Category: Bank Register

  • Where is the bank reconciliation in new QB Online?

    From the homepage screen Click on the Company Gear (upper right- see pic) Select Reconcile under Tools heading Choose the Account Now you can Reconcile Another way to get there is from the homepage screen From the blue navigation bar on the left, select Transactions Select Registers Locate and double click the bank account(or credit […]

  • How can I turn off the automatic download feature for bank and credit card accounts?

    I want to download bank and credit card transactions manually from time to time. How Can I turn off the automatic download feature? This is actually something QuickBooks Online does in the background. There is no preference for it. You can disconnect the download then reconnect it later. From the Blue Navigation Bar on the […]