How To Connect Your Bank Accounts to QuickBooks

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