Bank Feeds
Where Do I Find My Bank and Credit Card Feeds in QBO?
Connect your bank accounts and credit cards to QuickBooks Online so it can download your transactions. Categorize transactions and add them to QuickBooks Online, so QuickBooks Online can start doing the work for you.
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How to link PayPal to QuickBooks Online [Part 2]
When you’re using PayPal to receive customer payments, PayPal works like a separate bank account. When a customer pays you, money is transferred from the customer to your PayPal account. These funds will then remain in your PayPal account until you initiate a transfer. The transfer will then move the funds from your PayPal account into your Checking account…..
Adding Transactions from Quickbooks Online Bank Feeds
In this Quickbooks training tutorial, you will learn how to add transactions from the Quickbooks Online bank feeds center. You will see the results of the transactions you added as well as find them in the review center in the “in Quickbooks” section…
Video: Importing Files to Quickbooks Online Bank Feeds
In this video, you will learn how to import qbo files in to the bank feeds review center in Quickbooks online. QBO files are an example of webconnect files. These are files that you can import and review and edit as bank transactions. With qbo files, the result is the same as connecting to the bank and downloading them through bank feeds. The transactions go in to the review center just the same…
Using PayPal with QuickBooks Online (Part 1)
If you’re using PayPal and QuickBooks Online then this blog post is for you. It will show you how to link PayPal to QuickBooks Online. And then, show you how to how to enter payments made with PayPal into QuickBooks Online correctly.
How to Automate Bank Feeds and Recurring Invoices
There are many ways to automate in QuickBooks® Online (QBO), but for this article: bank feeds and recurring invoices. These are both huge time-savers, and the more you automate, the better your workflow process is going to be………..
Video: Mastering Bank Feeds and Bank Rules
Tutorial: Categorizing transactions downloaded from Banks and Credit Cards…
Tips for Working in QuickBooks Online’s Bank Feed: Matching Transactions
In this 4-part series, I’m reviewing some of my favorite tips for working with bank and credit card feeds in QuickBooks® Online. This article is part four in the series….
Intro to QuickBooks Apps: Connecting Your Finances
When you work for yourself, finances get spread out quickly, making it easier to mis-categorize common expenses, and during tax time, miss deductions or credits you are owed. There’s a simple solution: connect all your finances to QuickBooks® Online….
Tips for Working in QuickBooks Online Bank Feed: Adding Transactions
In this four-part series, I’m reviewing some of my favorite tips for working with bank and credit card feeds in QuickBooks® Online. This article is part three in the series…
Tips for Working in QuickBooks Online Bank Feed: Managing Bank Rules
Valerie Heckman, Intuit, reviews her favorite tips for working with bank and credit card feeds in QuickBooks® Online. This article is part two in the series…
Tips for Working in QuickBooks Online Bank Feed: Connections
To start, here are five tips for forming connections and keeping your bank feeds organized and populated with the latest transactions to review. In future articles, I’ll share my advice for creating bank rules and making the most out of adding or matching transactions…
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