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QuickBooks Online: How to import bank transactions from Excel .csv file into QuickBooks Online?
Now, you can import bank transactions if your bank provides .csv (comma-separated values) file type. This is new improvement they have just made. You will take the following steps to import bank CSV file: From the home page screen > go to blue navigation bar on the left > select Transactions > select Banking under […]
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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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Bank feed NEW manage rules in QuickBooks Online
From the home page screen > blue navigation bar on the left > transactions > banking > update > manage rules On the Banking page, you can set up rules to tell QuickBooks what to do with bank items that meet particular conditions. Rules help you control, customize, and automate how you use the Banking […]
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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 […]
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How do I download banking transactions into quickbooks from the months before I started using the QBO program
First you will need to download QuickBooks format file (QBO, QFX, OFX only) directly from the bank account to computer hard drive. From the blue navigation bar on left > transactions > banking You are now at the bank feeds section of the QBO area. Select bank account to download these new transactions. Go to […]
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Set up QB Online. Connected and downloaded transactions from bank. Reports show no data.
Listen to me carefully, just because you have setup QBO, connected to bank account and downloaded from the bank that does not mean you have hired a bookkeeper to do the job for you. You still have to move from new transaction from bank feed to in QuickBooks area. From the home page screen > […]
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How can I edit the list of recommended matches for a transaction?
You will need to follow exactly the following steps. You will see MATCH green sign under “New Transactions” section (blue navigation bar on the left > transactions > banking) of bank downloaded deposit (Received) column. In your case for $975.00! Step#1 Invoice (create + > customers > invoice) for $1,000 Step#2 Receive Payment (create + […]
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We have several refunds and deposits that were grouped together by our merchant account processor and deposited in our bank as a negative deposit amount.
You are right! They do not offer any designated way to record as a negative deposit amount. They missed to recognize it happens in business. Here is my work-around approach for now. You will need to create a new bank account type account. Let’s name the account as “Deposits Clearing” account. For the refunds part, […]
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We were able to view the bank register and make corrections, etc. in old QBO. Now with the new QBO, we need to be able to have the same access and features before.
If manage user’s access level has not changed, you should be able to edit transactions from the bank (check) register in new QuickBooks. From the blue navigation bar on the left > select Transactions > select Registers > Locate and double click on the bank account to edit It will take to “Bank Register” screen. […]