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.
4 Most Recent Posts
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…
How to fix duplicated deposits from a bank feed in QuickBooks Online – YouTube
If your QuickBooks Online shows duplicated income, what happened is you pulled in your income through the Banking Feed AND made customer Sales Receipts and Invoices. This video shows you how to fix the error, so that your income is calculated correctly…
Downloading Financial Transactions in QuickBooks Online (QBO)
All you need to do to start downloading transactions into QuickBooks Online is select your financial institution and enter the User ID and Password you use to connect directly to the site.
5 errors to absolutely avoid with banking transactions in QBO
5minutebookkeeping.com – Did you know that most QuickBooks users make the same types of mistakes in QBO? And did you know that most of these mistakes are made with banking transactions? If you want to avoid making a mess in QuickBooks Online, keep reading to learn about the 5 errors to absolutely avoid with banking transactions in QBO.
5 mistakes to avoid with banking transactions in QuickBooks Online
Video by Veronica Wasek on the 5 common mistakes QbO users make with banking transactions and how to avoid them…
QuickBooks Online (QBO) Bank Feeds Masterclass – Downloaded Transactions
Hector Garcia CPA shows you in detail how does the Bank Feeds (Downloaded Transactions) work in QuickBooks Online.
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.
