QuickBooks Online For Dummies (For Dummies (Computer/Tech)) by Marmel Elaine

Author:Marmel, Elaine [Marmel, Elaine]
Language: eng
Format: mobi
ISBN: 9781119283812
Publisher: Wiley
Published: 2016-10-30T16:00:00+00:00

Click Next.

QBO displays the number of transactions that will be imported and asks if you want to import the transactions.

Click Yes to import the transactions.

When QBO finishes importing the transactions, a confirmation screen appears.

Click Finish.

The Bank and Credit Cards page appears, and the transactions you imported appear on the New Transactions tab.

FIGURE 8-8: Match QBO fields to the fields in your CSV file.

Handling downloaded activity

After you download transactions using either download method, you evaluate each transaction and, as appropriate, use them to update QuickBooks. From the Bank and Credit Cards page, you match, exclude, or add transactions downloaded from a financial institution to your QBO company.

Don’t worry; if you make a mistake, you can fix it, as described later in this chapter in the section titled (what else?) “Fixing mistakes .”

Choose Transactions ⇒   Banking to display the Bank and Credit Cards page (see Figure 8-9 ) and, if necessary, select an account by clicking it at the top of the page.

FIGURE 8-9: Use this page to specify how QBO should handle each downloaded transaction.

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