In the last couple of weeks, I’ve been asked what needs to be done when you switch banks and open a new account…

Here’s what I recommend…

Looking for the online version? Click here: https://canduskampfer.com/how-to-enter-opening-balance-in-quickbooks-online/

Steps to Creating a New Bank Account in QuickBooks:

Creating New Bank Account

• Go up to “Lists”
• Chart of Accounts
• Go down to “Account”
• “New”
• Choose “Bank”
• Click “Continue”
• “Account Name”
• Click “Save & Close”
• “Set Up Bank Feed” screen will show
• Click “OK”

Make Deposit

• Go up to “Banking”
• “Make Deposits”
• “Deposit To”
• “Date”
• “From Account”
  • “Memo”
  • “Classes” **only if you have classes
  • “Amount”
  • “Save & Close”

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Have you been using QuickBooks for a while, but when you pull a report you just don’t understand what it’s saying?

Does the idea of going to see your tax professional sound a little stressful and maybe cause you to feel like you want to pull your hair out?

I would love for you to join me on my customizing QuickBooks workshop.

I’ll be sharing:

• The most efficient way to track your Income and Expenses.
• How to create accurate reports in order to view how your business is actually doing and stop second-guessing yourself.
• Where to get the data you need to make the best decisions to grow your business.

And the #1 SECRET to feeling Confident at your next tax appointment.

I’m excited to see you on the workshop!

Click here to save your seat  →  Join My Free Workshop!

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Let me know below if you are ready to set up a new bank account… Maybe even change your opening balance?👇

#CandusKampfer