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!
@CandusKampferАй бұрын
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
@MaryAnnWallace-pb6kg5 ай бұрын
Once again you save the day Candus! Thanks
@CandusKampfer5 ай бұрын
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
@yesijimenez68074 күн бұрын
I will like to learn more about online quick books thank you
@CandusKampfer3 күн бұрын
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
@brianpatterson691226 күн бұрын
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
@CandusKampfer26 күн бұрын
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
@JTBooks9 ай бұрын
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!
@CandusKampfer9 ай бұрын
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
@betsygersch32297 ай бұрын
Thank you Candus! I want to hug you for this information
@CandusKampfer7 ай бұрын
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
@christinea7728 ай бұрын
Thank you loads! I was able to sort this issue of bank reconciliation discrepancies 😅
@CandusKampfer7 ай бұрын
Hi, I'm so glad to hear that you found this video helpful! Have a great day, Samantha, Team Candus
@petronnilaiss80056 ай бұрын
so easy used this method😅 thank you so much dear❤
@teresapena42285 ай бұрын
Thank you!! This information is very helpful..
@CandusKampfer5 ай бұрын
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
@shacondasimmons1808 Жыл бұрын
OMG. I wish I had known this years ago!
@CandusKampfer11 ай бұрын
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/
@angelicaciancigarcia51262 ай бұрын
THANK YOU FOR SAVE MY LIFE!!!! 💞
@CandusKampfer2 ай бұрын
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-py6ki4 ай бұрын
Thank you
@CandusKampfer4 ай бұрын
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
@doreenmacneil80112 ай бұрын
Awesome video! What should I do if the visa receipt is a different total than the visa statement? Receipt $192.94 Statement $191.68
@CandusKampfer2 ай бұрын
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
@jacquelinetucker6182 Жыл бұрын
Thank you! I will be using this!
@CandusKampfer Жыл бұрын
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
@cortneysharp3749 Жыл бұрын
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 Жыл бұрын
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 Жыл бұрын
Would also like to see a video on doing this for deleted items.
@marybiggs95097 күн бұрын
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.
@CandusKampfer6 күн бұрын
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
@DrewKeeper3 ай бұрын
You're amazing!!
@CandusKampfer3 ай бұрын
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
@colombialibre84194 ай бұрын
Thank you!
@CandusKampfer4 ай бұрын
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
@JM-oo1rf2 ай бұрын
Do you have a video of unreconcile. I accidentally deleted a few transactions because I thought they were duplicates.
@CandusKampfer2 ай бұрын
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
@user-pb2zq9on2y6 ай бұрын
Thanks for the clear clarification. May i take the opening balance of last reconciliation for migration purpose
@CandusKampfer6 ай бұрын
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
@StevenLovotti4 ай бұрын
Question: How come I can not see my bank linked account? It says it linked but it doesn't show in QB Bank Transactions
@CandusKampfer3 ай бұрын
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
@varg1952Ай бұрын
Do you need an actual copy of your bank statement when doing the books or can you just trust the QBO sync?
@CandusKampferАй бұрын
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
@juliepfau82572 ай бұрын
Candus - Help. So what do I do if I've reconciled wrong from the start and my beginning balance is off?
@CandusKampfer2 ай бұрын
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
@susanmurphy2463 ай бұрын
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.
@CandusKampfer3 ай бұрын
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
@carolyneacasselberry86144 ай бұрын
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!
@CandusKampfer4 ай бұрын
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
@nestastephens724 ай бұрын
This was amazing . I am working on someone elses work
@CandusKampfer4 ай бұрын
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
@Obedjuarez777 ай бұрын
Thank you!!! Gracias!!!
@CandusKampfer7 ай бұрын
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
@shayj75084 ай бұрын
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...
@CandusKampfer4 ай бұрын
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
@tracytess25063 ай бұрын
Could I use the same process to fix it if it was Reconciled in the register?
@CandusKampfer3 ай бұрын
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
@tracytess25063 ай бұрын
@@CandusKampfer Thank you! I think that is the one I just finished. I also signed up for your course!
@DiCullity-uv4cs7 ай бұрын
New, started in Sept. was going ok the, Have several problems, deletion of items, duplicate transactions. Large negative register balance!! I need help!!
@CandusKampfer6 ай бұрын
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
@ssmith51819 ай бұрын
Good info
@CandusKampfer9 ай бұрын
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
@HeatherRose-qy4en5 ай бұрын
Hello Candus, Just came across your videos. Question- would recommend reconciling the Chart of Accounts first or the monthly Rec?
@CandusKampfer5 ай бұрын
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
@angeldotson74107 ай бұрын
My accountant reconciled in the middle of a month and idk how to make the beginning match my bank statement.
@CandusKampfer5 ай бұрын
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
@user-ts3tq9qq2s7 ай бұрын
What about if the discrepancy says 'amount was changed'?
@CandusKampfer6 ай бұрын
It will all depend if your beginning balance is off and if the transaction is marked as reconciled in your register.
@Wambamthkuglam7 ай бұрын
Hi! How do I add missing transactions during reconciliation?
@CandusKampfer7 ай бұрын
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
@AnnieWalters246 ай бұрын
I cannot see the desktop version link
@CandusKampfer6 ай бұрын
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
@jasono2669 Жыл бұрын
I used my business card or business checking account for personal expense . How can I record it in qb
@CandusKampfer Жыл бұрын
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/
@bevschmidt94377 ай бұрын
The beginning balance is way off
@kevywilliams3304 Жыл бұрын
I’m lost .
@CandusKampfer Жыл бұрын
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