-
Import credit card transactions from Excel CSV (.csv) file into QuickBooks Online
I highly encourage you to watch the entire video. You do not want to miss a step. Please click here for more information on this topic.
-
How to import credit card transactions from Excel CSV (.csv) file into QuickBooks Online?
The short video (below) will show you step-by-step instructions on how to import credit card transactions from Excel CSV file into QBO so that you will not import transactions the wrong way. Confusion has to do with bank account field and Quickbooks field screen. It is the same field name for bank download as well […]
-
To transfer fund between accounts within QuickBooks
From the home page screen Click Create (+) Sign Under “Other” select Transfer Here you can record the transfer, just click Save and Close when you’re done. In this example (see screenshot photo for reference), it’s transferring $1,000.00 from Checking Account to Savings Account. Transfer Funds From = Money coming out from that account Transfer […]
-
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). SOURCE: http://quickbooks.intuit.com/blog/how-to-import-export-quickbooks-online-bank-rules/#respond