Quickbooks Bank Feeds Checking account and Credit Card

Let me help you with reconciling your bank and credit card transactions in QuickBooks.

Regarding your concern about the discount posted at a later date, please record the discount in QuickBooks DT on the date it was processed. When the discount clears later, the customer can mark it as cleared on the actual clearing date. This can be done by either matching downloaded transactions or manually.

As for reconciliation, if the posting or clearing date falls within the next statement period, please include it when you reconcile during that subsequent period.

For the expenses that are not tied to the business but were paid using business credit cards, these still need to be recorded as they will appear on the credit card statement. You can clear these by recording the amounts accordingly, even if there's a partial amount involved.

Moreover, with credit card payments, simply record the payments as they occur, whether partial or full. For more detailed guidance, please check the Setup, use, and pay credit card accounts section of this article: Set up, use, and pay credit card accounts.

Finally, when reconciling credit card transactions, ensure that all expenses and payments are recorded as they appear on the actual statements.

In addition, I've attached some articles you may find relevant in managing your banking data in QuickBooks Desktop:

• Add and match Bank Feed transactions
• Reconcile an account in QBDT

Let us know if you have further questions about reconciling transactions in QBDT. We'll be right here to help you anytime.

Is there any online tutoring to help go over these items or specific cases?

Thank you for your follow-up question about getting additional help with QuickBooks Desktop reconciliation, nitsujayyy. We understand you're facing some challenges with bank feeds, credit card management, and handling complex transactions. It's great that you've already set up your bank feeds and linked your accounts. Allow me to share insight on these relevant details.

Yes, there are several resources available for online tutoring and training specifically tailored to QuickBooks Desktop and accounting practices. We recommend subscribing to QuickBooks Training, where our team of knowledgeable instructors is ready to provide detailed guidance on your specific issues. Additionally, the QBDT Help page offers a wealth of tips and video tutorials to assist you in effectively managing your account.

For specific guidance on managing Bank Feeds in QuickBooks Desktop, refer to our comprehensive guide: How to manage your Bank Feeds in QuickBooks Desktop. This resource provides step-by-step instructions to help you navigate this feature more efficiently.

To enhance your understanding of account reconciliation, we suggest watching the instructional videos in our article: Reconcile an account in QuickBooks Desktop. These videos offer visual demonstrations of the reconciliation process, which can be particularly helpful for complex transactions.

We hope these resources prove helpful in addressing your QuickBooks Desktop reconciliation. Remember, our support team is always here to assist you with further questions or concerns. Your success with QuickBooks is our priority, and we're committed to providing you with the tools and knowledge you need to manage your finances effectively.