QuickBooks Online Banking Overview

QuickBooks Online Banking Overview

QuickBooks Online Banking Overview

QuickBooks can easily and quickly connects with all your bank accounts online so it can download all transactions in a couple of minutes. QB Online Banking is the connection of QuickBooks with your bank and credit cards that keeps you up-to-date and eliminates data entry which saves time and physical efforts both. It makes all your banking process easy and effortless. You can easily see and handle all your transactions of the bank and always have to access to the most updated transactions for your businesses help. You need to categorize your transactions, so that QuickBooks can start doing the work for you.

If you want more information about this you can contact our QuickBooks Online Support team. Here you find full detail about QB Online Banking.

Now, let’s start to connect with QuickBooks make our business process online with following easy and simple steps:

Connect Your Bank Account

Go to QuickBooks Homepage, click on Connect an Account under Bank Accounts.

QuickBooks Online Banking OverviewChoose Your Bank

Now, select your bank which is currently working.

QuickBooks Online Banking OverviewSign in to Your Account

Enter the sign-in information to access your bank accounts with QuickBooks:

  • Enter your username and password.
  • Click on Sign In.
QuickBooks Online Banking OverviewChoose Your Account

After a few minutes, QuickBooks will get connected with your bank.

  • Now, you can see all of the accounts you have at this bank.
  • Choose the account you want to use for your business.
  • select  the options what kind of accounts they are.
  • QuickBooks will automatically  download all of the transactions from the last 90 days. But these transactions aren’t in QuickBooks yet. You may also download the transactions of shorter period or less than 90 days.
QuickBooks Online Banking OverviewEnter Transactions

The first time QuickBooks downloads your transactions,you can review and categorize your expenses.

Go to the Bank and Credit Cards page, click on the Category or Match column to sort the transactions.

You will see where QuickBooks tried to find categories for some transactions.

QuickBooks Online Banking OverviewChange Category of Transaction
  • Click on the first transaction in the list to open it.
  • Open  the transaction menu and select the right one to put this transaction in a different category.
QuickBooks Online Banking OverviewChoose a Payee

Click on Add tab to save the transaction.

QuickBooks Online Banking OverviewSee What You have Made and Spend

You can also see a summary of how your business is doing right on your dashboard.

QuickBooks Online Banking OverviewRun Reports

You can run your Profit and Loss report. Reports  give you more information about how your expenses are categorized and where you’re spending the majority of your business’ money.

QuickBooks Online Banking OverviewSplit

You can even see your expenses as a percentage of your income.


QuickBooks Online Banking Overview

These are the basic things you need to know for QuickBooks online banking in your business. Hope this will be helpful for you. If you have any query and problem related to QuickBooks, you can get in touch with our well qualified and experienced accounting experts.Get connected with them by dialing QuickBooks Tech Support Number 1855-441-4417.

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