Bank Rules

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… 

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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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QuickBooks Online | Connect Bank Accounts & Credit Cards by Certified ProAdvisor

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Video: FIRST LOOK at NEW Reconciliation Screen | QuickBooks Online 2017

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Quickbooks Online – How to ADD BANK TRANSACTIONS | 2017

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Using RULES in Quickbooks Online Bank Feeds

In this QuickBooks training tutorial, you will learn how to create and use rules to save time when using Quickbooks online bank feeds. Rules allow the computer to input the vendor or customer of a transaction automatically. They also give you the ability to input the income account, expenses account or transfer account of a transaction based on either the bank text (which is the memo field from your bank account) or the description field from Quickbooks online. The rules can suggest what to enter or enter the transaction automatically.

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