How to Connect Bank Accounts & Credit Cards to Bank Feeds in QBO

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Күн бұрын

In this tutorial, Hannah, will guide you through the process of connecting your bank accounts and credit cards to the bank feeds in Quickbooks Online (QBO). Having your financial transactions connected to QBO makes bookkeeping and reconciling accounts so much simpler and smoother!
In this video Hannah connects her new American Express card to her QBO, but the process is the same for any bank account or credit card.
Watch for step by step instructions as well as tips along the way!
This video includes:
0:00 Why we connect bank feeds
01:57 Where in QBO do you connect feeds
02:28 Tips for finding your bank
03:40 Logging in to your bank
03:53 Authorizing QBO
04:50 Date range selection
5:56 Reviewing imported transactions
06:16 Chart of account considerations
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Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at claracfo.com/
Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.
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Пікірлер: 6

@st8vid4u 3 ай бұрын

Thank you! Exactly the information I was looking for.

@ClaraCFO 3 ай бұрын

Sweet!

@elimartorana 6 ай бұрын

Hi Hannah, Great video! Question for you...I'm facing a snag when refreshing transactions for a Bank of Texas checking account in QuickBooks. It keeps prompting me for a verification code via text, which requires interrupting the small business owner. Could you please advise on how to disable this verification setting?

@user-sv4kk2ew7p 7 ай бұрын

Hello Hannah, Can you teach how to classify transactions it is pretty easy but there are some problems in categorizing like which account from chart of accounts should be assigned to a particular transaction if we don't know that what kind of expense client has made or from what source client has earned money. Should we ask client directly or through QBO that Where did the spend money. Please share your experience with us. Your kind response would be highly appreciated.😊😊😊 By the way I am a certified QBO ProAdvisor

@tyrelkuusisto9982 5 ай бұрын

Hey! I have a random question, can we get a report of unpaid bills by project? I have looked it up and I cannot find an actual answer.

@HamidurRahman 7 ай бұрын

Hello Hananh thanks, Please you can share a series of different tax vat use in the USA all regions apply that after we are support virtually, I am from Bangladesh