Category Archives for Bank Feeds

Duplicate bank account QBO

duplicate bank account

Duplicate bank account!  How did it happen?  Was it from a bank feed import?  Interestingly, this is a very common QuickBooks user error. Sometimes, we import and if we get super-fast click happy, we can create a new bank account instead of importing into the existing.  This was a question that was asked on the […]

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Bank Rules Sharing in QBO

bank rules sharing

Wait, I can share bank rules?  Bank rules sharing is a little used tip that will go a long way in saving time if you work with multiple company files in QuickBooks Online.  It is fast, simple and easy to manipulate.  And did I mention it saved time?  🙂Bank rules sharing:  Start with similar files….It […]

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Maximizing Bank Feeds

maximizing bank feeds

Maximizing bank feeds to it’s fullest potential is one of the best tools in QuickBooks Online.  It is by far the biggest time-saver.  I recently had to redo the entire QuickBooks data file for a new customer.  It needed to be done quickly as she needed an accurate Profit and Loss report.  The bank feeds […]

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Duplicate transactions in bank feeds

duplicate transactions bank feeds

Duplicate transactions in bank feeds.  Just like this beautiful couple of Latte’s they happen.  Probably one of the most important reasons to reconcile.  If you just willy-nilly enter them into QuickBooks Online (QBO), you may be setting yourself up for disaster–in the form of duplicate expenses and/or duplicate income.  Duplicate transactions:  Why do they happen?The […]

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