Video: Reconciliation Discrepancy Report in QuickBooks Desktop for Mac 2019

In QuickBooks 2019, you can reconcile discrepancies between your bank statement and QuickBooks records. Learn more in the following video: https://www.youtube.com/watch?v=7c_KvKHxNxc Video Script The Reconciliation Discrepancy Report … [Read more...]

Intuit PaymentNetwork: Getting Paid and Paying Bills Online

The Intuit PaymentNetwork lets you make and receive online payments that are quick, easy, and secure. Click the Online Invoice Payments button in the Customer area of the QuickBooks Home Page to sign up for the service and pick the … [Read more...]

Help! What does “access…will expire” mean?

Have you ever seen a message that says something like "Access to your Online Banking, Support, and other Services in QuickBooks Desktop for Mac will expire …."?   Not to worry, that’s just Intuit’s way of letting you know that the … [Read more...]

Video: Receiving payment and depositing a check

In this video, watch how Wally tracks a payment he's received from his client, Hannah. https://www.youtube.com/watch?v=HVpVpebdYbU Video script Last week, Wally the Web Designer sent one of his customers, Hannah, an invoice for the work he did to … [Read more...]

Video: Entering your bills

In this video, watch how Hannah enters her bill so she knows exactly what she needs to pay other people. https://www.youtube.com/watch?v=EK7DuW-FyVI Video script Small business owner Hannah recently hired Wally the Web designer to give her magic … [Read more...]

Video: Paying your bills

Watch how Hannah uses QuickBooks for Mac to track and pay her bill payments. https://www.youtube.com/watch?v=0J5_f2ekjqY Video Script It’s that time—the first month’s rent on Hannah’s store is due, so she needs to enter and pay her rent. She opens … [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...]

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