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How To Connect Your Bank Accounts to QuickBooks

Connect Your Bank & Credit Card Accounts to QuickBooks Connecting your bank and credit card accounts to QuickBooks, eliminates tons of data entry and keeps your business books up to date all the time and if you invest the time. Now you’ll get it back later when QuickBooks learns how to do most of the

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How To Connect Your Bank Accounts to QuickBooks

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  1. How​​​​To​​​​Connect​​​​Your​​​​Bank​​​​Accounts​​​​to QuickBooks? This​​article​​was​​originally​​post​​by: https://www.wizxpert.com/connect-bank-accounts-to-quickbooks/ Connect​​​​Your​​​​Bank​​​​&​​​​Credit​​​​Card​​​​Accounts​​​​to QuickBooks Connecting​​your​​bank​​and​​credit​​card​​accounts​​to​​QuickBooks,​​eliminates​​tons​​of​​data​​entry​​and keeps​​your​​business​​books​​up​​to​​date​​all​​the​​time​​and​​if​​you​​invest​​the​​time.​​Now​​you’ll​​get​​it​​back later​​when​​QuickBooks​​learns​​how​​to​​do​​most​​of​​the​​work​​for​​you.​​Let’s​​start​​with​​the​​easy​​part, connect​​your​​bank​​account.

  2. If​​you​​are​​getting​​any​​problem​​to​​follow​​the​​steps​​or​​any​​QB​​related​​issues​​connect​​our QuickBooks​​Technical​​Support​​​team,​​they​​will​​provide​​you​​quick​​solution. Connecting​​​​your​​​​bank​​​​account​​​​with QuickBooks ● ● Go​​to​​your​​main​​page.​​Under​​Bank​​Accounts,​​Click​​“connect​​an​​account“ Choose​​your​​bank​​and​​use​​the​​username​​and​​password​​you​​use​​to​​access​​that​​account​​from​​the bank’s​​website.​​Hang​​tight.​​It​​may​​take​​up​​to​​a​​couple​​of​​minutes​​for​​your​​bank’s​​computers​​to talk​​to​​QuickBooks. Choose​​​​your​​​​account

  3. 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. 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’ll​​see​​we’re​​QuickBooks​​try​​to​​find categories​​for​​some​​transactions​​click​​the​​name​​of​​the​​first​​transaction​​to​​open​​it.

  4. You’ve​​got​​some​​choices​​to​​make​​if​​you​​agree​​with​​the​​category​​QuickBooks​​gave​​this​​transaction lead​​it​​to​​put​​this​​transaction​​in​​a​​different​​category. 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.

  5. 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​​checkbox​​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.

  6. 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.​​You​​can​​read​​our​​other​​useful​​article​​to​​learn​​more:​​Dial our​​​QuickBooks​​payroll​​support​​phone​​number​​​+1-855-441-4417​​to​​get​​support​​and​​customer service. QuickBooks​​Error​​3371​​Status​​code​​11118​​–​​A​​Complete​​Guide How​​to​​See​​Your​​Business’​​Health​​in​​QuickBooks​​Online? How​​to​​enter​​Employee’s​​Prior​​Payroll​​in​​QuickBooks​​Online? Getting​​Started​​with​​QuickBooks​​Desktop​​Enterprise​​Advanced​​Reporting

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