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 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” […]