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Once you are connected, you will see all of the accounts you have at this bank. Select the account you use for your business and tell QuickBooks what kind of accounts they are. QuickBooks (the software kind of) will download all of the transactions from the last 90 days, but they aren’t in QuickBooks

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toll free 1 844 551 9757

Toll Free : +1-844-551-9757

QuickBooks Online Banking

Overview

Presented By :- www.wizxpert.com

connect your bank account

Connect Your Bank Account

Open Homepage,right side corner under Bank Accounts click on Connect an Account.

select your bank and the username and password

Select your bank and the username and password you use to access your

accounts. Click Log In when you are finished

choose your account

Choose Your Account

Once you are connected, you will see all of the accounts you have at this bank. Select the account you use for your business

and tell QuickBooks what kind of accounts they are. QuickBooks (the software kind of) will download all of the transactions

from the last 90 days, but they aren’t in QuickBooks just yet.

entering transactions

Entering Transactions

On the Bank and Credit Cards page,later click regarding the Category or Match column to sort the transactions. You will see

where QuickBooks tried to believe to be categories for some transactions.

changing transaction category

Changing Transaction Category

To divide this transaction in a different category, open the transaction menu and choose the right one. If this is a new

transaction, click Add on the column to the right.

choose a payee

Choose a Payee

Select Payee. If this is a new payee, click Add.

split

Split

If you buy items from different categories with a single transaction, select Split.

it will open the move on the transaction window

It will open the move on the Transaction window, where you can choose the appropriate

categories and how much you spent on each.

batch action

Batch Action

If QuickBooks categorized many types of transactions correctly, you can take on these all at taking into consideration by

clicking one of their checkboxes, holding beside the Shift key and choosing the definite one in the list.

correcting a mistake

Correcting a Mistake

If you included a transaction by mistake that doesn’t belong in this batch action, click on the In QuickBooks tab, choose the

transaction and Undo it. It will reward to the New Transactions hence you can area it where it belongs.

here are the steps of how to connect your bank account and you want to know more about the QuickBooks

online Banking overview.

transfer

Transfer

If you paid a business credit card bill or made a loan payment with a transaction, open the transaction and select Transfer.