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Bank Feeds

Major enhancements to the QuickBooks Online iPhone/iPad App were released last month, one of them involves 'banking features', we will see how 'great' they are in this short review. Read more

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QuickBooks Online Training Opportunity from Alicia Katz Pollock and Insightful Accountant. Read more

, Educational Webinars

In this edition of Alicia's QBO Basic Series we take a look at 'Starting a QBO Company from Scratch'. Read more

General Ledger

Contributing QBO Editor Liz Scott tells you how her firm saves a ton of time and improves accuracy with this feature. Read more

General Ledger

From Rock-n-roll to QBO, Murph wonders how the term 'greatest hits' has evolved over the past 70 years. Read more

General Ledger

Liz deserves a 'few days off' after her long overseas assignment, so Murph is on duty (Oh no). "Unless you have logged-in to your User's Banking Center, you may not have noticed recent changes QBO has made because they don't show up in QBOA, yet." Read more

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Intuit has issued the R15 update for the QuickBooks Desktop 2016 product line. Read more

General Ledger

Intuit has issued the R11 update for the QuickBooks Desktop 2017 product line. Read more

General Ledger

The transition to Bank Feeds using tokens is underway which means that QuickBooks now connects to select banks using OAuth to more easily access your financial accounts. Read more

General Ledger 3 Comments

What are bank feeds? How do you set them up? What is the difference between Yodlee and direct? Let’s talk common problems and how to solve them. Read more

General Ledger

Our Contributing Author Liz Scott finds QBO Bank Feeds almost as much fund as a good video game. How about you? Read more

General Ledger

Contributing Author Liz Scott tells us why she 'has the love' for QuickBooks Online. Read more

General Ledger 2 Comments

Valerie Heckman has developed a four-part series on The QuickBooks Blog called "Tips for Working in QuickBooks: Online Bank Feed." Read more

Training and Live Events

Contributing Author Caren Schwartz gives you her story of transitioning from QuickBooks Desktop to QBO. Read more

People & Business 2 Comments

QBO BankFeeds can stop working temporarily, for an extended period of time, or forever. Read more

General Ledger 2 Comments

Contributing Author Liz Scott share with us 2 new improvements to the reconciliation experience. Read more

General Ledger

Advanced Certified QuickBooks ProAdvisor Wayne Steelman shares three tips for editing the bank balance information in *.qbo files before importing them. Read more

Vendor Corner

The recent JP Morgan Chase process is destined to change bank feeds. Read more

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Contributing author Liz Scott focuses her aim on eliminating clutter. Perhaps you need to do the same. Read more

General Ledger

Take an inside look at some examples of the Data Troubleshooting techniques I'll be teaching at the Woodard 'Master Climber' Boot Camps in five cities across the country this fall. Read more

Training and Live Events

Ledgersync can help you tame the month end grind of bookkeeping. Ledgersync complements your accounting software to help remove some of the drudgery of month end work. Read more

Vendor Corner

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    You can create rules from transactions while you are reviewing them.

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    The Bank Rule dashboard allows you to configure the rule and specify how you want it applied.

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    When the Suggest Rule dialog box appears, you can open the create a bank rule dashboard simply by clicking the green 'Get Started' button.

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