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Our free training videos are here to make bookkeeping easy and fun. Whether you’re just starting out or looking to brush up on your skills, we’ve got you covered. No jargon, no confusion. Just simple, straightforward lessons that anyone can follow. Dive in and discover how to manage your finances like a pro, all at your own pace and completely free of charge!

Ever noticed a customer profile in QuickBooks Online showing different amounts for an open balance and an overdue payment? In this video, I explain what these terms mean and how to interpret these numbers accurately. Using a simple example, I break down why you might see an open balance that doesn’t match the overdue amount and how QuickBooks tracks these figures based on invoice due dates. You’ll also learn how to use the “Open Invoices” report to get a clear view of outstanding amounts. If you’re managing multiple client invoices and want a quick way to verify payment statuses in QuickBooks, this guide is for you! If you find this video helpful, make sure to like and subscribe for more QuickBooks Online help and tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review-your-quickbooks ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - The question 00:30 - Example 01:15 - Show balances 01:37 - Open invoice report 02:10 - Outro #quickbooksonline #qbo #quickbookstutorial This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
Understanding Open Balance vs. Overdue Payment in QuickBooks: Quick Guide
In this QuickBooks tutorial, I walk you through the steps to accurately record a returned or NSF (non-sufficient funds) payment, including how to remove a previously recorded refund receipt. Whether your client’s check bounced or they used an incorrect payment method, I’ll show you how to adjust your records properly so that the invoice remains outstanding in QuickBooks. You'll learn how to: 1. Delete the refund receipt 2. Enter the NSF payment correctly 3. Link the returned payment with the bank withdrawal 4. Ensure income reports accurately reflect cash and accrual basis Accurate record-keeping for returned checks and payments keeps your QuickBooks organized and helps you clearly track receivables. Watch the video to master this essential QuickBooks skill! If you find this video helpful, make sure to like and subscribe for more QuickBooks Online help and tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review-your-quickbooks ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Example we're fixing 00:56 - Delete refund receipt 01:22 - Record expense 02:10 - Customer's screen 02:26 - Link expense with payment 03:20 - Why this works 03:40 - What it looks like on the P&L 04:10 - Outro #quickbooksonline #qbo #quickbookstips This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Record an NSF Payment in QuickBooks Online | Correcting Returned Checks
In this video, I explain why using a refund receipt for an NSF (non-sufficient funds) check or incorrect payment method in QuickBooks is not the best approach. When a customer payment bounces or an incorrect card is used, issuing a refund receipt can lead to accounting inaccuracies in your profit and loss statement. Instead of reflecting the actual situation — where the client still owes you money — a refund receipt decreases your income and shows the balance as cleared. This method misrepresents your income and customer balances. I’ll go through these issues in detail here to help you understand why it’s not ideal. Stay tuned for the follow-up video where I'll show you the correct way to handle these cases in QuickBooks. If you find this video helpful, make sure to like and subscribe for more QuickBooks Online help and tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review-your-quickbooks ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - What you'll learn and why 00:52 - Refund receipt 01:37 - Why NOT to use a refund receipt 02:44 - Outro #quickbooksonline #qbo #quickbookstips This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
Why NOT to Use a Refund Receipt for NSF Checks in QuickBooks Online
In this video, I'll walk you through the steps to resolve a common QuickBooks issue: duplicate entries for a bill and expense of the same amount. If you notice that a bill and an expense show up separately in your records, it may be due to a payment miss entry. This results in an inaccurate view of your accounts payable and a confusing vendor balance. I’ll start by showing you a quick fix: linking the expense to the bill directly within QuickBooks to consolidate them. This will ensure that QuickBooks recognizes the entry as a bill payment, eliminating the extra "expense" entry. 👉 In this video, you'll learn how to: - Identify duplicate bill and expense entries in QuickBooks - Connect an expense to a bill to convert it into a bill payment - Confirm the corrected entry in your vendor records and register This guide will help you keep your QuickBooks records accurate and your vendor balances clean. If you encounter this problem, this tutorial has the solution you need. If you find this video helpful, make sure to like and subscribe for more QuickBooks Online help and tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review-your-quickbooks ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - The problem 00:40 - Match the expense to the bill 02:23 - Identify the error on vendor screen 03:18 - Identify the error in Accounts Payable 03:52 - Another fix (that I don't like) 04:38 - Outro #quickbooksonline #qbo #quickbookstips This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Fix Duplicate Bill and Expense Entries in QuickBooks Online
In this video, I guide you through the steps to take a receipt you uploaded with the QuickBooks mobile app and add it as an expense. I cover some of the quirks you might encounter—like duplicate issues, category mismatches, and QuickBooks’ occasional difficulty in matching amounts. We’ll go through the process of assigning vendors, adjusting categories, and even adding notes to make your expense entry as accurate as possible. I also show you a quick tip for adding tags after creating your expense, which can be a bit labor-intensive but is sometimes essential for tracking purposes. If you’re frustrated with QuickBooks’ receipt functionality, this video may help clarify some of the workflow and limitations. Watch along for a straightforward look at how to use QuickBooks' receipt feature more effectively. If you find this video helpful, make sure to like and subscribe for more QuickBooks Online help and tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review-your-quickbooks ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:28 - Navigate to receipts 00:54 - Duplicate receipt examples 01:35 - Review receipt 03:33 - Add tags 04:30 - Trying to match duplicate receipt 05:28 - Outro #quickbooksonline #qbo #quickbookstips This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Add and Edit a Receipt in QuickBooks Online Uploaded With the Mobile App
In this video, I’ll show you how to edit the section titles of reports in QuickBooks Online, giving you flexibility to customize titles like Income, Cost of Goods Sold, and Expenses. Whether you want to make financial terms easier for a client to understand or simply add a personal touch, this feature can be a game-changer. I’ll walk you through each step, demonstrating how to rename and update titles directly in your reports. This customization is unique to each client file, so if you’re managing multiple accounts, these changes won’t affect other files. Plus, it’s reversible, so you can always switch titles back when needed. Watch until the end for a few fun ideas to make your reports memorable! Key Topics Covered: - Editing Section Titles in QuickBooks - Customizing Income, Expenses, and Cost of Goods Titles - Tips for Making Reports Easier for Clients to Understand 📈 If this helps you streamline your QuickBooks reports or you have questions, feel free to ask in the comments! If you find this video helpful, make sure to like and subscribe for more QuickBooks Online help and tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review-your-quickbooks ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:24 - What are report titles? 00:53 - Edit titles 02:06 - Checking titles saved 02:30 - Fun ideas 03:10 - Outro #quickbooksonline #qbo #quickbookstips This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Edit Report Section Titles in QuickBooks Online
In this video, I walk you through adding custom notes or disclaimers to your financial reports, such as your Profit and Loss in QuickBooks Online. Whether it’s a disclaimer, a draft notice, or a reminder for management use only, adding a note directly onto the PDF of your financial report can clarify important details and ensure your audience has the right context. First, I’ll show you how I used ChatGPT to brainstorm the best wording, then I’ll guide you step-by-step through placing the note in QuickBooks. You’ll also see how it appears on the final PDF report and tips for adjusting the header for a professional finish. In this video, you’ll learn: - How to brainstorm report note wording - Step-by-step guide to adding notes in QuickBooks - Best practices for using disclaimers on financial reports This quick tip will help you communicate key details effectively with your financial reports in QuickBooks. Watch the full tutorial to see how! If you find this video helpful, make sure to like and subscribe for more QuickBooks Online help and tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review-your-quickbooks ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Brainstorming with ChatGPT 00:57 - Profit and Loss report 01:32 - Add notes 02:00 - Append header 02:35 - Checking if QBO saves notes 03:08 - Outro #quickbooksonline #qbo #quickbookstips This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Add Notes to Financial Reports in QuickBooks Online
In Part 2 of this series, I’ll guide you through how to address old, unreconciled transactions from previous tax years in QuickBooks Online without affecting prior financial records. If you’ve ever needed to clean up past expenses or deposits but want to avoid altering historical data, this video will walk you through an alternative method that uses offsetting entries in the current year. Unlike the shortcut in Part 1, this approach takes a detailed look at each transaction, helping you pinpoint the original accounts and reverse them carefully to keep everything balanced. This method ensures that your current records are accurate without impacting previous tax filings, which is crucial for compliance and continuity. Key Topics Covered: - Step-by-step method for correcting unreconciled transactions in the current year - How to find the original accounts for debits and credits - Creating offsetting entries to adjust balances - Best practices for keeping your QuickBooks records aligned with tax filings Be sure to watch Part 1 if you’re interested in a quicker solution for handling prior year discrepancies! 👉 https://youtu.be/U9Wnpsnfnxc If you find this video helpful, make sure to like and subscribe for more QuickBooks Online help and tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review-your-quickbooks ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - Overview of what you'll learn 00:53 - Uncleared transactions 01:39 - Finding the debits & credits 02:51 - Undo sales receipt with refund receipt 05:42 - Undo an expense with a deposit 07:16 - Reconciling 08:00 - What not to do 09:08 - Outro #quickbooksonline #qbo #unclearedtransactions This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
QuickBooks Help: How to Clean Up Unreconciled Transactions from Previous Years (Part 2)
In this video, I walk you through how to clean up unreconciled transactions in QuickBooks Online from previous tax years. If you've ever encountered transactions that remain unreconciled but are from prior years, this video offers a quick and effective way to tidy up your books. In Part 1 of this two-part series, I show you a simple shortcut to consolidate these transactions into one account, using a "Prior Year Adjustments" method. This is a fast way to clean up your books without manually resolving each individual transaction. Part 2 will focus on how to carefully undo each unreconciled transaction and ensure everything is accurately reflected in your financials. If you have lingering unreconciled transactions in your QuickBooks from past years, watch this video for an easy fix! Key Topics Covered: - Understanding unreconciled transactions in QuickBooks - How to handle old unreconciled deposits and expenses - Creating a prior year adjustment account - Simplifying your bookkeeping cleanup process Be sure to watch Part 2 for a more detailed approach to resolving individual transactions! If you find this video helpful, make sure to like and subscribe for more QuickBooks Online help and tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review-your-quickbooks ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:20 - The question 00:35 - What's in each part 00:55 - Finding unreconciled transactions 01:37 - The options 02:12 - Prior year adjustment method 03:35 - Bank deposit 04:27 - Clear the unreconciled transactions 04:45 - Profit and loss 05:22 - Next years Balance Sheet 06:13 - Outro #quickbooksonline #qbo #quickbookstutorial This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
QuickBooks Help: How to Clean Up Unreconciled Transactions from Previous Years (Part 1)
In this video, I show you how to remove an incomplete bank reconciliation from the report tools in QuickBooks Online Accountant (QBOA). If you're signed in as an accountant user and you're seeing incomplete reconciliations that don't belong—like an expense account showing up as a partial reconciliation—I'll walk you through the steps to fix it. You'll learn how to temporarily convert an expense account to a bank account, remove the reconciliation status, and switch it back to an expense account to clear it from the reconciliation reports. This QuickBooks issue can be frustrating, but I'll show you how to resolve it quickly. Watch to learn how to clean up your reports and keep your QuickBooks organized! If this video was helpful, leave a comment below or visit GentleFrog.com for personalized QuickBooks training and bookkeeping support. If you find this video helpful, make sure to like and subscribe for more QuickBooks Online tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review-your-quickbooks ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:30 - QBOA tool box 00:45 - Report options 01:00 - Expense partially reconciled 01:37 - Overview of fix 01:46 - Change expense to bank 02:06 - Go to reconcile screen 02:34 - Checking the fix 02:44 - Change expense back to expense 03:35 - Outro #quickbooksonline #qbo #qboa This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Remove an Incomplete Bank Reconciliation in QuickBooks Online Accountant
In this video, I explain why sometimes an account in QuickBooks Online has a bank balance, but your register balance is empty or zero. If you've ever noticed a discrepancy between your bank balance and your QuickBooks balance in the Chart of Accounts, this could be due to a previous bank feed or file upload. I’ll show you how to fix this QuickBooks Chart of Accounts issue by disconnecting the bank feed that’s causing the incorrect balance to display. Learn how to clear up these balances and keep your QuickBooks clean and accurate! If you've experienced this issue, watch the video for a quick solution. If you find this video helpful, make sure to like and subscribe for more QuickBooks Online help and tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review-your-quickbooks ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Join Gentle Frog's Bookkeeping Lily Pad - Community Group: https://www.facebook.com/groups/1620775105117880 Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:24 - Bank balance vs Register 00:38 - Why this happens 01:28 - Remove bank balance 02:05 - Outro #quickbooksonline #qbo #quickbookshelp This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
Why Does My Account Have a Balance When the Bank Register is Empty - QuickBooks Online
In this video, I walk you through how to transfer the primary admin role in QuickBooks Online when the usual method isn't working. If you’ve been stuck trying to transfer admin access to your client, this quick guide will save you time and frustration. I encountered this issue and spent 90 minutes with support to find the solution. The key is knowing how to switch out of your accountant portal and sign into the company file as the primary admin. Follow along, and I'll show you step-by-step how to make the transfer successfully. If you find this video helpful, make sure to like and subscribe for more QuickBooks Online tutorials! Contact Rachel for one-on-one assistance: http://www.gentlefrog.com/meeting/ Are you a small business owner struggling to make sense of your QuickBooks data? Sign up for my FREE Review Your QuickBooks Mini-course and learn how to keep your QuickBooks accurate, up-to-date, and free from costly errors: https://courses.gentlefrog.com/review-your-quickbooks ☕ If you found this video helpful you can say "thanks" by buying me a coffee... https://www.buymeacoffee.com/gentlefrog Connect with Rachel on Facebook: https://www.facebook.com/gentlefrogllc/ Try QuickBooks Online for free for 30 days: https://bit.ly/3gXpv3b Already know you want QuickBooks Online? Buy now and save 30% on your first 12 months: https://intuit.me/3gZ0q85 Check our reviews: https://www.gentlefrog.com/reviews/ Timestamps 00:00 - Intro 00:34 - Example 00:44 - What normally works 01:07 - Why it's not working 01:32 - Switch access 01:55 - Still not working? 02:33 - Outro #quickbooksonline #qbo #qboa This content is for information purposes only and should not be considered legal, accounting, or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Gentle Frog, LLC does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Gentle Frog, LLC does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.
How to Transfer the Primary Admin Role in QuickBooks Online When the Usual Method Fails
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