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...]
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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