QuickBooks™ Online: How to Connect Bank & Download Data

by Jay Thompson on 1 Dec

From the home screen, click the Connect an Account button on the right. Choose your bank from the popular banks shown.Select Banking on the sub menu. This will take you to get to the Bank and Credit Card screen

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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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