QuickBooksHelpIntuit
Approve bank transfer records from the bank in the QuickBooks Online app
by Intuit• Updated 10 months ago
Learn how to approve bank transfer records from the bank.
With online banking, you can easily accept bank transfer records from the bank. We'll show you how.
You must have your bank account set up with online banking before you follow these steps.
- From the Menu ☰, select Transactions.
- If multiple banks are connected, select the bank you want.
- If the transfer to/from accounts are correct, swipe right to accept. Note: The transaction must contain tax.
If updates need to be made to the transaction:
- Select the transaction.
- Update transaction details.
- Enter a note detailing why you updated the account.
- When you're done, select Accept.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.
More like this
- Transfer funds between accountsby QuickBooks•3•Updated June 25, 2024
- Transfer app ownership or disconnect apps in QuickBooks Online and Accountantby QuickBooks•Updated August 27, 2024
- Match online bank transactions in QuickBooks Onlineby QuickBooks•Updated June 06, 2024
- Import data from other software into QuickBooks Onlineby QuickBooks•41•Updated August 23, 2024