Reasons to download bank transactions into QuickBooks
When you download your bank transactions:
Just for the record: The latest version of QuickBooks for Mac is 'QuickBooks 2016 v17.1.13 R14' from February 2017, and it works very well with macOS 10.12 Sierra. After converting a QuickBooks for Windows company file into a Mac file and playing around with it for a while I am quite impressed how much QuickBooks for Mac has improved.
If you purchased your subscription from your QuickBooks Online iPad app, here's how to turn off the auto-renewal setting from your iPad: Open your iPad's Settings, then choose iTunes & App Stores. Tap the Apple ID button (first button on the right side of the screen). Log miles, create invoices, maintain finances and cash flow, and track your profit and loss reports. Organize your workday expenses and manage invoice tracking on the go with the QuickBooks Online Accounting app, trusted by over 4.3 million small business owners worldwide. You don’t need to be a tax accountant to budget your small business transactions and keep your financial reports in.
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Download bank transactions to QuickBooks Online
Connect to your bank from QuickBooks Online on the web to start downloading transactions. When the first download completes, your transactions will also be available in QuickBooks Online on your phone or tablet, so you can categorize and accept them whenever works for you. After your first download, transactions download automatically (currently once a day), so your mobile devices always show the latest bank transactions for you to review and accept.
Connect to your bank from QuickBooks Online on the web
To add a new bank account that you want to connect to QuickBooks, you'll need to go to QuickBooks Online on the Web. It will then appear in QuickBooks on your mobile device.
Note: When you first connect an account, it can take a few minutes for the downloaded transactions to appear on the page. Subsequent downloads should be much faster. For more information, see the QuickBooks Online help on the web (search for “How to connect QuickBooks Online to your bank accounts”).
Review, categorize, match, accept, undo, and exclude transactions
To quickly review and accept transactions that QuickBooks already categorized for you:
Accept Multiple transactions
To accept multiple transactions:
Categorize transactions
To categorize transactions, you can:
Note: To change multiple categories at the same time, select the transactions > change the category > tap Accept. You can also categorize a transaction for the ALL list. Tap the Category icon next to the transaction name > select a category > swipe to accept the transaction.
Match transactions
QuickBooks shows possible matches to payments from customers and purchases from vendors—and more. How to upgrade cardminder.app for mac 10.15 pro. For example, if an invoice payment matches a downloaded income transaction, QuickBooks suggests it as payment for the invoice.
To accept matched transactions:
Transfer transactions
If you transferred money between bank accounts, they appear as transfers in your transaction list.
To review and accept that the transfer shows the correct from / to accounts:
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Undo accepted transactions
When you accept a transaction, you'll see the option (lasts for seconds) to undo at the bottom right. If you don’'t choose undo at that time, you can still undo the transaction you accepted.
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To undo a transaction you accepted:
Exclude transactions
If your list contains transactions you want to exclude, such as non-business transactions or duplicates:
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