256-337-5200 | info@biz-bob.com

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 […]

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

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

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