Categories
Banking Expense Expenses Import Data

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 credit card download. Users are importing a CSV file from credit card company and every transaction ended up being the opposite of what it should be…. expenses listed as credits (spent), credits listed as expenses (received).

Once you have downloaded transactions, there is no way to UNDO or delete downloaded transactions. You will have to move to “EXCLUDED” column and it will stay there forever which is not good.

So, I highly encourage you to watch the entire video. You do not want to miss a step.

import cc csv 1

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Categories
bank feed Banking

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

Categories
Banking

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 upper right (next to “Add Account” blue button)> select “File Upload” from pull down selector (“Update” is default)

It will take to next “Upload Bank File” screen > “Select the file to upload” from your computer hard drive. It goes through upload process. You should also all the bank downloaded under “New Transactions” area.

See attached screenshot photos for guidance.

Upload bank file QFX QBO OFX

upload file from bank feed
 
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Categories
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!