S2E2 - Bank feeds, Chaos & Carl

Bank Feeds, Chaos & Carl

QuickBooks Wizard — Season 2, Episode 2

I’ll be upfront: this episode took longer than planned.

Not because I didn’t want to release it — but because everything changed at once.

New format.
 New tools.
 New methods.
 New ways of building the show from the ground up.

If you’ve ever opened QuickBooks after an update and thought, “Why does this feel different, and why am I suddenly slower?” — congratulations, you already understand what happened behind the scenes here.

Rather than rush this episode out half-baked, I slowed down, learned the new workflow properly, and rebuilt the process so the episode would actually do what it’s supposed to do: help you understand bank feeds instead of fear them.

Which, honestly, fits the topic perfectly.

In “Bank Feeds, Chaos & Carl,” we walk through:

• Why bank feeds feel chaotic even when they’re technically working
• The difference between statements, cleared balances, and your register — and why mixing them up causes panic
• Why matching before adding is the habit that changes everything
• How to recognize duplicates, timing issues, reversals, and rule misfires without spiraling
• And how understanding the system takes the emotional weight out of it

Carl is here to explain the logic.
 The Wizard is here to slow things down.
 And together, we turn a stressful screen into something manageable.

This episode is about patience — with your books, your tools, and yourself — especially when everything feels new at the same time.

A quick thank-you (and a small, optional ask)

If this episode helped you breathe a little easier, thank you for being here. Sharing the episode or leaving a review genuinely helps other small business owners and bookkeepers find their way into the Workshop.

And if you’re in a position to support the show financially, there’s a simple support link here:
 👉 https://www.buzzsprout.com/2532410/support

No pressure at all — listening is already support — but contributions help cover tools, time, and the learning curve that comes with building the show in a better, more intentional way.

Next episode:
 O-Cat.
And she has strong opinions about opening balances.