How?To?Connect?Your?Bank Accounts?to?QuickBooks?

Posted by jackupjaems on August 21st, 2017

How To Connect Your Bank Accounts to QuickBooks?

This is article Connecting your bank and MasterCard accounts to the QuickBooks, eliminates loads of knowledge entry and keeps your business books up so far all the time and if you invest the time. Currently you may get the picture back later once the QuickBooks learns the way to do most of the work for you. Let’s begin with the simple a part of connect your checking account.

Connecting your bank account with QuickBooks

• Go to your main page. Under Bank Accounts, Click “connect an account“
• Choose your bank and use the user name and password you use to access that account from the bank’s website. Hang tight. It may take up to a few minutes for your bank’s computers to speak to QuickBooks.

Choose your account

Now you will see all the accounts you have at this bank. Choose the account you want to use for your business. QuickBooks connects to your account and downloads all the transactions for the last ninety days.

For source:QuickBooks online support phone number+1-855-441-4417

Entering Transactions & changing category

You can sort your transaction by clicking on Category or Match column. You don’t have to deal with them all at once. Here’s the thing these transactions are real. Let’s get started putting transactions into QuickBooks first category or to sort the transaction. You will see the QuickBooks try to find the categories for some transactions click the name of the first transaction to open it.

Choose a Payee

Open the menu and choose the right category Next choose the payee the person you paid for this transaction is this transaction books you’ve never entered it as an expense or a check or anything else then click add done with this transaction.

Transfer

Did you pay a business credit card bill or make a loan payment with this transaction? in that case, choose transfer to choose the account you paid this money to and click transfer.

Split

What if you spent money but you bought stuff for more than one category like a purchase at an office supply store that included a new laptop printer paper and toner. In this case. Click split then. Choose the appropriate categories and how much you spent.

Batch Action

Categorized a bunch of transactions and you agree with its categorization click one check box down the Shift key the final one in the list that you want to choose. Open batch actions and choose except they’re all done.

Correcting a Mistake

What if you made a mistake and categorized a transaction no problem in QuickBooks tab choose the transaction and undo it. It goes back to the new transaction. So you can put it where it belongs.

Hope, the article would have helped you. Dial our QuickBooks payroll support phone number +1-855-441-4417 to acquire support and customer service.