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It's nice to see you here today, @elingbookkeeping. Yes, you can still set up Bank Feeds and ABA files for your NFP client. I've got the steps to achieve your goal.
For bank feeds, you'll first have to connect the bank account in the program. Just make sure to use the bank's URL when connecting it. Let me guide you how.
For more information, go through this article: Connect Bank and Credit Card Accounts to QuickBooks Online (QBO).
If this client is your supplier, you can enable batch payments for your bank. I'll guide you how.
Then, enter an expense and create a batch payment file (.ABA). For detailed steps, check out this article: How To Enable Batch Payments or Create ABA Files.
However, if you're paying employees from this NFP organisation, you can set up the ABA settings for your business by performing the steps below.
For your reference, visit this article: Set Up and Create ABA File in QuickBooks Payroll. This link also contains more details about the purpose of each ABA setting and how to create its files after you finalised a pay run.
I'll be right here to help if you need further assistance. Have a great day, @elingbookkeeping.
Thanks for that Raymond. Would you please confirm that this is the same process for dual signatory accounts?
Many thanks
Angela
Hey there, elingbookkeeping.
Yes, you can perform the same process for dual signatory accounts. However, if you need to filter the transactions from you and your client, this option is currently unavailable. As a workaround, you can exclude them.
To exclude them, here's how:
To learn more about this process, you can refer to this article: Remove duplicate transactions or personal expenses from bank feeds [Video].
Additionally, you can visit these recommended resources to know more about how to handle your downloaded transactions:
You can always get back to me if you have any other QuickBooks concerns. I'd be happy to help.
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