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QBO Banking: How Do You Move Transactions from Your Bank into QuickBooks Online (QBO)?

QBO Banking makes this easy but be sure you know how the site handles them once you’ve moved them. Manual transaction entry doesn’t make sense anymore – not when QuickBooks Online makes the process of importing them from your bank so easy. If you enter them on your own, you risk data transposition errors, which […]

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Adding Users to QBO

Adding users to QBO for access to your account can be very useful. Here’s how to set them up. Adding employees to your staff is reason to celebrate. It means you’re growing enough that you need to bring new people on board to get all of your work done. Adding employees that need access to

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Downloading Online Banking/Credit Card Transactions in QuickBooks Online, Part 2

Last QBO blog, we walked you through the mechanics of online banking and credit card online transactions and described the process of reviewing imported transactions, exploring concepts like: Categorizing them, and marking them as billable Adding them to an account register; matching them to related transactions; or transferring them to another account Using Batch actions to process

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Downloading Online Banking/Credit Card Transactions in QuickBooks Online, Part 1

QuickBooks Online was built to work with transactions downloaded from your online financial institutions. Here’s how to download online banking/credit card transactions. First Steps If you’re a new subscriber, you may not have established these critical links yet. It’s an easy process. Start by clicking the Banking link in the left vertical navigation pane. In the upper

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