How To Import From Your Bank QuickBooks Desktop
How to download transactions from your bank account directly in to Quickbooks? This desktop training tutorial will show you how to connect to your bank and then import the bank activity so you can review your transactions as you record them into QuickBooks Desktop. It’s the clearest presentation of how bank feeds can help manage your bank transactions and even reconcile your bank account as well as managing credit card transactions. They can also be downloaded and imported in to a review list that will help you speed up data entry in to your QuickBooks desktop or enterprise solutions software.
This is a complete tutorial as a step-by-step guide that will show you everything you need to know and every step in the process to do, when connecting, downloading and importing batch transactions from your financial institution or credit card company. In the main section, you will learn all these things in the main section. Then you will see all the import options that are available such as QBO files and csv files. You will even learn a little bit about how iif files work and how you can import iif files and mange them. Lastly there is a practice set that you can download and try yourself in a blank, new QuickBooks desktop (or QuickBooks Enterprise) file, so you can check how much you lenared. I’ll help you if you leave your questions in the comment section.
Table Of Contents……………………
00:00:00 Chapter 1 Introduction To Bank Feeds
00:03:08: Chapter 2 What Is The Bank feeds feature?
00:07:00 Chapter 2 Addendum: Index Follow-Along Step-By-Step Guide
00:08:50 Chapter 3 Setting Preferences For Bank Feeds Mode
00:13:43 Chapter 4 How To Set Up Bank Feeds And Connect QuickBooks To Your Bank
00:27:37 Chapter 5 Adding Transactions From The Bank feeds Review List
00:33:25 Chapter 6 Adding Transactions From The Bank Connection
00:40:30 Chapter 7 How To Un-Match Transactions And Fix Matching Mistakes
00:46:15 Chapter 8 How To Use Rules In The Bank Feeds Center
00:57:23 Chapter 9 How To Apply Downloaded Transactions To Invoices And Bills
01:07:30 Chapter 10 Using Advanced Mode
01:21:23 Chapter 11 Making Advanced Rules In The Advanced Review List View
01:35:02 Chapter 12 Applying Advanced Mode Payments And Deposits To Unpaid Bills And Open Invoices
01:41:09 Chapter 13 Other ways To Import; Alternatives Like CSV, QBO or IIF Files And The Desktop Accountant’s Edition.
01:49:33 Chapter 14 How To Batch Import Transactions Using The Accountant’s Edition
02:08:27 Chapter 15 How To Import Web Connect Files
02:19:19 Chapter 16 How To Use IIF Files For Import In To QuickBooks desktop Or Enterprise
02:27:41 Chapter 17 Try The Final Test Project For Bank feeds And Importing Transactions
Links To Downloadable Project Files…………..
https://marksmolen.com/ACCOUNTING/DES...
https://marksmolen.com/ACCOUNTING/IMP...
https://marksmolen.com/ACCOUNTING/PRO...
This video is part of the complete learning series from Mark Smolen, that teaches everyone everywhere, everything about QuickBooks Desktop. (AND Q.B.O.)
Here is the Main Desktop and Enterprise Solutions training tutorial. It will make you an expert in QuickBooks Desktop.
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