QuickBooks Desktop Bank Feeds And Importing Transactions

In this QuickBooks instructional course, you will learn and master every feature of QuickBooks desktop bank feeds. You will see clearly how to: add, match, un-match and remove transactions to and from your QuickBooks desktop bank feeds center. You will learn how to navigate the review list and set up rules that allow QuickBooks bank feeds to input the accounts, customers and vendor names for you. This will save you time.  You will also learn every possible way to transfer data to and from your QuickBooks desktop software. You will learn how to import transactions using the QuickBooks desktop accountant’s edition. You will receive a nice overview of how to import transactions using IIF files. 

The training course is made with QuickBooks desktop for windows. However, the ideas apply to QuickBooks online as well as QuickBooks for Macintosh and Enterprise solutions.

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This learn QuickBooks video gives an overall explanation of bank feeds. You will understand what this process is and how bank feeds work in QuickBooks. This video is an overview of bank feeds and discusses options for transferring data. 

This learn QuickBooks video will tell you everything you need to set up bank feeds in the bank feeds center of QuickBooks desktop. It shows, step by step, how to set up and connect with your bank or financial institution with your user name and password You will navigate the review list to see the actions you can take. You will learn about the bank memo field and how it is split in the review list.

This learn QuickBooks video will show you how to add transactions in to QuickBooks from your bank feeds center review list.

In this QuickBooks training tutorial, you will learn how to match transactions that have already been entered in to QuickBooks with transactions that have been downloaded to the bank feeds center. This will prevent duplicate transactions entered in to QuickBooks. You can match both deposits and checks in the bank feeds center of QuickBooks

In this QuickBooks training tutorial, you will learn how to un-match transactions that QuickBooks automatically matched to existing transactions. When you un-match a suggested match in the bank feeds center, it can be confusing if you do not understand the behavior of the bank feeds center in QuickBooks desktop

In this QuickBooks training tutorial, you will learn how to create and use rules to save time when using QuickBooks  bank feeds. Rules allow the computer to input the vendor or customer of a transaction automatically. They also give you the ability to input the income account, expenses account or transfer account of a transaction based on either the bank text (which is the memo field from your bank account) or the description field from QuickBooks. The rules can suggest what to enter or enter the transaction automatically.

In this QuickBooks training tutorial, you will learn how apply deposits from customers to the open invoices that they have. You will likewise learn to apply bill payments to vendors, with checks that you wrote that have now cleared the bank feeds.

In this QuickBooks training tutorial, you will learn what options are available to import transactions in to QuickBooks and in to QuickBooks online. You will know what third party software can do compared to QuickBooks accountant’s edition. This desktop edition can batch import transactions. We will also discuss iif files, csv files and web connect files like qbo files. In short, we will review every option there is when importing transactions.

In this QuickBooks training tutorial, you will learn how to import web connect files. The file we use is called a qbo file. The result is the same as connecting with bank feeds. The advantage of using qbo files is that you can put back on the review list any transaction that you have deleted.

In this QuickBooks training tutorial, you will learn how to use the accountant’s edition of QuickBooks desktop to import transactions. You can import from excel or any spreadsheet program. You just map the columns or change the order of the columns and then copy and paste from your excel spreadsheet to the batch import window in QuickBooks desktop accountant.

In this QuickBooks training tutorial, you will learn how iif files work. Iif files are special files in a special format that allow you to import any kind of transaction in to any version of QuickBooks desktop. Creating iif files is like programing. It is complex and takes time. You can use excel to make them but there is a lot of study involved.

In this QuickBooks training tutorial, you will learn how to import iif files. You will learn what iif files are. You will learn the difference between importing iif files compared to other web connect files. These iif files get imported as transactions. They do not go in to the bank feeds center. they all get assigned to the accounts named ‘other income” or “other expense”. You must go through them and re-categorize them yourself for the correct account and correct customer or vendor.