Dealing With TransactionsĪfter you set up a connection to a bank or credit card account, its account information will appear in a box on the Banking page. When you’ve completed the connection, you can click Link account in the upper right to add more. Follow the onscreen instructions to make your initial connection and start downloading transactions. If yours isn’t listed, enter its name in the search box at the top of the screen. You’ll see links to popular financial institutions on the next page. On the next screen, click Connect account. Click the Transactions tab in the toolbar, then click Banking. Getting ConnectedĪs long as you have online access to your bank and credit card accounts, you can set up QuickBooks Online to import cleared transactions. Let’s look at how you can work with them to make sure your records are as thorough as possible. Once they’re in QuickBooks Online, your transactions are stored in a list, waiting for you to further define and categorize each one. It also makes reconciliation much easier, since you can see which transactions have cleared without calling the bank or waiting for a printed statement. You can enter them manually but downloading them saves an enormous amount of time and minimizes errors. QuickBooks Online was built to import transactions from your online financial institutions. QuickBooks Online lets you work with downloaded transactions in numerous ways.
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