QuickBooks Online: Entering expenses manually into register

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[TheBismila]

Very good instructor, but that BB online I terrible, is faster in QB desktop

[PaulSterling]

Hi Hector - I'm a communication and intimacy coach for couples and tend to avoid doing the books and accounting. Thanks so much for your super clear and easy to follow instructions - do you ever coach clients over zoom to help them get thing all set up?

[tony.]

Hi Hector, as always finding your videos very helpful. I was wondering if you have a video, or plan to make one for a sample company for cogs?

[AdelanteAmor]

Why don't these "manual" transactions appear under the Bank Transactions tab for the credit card?

We didn't setup our direct bank connection feed until recently and the transaction pull didn't go back to our 1st month of operations, so we missed ~5 charges. But, after we enter them manually as the Hector shows, they don't populate under the "Categorized" section.

[whyswon]

This is great content!

I have a question: when entering expenses off of a receipt that has multiple categories (i.e. my client went to Home Depot and bought a coke, a candy bar, some lumber, and some tools on the same transaction for a total of $198.32 including sales tax) should these be entered individually, and if so, should I also create an account to track the Sales Tax paid - or - should I just put the vendor name and the total expense of the receipt?

Thanks again. Love the channel!!

[karenklemann]

Hi Hector, Love your channel and great tips, thank you!!!I'm curious as to why the bank feeds categorize credit card transactions as EXPENSES instead of credit card expenses, which is what normally happens when you manually enter them in via the credit card register? Is this a default setting? Can it be changed?

[shahzadmatloob]

Hi

Thank you for this insight of doing data entry in much faster way.

my question is somewhat different to the topic covered in this video.

My bank is connected with QBO, if I enter expenses on the basis of invoices, no matter whether paid at later date. now, I entered expense through new transaction>expense. when the same expense shows in "For review" tab. it doesn't recognise that the expense is already entered manually.

how to avoid duplication of expense and differentiate from "For review" tab which expense is already entered manually and which expense to be reviewed.

any way out for reconciling these expenses?

[aaroncurrie]

I'm confused - my business is cash basis. I have clients that make upfront deposits before the taxable work is started. When I receive a payment into their account ex. 1/1/23 and then invoice them in March for work 3/3/23 and apply the payment to the invoice. When I go to pay my sales tax report - My January account looks as through I owe more January sales tax due from the invoice because funds from the 1/1/23 payment was used to pay March invoice. How can I avoid this?

[tunatu]

Hi Hector, I work for a builder, should I expense or itemize office expenses?

Another question, if I itemize transactions, I will only enter the info based on invoices/receipts and not bank accounts, Because I cannot assign bank transactions to item list, only expenses, right?

[AshleyMorrow-wkwb]

Question, I did one month of checking account in the chart of accounts. Is there a way to merge it with the main bank checking account?

[shagan]

Hi, thank you for your video, i followed your steps added the transactions in the register, after that i can see them in the register but they don't show up under the banking account. Do you know why?

[JaDDoVlogS]

Hi
How do we add more companies in your QB online ?
Please Answer

[EjayyyyyyFlores]

Hello may i ask how to record withdrawal for personal use in quickbooks?

[rehmatullahbaig]

can anybody help me that how can i enter bank statement into the bank register? urgently need help