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seka.bryant@gmai
Level 1

Is there a quick course for quickbooks? Can I reconcile quarterly ? Should i exclude personal spending and transfers? Apologies for random questions. thank you

 
1 Comment 1
JessT
Moderator

Is there a quick course for quickbooks? Can I reconcile quarterly ? Should i exclude personal spending and transfers? Apologies for random questions. thank you

Welcome to the QuickBooks Community, Seka!

 

We have articles for QuickBooks that can help you in mastering the fundamentals and advanced functions of the software.

 

You can perform account reconciliation in QuickBooks on a quarterly basis if it aligns with your business requirements. Here's an article for your reference: Reconcile an account in QuickBooks Online.

 

It's typically advisable to omit personal expenses and transfers from your business accounts when reconciling in QuickBooks to ensure that your business financial records accurately represent only business-related transactions. Here's a specific article for that:  Pay for personal expenses from a business credit card or bank account.

 

No need to apologize! Please feel free to ask any questions you may have. I'm here to assist you.