Banking and Reconciliation
After reading this chapter, you'll be able to connect your bank and credit card accounts to QuickBooks Online and reconcile them to ensure accuracy. The Bank Transactions feed automatically imports transactions from your financial institutions, while the Rules feature lets you automate categorization based on payee patterns, and the Bank Register displays all your account activity in one place. You'll also learn to match downloaded transactions with existing entries, identify and correct errors, and use reconciliation reports to verify that your QuickBooks records match your actual bank statements.
In this chapter
- The Bank Transactions Feed
- Creating Rules
- Viewing the Bank Register
- How NOT to use the Bank Transactions feed
- Reconciling Bank Accounts
- Finding Errors During Bank Reconciliation
- Bank Reconciliation Reports
- Reconciling Credit Card Accounts