Do you have Quickbooks? If so, do you use Quickbooks feeds?
Quickbooks feeds allows you to upload your bank data directly into the system. All you need is an internet connection and a login to your participating bank. You can do this both in Quickbooks Online and Quickbooks Desktop.
To set up bank feeds in Quickbooks Desktop, go to the QuickBooks Banking menu, select Bank Feeds then Set Up Bank Feeds for an Account. From here, follow the directions on the screen to set up your bank.
In Quickbooks Online, select banking from the menu pane on the left. Click the green Connect account button and then enter your bank name. You will then be prompted to log in to your bank’s online portal. Follow the directions on the screen.
Note: For a more detailed explanation of this process, go to Quickbooks Help: Quickbooks Support Bank Feeds. Please note that different versions of Quickbooks may differ slightly.
Advocate Capital, Inc. has Quickbooks ProAdvisors available on staff to maximize utilization of our case expense funding product. We offer FREE, unlimited training to our clients.
To schedule a free session, please contact us at [email protected] or 615-577-1000.
*Advocate Capital, Inc. does not provide tax, legal or accounting advice. Our training on QuickBooks and other topics are presented for informational purposes only, and are not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should always consult your own tax, legal and accounting advisors.
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