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QuickBooks Tips Blog

How To Make The Most Of QuickBooks Online Banking

Posted by Alex Viau on Jan 21, 2013 6:00:00 AM

Online banking is the bread and butter to my efficiency in QuickBooks. I'm always asking myself how I can make the most of the online banking feature in QuickBooks with every client I help take care of. What really blows me away though is the amount of people that aren't even aware of this feature! You can download data for your credit cards and bank accounts in a matter of minutes. So let's get started with the 101 and work our way to the advance features rather quick...

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Topics: Efficient Bookkeeping, QuickBooks advice, Efficiently Using QuickBooks, Bookkeeping Tips, quickbooks online banking, online banking, chart of accounts, importing qbo, downloading qbo

QuickBooks Tip: Downloading Transactions Into QuickBooks

Posted by Matt Roberge on Apr 20, 2011 2:39:00 PM

Many different types of transactions can be downloaded into QuickBooks.  Some of the more common types of transactions that are downloaded by the typical QuickBooks user are credit card and bank transactions.  Setting up an account's activity for online download is not that difficult and I don't want to talk to much about it.  Online downloads can be set up through QuickBooks by clicking on the Online Banking button on the main toolbar; QuickBooks will then walk you through it.  You can also pull up an internet session with the account you want to link to QuickBooks for online download.  Most major banking and credit card institutions have a QuickBooks download area that is easy to find. 

What I want to focus on here is what type of downloading options are right for you and your business.  The two options are to download by statement or the most recent transactions. 

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Topics: QuickBooks, QuickBooks Tips, QuickBooks advice, QuickBooks efficiency, QuickBooks Importing, quickbooks online banking