Description:
In this video we show to you how does bank feeds and bank rules works in QuickBooks Desktop 2014-2019
Video:
Table of contents:
- 00:00:00 – Intro to bank rules in QuickBooks Desktop 2014 and 2015
- 00:01:43 – Example with a credit card (download the QBO file)
- 00:02:22 – Example with a bank account
- 00:02:42 – Bank feeds (manual downloading) (download the QBO file)
- 00:04:04 – Once downloading the file go to the banking tab in QuickBooks Desktop and click bank feeds and then click on import web connect file (two ways to do it)
- 00:04:59 – Account information (bank account, click on transaction list)
- 00:05:32 – Create a customer
- 00:06:19 – Add more details (transaction details) and add to QuickBooks
- 00:07:03 – Create invoice (example to add more details)
- 00:08:06 – Record deposits (finish the deposit)
- 00:08:26 – Matching with bank account
- 00:09:29 – Customer payment
- 00:10:24 – Add more details (undeposited funds, merchant fees) (example)
- 00:10:58 – Example for payments (step by step)
- 00:13:44 – Bank rules with credit card and how it works
- 00:15:00 – Rule creation
- 00:16:42 – Edit rules details
- 00:18:00 – Add new rule example
