Online Banking, Transaction Downloading, and Online Bill Payment in QuickBooks |
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| Author:
| Wilsdorf, Mark |
| ISBN: | 978-0-9673083-1-9 |
| Publication Date: | Mar 2013 |
| Publisher: | Flagship Technologies, Inc.
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| Book Format: | Paperback |
| List Price: | USD $8.95 |
Book Description:
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The title of Online Banking, Transaction Downloading, and Online Bill Payment in QuickBooks tells you exactly what this book is about. It explores the details of using online financial services in QuickBooks from a small business perspective and in a clear, easy-reading style, with plenty of step-by-step examples and abundant screenshots.
It explains what to download, when, and why; tells how to set up QuickBooks accounts for online access; provides step-by-step procedures for common...
More DescriptionThe title of Online Banking, Transaction Downloading, and Online Bill Payment in QuickBooks tells you exactly what this book is about. It explores the details of using online financial services in QuickBooks from a small business perspective and in a clear, easy-reading style, with plenty of step-by-step examples and abundant screenshots.
It explains what to download, when, and why; tells how to set up QuickBooks accounts for online access; provides step-by-step procedures for common (and not-so-common) online banking tasks; tells how online services relate to the daily/monthly workflow in your business; provides detailed examples of how best to set up Renaming Rules to automate transaction downloading; shows how to enter transactions for processing online (electronic transactions); gives an overview of your online bill paying options, and much more.
This book also has lots of side notes and suggestions to make you use of online services go more smoothly, including tips and solutions for unusual situations. For example, what if you've downloaded credit card transactions but a Bill paid by credit card still isn't marked "Paid" in QuickBooks? The solution is provided in a simple step-by-step procedure for connecting Bills and the the downloaded transactions which paid them.
This book is not written for accountants or managers but for people who use QuickBooks day-to-day in a small business: bookkeepers, office staff, and busy small business owners. (Accountants may find many of the details in this book useful however, and may reap substantial customer good will by recommending it to their clients!)
Details in this book are based on desktop editions of QuickBooks 2013, but the ideas, approaches, and procedures for using online financial services are similar across all QuickBooks editions, so it should be a useful guide and reference for QuickBooks Online users as well.