Category: Bank Register
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Where is the splits button in order for split transactions in the bank register screen?
There is no splits button in the bank register. So, you cannot enter split transactions in the bank register with QB Online like you can in QB Desktop. However, what you could do is enter the transaction in the bank register using one account. Select “Edit” button, add a transaction screen form will open, then…
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How do I get a report (or print a report) containing just my Bank Register in new QuickBooks Online?
Since you cannot print directly from the Bank Register, you will need to use the built-in ACCOUNT QUICK REPORT from the Chart of Accounts. You will get the same information as you would see on the Bank Register. From the home page screen Select the Company Gear (upper right corner) Select Chart of Accounts under Settings heading Highlight…
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How can I manually download transactions from my bank? How do I get more than 90 days of bank transactions? Should I use Web-Connect?
How to get more than 90 days of bank transactions? You’ll start by signing in to your bank’s website and downloading a valid webconnect file. Valid webconnect files: .qbo (QuickBooks), .qfx (Quicken) and .ofx (MS Money) Then SAVE it to your computer in a location that you can find. Now go to QuickBooks Online: Go to Transactions>Banking Once you are on…
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How to fix problems with downloaded banking transactions? How do I troubleshoot the issues? What does the error messages mean?
Having trouble with your banking connection or transactions in QuickBooks Online? Find your issue and click on the link to the knowledgebase article that will help you. Finding or connecting to your bank: If your menu option is Banking > Online Banking: KB 1722 If your menu option is Banking > Downloaded Transactions: KB 5008 Handling errors: KB 1833 Downloaded transactions…