Tag: bank feeds
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QuickBooks Online 2022: BANK FEEDS Tips & Tricks – How to BULK CATEGORIZE Expense Transactions QBO
QuickBooks BANK FEEDS | Tips & Tricks | How to BULK CATEGORIZE Expense Transactions in QuickBooks Online (QBO) **Huge Time-Saving Technique** #QuickBooks #QuickBooksOnline #QBO
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QuickBooks Online QBO Tutorial for Beginners – August 2016
How would you like to learn QuickBooks in 90 minutes? This FREE video tutorial is specifically designed for beginners in mind. You will learn QuickBooks Online the right way from the start. It covers all the basics you need to learn and offers some helpful tips. If you are looking for step-by-step educational guidance and…
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I have already received payments in QBO from multiple customers. How to make them match with a single deposit I see in my bank feed.
You’ve two ways to match with bank feed deposit. 1) Match it directly from the bank feed downloaded transactions. Select a row for deposit in question. The row expands to show you “Find other matching transactions” button. Once you click this button, you will see a long list of possible match transactions. To easily locate…
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I just did a batch action from the banking center and added all expenses to the same category. How do I undo that action?
Using batch action in bank feed, you moved banking transactions from “New Transactions” tab to “In QuickBooks” column area. In order to “Undo” transactions, go to “In QuickBooks” column and select items from the list to move it back to new transactions tab > select Batch actions > choose UNDO. That will bring it back…
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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…
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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). http://youtu.be/i62NQk0AlW0 SOURCE: http://quickbooks.intuit.com/blog/how-to-import-export-quickbooks-online-bank-rules/#respond
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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 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”…
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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…