Downloading Online Banking/Credit Card Transactions in QuickBooks Online, Part 2

Last QBO blog, we walked you through the mechanics of connecting to banks and credit card companies online and described the process of reviewing imported transactions, exploring concepts like: Categorizing…

Using QuickBooks Online's Customer Records

Your customers are your company’s lifeblood. Are you managing those relationships carefully?  Keeping Thorough Records The core of any good customer-tracking system is a comprehensive set of individual profiles. QuickBooks…

Downloading Financial Transactions in QuickBooks Online (QBO)

Setting Up the Connection Haven’t connected your financial institution to QuickBooks Online yet? It’s easy. Click the Banking link in the toolbar, then Add Account in the upper right. The Find your bank window opens. Start…