Can I Download More Than One Account On Quickbooks Register

Managing Downloaded Transactions in QuickBooks

QuickBooks lets you work with downloaded transactions in numerous ways.

QuickBooks was built to import transactions from your online financial institutions. Yous can enter them manually but downloading them saves an enormous amount of time and minimizes errors. Since you tin can run across which transactions accept cleared without calling the depository financial institution or waiting for a printed argument, information technology besides makes reconciliation much easier.

Your transactions are stored in a list, waiting for you lot to farther ascertain and categorize each one once they're in QuickBooks. Merely accept a look beneath to run across how y'all can work with them to make sure your records are as thorough equally possible.

Become Connected

You can gear up QuickBooks to import cleared transactions equally long as yous take online access to your bank and credit menu accounts. Just click the Transactions tab in the toolbar, and then click Banking . Click Connect account in the next screen. On the next page you lot'll come across links to popular financial institutions. If yours isn't listed, enter its name in the search box at the peak of the screen. Follow the onscreen instructions to brand your initial connexion and start downloading transactions.

You can click Link business relationship in the upper right to add more when you've completed the connexion.

Dealing with Transactions

Once you've set up a connexion to a banking company or credit card business relationship, that account information will announced in a box on the Banking folio.

You'll still be on the Banking folio one time you lot've finished adding accounts. Each of your connected accounts volition appear in a box that includes the remainder and the number of transactions that need to be reviewed. In that location will probably be quite a few, dozens or hundreds, the commencement time you download, since almost financial institutions send you 90 days' worth the first time. Then you'll only get new ones that have cleared since your terminal connection each fourth dimension your accounts are updated after that.

Tip: QuickBooks mostly updates once every solar day. If yous want to see your new cleared transactions at any time, click Update in the upper correct corner.

Click on whatever of the account boxes, and its list of downloaded transactions will appear below. Make sure that For review is highlighted. You'll discover that each row has one of ii icons at the far right. Review means that QuickBooks has not assigned a category to the transaction. Ostend means it has, and information technology wants you to either corroborate it or alter it. Bank check these carefully. Usually QuickBooks gets it right, but non always.

To open its activeness box click on a transaction in the register. Here's a partial view:

QuickBooks allows you to add a great deal of information about each individual transaction in the annals.

Since this is the most mutual action you'll accept in the listing, Categorize is checked by default. For example, if yous received a payment on an outstanding invoice, or Record equally transfer, click Find match.

Select a Vendor/Client and a Category (if QuickBooks hasn't assigned one or it'southward not the best one for that transaction). If yous want to neb this transaction to a Customer/project click in the Billable box. If you demand to divide it betwixt multiple categories and/or billing statuses, you lot can too Carve up transaction.

There are several other options below the section pictured above that allow you to:

Add
Attach a file.
Create a Rule for how similar transactions should be recorded.
Exclude the transaction if you accept, for case, a indistinguishable i or a personal expense.

Exist careful when taking either of the latter 2 actions so that you don't do anything that may adversely affect your bookkeeping.

Click Ostend when yous've finished. The transaction will move from the For review listing to the Categorized one and at present It volition at present appear in the register for that account.

Subsequently you've confirmed a transaction, it moves into the Categorized list.

It's a good thought to keep up with your downloaded transactions so you have time to give each the attention it needs and it'due south recommended that you review them daily. Your transactions will flow into your reports and taxes, so you want to exist sure you're categorizing them correctly.

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