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.


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Video: Receiving payment and depositing a check

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In this video, watch how Wally tracks a payment he's received from his client, Hannah. Video script Last week, Wally the Web Designer sent one of his customers, Hannah, an invoice for the work he did to redesign her web site. Today he got … [Read more...]

Video: Entering your bills

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In this video, watch how Hannah enters her bill so she knows exactly what she needs to pay other people. Video script Small business owner Hannah recently hired Wally the Web designer to give her magic shop’s web site a major overhaul. She … [Read more...]

Video: Paying your bills

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Watch how Hannah uses QuickBooks for Mac to track and pay her bill payments. 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 up the QuickBooks page. Her first … [Read more...]

Online Banking: Updating your register

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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

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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

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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

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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?

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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...]

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