Importing items into QuickBooks

Even though you're new to QuickBooks, you may not be new to running your business. If you have a list of products or services you sell in a spreadsheet, you can import that information into QuickBooks. I'll show you how in this video. Video … [Read more...]

Importing contacts into QuickBooks for Mac

If you've been in business for a while before buying QuickBooks for Mac, you probably have contacts saved in Address Book or a spreadsheet. QuickBooks for Mac, you can import those contacts so you don't have to enter them manually. It'll save you a … [Read more...]

Collaborating with Clients using QuickBooks for Mac

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For Accountants: Servicing QuickBooks for Mac Customers

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For Accountants: Get to Know QuickBooks for Mac Users

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Should you stick with QuickBooks for Windows?

QuickBooks for Windows and Mac offer the same basic set of financial management tools, but have some differences as well. Depending on what features you've been using on QuickBooks for Windows, a switch to QuickBooks for Mac may not be right for … [Read more...]

Online Banking: Updating your register

When you use online banking, you either import or download transactions from your financial institution. Some of those transactions may already be in QuickBooks, but some may not be. Updating your register means: You add any transaction from your … [Read more...]

Online banking: Renaming rules for payee names

When you download or import transactions, the names of payees in your downloaded transactions may not match the names of payees in QuickBooks. That means you need to go through and match each one with a payee in QuickBooks and that can burn a lot of … [Read more...]

Online banking: Using Web Connect

Using Web Connect, you can manually import transactions from your online banking account. First you need to download a transaction file (.qbo) from your financial institution's website. Then you import that file into QuickBooks. To use Web Connect, … [Read more...]

Online banking: Tips and troubleshooting

Here are some tips to help you fix the most common problems with online banking in QuickBooks. Setting up online banking What do I do if my financial institution is not listed?If you don't see your financial institution name when setting up … [Read more...]

You can also post your own question to the QuickBooks for Mac community.