Great job looking all of this over for us. It looks like QB has already moved forward with some of your observations. Thank you for putting this together.
@HectorGarciaCPA
3 жыл бұрын
Some.... but not all :)
@deecook8230
4 жыл бұрын
Why do I have to continues to update bank feed? somedays it is fine then the next day I have to reconnect.
@napolissc7
2 жыл бұрын
Hector, Are the Quickbooks programs (excluding QB Online) hosted in the cloud?
@HectorGarciaCPA
2 жыл бұрын
They could be, but is a different service
@ReneRaffo
3 жыл бұрын
the only use of my bank feed is to match my transactions to my bank transactions , if they are not there it means I made a error in the input or never imput my transaction , I dont have anything else I have the 2018 version of Pro
@HectorGarciaCPA
3 жыл бұрын
2021 version is much better
@domdompomodoro6621
3 жыл бұрын
Word to the wise. The canadian 2021 version does not have the new bank feed feature. Very disappointing.
@HectorGarciaCPA
3 жыл бұрын
Very.... I don’t use Canadian version, which is why I don’t even mention that fact
@eduardovelazquez5224
4 жыл бұрын
Compre hace 2 meses mi QuickBooks desktop 2020 , se podrá actualizar al 2021 sin costo
@HectorGarciaCPA
4 жыл бұрын
Llama al quien te lo vendió y pregúntale
@charlescarr9956
3 жыл бұрын
I am wondering if the QuickBooks Enterprise Solution 21 has the Receipt Management function improved
@HectorGarciaCPA
3 жыл бұрын
They are adding ability to do bills as well. But nut really improving what’s there. What issues are you having?
@leticiaperez243
2 жыл бұрын
Hi - I am trying to segregate duties in AP for our clients. In QB Accountant Desktop 2021 where can i find what each access role allows to be done in AP ?
@HectorGarciaCPA
2 жыл бұрын
QuickBooks Desktop accountant will not have in depth permission structure to be able to segregate duties in a ARC framework, you need Enterprise for that.
@SaraLaidlawASBINC
4 жыл бұрын
It is fantastic for nonprofits to have the ability to customize an A/R Invoice Payment receipt. (These are not payments made without invoices. Those should be recorded on Sales Receipts.) Nonprofits need to issue appropriately worded receipts for tax purposes at the point a donor pays on a Pledge Invoice, not when promised. This is a HUGE new feature for nonprofits!
@HectorGarciaCPA
4 жыл бұрын
Yeap
@annanelson6830
3 жыл бұрын
I know this is super basic, but it sounds like you record a spontaneous donation with a sales receipt and a pledged donation with an a/r invoice. Is this correct?
@SaraLaidlawASBINC
3 жыл бұрын
@@annanelson6830 That is correct
@annanelson6830
3 жыл бұрын
@@SaraLaidlawASBINC thank you:)
@joeybini2286
3 жыл бұрын
My main use is bank feeds and found this presentation great. Thank You!
@HectorGarciaCPA
3 жыл бұрын
Great
@GordonJohansen
3 жыл бұрын
Great presentation. Sadly, the Canadian version of 2021 does not include much of what you talk about. I'm very envious. We still don't even have the option for bank rules yet.
@HectorGarciaCPA
3 жыл бұрын
Canadá is behind a year or two on features.
@stevebragg7914
3 жыл бұрын
@@HectorGarciaCPA Hey don't blame Canada! :-)
@HectorGarciaCPA
3 жыл бұрын
@@stevebragg7914 i meant the Canadian Department at QB
@stevebragg7914
2 жыл бұрын
@@HectorGarciaCPA Haha I know, thank you for the great videos Hector!
@annanelson6830
3 жыл бұрын
Internet service where I am is unreliable. That is one reason why I cannot consider the online version. Does Intuit care as they move to online only? How far ahead should I plan to leave QuickBooks?
@HectorGarciaCPA
3 жыл бұрын
Use QB for as long as it’s useful for you.. you will know a year or two before a major decision to ditch desktop
@karenmichalowski1555
4 жыл бұрын
Void delete - they should do this for purchase orders also..
@MsStephR321
4 жыл бұрын
I noticed the new "improved" bank feeds doesn't have a refresh button to update all bank feeds simultaneously with one click. I have to click the update button/icon on each account's box. Am I missing something here?
@HectorGarciaCPA
4 жыл бұрын
I didn’t see one either...
@markfrankel3993
3 жыл бұрын
Hi Hector, great video. Do you know which any version of QB desktop allows for import of csv files to auto link to GL
@HectorGarciaCPA
3 жыл бұрын
None… you need a 3rd party app
@brucegillingham2793
3 жыл бұрын
The receipt management function is a disappointment. It appears no thought went into the workflow as I can do 100 receipts that have been scanned and emailed by hand versus about 25 in the receipt manager
@HectorGarciaCPA
3 жыл бұрын
Don’t get me started on Receipt Management
@jacquelinesamuda6547
3 жыл бұрын
I am trying to upload a list of inventory items at Jan 1 2021, but the system used the current date and now I cannot get a correct inventory valuation report at 1/1/2021. I do not know how to change it. Do you have a solution?
@HectorGarciaCPA
3 жыл бұрын
There is no way to correct the valuation report in batch via an upload like that, you need to use a IIF file.
@healthprofitness5319
2 жыл бұрын
Sir what's difference between quick book 2016 and 2021
@HectorGarciaCPA
2 жыл бұрын
This video explains 2020 vs 2021… you need to watch every “new features” video from 2017 to 2020
@karenmichalowski1555
4 жыл бұрын
How does this handle downloaded description that shows name of person who owns card instead of actual description - this is when a client has same card with multiple cardholders
@HectorGarciaCPA
4 жыл бұрын
Karen Michalowski that’s all dependent on your bank, how your bank downloads the data. QB doesn’t have much control over that.
@ksm4387
4 жыл бұрын
@@HectorGarciaCPA It is Amex - always have issues with Amex - thanks - Love the video - thanks as always for sharing your inputs. Totally agree with your positive and negatives....
@akisistemas8315
2 жыл бұрын
wow excelent work
@nawabpoya
4 жыл бұрын
Thank you!
@MuhammadFathiGhazi
3 жыл бұрын
Thanks Hector.
@berlspitzer
4 жыл бұрын
How do I set item rules for every quantity is a different amount? Thank you.
@HectorGarciaCPA
4 жыл бұрын
Berl Spitzer with QB Enteprise platinum; there is an option called price rules
@berlspitzer
4 жыл бұрын
Hector Garcia CPA Got it thank you🙏
@DeanKing
4 жыл бұрын
How can I reach out to you for accounting help
@HectorGarciaCPA
4 жыл бұрын
Hector@garciacpa.com
@nicolain235
4 жыл бұрын
Can Quickbooks desktop be used in Ireland ? Thank you
@HectorGarciaCPA
4 жыл бұрын
In theory yes. but no VAT support
@ilomutombo1960
3 жыл бұрын
thanks well explained!
@dederomero3662
3 жыл бұрын
Hi, I downloaded the app to upload my receipts. Now how do I get it to link to my desktop ?
@HectorGarciaCPA
3 жыл бұрын
There is a setup process using an intuit ID and password.
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