How To Import Transactions Connection To Your Bank With QuickBooks Online

How do i import a trial balance into quickbooks desktop

Hello Mark! Thanks for excellent lesson. If I am setting up a NEW company in QBO starting Jan 1, 2024 and getting bank feeds for all the bank and credit card transactions. Say the accounts statement also included some transactions from Dec 2023 (eg Dec 15/2023-Jan14/2024 statement range), now appearing in the book. When I reconcile those accounts, If I just accept them, the company P&L will start with negative from Jan 1/2024. How would I deal with those last year transactions to start fresh in 2024? Thank you!

Hello Mark and good day! Thanks for all your support. I have a question regarding a account.
I setup QuickBooks and I believe I selected a date in Q4 of 2023 (October), I'm not totally sure, and I successfully reconciled the account after some trial and error. Retrospectively, I should have selected Q1 of 2023 (January) for my starting import date. I've since changed my opening balance based on the January statement and now, I'm off 24k because it's not downloading the first 10 months of records. I tried the manual route of importing documents manually however my bank only allows a pdf download and when I converted to a cvs file, the rows were not aligned singularly, and the date format was off. My question is if there's a way to pull the data from my bank for the first 10 months that I'm overlooking? I have other accounts and successfully imported back to January 2023 for one of those.

THANKYOU much for this information.

How do one locate a specific topic like ,removing old
Entries in reconciliation windows without effecting any reports / reconciliations that taxes have been filed on.

Question: I am new to QBO. I am however using QBO Accountant version. I thought I was working within a client file (my personal/non business) when I linked bank accounts and brought in transactions for review. Fortunately, I used the Journal Report with only a couple transactions to realize it was incorrect.

How can I remove these bank accounts from my business file (accountant) and then link to my client file? Does my client file require their own QBO account?

Best QBO teacher on the internet.

I’m Vietnamese, and I am learning American Accountant to find a remote job from US. And so thank you to see this video, you speak very clearly and understandably. Your pronunciation is easy to hear to catch up what you say. Again, thank you very much.

Mark, do you have a full tutorial video about how to pass Proadviser certificate in QuickBooks? No matter how many hours it is, I'm very willing to watch your video than to go to self paced training in QuickBooks

Sir, thank you so much for teaching us the Quickbooks.
I have been following your videos and learning the basics. You have helped me a lot.

But I need your help a bit.
In this video you provided a project and necessary files. I did as per your instructions.
But the QBO file for bank transaction contains more than 500 transactions and the rules list you have given is not sufficient to cover all the transactions to be categorized from the review panel.
Please suggest me what should I do?

Thank you so much for all the tutorial videos. Your videos really helped me understand how QBO works.
I would like to know how to apply bank feeds data to open invoices and bills.
Do you have any other videos that explain those?

@thequickbooksdude
Vendors are not able to be associated with accounts receivable....
I know you released a series related to property management companies, however, from the perspective of the *landowner*, would it be necessary for a landowner to have both a vendor and a customer for the property management company so that it can recognize RI from the tenant but also 1) assign the property management expense to the management company and 2) assign the accounts receivable to the property management company?

Any help would be much appreciated; thank you for being so responsive to your comments section.

TRANSACTION FILE ARE NOT IN EXCEL AND CANNOT BE OPEN TO IMPORT

Hi mark hope you are doing great. so i have a little different question regarding QBO signup. so i am from pakistan and i have just started bookkeeping and i want to practice it on QBO while watching your videos but i cant afford to buy the plus version of quickbooks online so i went for the 30 day trial BUTT its not working. I entered all the required information regarding payment and billing but its not working. Is there any way that you can help me with this? I"ll be grateful if you could please help me with this. Thanks

when I pull my bank information how far back do you recommend? this year last month or start from where I stopped in desk top I think it expired 5-31-23

When using classes for invoicing customers, is it also required to select a class when coding transactions from the bank feeds? That would get a little tedious if that’s true? Or can you just clear the bank feeds without having to class every transaction that comes in?

I really appreciate your work Mark!

But I am struggling with importing pdf bank statement to QBO. I need to import old bank statements that are 3 years old and can't access from the bank to import them in a certain format, eg. csv. So, how do I change pdf file into a format that is accepted by QBO?

Do you have a video on how to reconcile accounts?

Sir can you please make a video regarding internal transfer between bank accounts, especially those transactions the quickbook AI cannot pair by themselves?
Thanks a lot sir, your videos are very helpful and easy to follow.

Thank you for your excellent teaching, Mark! I got 1 question, how can I erase all existing info in my QBO before this practice test?

Hi, do you offer tutorials?

Excellent video, Mark, and thank you. We don't say it enough. You've done a remarkable job with these videos! Simply amazing what you've created here.

Great sir
congratulations plz Quick book accounting software course basic level to professional level with practical Plz?