Matching Bank Transactions

Unofficial QuickBooks Accountants Podcast

Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2M ago 43:38

MP3•에피소드 홈

This podcast episode discusses the match tool in QuickBooks Online's banking feed feature. Hector and Alicia, explain how the match tool works, its benefits for saving time, and potential pitfalls when using it incorrectly. They delve into best practices for handling deposits, payments, and transfers, emphasizing the importance of maintaining accurate records for auditing purposes. The episode also covers recent updates to the feature, including paired transfers, and touches on how third-party apps like RightTool can enhance QuickBooks functionality.

Sponsors
Zoho Expense - https://uqb.promo/zohoexpense
Melio - https://uqb.promo/melio
Lendflow - https://uqb.promo/lendflow

(00:00) - Welcome to the Unofficial Quickbooks Accountants Podcast
(02:37) - Understanding the Banking Feeds
(03:25) - The Love-Hate Relationship with Matching Bank Feeds
(04:18) - How the Match Tool Works
(05:39) - Advanced Matching Explained
(07:04) - Handling Deposits and Payments
(09:23) - Challenges with Matching and Reconciliation
(20:43) - Date Ranges and Matching
(27:13) - Resolve Differences Feature
(33:15) - Paired Transfers and Their Benefits
(41:10) - Final Thoughts and Upcoming Classes

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting
Check out Alicia’s step-by-step QBO Textbooks at http://www.questivaconsultants.com
The Comprehensive Guide to Converting from QuickBooks® Desktop (QBDT®) to QuickBooks® Online (QBO®) https://www.amazon.com/dp/B0D8L29Z5L
QuickBooks Online: From Setup to Tax Time https://www.amazon.com/dp/B0CXZB1R95

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