ONLINE BANKING

QuickBooks™ Online: Categorize and Match Bank Transactions

by Jay Thompson on 1 Dec

From the home screen, click on the Transactions tab.Click Recognized Transactions to open a list of items that QuickBooks™ has “recognized.” A Recognized item is any item that has a match, has a rule applied or uses categories from related transactions you’ve accepted into your QuickBooks™ account. Some might be purchases you already entered as expenses or checks; others might be payments you’ve received.

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QuickBooks™ Online: Bank Rules

by Jay Thompson on 1 Dec

Bank Rules Of the plethora of features that have been rolled out in QuickBooks™ Online over the last two years, Bank Rules are most certainly on the list of my favorites. Something I have realized through teaching at conferences and webinars is that this is a highly underutilized feature that can dramatically increase profitability and efficiency when fully understood.

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