Banking

Chances are, you’ve got a bank account for your business. You probably write checks for the things you need and deposit payments from your customers. QuickBooks has banking features that help make working with your company’s bank accounts and credit cards even easier.

In this video, Ben Hess of Bay Area Pictures gives you an introduction to online banking.


Most recent articles



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...]

Video: Renaming rules and Add Multiple with online banking

If you've ever checked a bank statement or downloaded transactions into QuickBooks, you've probably noticed transactions with extra numbers and letters. Some are dates, others are transaction numbers to give a couple of examples. Sorting through this … [Read more...]

What’s in Your Check Number Field?

I bet you already know that QuickBooks for Mac records most of the bills you enter and pay as “checks,” regardless of whether we’re actually writing out checks, paying a contractor with PayPal, whipping out your debit card, or forking over a fistful … [Read more...]

10 tips for a cash flow crisis

Sometimes, even when you’ve done everything possible to be a good cash manager, you run into a problem.  There are steps you can take to skillfully weather your cash crisis. Determine the cause of the problem – If it’s just a timing issue, you … [Read more...]

Online banking: Setting up Direct Connect

Direct Connect is awesome. Once you set it up, you can just automatically download your bank transaction into QuickBooks. Two important things you need to know before you start Not all financial institutions support Direct Connect for QuickBooks … [Read more...]

Ask Addy: Printing checks FAQs

Printing is the fastest way to give Addy an Addy-tude. If it's not the arm and a leg I'm spending on printer cartridges (it'd be cheaper to buy a new printer!), it's the paper jams or the blinking light that's obviously something important but dang … [Read more...]

Reconciliation trouble? Clues are in your bank statements

So, you’ve done everything I talked about in Reconciliation: Do you match? to reconcile your accounts. Everything went right, and you’re in good shape. Yep, nothing else to do here. Well, maybe. Reconciling isn’t hard, but it doesn’t always go … [Read more...]

Reconciliation: Do you match?

Reconciling QuickBooks with your bank statement may sound mysterious and scary, but it’s really not. All it means is you check your records in QuickBooks with your bank statements to make sure they match. Here's how that happens: You get your … [Read more...]

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