I have ALWAYS wondered why it's mentioned from time to time about uploading your vendor list. I always think, how do you know ahead of them showing up in your feed unless it is a conversion from something else and the client has an exported vendor list or something. But now!!! NOW I GET IT! THANK YOU!!!!! This is worth undoing MANY categorizations just to be able to apply rules and let it recognize vendors! (I already do that to apply rules for categorization, but never thought about this! You rule, HECTOR - I know you have never heard that before. LOL
Fantastic. I love all the tricks and shortcuts you post. You have no idea how helpful you have been to me with all your videos. Please keep them coming.
Have you ever thought of using common local and national vendors in pre-populated Excel files, such as Exxon, McDonalds, etc? Might it be an easy way to get a jump start setting up client companies. Thanks for all you do! Benny
I love you video. thanks for the help. Quick question..... In my Desktop version the category/ account automatically was added when i had previously set up the vender. the online version doesn't seem to recognize it. am i doing something wrong?
Thank you Hector. Can I change the expense category for a transaction After it was accepted? Especially in the case where is was put into “UN categorized”
Thank you Hector, any idea how to reverse (delete/cancel) the accepted transactions (whether added/transferred etc) & already posted to P&L accounts. I wanted to undo full day of bank added transactions eventually had to go and edit then delete each trans from the P&L accounts. Appreciate tips if you know any
If lots of transactions already added from bank feed without add payee name then how to update all these types of transactions?? Can please advise me on this or give some tips and tricks about this??
@@HectorGarciaCPA ohh waoo.. i would like to emigrante to Canadá i live in México Cancún but i want to learn quick book for looking a canadian job i Will watch your videos thanks a lot
hello, anyone have advice on whether or not it's worth it to take a bookkeeping course online? they seem expensive, I have some experience but want to be taken seriously in the market and just starting out. would appreciate any information thanks so much
Hector Garcia CPA thank you so much for getting back to me! I have a lot to learn and come from more of the investment banking side but I think I got this. Your videos are super helpful, you’re wonderful. Thanks so much
I have ALWAYS wondered why it's mentioned from time to time about uploading your vendor list. I always think, how do you know ahead of them showing up in your feed unless it is a conversion from something else and the client has an exported vendor list or something. But now!!! NOW I GET IT! THANK YOU!!!!! This is worth undoing MANY categorizations just to be able to apply rules and let it recognize vendors! (I already do that to apply rules for categorization, but never thought about this! You rule, HECTOR - I know you have never heard that before. LOL
Awesome; glad it clicked. It’s kinda of an abstract concept until you see it work.
Fantastic. I love all the tricks and shortcuts you post. You have no idea how helpful you have been to me with all your videos. Please keep them coming.
This has saved me hours and hours of work. Thank you so much Hector Garcia!
Troy Watson you welcome.
This is a fantastic video. Thank you very much Hector.
:)
You’re an expert the master thank you I love Your educational video keep up great job god bless you
:)
Exactly the thing I was looking for. Thanks, Hector.
I’m new to QB. I think this will help me a lot.
Thank you! Very Helpful!
Brilliant I learned loads from this video thank you
Great
Amazing! Great learning
Glad you like it
Have you ever thought of using common local and national vendors in pre-populated Excel files, such as Exxon, McDonalds, etc?
Might it be an easy way to get a jump start setting up client companies.
Thanks for all you do!
Benny
That’s a great idea
Great information!
Glad it was helpful!
Thank you Hector Garcia, Really its help.
Great
Thank you, I will use this today!
Awesome
AMAZING... THANKS! 😁
Glad you liked it!
This is great Hector, Thank you!
You welcome
MUCHAS GRACIAS! I learned so much and stopped a long tern dilema.
Great.
I love you video. thanks for the help. Quick question..... In my Desktop version the category/ account automatically was added when i had previously set up the vender. the online version doesn't seem to recognize it. am i doing something wrong?
No… that info/functionality doesn’t transfer well
Thank you!
You welcome
Is there a way to pay vendor invoices by EFT in quick books, I have been looking for videos for weeks and there are so many different ways??
AMAZING TIME SAVER
OMGOSH I wish I'd known this before I decided that I hated bookkeeping!
Thank you Hector. Can I change the expense category for a transaction After it was accepted? Especially in the case where is was put into “UN categorized”
Yes.. use the reclassify tool, search my channel for that video.
Thank you Hector, any idea how to reverse (delete/cancel) the accepted transactions (whether added/transferred etc) & already posted to P&L accounts. I wanted to undo full day of bank added transactions eventually had to go and edit then delete each trans from the P&L accounts. Appreciate tips if you know any
Yea.. you go to the middle tab called “entered” and you undo them:
ua-cam.com/video/L5qtIuZI-2A/v-deo.html
How do you similarly batch edit Categories?
Cant
If lots of transactions already added from bank feed without add payee name then how to update all these types of transactions?? Can please advise me on this or give some tips and tricks about this??
There is no tool to fix that... gotta do one by one
@@HectorGarciaCPA Ok, got it. Thanks.
Thanks Héctor where do You live ?
marcela eingel miami, FL
@@HectorGarciaCPA ohh waoo.. i would like to emigrante to Canadá i live in México Cancún but i want to learn quick book for looking a canadian job i Will watch your videos thanks a lot
Why not just export out to a spreadsheet thank you
Oh I get it now, this way you do not have to create 4 sepearate spreadsheets to merge. Great video thank you
hello, anyone have advice on whether or not it's worth it to take a bookkeeping course online? they seem expensive, I have some experience but want to be taken seriously in the market and just starting out. would appreciate any information thanks so much
I wouldn’t of you already have experience, the way you are taken “seriously” is through marketing.. not through courses
Hector Garcia CPA thank you so much for getting back to me! I have a lot to learn and come from more of the investment banking side but I think I got this. Your videos are super helpful, you’re wonderful. Thanks so much
m no problem
Fantastic tip Hector! Thanks so much!!
You welcome