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Online Banking in QuickBooks Online Edition (QBOE)

Online Banking in QuickBooks Online Edition (QBOE). QuickBooks Online Edition: On-Demand Accounting. Small Business owners can: Organize finances for success Access data from anywhere Work with employees from different locations Control who sees data Enjoy online peace of mind.

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Online Banking in QuickBooks Online Edition (QBOE)

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  1. Online Banking inQuickBooks Online Edition (QBOE)

  2. QuickBooks Online Edition:On-Demand Accounting • Small Business owners can: • Organize finances for success • Access data from anywhere • Work with employees from different locations • Control who sees data • Enjoy online peace of mind QBOE customers (in thousands) >60% increase

  3. QBOE Introduces Transaction Downloads Customer Problem: Getting transactions from bank Web site into financial management tool without having to re-enter data. We’re solving for the most requested feature from our customers: Online Banking Download. • What we’re adding: • (Similar to) Express Web Connect-enabled automated nightly updates • Automatic adding and matching of bank transactions • Automatic categorization of income and expenses, based on past behavior

  4. Ability to access accounts at multiple FIs Users can monitor both their current and FI balances …A well designed dashboard

  5. …Varying degrees of automation

  6. …Full Automation

  7. …Manually Accept Txns

  8. Contacting Support within QBOE • Unlimited support included • in customer’s subscription. • Easy to access from within • product.

  9. Support FAQs Easily accessible FAQs from within the product.

  10. Contact Support Team • Have a question? Just submit it online. • Email or call back usually within 30 minutes • Hours of Operations: • M-F 6am-6pm PT

  11. Security is top priority To access the txn download feature, user has to have company administrator permissions SBOs control who accesses their financial data

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