QuickBooks Online 2024: Bank Feeds & Bank Rules
Вставка
- Опубліковано 1 чер 2024
- To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: www.quickbooksoffer.com/?cid=i...
E-mail Hector your questions hector@garciacpa.com
You can take my full 4-hour course in LinkedIn Learning with a 30-day free trial:
/ quickbooks-online-esse...
Other Videos:
-Getting Started Tutorial: • How to use QuickBooks ...
-Setup & Run Payroll: • QuickBooks Online 2024...
-Navigation & Customization: • QuickBooks Online 2024...
-Customize your Invoice/Estimate Templates: • QuickBooks Online 2024...
-Connect your Banks / Download Transactions: • QuickBooks Online 2024...
-How to Categorize Expenses: • QuickBooks Online 2024...
-Reporting Basics: • QuickBooks Online 2024...
-Desktop to Online Conversion: • QuickBooks Desktop to ...
-Setup 1099 Contractors: • QuickBooks Online 2024...
-Standard Chart of Accounts: • QuickBooks Online 2023...
-Categorizing Dowloaded Transactions: • QuickBooks Online Tuto...
Bank Feeds & Bank Rules (Full Tutorial): • QuickBooks Online 2024...
-Bank Reconciliations: • QuickBooks Online: How...
-Entering Transactions paid in CASH: • QuickBooks Online: Ent...
-Doing 1099 Forms: • QuickBooks Online 2024...
-Setting Up Payroll: • QuickBooks Online PAYR...
-Setup, Forms, and Pay Sales tax: • QuickBooks Online: Sal...
Official QuickBooks Online 2024 Tutorials Playlist:
hectorgarcia.com/qbo2024
Table of Contents:
00:00 Intro (Long vs. Short Videos)
01:28 Tips on Navigating Banking Screen
06:15 Adding/Accepting Transactions
08:05 Automatic Rule Suggestions
10:21 Editing Rules on-the-fly
13:48 Using Filters to see "Recognized" transactions
15:44 Automatic vendor/payee suggestions
18:23 Credit Card Payments
20:30 Inspecting Categorization in reports
29:18 Bank Feed Grouping setting & Batching
36:25 Auto-Add Rules
43:43 More Batching Examples
49:53 Tricky situations with Bank Rules
59:02 Expenses by Vendor Summary
1:00:20 Deposits and Transfers - Наука та технологія
I like the longer ones that give a lot of details about the subject. The short ones can never show all that you need to know about a subject. Thanks
Good point
I enjoy both short and long-form content. Short forms are perfect for quick learning, while long-form content provides more detailed and expanded explanations. Thanks, Hector!
Thanks for the non-answer… :)
Just Kidding!
Thank you for this video. I am currently new to the Quickbooks ad after watching this video it gave me a lot of clarity in terms of bank feeds and bank rules.
Awesome
Longer vids are definitely when searching for deeper understanding of content. Like!
Glad you think so!
i prefer the longer ones, because it provides me a complete details about the subject. Thanks!
Great
I like the long form. The short-form content often leaves me with more questions than answers. But appreciative of all your content Hector.
I like long form too
The longer the more detail. I appreciate more explanations on certain tutorials. Thank you
You are welcome!
Just switched to QB Online (only because I had to) and these lengthy videos with deeper explanations is very helpful
Great
I always like to learn from longer videos.Thank you
Glad to hear that!
I always appreciate more, so longer videos.
:)
Hector wonderful Job...Keep the extended versions of training that last over 30 minutes or so. It works!!!!
Great
Hi Hector. Your videos are great so detailed and easy to understand. I prefer the full tutorial video because you make it complete and you explains everything. Thanks a lot!
Thanks for the feedback
I really like any of your videos both long and short. They are so easy to follow. You make learning fun. Thanks Hector
:)
HI, I like the longer videos more because i feel like it's more detailed, short videos are good for a quick reminder. I've been watching lots of longer tutorials because I'm an assistant and have never used QuickBooks so I'm trying to learn everything that it has to offer, thanks for the videos, Hector.
Noted!
I enjoy both long and shorter videos. Since there is so much to know about Quickbooks I am very appreciative for this long video. Thank you so much!
You are so welcome!
I appreciate both short-form and long-form videos. Short-form videos are great for quick reminders or concise instructions on how to set up specific features or perform tasks. They provide a handy reference when I need to perform a specific action quickly.
On the other hand, long-form videos are valuable when I want to understand the broader context and consequences of what I'm doing in QuickBooks. They allow for more in-depth explanations, demonstrations, and discussions that help me grasp the overall workflow and implications of my actions within the software.
Thank you!
I enjoy longer videos because they are very thorough! I appreciate these videos and thank you for creating these for complete novices like me. Would you happen to have a video for people who have multiple LLC's running in their business to showcase how to account for them properly?
I dont. But are you using a single QuickBooks online subscription
I haven’t got a subscription yet…so was wondering if you had a tutorial on it so that I could have understood how to make multiple accounts 🙂
Than you Hector, I really like the long sessions. I am trying to help a person understand accounting and Quickbooks and your videos are perfect.!
Awesome
you always give us a very helpful and informative tutorial, love all of them. Thank so much!
You are so welcome!
Thank you Hector, you're The Best!!
Thank you
I like the longer one, it's realy helpful thak you
Glad to hear that!
Hi Hector, thanks for all the videos. They are very helpful! Personally, I like longer videos because they give me more detailed explanations and show me what the detailed process looks like! That's very useful! By the way, could you record a video about monthly and yearly closing? What does the checklist and process look like? What should we take care of? Thanks in advance!
Thats a good idea
I like long videos it describes all details. Hector is a great teacher
Thanks for your feedback
Hi Hector,
I love your videos!!
I just discovered you, and I just discovered my interest in becoming a bookkeeper, like to work from home.
My work experience has been in the banking field for 20+ years and just with two or three days of viewing your videos I feel I can easily work for a company in the accounting area or as a bookkeeper on my own. That is how good your videos are 😉
Awesome ;)
i enjoyed both, detailed and explained very well. kudos!
Glad you enjoyed it!
@@HectorGarciaCPA is it possible to make rules without items for review?
I like the one hour sessions.
Great
I like both. Long version for a detailed deep dive and Short version for a quick "how to".
Thanks
Great video Hector! Is there a way to use quickbooks for personal and business under the same membership?
Its not meant to work like that. You would need to have two separate subscriptions
Short and long content are both good for me. When you have long I like when you have the sections labeled.
Yeah.. its little more work to add the timelines :)
I could imagine, all your videos are very helpful. Even without them@@HectorGarciaCPA
Long ones are good, especially for those of us trying to pass the QBO certification test.
Ok
First of all thanks a lot for the wonderful work you do in helping us grasp some of the QuickBooks Online Accounting technical aspects. I enjoy the long form because it enables me to fully comprehend the impact of a transaction in all its related areas! Mastering the principles and how a transaction evolves from the "inception stage to reporting stage" is the best way to learn since it gives me the confidence to tackle any other practical scenario. I had started digesting the "Income Workflow" when your presentation suddenly ended! How can I locate the 4-hour full video presentation? Thank you.
The 4 hour training is in Linkedin learning www.linkedin.com/learning/topics/quickbooks
Thank you so much@@HectorGarciaCPA, your training is top notch to me. Keep it up!
yes i like it as it is very detailed. short videos too is ok although its not detailed.
I personally like the long videos, less editing for me
Hi! I saw on a previous video you posted in 2018, you were able to categorize personal and business expenses. I’m not seeing that as on option on my quickbooks banking expenses area. Am I missing something? Thank you in advance!
Thats never been an option
How would classify reimbursing the owner's payment for stuff for business along with the use of a personal cellphone?
If there is business use, then reimburse it
The more details the better.
Great! Thanks
Both- for different reasons.
:(
More understandable.
Glad you liked it
buen dia hector tendras videos en espanol
No muchos
@@HectorGarciaCPA como los encuentro me interesa mucho
I need a video on FIND & MATCH.
I dont do that much excel stuff anymore
Hello Hector! Please do a tutorial on how to report TikTok Shop earnings on Quickbooks! Thank you.
Hi.. i dont have any TikTok Shop clients :(
@@HectorGarciaCPA you can use mine as an example. I can send you screenshots and screen record.
Is there a way to remove bank rules?
You can delete them all yea
sure but without the PIP
I heard that before
I like the longer videos... Your Videos have been the most helpful!!!
Great!