IMPORTANT basics for using connected accounts Bank Transactions page - Help for QuickBooks Online
Автор: Small Business Training with Kayla
Загружено: 2025-04-08
Просмотров: 590
Описание:
In this QuickBooks Online tutorial, you'll get an overview of the Bank Transactions page.
If you've just connected your business bank and credit card accounts in QuickBooks Online, there are some important tips to avoid errors and issues. Even if you've been using this feature, it will still save time to have an overview in understanding how the Bank Transactions or Bank Feeds work.
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When your business finances are in order, you can make better business decisions. I help small business owners get financially organized, especially with QuickBooks Online. Visit my website below to learn more about my services.
Kayla
Certified QuickBooks ProAdvisor (QuickBooks Online)
www.KaylasFinance.com
00:00 Intro - Bank Transactions page can cause a lot of issues if not used properly
01:00 How to get to Bank Transactions page
01:40 Basic Bank Feed settings
08:38 How to read the account boxes
13:50 May see alert messages to "Fix this now" or "Reconnect"
15:41 Pitfalls to avoid and how to read the columns (list of downloaded transactions)
22:00 How to use the Search bar on the Bank Feeds or Bank Transactions page when searching expenses and other transactions
24:54 Outro and visit my website if you need more help
www.KaylasFinance.com
This video is for informational purposes only. This video is not intended to provide financial advice.
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