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 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 […]