Chart of Accounts

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 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 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.

Video: Edit Your Chart of Accounts

Let’s talk about your Chart of Accounts. This is a listing of the categories QBO uses to summarize money movement for your company’s financial statements.

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