How do I permanently delete “Excluded” transactions in bank feeds?

  You can permanently delete bank downloaded transactions in QuickBooks Online (QBO). In order to permanently delete a bank downloaded transaction (or multiple transactions) from the banking center, you will first need to move it from “For Review” tab to “Excluded” tab. To move from “For Review” tab to “Excluded” tab: From the home page […]

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 […]

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

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 […]

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 […]

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” […]

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 […]