QuickBooks Labs

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 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.

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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.

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