Category Archives : Online Banking

QuickBooks Online: Bank Rules

Of the plethora of features that have been rolled out in QuickBooks Online over the last two years, Bank Rules are most certainly on the list of my favorites. Something I have realized through teaching at conferences and webinars is that this is a highly underutilized feature that can dramatically increase profitability and efficiency when […]



QuickBooks Online: Categorize and Match Bank Transactions

Categorize the expenses and deposits downloaded from your bank accounts, and match them to transactions you’ve already entered into QuickBooks.   Navigate to the Bank and Credit Card Screen From the home screen, click on the Transactions tab. Select Banking on the sub menu to get to the Bank and Credit Card screen.   Recognized […]