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March 9, 2024
Question

tutor for QB online essentials?

  • March 9, 2024
  • 1 reply
  • 0 views

i am transitioning from desktop to online qb and learn best with a tutor walking me through.  i am currently categorizing bank transactions.  i made some matching errors, and rules errors.

1 reply

AlverMarkT
March 9, 2024

Hi, Ellen. Thanks for joining us here in the Community. 

 

To better assist you, could you provide me with more information on where you're encountering issues in matching and applying the bank rules you've created?

 

However, since you've mentioned that you learn best with a tutor walking you through, you can consider watching QuickBooks Online (QBO) webinars

 

Another option you can consider is to partner with a live bookkeeper who can help you categorize transactions, fix matching errors, and help you manage your books as a whole. For more detailed information, kindly refer to this page: QuickBooks Live Bookkeeping

 

For now, you can refer to the general tips for handling matching transactions in QBO: Tips for working in QBO's bank feeds: Matching transactions

 

For future reference, you can find step-by-step video tutorials in navigating QBO: Videos for QuickBooks Online.

 

You're always welcome here in the Community if you need further assistance fixing matching errors in QBO. We're committed to offering ongoing support. Take care.