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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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Where Do I Find the Custom Form Styles in QBO?

You can customize the style of invoices, sales receipts, and estimates, plus you can control which data entry fields are available on sales forms.

To change the style of sales forms:
Click the Gear icon > Custom Form Styles.
To change the Standard style for all types of forms, click Edit. Or, click New style and then select Invoice, Estimate, or Sales Receipt from the list in the dropdown menu to start a new style.

Where Do I Find Quickbooks Online Labs?

QuickBooks Labs:

Click the Gear icon > QuickBooks Labs.
Look through the various plug-ins to see if there’s one that interests you. Tip! Click Learn more to view details about a particular plug-in, or view a video, if one is available.
When you find one you like, slide the on/off switch to on. That’s all you need to do.
To stop using a plug-in, return to the QuickBooks Labs page and slide its switch to off.

Where Are My Users in QBO?

If you’ve got other people in your company who need to use your QuickBooks, you can add them and give them specific access.

Navigate to the Manage Users Menu
From the home screen, click on the Gear Menu and beneath the column heading “Your Company” select the Manage Users tab.

Where Do I find My Chart of Accounts in QBO?

The Chart of Accounts (COA) may be accessed in QuickBooks Online from three different menus.

1. The easiest menu is by clicking the Accounting label on the left menu.
2. Click the gear icon and then the Chart of Accounts under Your Company.
3. The last method is by clicking the gear icon menu and then clicking the All Lists under the Lists heading.

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QuickBooks Online input and edit the chart of accounts

In this QuickBooks training tutorial, you will learn how to record and edit accounts in the QuickBooks online chart of accounts. QBO gives you a chart of accounts for you to use or customize. We will learn how to delete the accounts that QuickBooks put in, and then add the accounts we really need. We will address the issue of “account type” and the “detail type” fields as well…

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Where Do I Find the Custom Form Styles in QBO?

You can customize the style of invoices, sales receipts, and estimates, plus you can control which data entry fields are available on sales forms.

To change the style of sales forms:
Click the Gear icon > Custom Form Styles.
To change the Standard style for all types of forms, click Edit. Or, click New style and then select Invoice, Estimate, or Sales Receipt from the list in the dropdown menu to start a new style.

Where Do I Find Quickbooks Online Labs?

QuickBooks Labs:

Click the Gear icon > QuickBooks Labs.
Look through the various plug-ins to see if there’s one that interests you. Tip! Click Learn more to view details about a particular plug-in, or view a video, if one is available.
When you find one you like, slide the on/off switch to on. That’s all you need to do.
To stop using a plug-in, return to the QuickBooks Labs page and slide its switch to off.

You can do WHAT in QuickBooks? Invoicing

Invoicing is an area of QBO that doesn’t always get direct attention from accountant users. Knowing the options in QBO, however, can turn you into your client’s hero, as you help them capture the right information, streamline workflow, save time and get paid faster. Here are a few functions you may not know are available.

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