Category: bank feed
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QuickBooks Online 2022: BANK FEEDS Tips & Tricks – How to BULK CATEGORIZE Expense Transactions QBO
QuickBooks BANK FEEDS | Tips & Tricks | How to BULK CATEGORIZE Expense Transactions in QuickBooks Online (QBO) **Huge Time-Saving Technique** #QuickBooks #QuickBooksOnline #QBO
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How do I match a batch deposit for payment of an invoice and vendor refund deposit?
Example: My total deposit amount is $1,300, $1,200 for payment for the outstanding invoice and $100 for Insurance refund. From the Banking Review tab, find the Deposit transaction you want to match with customer payment plus insurance refund. Click the Deposit transaction row in question. Click the “Find match” radio button. Match transactions screen will…
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How do I edit an expense that the online bank classified as a transfer
It’s easy to edit when this occasionally happens. Just click the transaction row in the Banking For Review. Switch radio button from ‘Record Transfer’ to ‘Add’ and record expense.
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Quickbooks Online – how do I delete items from Banking For Review
From the Banking “For Review” tab, click the checkboxes to the left of the date for the transactions you want to exclude. Once you’re done, click the Batch Actions drop-down arrow and select Exclude Selected. The transactions moved to the “Excluded” tab from the “For Review” tab. To delete permanently: From the “Excluded” tab >…
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QuickBooks Online – Connect a bank account problems
I hear issues with bank connect all the time. Each bank is different. It may even take time to resolve these issues. But in the mean time, I like to offer few suggestions: 1) To manually UPDATE your bank account: a) Select Banking from the left dashboard menu. b) Select Update in the upper right.…
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Bank feed populates all downloaded check transactions with the same Vendor
EXAMPLE: My bank feed populates all my downloaded CHECK transactions with the same Vendor. I change the vendor payee category on any given transaction it will change for all downloaded transactions in bank feed. There is no bank rule setup for this. Is there a way I can turn that off? Unfortunately, you can’t turn…
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How to handle fees (Paypal and Square) deducted from customer payments in QuickBooks Online
This article deals with step-by-step instructions on how to manually recording fees (Paypal or Square) and then match the deposit transactions in bank feed —Review items from your bank and link each item to an existing record. EXAMPLE – Signed up for Square (or PayPal) so that I could accept credit cards. I will be…
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How to import credit card transactions from Excel CSV file to QuickBooks Online (QBO)
QuickBooks Online allows users to import their credit card transactions via Excel CSV (comma-separated values) files. It will allow importing date, description and amount columns. For the amount, you can use 1-Column field or 2-Column fields. It is recommended to use Debit and Credit with two columns excel file format to import. QBO will not…
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My bank balance is different than actual balance in QuickBooks register
QuickBooks Online – My bank balance is different than actual balance in QuickBooks register. Different balance, why? 1. Outstanding checks 2. Deposits in transit 3. New Transactions for connected account 4. Duplicate transactions 5. Editing or deleting transactions 6. Beginning balance [wpedon id=”7748″ align=”center”]
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QuickBooks Online Bank Feed: How to import/export bank rules
Bank rules are great for controlling how incoming bank transactions are categorized before you accept them into QuickBooks. Rules save time and minimize typing mistakes! This article explains how to import and export rules, which is convenient if you manage multiple companies (like accountants often do). http://youtu.be/i62NQk0AlW0 SOURCE: http://quickbooks.intuit.com/blog/how-to-import-export-quickbooks-online-bank-rules/#respond
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How to request add new bank in banking feed in new QuickBooks Online?
From the Home page screen Click Transactions (on the left side of blue navigation bar) Click Banking Click Add Account (in the upper right corner) Enter your bank’s name, then click Find Click the blue link for Request that we add your bank (in the middle of the page) Enter either the bank name or the URL of your bank’s website, then click Add My Bank…