1 / 6

Set up or Edit Bank Accounts for Bank Feeds in QuickBooks Desktop

It should be noted that you can connect up to 40 accounts and in case you need more than that, then separate the account that you want to connect between two or more company files. Now, without ado let us explore the procedure to setup or edit bank accounts for Bank feeds in QuickBooks desktop together.

ryanledger
Download Presentation

Set up or Edit Bank Accounts for Bank Feeds in QuickBooks Desktop

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Bank feeds in QuickBooks desktop can be used to connect the bank and credit card accounts to online banking. This will help the users to download the bank transactions, so that they don’t have to manually record them. It is possible for you to set up bank and credit card accounts for online banking in single user and multi-user mode. It should be noted that you can connect up to 40 accounts and in case you need more than that, then separate the account that you want to connect between two or more company files. Now, without ado let us explore the procedure to setup or edit bank accounts for Bank feeds in QuickBooks desktop together.

  2. Steps to connect account to bank feeds in QuickBooks 1. Connect with Direct Connect Head to the bank feeds from banking. Further choose set up bank feeds for an account. You need to enter and choose the bank in the enter your bank’s name field. Steps to connect with Web connect (.QBO) files Under this process, you simply have to choose bank feeds from banking. Further, import web connect files. Go for the .QBO file you saved. Choose Open tab. Heading forward, you need to click on the Continue tab

  3. Steps to change from Web Connect to Direct Connect or Direct Connect to Web Connect Edit the bank feed settings for bank or credit card account You need to disconnect the bank feeds for the account And further make changes Lastly, set up bank feeds for your account

  4. Conclusion! Following these steps would help you in setting up bank accounts for bank feeds in QuickBooks desktop. As always, if you have any questions, comments, or concerns, then without any hesitation you can reach out to the QuickBooks desktop support team via toll free number i.e., 1-800-761- 1787. They are available 24/7 to solve your issue.

  5. THANK YOU CONTACT US FOR MORE + 1-800-761-1787 info@quickenterprisesupport.com www.quickenterprisesupport.com 611 60th ST SE, Unit -a Everett, WA, Everett, Washington 98203

More Related