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Connecting a bank account in QuickBooks
Choose Transactions > Banking.In the upper right-hand corner, click Add Account.Enter the name of your financial institution, then click Find.For a global bank, select ON in the Search global banks field.Click the link for the bank that matches your account (Business /Personal, Checking /Savings /Credit Card, etc.).Enter the primary user's login credentials for the bank's website and click Log In.If your bank requires extra information, enter it and click Log In.Check the box to the left of the account you want to connect and click the QuickBooks Account drop-down menu to choose the QuickB... Read more.
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How to import bank transaction manually in QuickBooks (CSV, OFX & QFX format)
QuickBooks Online connects to thousands of financial institutions so you can automatically download bank transactions. When you first connect your account QuickBooks downloads the last 90 days of transactions. If you need more than 90 days of transactions or if QuickBooks doesn't connect to your bank yet, you may be able to bring bank transactions into QuickBooks if your bank offers valid WebConnect file downloads (QFX, QBO, CSV, and OFX). *Not all banks use the term WebConnect. If you are outside of the U.S., you may refer to this as a Bank Transaction Upload instead of WebConnect. Here... Read more.
How to work with transactions downloaded/uploaded in QuickBooks? (Add, Match, Exclude,Split, etc.)
One of the wonderful things about downloading bank transactions is matching them up with the transactions that are already entered in QuickBooks Online. Here's some information about matching and how it works. How QuickBooks Online analyzes matches When QuickBooks Online downloads transactions from the bank, it analyzes the bank data against your QuickBooks Online data. What QuickBooks Online suggests for each downloaded transaction depends on whether you have existing QuickBooks Online transactions or not. For bank deposits and credits, it looks at: Payments received against invoices (... Read more.
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Troubleshooting your reconcile
This article is about troubleshooting a reconcile. For instructions on why and how to reconcile, see What is a reconciliation?. Below are the three most common reconcile questions. For more detailed instructions, click on the statement that most closely describes the issue you're having with your reconcile: The opening balance is incorrect when I reconcile. The opening balance is correct but I have outstanding historical transactions. The opening balance is correct but reconcile still doesn't match. Incorrect opening balance: where does the opening balance come from? First, follo... Read more.
