Apps Banking Transactions Tutorial Videos

QuickBooks Online: How to Record Fees from Credit Cards, PayPal, Merchant Services

Your customer paid the Invoice in full amount, but then fees are taken out by your credit card merchant processor before it is posted to your bank account.
This quick video shows how do you enter it in QuickBooks Online?

QuickBooks Online: How to record fees from credit cards, paypal, square, merchant processors


How do I delete downloaded bank transaction that I don’t want to add or match?

Unfortunately, there is no way to delete downloaded banking transactions in new QuickBooks Online.

Since you cannot delete downloaded transactions, you will have to move all unwanted downloaded transactions to “Excluded” column.

Select the transactions (you like to delete) and then use the “Exclude Selected” option under Batch Actions. It will move from “New Transactions” column to “Excluded” column.

QBO developers claim, it will sit there forever harmlessly, but I do not buy it.

If you feel this “delete” feature need to be added in future revision, please add your voice here. I’ve already done it in this past.

Bank Deposit Bank Register Banking

How do you print a deposit summary only without a deposit slip in new QuickBooks Online (QBO)?

“Print deposit summary only” feature is available now. See attached screenshot photo for reference

From the home page screen

  • Select Create (+) sign (upper-middle screen)
  • Select “Bank Deposit” tab under “Other” heading
  • Blank “Deposit” form will open. To locate recent deposits, select “small clock” icon, upper-left-corner. Click “More’ if you expand this list or deposit looking for is not on this list. You can even “Search” function if needed.
  • Once the “Deposit” form is open, look at the bottom for the “Print” button.
  • Click that and one option is to “Print Deposit Summary Only” button
  • Select “Print Deposit Summary Only”
  • Print or Preview screen will open
  • Hoover around your mouse on the bottom-right section of the screen to locate print button.
  • You can choose “Print using system dialog…” print or save as PDF
Print Deposit Summary Only
Print Deposit Summary Only
Bank Deposit Bank Register Banking Customers Invoice Receive Payment Sales

How to record overpayment on Invoice by customer in new QuickBooks?

From the home page screen

  • Select Create (+) sign
  • Select “Receive Payment” under Customers heading
  • Select “Amount Received” and enter payment amount
  • Select Outstanding Transactions and check applicable Invoice payment
  • If it’s over-payment, it will leave credit balance on customer’s A/R account.
Record overpayment on customer invoice
Record overpayment on customer invoice
bank feed Banking

Is there a way to export from the banking transaction tab the list of new transactions not yet added or matched?

This feature is not available at this time.

Bank Deposit Bank Register Banking Customer Center Customers QuickBooks Payments

How do I see if a customer/client has paid their invoice by credit card in new QuickBooks Online?

How do I see if a customer/client has paid their invoice by credit card in new QuickBooks Online?

Intuit QuickBooks Payments Login Screen
Intuit QuickBooks Payments Login Screen

Assuming you have opened merchant services with Intuit QuickBooks payment account, to check and verify the customers credit card payments you’ve received

You can visit

  • Go to Activity
  • Select Reports
  • Select Deposits
Bank Deposit bank feed bank reconciliation Bank Register Bank Transfer Banking

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 button
Request to Add New Bank
Request to Add New Bank
Banking Chart of Accounts

I would like to stop importing data from a bank account. How do you disconnect a bank account (or a credit card account) added into online banking?

In new QuickBooks Online, disconnecting an account isn’t exactly in an obvious spot. To disconnect an account from online banking, we’re going to want to start in the upper right by clicking the little company gear, and then choose Chart of Accounts under settings. We’re going to click the connected account (you can tell it’s connected because it has two little arrows pointing in opposite directions) and then click the “Edit” button. You will see at the bottom of the pop-up that appears that there’s a check box that says. “Disconnect this account on save.” Check that box and click save, and you’re done!

Bank Register Banking Reports

How to undo a bank reconciliation without clicking of all the Rs manually in the registers in new QuickBooks Online?

There is no easy answer. Removing the Rs from the register can turn into a long, tedious process.

Unfortunately, QuickBooks Online doesn’t currently have a way written into the program to undo a reconcile all at once. If you feel the reconcile must be undo, then we do require that reconciles be undone transaction by transaction.
Other alternative:
Ask your Accountant or a Certified ProAdvisor with QB Online Accountant (QBOA) subscription to undo it for you. They can do it in QuickBooks Online Accountant.

Banking Transactions

How to import transactions from Square in new QBO?

Go the home page screen

  • From blue navigation bar on the left select Transactions
  • Select Sales
  • Select Import Transactions (top upper corner)
  • Select Square (from drop down)
  • Follow the instructions
Import Transactions from Square
Import Transactions from Square