Every day I receive tons of Questions through YouTube, Facebook, and email.

I’ve been thinking about how my entire community could benefit from the answers instead of just responding to one person…

I’ve decided to add a live call each month to answer a few questions. I have a large list that my team is sorting through to pick the questions we think will help the most people.

Join me for episode 2 below.

Call outline:0:00 – 5:30 Intro and Thought of the day5:31 Q1- If a credit card payment was made from the owner’s personal bank account, how would I post this transaction or what bank acct would I use?10:19 Q2- How do I enter a payment for my credit card into QuickBooks and have it reflect correctly on both my business checking account and my credit card account balance?13:41 Q3– In trying to enter credit card info for the first time I get: “You must assign an account for this transaction.” Please help me fix this.15:19 Q4 – I accidentally hit “Enter a bill for payment later” instead of Cancel after reconciling and now I see the bill in AP. Since I have successfully reconciled the credit card account, is it safe to just void the bill?17:10 Q5- How do I void bills that were paid with the credit card by mistake instead of checking account?22:52 Q6- In QB, do I have to enter my password every time when sending invoices? Can I save my password somewhere?24:08 Q7- Is there any way to show on the printed invoice itself a list of the credit memos that were applied to the invoice?26:28 Q8 – How to get rid of a credit accidentally applied to a customer27:30 Q9- First, is there a method for defaulting a class by user? Second, I noticed classes can have sub-classes. Have you ever had an implementation where this was useful?30:46 Q10- How many classes can you have in QB?35:25 Q11- How do you enter a beginning balance for a company who hasn’t reconciled in years.36:54 – Confidence with QuickBooks Mastermind information40:35 Final Thoughts.Comment below and let me know how you enjoyed this Episode of Q’s with Candus.Have a great day!Candus 🙂

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Timestamps:

Intro 0:00 – 5:30

5:31 Q1- If a credit card payment was made from the owner’s personal bank account, how would I post this transaction or what bank acct would I use?

10:19 Q2- How do I enter a payment for my credit card into QuickBooks and have it reflect correctly on both my business checking account and my credit card account balance?

13:41 Q3– In trying to enter credit card info for the first time I get: “You must assign an account for this transaction.” Please help me fix this.

15:19 Q4 – I accidentally hit “Enter a bill for payment later” instead of Cancel after reconciling and now I see the bill in AP. Since I have successfully reconciled the credit card account, is it safe to just void the bill?

17:10 Q5- How do I void bills that were paid with the credit card by mistake instead of a checking account?

22:52 Q6- In QB, do I have to enter my password every time when sending invoices? Can I save my password somewhere?

24:08 Q7- Is there any way to show on the printed invoice itself a list of the credit memos that were applied to the invoice?

26:28 Q8 – How to get rid of a credit accidentally applied to a customer

27:30 Q9- First, is there a method for defaulting a class by user? Second, I noticed classes can have sub-classes. Have you ever had an implementation where this was useful?

30:46 Q10- How many classes can you have in QB?

35:25 Q11- How do you enter a beginning balance for a company that hasn’t reconciled in years.

36:54 – Confidence with QuickBooks Mastermind information

40:35 – Final Thoughts

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Comment below and let me know how you enjoyed this episode of Q’s with Candus.

Have a great day!

Candus 🙂

4 Comments

Christine Holbrook on August 4, 2019 at 10:45 am

Thanks Candus,
I just got a new boss and have to explain some Quickbook things to him. Voiding the recorded invoices after reconciling because I forgot to cancel was very helpful! lol
- Gracie Cockett on August 8, 2019 at 2:49 pm
  
  Yay! I’m so glad this video was helpful to you. Thanks for being part of our community!
  
  Gracie
  Team Candus
Gapnol katana on August 2, 2019 at 8:29 am

Please help me on how to create users accounts and restrictions for users
- Gracie Cockett on August 8, 2019 at 3:02 pm
  
  Hello Gapnol,
  
  I’ll add your question to our list. We keep the list on hand to choose questions for Candus to answer in her Q’s with Candus calls. If you’re not already, make sure you subscribe to Candus’ tips and trick, so we can send a reminder for the next call: https://canduskampfer.com/weeklytips/
  
  Have a great day!
  
  Gracie
  Team Candus