Do you have mistakes to clean up in QuickBooks?

Are you feeling like, "I have so many mistakes and really need to learn how to clean them up" 😬

Guess what... I heard you and have added a special NEW Bonus you'll get access to when joining Confidence with QuickBooks.

We are going to focus on cleaning up your credit cards and bank accounts, so your previous mistakes stop driving you crazy 🤪

This way you won't be stressed when you open your QB file and wonder, "how am I going to fix that, mistake"... yes, you don't have to have old transactions that you just wish would disappear. 😬

Can you imagine going to your next tax appointment with no old mistakes? Wouldn't it feel like a weight has been lifted off your shoulders?

Pam recently messaged me to share how her accountant said her books are the best he's seen from her. Would you love to hear this?

"I took the Confidence with QuickBooks class and our accountant just called and said my reports P&L and Balance were the best he has seen from me... It made his job so much easier. I had a lot of clean-up to do and the class explained and showed me how to do it.....
Cannot recommend this class enough. Thank you Candus"

You are going to love this extra bonus training!

We are very excited to see you inside our special community.

Here's what some of our students are saying:

"I was able to reconcile my Bank statements for the first time ever. Yay now on to credit cards" ~ Lydia

"I met with my new CPA today....was awesome, he wanted to hire me, right in front of my boss....that is thanks to all the Wonderfull training from Ms. Candus" ~ Wendy P

"My CPA will be so excited that I'm going to finally get this figured out. He will probably miss my apology cookies though LOL" ~ Katina

Do you have questions about Confidence with QuickBooks leave them below?

Timestamps:
0:00 - Intro
0:03 - Identifying Mistakes in QuickBooks
0:17 - Importance of Reconciliation
1:11 - How to Check for Old Transactions
1:57 - Frequency of Reconciliation
2:14 - Consequences of Unverified Transactions
2:48 - Undeposited Funds Explained
3:44 - Cleanup Bonus Announcement
4:34 - Understanding Mistakes
5:38 - Learning Process in Confidence with QuickBooks
6:02 - Alumni Success Stories
6:34 - Benefits of Cleaning Up QuickBooks
7:30 - Importance of Accurate Invoices
8:41 - Impact on Tax Professionals
9:36 - Final Thoughts and Call to Action

I’d love to connect with you 🤗

#CandusKampfer

[AprildeTreville]

I just started using quickbooks this year. When I looked quickbooks pulled over everything from one of my accounts from Oct. of last year. This account was showing all deposits into that account from the dates mentioned. I knew it did not need to be included in my 2024 year so I deleted those because they had already been included in my 2023 tases. The problem is when I deleted those quickbooks added the total into my opening equity. So now it looks like I have made more than I have. Is there any way to keep this from being included on my reports or removing it?

[charlie-ns]

I am new to quickbooks, but am a long time accountant. We have deleted bank transactions quite a few since last reconciliation, I know I need to reenter these deleted transactions. However I see these transactions in the Profit and loss reports. Adding them might fix the bank reconciliation, but I feel like they will overstate income?

[tamarapipkin]

When is the next open enrollment for confidence with quickbooks?

[JN-hpde]

What are the fees for this training? I went to the website but I have to enter all my info before finding out ?

[romagen]

Hi Candus, I've cleaned up the Unapplied Cash Payment Income report for the most part. What remains is a pair of transactions with the same date: "Payment" (overpayment by customer) and "Check" (refund check issued by the business); the payment is applied to the check. Why are they still showing on the report, and how can I clean them up? My client actually runs the Balance Sheet reports on accrual basis, while Profit and Loss on cash basis. (In what circumstances would this make sense?) And that's why it's important to clean up the Unapplied Cash Payment Income account. Thank you in advance for your expertise.

[KatieLewis-ku]

I have reconciled my credit cards however they are showing up twice. Can you please tell me how to fix and also what I am doing wrong for this to happen?

[infinitybless]

I am in the process of reconciling bank statements for an attorney that go back 6 years.

The problem is he never entered any transactions for any of his clients.

How do I even begin???

[VickiWhite-vrzh]

I started a job and the books haven't been reconciled since 2/28/23, how do I get them balanced to date?? Thank you so much

[bonniewhismore]

I reconcile. I have started and don't know how to reconcile old stuff and how to attach an invoice to a payment that was reconciled.

[KarenRodriguez-imed]

Hi, I came across your videos and I must say you have been great at simplifying and making easier to understand all of this! However, I do have a question that I haven’t seen so far on your channel/videos: I have reconciled my account but I noticed that my bank account balance is much different than QuickBooks balance and as I look into the bank register on QuickBooks I see duplicate entry’s and one of them will say R and the other one is C but they are clearly duplicates, how can I fix that without deleting or unreconciling the transaction? Thank you very much in advance!

[sarahgermick]

Can I write checks from QB etc.... without having it linked directly to our bank account and than reconcile to my statements each month?

[stephanieneugent]

delete duplicate invoices in QuickBooks, how do I do it. New to QuickBooks

[susanparker]

I have questions on closing entry for a partnership. I watched your video showing closing journal entry for a sole proprietor - credit draws, debit contributions, retained earnings (debit or credit so both sides are equal). What is the process for a partnership???

[stephanieneugent]

I am needing to deplete duplicate invoices

[BrandiClendenin]

Hi there...I have an opening balance on my Distributions account. On my balance sheet it is showing that I took too much out for distributions because it's adding the opening balance and the amount I actually took out. Any clue how I can fix this? I called Quickbooks support but no one can help me.

[nancymalski]

We accidently loaded a personal bank account into the business and when it was deleted- it STILL shows up in reports (balance sheet). How does that get removed permanently?

[tamicajoseph]

how to permanently delete a transaction in QuickBooks desktop ?

[dr.olivianews]

Hi, I would like to get some help...I no longer work with an accountant and I do not understand why my books are not balancing. May I hire you? I reconciled all of the accounts. But the balance sheet is not balancing. It looks like he entered his journal entries on the last day of the year, not the first.

[bonniewhismore]

I started the job and the other bookkeeper messed it up.

[cyndiqin]

I really like you class, it make sense easily. i have a question for QuickBooks, can you help me ? how to record the freight charge to the truck company while i already charge the same price to our customers ?we r a retail store, sell furniture. thank you