How do you undo an account reconciliation in Quickbooks Online? It seems every year when I come to the point of checking my financial data, and I perform the necessary task of reconciling my bank accounts and credit card statements that there will be a reconciliation I need to undo due to some problem with …
How can you import your PayPal transactional data into Quickbooks easily? Thankfully Quickbooks Online enables users to upload CSV data to import should there be no direct feed from your financial institution to Quickbooks. Currently, PayPal has the ability to connect your data to Quickbooks, but this is problematic when your PayPal account has multiple …
How can you import your Airwallex transactions into your QuickBooks account? As of August 2022 Airwallex does not yet natively support transactions being sent to QuickBooks Online accounts. Therefore, the only alternative available is to manually export the transactions in Airwallex and use QuickBooks Online CSV import feature of transactions. While you could achieve this …
If you’ve read my recommendation on why you should be using Quickbooks Online to help manage your personal finances then your first objective is to get started setting a chart of accounts, and the easiest way to get started is to map your chart of accounts into an Excel file as this is what will …
If you are an eager budget beaver like me then you’ll come at a point in your budgeting life where you will soon discover that the free or paid versions of organising your money just doesn’t quite cut the mustard. I have used many free and paid version apps that try to help me keep …
Pocketbook has been around a long time offering free categorisation of your transactions through a direct bank feed to your accounts. While the cost is fantastic, it has some limitations.