Hector, I think the issue with the bank feeds has been fixed. I have the latest version of Quickbooks Enterprise and just entered a receipt following your tutorial and when looked for the transaction in the bank feeds QBE had matched it.
@HectorGarciaCPA4 ай бұрын
Awesome!
@JulieScalora Жыл бұрын
Hector, I couldn't have set this up without you! Thank you so much!
@HectorGarciaCPA6 ай бұрын
Thanks! happy to help
@marcusday332 жыл бұрын
Hi Hector, really enjoyed the insightfulness of this video. I recently just upgraded to QBd 2022 and I am looking to clean up and improve upon previous bookkeeping methods. The receipt and bill management is just one way I hope to accomplish this. You demonstrated attaching the receipt to a CC transaction...I have never utilized the Credit Card management feature previously and I would be REALLY interested in a tutorial video on how to utilize the CC management in QBd and how it transitions into paying the CC bill. I find your videos very insightful and useful, especially to a newbie. Thanks again and keep up the great content.
@HectorGarciaCPA2 жыл бұрын
Never use a bill to enter CC charges
@marcusday332 жыл бұрын
@@HectorGarciaCPA hi hector I was referencing how you used the receipt upload function and it attached to the credit card in quickbooks. Not entering a Bill as a CC charge.
@marcusday332 жыл бұрын
What I mean by CC bill is at the end of the month, paying of the statement balance. Previously I have just written a check. I have never used the CC management tool so curious as to how that ties in when it is time to pay the balance due if that makes more sense…thank you!
@jeanniecorrea47732 жыл бұрын
Thank you for doing desktop version videos
@HectorGarciaCPA2 жыл бұрын
You welcome; i have 100+ videos on Desktop
@louietoltolvlog96992 жыл бұрын
I love your lessons. Super helpful for my work
@HectorGarciaCPA2 жыл бұрын
Great!
@africanholistichealthchapt15012 жыл бұрын
I have desktop and did not know I even had this ability. thx
@HectorGarciaCPA2 жыл бұрын
Do you gave 2021 or 2020 with the annual subscription?
@rhodaolson59042 жыл бұрын
This is an accurate video!
@HectorGarciaCPA2 жыл бұрын
:)
@domdompomodoro6621 Жыл бұрын
Hi Hector. Nice feature. Again not available in the Canadian version. Maybe I should move to Florida ! Thanks for all the great videos. Regards.
@HectorGarciaCPA Жыл бұрын
Yeah LOL post hurricane, come move here :)
@morahoffman360 Жыл бұрын
Hector, your QB instruction videos are most helpful. I am currently assisting a QBDT client with receipt management and this seems like a really good option for him. I have also introduced him to the Epson rapid receipt scanner that integrates with QB. We are trying to decide the best option of the two. He currently does not use bank feeds. I have been matching receipts to credit card statements and then entering all the transactions manually. This was a clean-up for previous years and now going forward, I would like to see him take advantage of the digital features that are available. I am apprehensive of going to mobile receipt capture that is in the QB app, because I have not had any success with it. I don't know it the problem lies with my mobile device or with the QB app. Let me know if the receipt management/bank feed issue has been updated and also if you have encountered issues with the receipt capture on the mobile app. Thank you for your insight.
@HectorGarciaCPA3 ай бұрын
They never truly fixed this issue
@morahoffman3603 ай бұрын
@@HectorGarciaCPA Thank you. I am using Epson rapid receipt scanner with my client in his office. I love it so much that I purchased one for myself.
@wildercastro53182 жыл бұрын
Hola Hector .Quiero felicitarlo a usted y su equipo por el trabajo que hacen me han ayudado a entender QuickBooks.Puede compartirme el video de solucionar las transacciones duplicada Gracias y Bendiciones
@HectorGarciaCPA2 жыл бұрын
No tengo un video asi
@jeanniecrook68682 жыл бұрын
I love that I can attach receipts in QB, but is there a way to also download the receipt if you wanted to file in a job's google drive folder for example?
@HectorGarciaCPA2 жыл бұрын
Yes, in the attachments window you can download it once it has been processed. But you wont be able to go from the qb receipt app to google drive
@jacksprat15562 жыл бұрын
Seems like a lot of steps for a one line item bill. By the time I get done with all that I could have typed it and made sure it was in the right place. For larger bills we separate out the sales tax paid to vendors, assign service vs install, add customer name etc. Again, I think I can type it in quicker had to wait 15 minutes for the bill to "process". Also worried about all the attachments as I was told the more I put into QB the more it will bog it down. When I went into doc center it would not let me remove the attached document!
@HectorGarciaCPA2 жыл бұрын
Thats why i dont find this feature valuable at all
@pavelkovtunovich24828 ай бұрын
I have on issue after downloading vender receipts then you will make it as a bill (with positive number is no problem) but with negative number like credit doesn't work gives error massage (example -20.35) this is important because when I go to Pay my bills the receipt need to show as Negative to math my statement payment
@HectorGarciaCPA8 ай бұрын
There are no refunds/credits in this workflow
@pavelkovtunovich24828 ай бұрын
@@HectorGarciaCPA ok, then the receipt/bills kind of useless when you paying statement total it will not match because of credits, is there a work around? I can enter vender credit but its in different sections from receipts so it can't be match with statement payment.
@pavelkovtunovich24827 ай бұрын
I was Abel to make it work using vendor Credits but can't save receipts for the credits.
@AnonymousHippo5 Жыл бұрын
Can it only be use locally without using the cloud/internet? If you used this software on a computer that is not connected to the internet.
@HectorGarciaCPA Жыл бұрын
No.. it uses the web
@charliewilcutt78627 ай бұрын
I have desktop 2021 but I don`t have that on our program receipt management
@HectorGarciaCPA7 ай бұрын
is it US version with USD as the only currency?
@charliewilcutt78627 ай бұрын
Us Version California
@HectorGarciaCPA7 ай бұрын
wow... that's weird then @@charliewilcutt7862
@rickespinoza488810 ай бұрын
Hi we own a couple of grape fields it’s under same company but is there a way to separate expenses like we bought this for the 30 acres and this for the 20 acres is that possible? Thanks
@HectorGarciaCPA6 ай бұрын
Not sure i follow
@erindelafontaine69322 жыл бұрын
Hi Hector, Your videos are invaluable, btw! Two questions: (1) Has Intuit made any improvements to this feature (i.e. the problem with bankfeed duplications, etc. since you filmed this video seven months ago? (2) I have construction contractors who then want those vendor bills/receipts job-costed to a client's job to be attached to the customer invoice as backup. Can we do that as well?
@HectorGarciaCPA2 жыл бұрын
None of these have been improved :(
@JimCasler2 жыл бұрын
No "Move To Bills option in "action" drop-down on main screen (see your 5:12 mark). After opening receipt to review, no "Move to Bills" option in lower left corner...just Delete. No drop-down arrow like your video at the 8:03 mark. Scoured internet for answer. Looked in Preferences for possible settings. Saved file. Closed down. Any thoughts? Thank you in advance.
@HectorGarciaCPA2 жыл бұрын
You might need to update your QB to the latest version
@juansalazar10912 жыл бұрын
Do you have a video for construction contractors as well
@HectorGarciaCPA2 жыл бұрын
Yes.. online or Desktop?
@yosephstephens2 жыл бұрын
Which one you like best? TaxDome or Financial Cents?
@HectorGarciaCPA2 жыл бұрын
I use TaxDome.. never seen Financial Cents
@deehull6917 Жыл бұрын
Can you access these receipts should you change your accounting from Quick Books to another program?
@HectorGarciaCPA Жыл бұрын
They are stored in your computer
@monicagranados4177 Жыл бұрын
Thanks for your videos! Please, if I download all the transactions directly from the bank, and scan with ScanSnap, is there a way for quickbooks to automatically select the receipt that corresponds to it (for example, by finding the exact match of date, provider, and value), or do I have to do I selected it manually/ Thank you!
@HectorGarciaCPA Жыл бұрын
No.. its really far behind on that type of functionality
@monicagranados4177 Жыл бұрын
@@HectorGarciaCPA Thank you!
@rupertpupkin25152 жыл бұрын
Can this be done by scanning multiple invoices at once ? Also are there any options for older Desktop versions?
@HectorGarciaCPA2 жыл бұрын
One at the time
@renatedelvecchio88592 жыл бұрын
I'm not sure if I missed something, is there a way to split the transactions of a receipt? Can you do it when you review it for example different class codes? Just wondering. Thanks.
@HectorGarciaCPA2 жыл бұрын
Not yet
@user-uo7xh5qv4y2 жыл бұрын
@@HectorGarciaCPA That's crazy they don't have options to split one receipt into more than 1 expense account!
@JimCasler2 жыл бұрын
What implications will all the pdf or jpef files have on file size and QB performance as the file grows larger and larger? I read somewhere that files sizes over 250mb start having issues. Thank you.
@HectorGarciaCPA2 жыл бұрын
The files are saved in a different folder; they dont affect file size
@Rags_and_Riches2 жыл бұрын
Quickbooks desktop app not available for Canadians. Am i right Sir?
@HectorGarciaCPA2 жыл бұрын
Sounds about right
@ILOVEFOOTBALL8835 Жыл бұрын
Hello Hector, If i buy a computer over $500 for my business how do i categorize this when entering it. What expense should i choose?
@HectorGarciaCPA Жыл бұрын
Probably office supplies but if that is a test question, the answer is probably “Fixed Assets”
@masoudbeck51922 жыл бұрын
Hi I'm looking for an accountant thar is specialist for Dental practice. Do you recommend any good accountant in Atlanta
@HectorGarciaCPA2 жыл бұрын
Dont know one
@tiffanychandler3 Жыл бұрын
How do I invite them is they are saying their email already used.
@HectorGarciaCPA Жыл бұрын
Not sure what to do when that happens
@karamiecanty1053 Жыл бұрын
I have spent 20+ hours working with QB on this issue. My accounting assistant is unfortunately getting this error. They had me add her as a user with her personal email and it wiped out all receipts she uploaded since we began using the app (four months worth). I recommend putting them on your computer and then uploading to QB. We still have the paper copies but they are no longer attached in QB to the receipt entry.
@magaramellasupport38322 жыл бұрын
What a horrible feature compared to scan manager. Who is going to take pictures of invoices to send to file. Used to be send as many pages through the scanner, then attach. Horrible!
@HectorGarciaCPA2 жыл бұрын
That scanner feature still exists..
@rogermccolley34142 жыл бұрын
The scan feature does NOT exist in qb desk top 2022. It was removed. Horrible decision. I just upgraded yesterday an am absolutly livid! Some lame excuse about internal changes. I suspect they could not come to a roylty agreement with the scan program vendor. Penny wise and pound foolish