It’s critical that you get this right, since it will have an impact on reports and income taxes. QuickBooks Online will have guessed at how it should be categorized, but you can change this by opening the list in the category field and selecting the correct one.
Review each transaction by clicking on it. There’s a lot going on here, so don’t be surprised if you’re confused. When you first download transactions into QuickBooks Online, before you’ve done anything with them, many will appear under For Review. The All tab should also be highlighted we’ll get to Recognized transactions later. The view here defaults to For Review, which refers to transactions you’ve downloaded. The table that opens is not your account register. You should see a card-shaped graphic at the top of the screen for each account you’ve linked. Once you’ve made a successful connection, you’ll be returned to the Bank and Credit Cards page.
These can vary depending on the bank or credit card provider, but you’re always at least asked to enter the user name and password that you use to log into each online. Then follow the instructions you’re given on the screen. In the upper right corner, click Add Account and enter the name of your financial institution if it’s not pictured. Start by clicking the Banking link in the left vertical navigation pane. If you’re a new subscriber, you may not have established these critical links yet. We’ll explore these features in this column and the next. But are you using all of the QuickBooks Online’s account tools? There’s a lot you can do once you’ve imported in data from your bank or credit card provider. By now, you’ve probably already set up at least one connection. You may have even signed up for that very reason. The ability to import transactions from financial institutions into QuickBooks Online is definitely one of the best things about the site. QuickBooks Online was built to work with transactions downloaded from your online financial institutions.
Getting Started with Accounts in QuickBooks Online
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