@lachulismakeup8643]

Very helpful, thank you for explaining it

[@juliepowell6622]

Easy to comprehend and easy to do, thanks.

[@GregoryGuay]

I think I need to switch to something simpler, like FreshBooks. I"m just an independent guitar performer and teacher and I think I can avoid the accounting skills it takes to run QB....

[@HectorGarciaCPA]

I dont use Freshbooks, but i am sure is simpler

[@Mr.Noones]

Thank you for the quick import list tip…

[@colombialibre8419]

Very good videos I learn a lot with you! Thank you very much!

[@HectorGarciaCPA]

Great

[@ronniewright3706]

Hi Hector, thanks for putting your knowledge out there. I'm with you all the way on this one. My question is, I have an expense in my bank feed which has been entered and paid, yet when I allocated this transaction to the correct customer/vendor, class, category, VAT etc it's now added it to that person's account. QB was suggesting the wrong person and transaction. I'm thinking that amount is not in twice, thereby overstating our expense? Any tips or help would be much appreciated. I'm not sure you'll see this as this video is 2 years ago, but thought it worth a try! All the best.

[@HectorGarciaCPA]

This happens a lot. You need to create the transaction outside of banking first and then match it

[@pamj9196]

Hector, you are the best! I refer all my clients to your videos. This one was way fun and, as a bookkeeper, I had a few chuckles. I'm surprised you didn't mention accepting and duplicating credit card payments. How do you like the new "paired transaction" feature? Thank you for all of your excellent instruction!

[@HectorGarciaCPA]

I didn’t because i know the paired transaction were coming, so im glad i didn’t cover it now

[@alexanderl.savage-smith9317]

This was great. Always good to know what to do and what NOT to do. Thanks!

[@sheekooldc]

Hi Hector. I find your videos extremely helpful but I cannot find a video based on my particular problem and was hoping you could help me. My balance in quickbooks is correct and up to date and matches balance from the bank, but I am missing bank transactions and they are not in the "to be reviewed" tab and I am afraid to download the missing transactions from my bank account as it may mess up my correct bank balance. I hope I explained that the right way for you to understand. Can you help me with this problem?

[@kimberlycary2722]

Confusing, but still very helpful 👌

[@HectorGarciaCPA]

Thanks

[@vsusanAdmin]

Thanks for the vid once again Hector. QBO does not give us the choice to batch add payee name

[@HectorGarciaCPA]

That’s right... that tool doesn’t exist

[@Victor_Finanza_Facil]

Hector this is a great video, I have a furniture store and sometimes i buy products just to have it in stock, how should I categorize this, i created a new item call inventory, but doesn’t show on my expenses, or it shouldn’t show there, don’t know how to categorize, should i count it as a expense of that month? Hopefully you can answer this question, thank you.

[@pjnelson8971]

Items that are held in inventory aren't expenses when you purchase them. They become expenses when you sell or use them. Create an asset account for the inventory and expense accounts for the vendors that you purchase the items from. When you buy the items, debit your bank account and credit the current asset account. When you use or sell the items, debit the asset account and credit the expense account.

[@rayevollmer7925]

Hi Hector, do you have a video on how to determine the difference when in the For Review "finding a match" between bill payment and bill june statement? TIA

[@solallein]

Quickbooks boss sharin all the goods for us little guys. Thanks man

[@donnabradshaw9390]

Can you attach receipts from the bank 🏦 download screens. Right now I have to import the items, then go to the register, and open often and attach receipts. I use Desktop. Would QB on line make this easier?

[@HectorGarciaCPA]

Yes it would

[@byronentz2016]

Thanks Hector, One question regarding Vendors.... How would you enter this transaction. Traveling thru a town in the middle of nowhere, Never coming back and you eat at a restaurant. Wouldn't QBO get loads of vendors that are unneeded? Personally, I don't want to have 45000 vendors to look at .

[@HectorGarciaCPA]

I like entering all the vendors. But you can call it “Misc Restaurant”

[@noormotani9719]

I am a new user taking over an existing company on quickbooks. I am a 30 user of Sage 50. Do you have a crash course available?

[@Oliver-lh8ly]

I am very glad I have not made this mistake. I am new to quickbooks but I cringed when blindly approving everything. lol Thanks for this video, I enjoyed learning more about the functionality of quickbooks.

[@renovativehome]

Please could you tell me how to allocate transfers between bank accounts? Or do i just 'exclude transaction'? I use QB app for self-employed. Thank you.

[@HectorGarciaCPA]

I don’t support Self-Employed. But yes sounds like excluding would work

[@renovativehome]

@@HectorGarciaCPA okay, thanks so much.

[@lawrencessprueljr.5264]

Hector, I am a fan. I just started using the online view. What do I do if the accounts were linked and then the connection was lose. when I connected again it created new accounts and it is not accurate?

[@HectorGarciaCPA]

You need to try to reconnect to the first account, dont create new accounts

[@AngelLPerezRosado]

I already revised all my bank transactions and mileage entries but I would like to know if I can add my spouses transactions there also or do they need to be entered in different accounts. Any info will be valued. thank you!

[@HectorGarciaCPA]

Would need to be a different bank account

[@AngelLPerezRosado]

@@HectorGarciaCPA Let me ask you this because it is really getting in my nerves. I have two separate Intuit QB self employed accounts for me and my wife. I did all the inputs for 1st quarter, bank and mileage, the Estimated Taxes are in $0 owed for both. Do I still need to file a quarterly 1040-es or not? Thank you!

[@HectorGarciaCPA]

@@AngelLPerezRosado if you have income/profits for the quarter that will generate a tax. The 1040ES helps you pay part of those taxesthrough the year

[@fanitabohorquez]

Good Tips!!!! Thankyou Hector

[@HectorGarciaCPA]

You welcome

[@bethdulaney-dowlar6214]

How should I handle payments I receive from our financing merchant to pay customer invoices?

[@Jim.Hummel]

Agreed...Add the details necessary to get good data out. It literally only takes moments! I have a question, that I have been unable to get a clear answer to...I have an accountant with who I've worked for many years. I would like to take over some of the grunt work without having to create things from scratch. Is it possible for my accountant to export my company "file" (past transactions, COA, etc.) and then for me to be able to import that into QBO? Does it matter if he's using a desktop version of QB Accountant? Many thanks in advance. I look forward to exploring your YT channel.

[@HectorGarciaCPA]

It could be completely converted to qBo from desktop.

[@Jim.Hummel]

@@HectorGarciaCPA - AWESOME! Thank you!

[@akshayparmar2921]

How to remove or delete partially applied transaction in review tab which are auto reviewed by rules (banking?)

[@DreamBuilderIfyoucanDreamitWec]

Thank You, Hector.

[@olgag872010]

Question, for a Construction company, they pay a Bond, which is like an insurance is what I'm told. How would that be entered or what is the chart of accounts code for it? Prepaid or Liability?

[@HectorGarciaCPA]

Expense if it’s just for current year.. if it’s for next year, do prepaid

[@TheLordIsMyStrengthSallyMoreno]

Hi Hector, this was very helpful. I do have a question, I'm helping a good friend, she had Quickbooks Desktop, but changed to Online Plus. We integrated the old to the new. Now we need to unreconcile all of her bank statements. I need help can you please give me some ideas?

[@HectorGarciaCPA]

There is another video on “undo reconcile”

[@chrisherring7866]

Hey Hector, I have learned a lot from your videos but I do have a question. Is it better to enter the expenses one by one or just categorize them when doing the bank feed?

[@HectorGarciaCPA]

Bank feed, much faster

[@ameliafemigullas2308]

thanks for this new learning

[@HectorGarciaCPA]

:)

[@misskristinn]

Amazing video!!!! Thank you Hector. Lifesaving tips haha

[@kansassprayfoaminsulationl7808]

You are awesome! This info is Dead ON!!!

[@GabrielSanchez-pe1cr]

Thanks for sharing.

[@HectorGarciaCPA]

Sure, my pleasure

[@henrypekarsky4749]

I am the Business Manager at a church and my staff was using desktop quick books. We have now switch over to the online plus. Can we do Fund Accounting with QuickBooks Plus. If not what would be your recommendations to do fund accounting. Hank

[@HectorGarciaCPA]

QBO plus can do fund accounting with classes. Yes

[@GUITARMOVIL]

Hello Hector i just want to ask you that is is possible to change the date that I want the transactions appear in Banking, when I link a bank account in Quickbooks?

[@HectorGarciaCPA]

Yes can edit them after you bring them into banking

[@vikkipowers7284]

How do I correct it if I put an item under the wrong category?

[@elilourdes9778]

Please share link to upload bank feeds properly

[@dinage766]

What is the best practice to offset AR with AP when a customer is also a vendor on Qb online?

[@pjnelson8971]

I am assuming that the expenses are being withheld from the income.. Create items for the expenses and link those items to the specific expense accounts that you wish to apply them to. Then, when you have an income invoice created for that customer, enter in the expenses using the items that you created and enter the dollar amounts as a negative number. It will debit those amounts from the invoice and credit the proper expense accounts.

[@harveytarter6062]

need help in business - applying a customer check that is too much/too little

[@HectorGarciaCPA]

I dont follow, sorry

[@rebeccamclelland9499]

Is there an easy way to upload the transactions for this year (2021) from my old company file to a new company file? I am now using QB Pro 2021 Desktop.

[@HectorGarciaCPA]

Not easily; but you can condense the file and eliminate all the transactions prior to 2021

[@tomochieng4298]

Kindly help me like imported data to the quick books I realized that their are uncategorized transaction how can I categorize the transactions then add please ?

[@HectorGarciaCPA]

You can UNDO the categorized transactions and re-code them

[@christalpenaloza7694]

So basically this is like a bank reconciliation. When you do the matching right?

[@landirover8927]

As always, great stuff 😎

[@kimberlyjohns1111]

Hello Hector. First I want to say I love watching you! I have an issue.... I am a long time QBD user and I just started a new job as handling Property Management. The issue is they have been running everything using class and that is fine. They do not use A/R function or A/P function. It has never been set up. I have tried to explain to the person that is training me. I have not had any luck. I feel I am chasing my tail, when things could flow a lot smoother. Would you have any suggestions for me??? Thank you and Take Care!!

[@HectorGarciaCPA]

Class is the correct approach

[@jesuscabrera3976]

When you are adding the information from feeds how important for you is to add the source document as an attachment?

[@HectorGarciaCPA]

Nope important at all

[@jesuscabrera3976]

@@HectorGarciaCPA I always thought that it was a must-have so the expense can be properly supported since bank or credit card statements don't tell you much information apart from that it was paid. so I guess my follow-up question is, does IRS/CRA accept expenses supported by bank or credit card statements? Thanks for your answer!

[@melissacole4903]

@@jesuscabrera3976 from my experience with FAR audits, receipts need to be maintained in hard copy or electronic. I am curious if statements alone are somehow acceptable for audits.

[@theconjuror112]

I love your channel, Hector! Awesome content brother!! 😎👍

[@HectorGarciaCPA]

You welcome

[@charliewilcutt7862]

I am new to QuickBooks I am having troubles getting my US bank into this system , any idea on doing this been watching the video but still not understanding.

[@zofiakolakowska4373]

Hi Hector. How do I fix this error: quickbooks generate zero amount for bill stub payment. Thanks

[@ShanawarBasra-ch7xl]

Can anyone help me plz can you tell me how to categorize income?

[@HectorGarciaCPA]

choose the income account that matches

[@olufemiagbato8519]

I have a major problem with my QBO Balance being different from my Bank Balance. I have transactions being recorded as duplicate causing my QBO account to be much higher. I have Sales receipts synced from my woocommerce website that show in QBO as deposits. The actual deposits from STRIPE, SQUARE, PAYPAL or Cash Deposits related to the same sale are also shown as deposits. So I am getting some duplicated sales in my QBO. How do I fix this?

[@garycurtis]

Hector, amazing videos and so helpful, thank you so much. I have a question, When I get paid for an invoice, lets say its 2000.00, but when I deposit it into the bank I get less cash received 1500.00, so I only deposit 500.00, how do I enter that?

[@lizevans7060]

I'm fairly new to QBO, but I believe you would create a receive payment transaction and have it point to undeposited funds. Then create a bank deposit and select the correct invoice payment. Under the 'Add funds to this deposit' section, itemize your cash back as a negative number.

[@markchristiandelacruz5148]

Is there a way to check IP Address of user activity in QBO? NEED YOUR HELP PLEASE!

[@HectorGarciaCPA]

I don’t know

[@romanstenseventeen314]

Hector, do you know any resources with practice exercises I can do with QBO? I'm asking b/c I recently got certified with QBO, and would like to work employment with QBO, and need to practice scenarios in QBO.

[@HectorGarciaCPA]

I don’t.: just my videos

[@mloza112]

Hello Hector! I recently started watching your videos and I hate to admit that I have been doing it all wrong. I was doing it on my phone and it is very limited what you can do though your phone. Where can I begin to clean up? Specially because all my balances are wrong. I’m very tempted to starting all over for this year but I do not want to lose all my info and receipts. Is there a quickbooks online book that helps you on how to use quickbooks? I didn’t imagine it’d be this hard.

[@HectorGarciaCPA]

There is no book to show you how to cleanup… it’s different in every situation. You might need a pro to help you cleanup

[@mloza112]

@@HectorGarciaCPA thank you so much for responding! & maybe not a book to show me how to cleanup but the basics and everything to know about quickbooks online.

[@traceyweber140]

@@mloza112 If I may I have a suggestion: Andi Smiles has an on-line course $99 she explains everything in terms I could understand and it is step by step. Worth every penny. This is my personal opinion I have no affiliation (thought I better mention that). She also has freebies. Out of all the videos I've watched Hector is my favorite. The one thing I do know about Quickbooks is that it is not quick, lol.

[@mloza112]

@@traceyweber140 definitely! Most of the time I am quick to learn every program but this one definitely got me going crazy! Thank you so much. I will look into it!

[@angelajoseph6112]

Hi when I run a profit and loss statement, it does not show all my transactions, such as my personal expenses. Why is this

[@spikeybabies]

what is your unbiased opinion of Xero? thanks

[@HectorGarciaCPA]

It’s biased… :) I don’t use it at all, I’m loyal to QB, because I know how to use it.

[@mearthastesoros9026]

I can seem to download last year transactions. I filtered to last year and still nothing🤯 i updated and nothing😫

[@ahmedali-ok2lv]

Hey Hector hope you are doing well. I have this query when i Link my bank statement in QuickBooks online. It automatically put the transactions in relevant heads. And when i categorize the transactions, duplication arises and few of entries balances come as double. My question is how do I disable that auto putting of balances from bank. Thanks

[@HectorGarciaCPA]

You would need to disconnect bank feeds and enter it manually in the register.

[@ahmedali-ok2lv]

@@HectorGarciaCPA how do i do it

[@crisbergere7788]

Thank you Hector!

[@ravich7934]

The credit card is showing the negative balance in the balance sheet. How to resolve the issue

[@HectorGarciaCPA]

After is reconciled, you could delete all non-reconciled transactions

[@DragonHeartTree]

Great video, thanks!

[@joycecentury9675]

how to add credit card fee, to complete the reconciliation ?

[@HectorGarciaCPA]

Enter it as an Expense

[@xochitlreyes1472]

I need a teacher through soom, would you know of a company or a person that can help me individually. Can you do it?

[@sader4920]

Dear Mr. Garcia, I made this exact mistake but in the Accountant Desktop 2022 version. Some of the "Payees" aren't even in the vendor list and the wrong category has been added. What is the best way to remedy this error?

[@HectorGarciaCPA]

You have to go back and add the vendors

[@aliciavielledent]

Hi Hector, thank you for your video. I love it! I do have one question, hopefully you have an idea of what's going on: I do the bank reconciliations and everything matches with my bank statements, but in the banking tab where it shows the bank balance (in quickbooks) doesn't match at all, and the problem is in the financial statements it shows that balance instead of the one in the "reconcile" tab. Do you how can I fix that?

[@HectorGarciaCPA]

I wouldn’t stress what the bank balance on bank feeds say, honestly. The balance sheet is what matters

[@aliciavielledent]

Hector Garcia CPA the balance sheet shows the balance in banking feeds, that’s the issue... can I change that?

[@HectorGarciaCPA]

Alicia Vielledent then you are fine, if the Banks are reconciled and all the uncleared transactions are deleted and/or accounting for the next period; then you are ok

[@ScottMedinaX]

What if the vendor/customer is a person but the transaction runs through like a Stripe or Square? Do you mark the payee as the payment processor or actual client?

[@HectorGarciaCPA]

If you know who the client Is, the client... otherwise Create a client called “Stripe Deposits”

[@ScottMedinaX]

@@HectorGarciaCPA Can I ask one more question? If not, I understand. When I transfer to a personal account should I mark that as Owner's pay and put the owner's name in as Payee?

[@charleskenjipascual2839]

How can I access this Banking Tab? It is not showing on my Navigation Pane

[@HectorGarciaCPA]

Might be called “transactions” now

[@teddymathis918]

When I connected to my bank accounts I put my personal checking and personal savings account in as well. This has now made my reports off. How do I fix this? I deleted the accounts and QB added a "check for deletion" is this all that needs to be done?

[@HectorGarciaCPA]

You have to delete the transaction

[@uroospunyali8861]

Hello, my great tutor Hector. I need your help. As I have mentioned earlier that I am new for Quickbooks online. I was following your presentation and adding and matching the bank with Quickbook, I wanted to open the transaction, but I click add on the transaction by mistake without matching it and the transaction disappeared from the bank feed. How do I find out that transaction and undo it? Please help me. I shall highly appreciate it. Thanks.

[@HectorGarciaCPA]

It’s in the tab called “entered” or “reviewed” inside the Bank Feeds area

[@fortinolopez793]

Excelente información amigo

[@jeremiahruddell6014]

Thank you for all your informative videos. By chance are you located in or near San Diego? I'd like to hire you for some help with my quickbooks. Thanks

[@HectorGarciaCPA]

Am in Miami

[@janetflowers9009]

Great Advice!

[@certifiedquickbooksintegra6393]

Great explanation