In QuickBooks 2020, you can send your customers smart invoices with online payment options. Learn more in the following video: https://www.youtube.com/watch?v=5ZgpvOf2d9o Video Script Customers can now pay their invoices with a … [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...]
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...]
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...]
WebConnect vs. DirectConnect
QuickBooks for Mac offers two ways to hook up your accounting to your accounts—WebConnect and DirectConnect. Whichever of these you choose, you’ll save tons of time because you won’t be entering all those transactions by hand. You'll be downloading … [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...]
QuickBooks checklist: Periodic tasks that make your life easier
You know how if you don't keep up with the housework, things getting out of control and pretty soon you're spending all weekend doing 500 loads of laundry? You may be thinking, "If I'd just taken a few minutes to do the little things, I wouldn't be … [Read more...]
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