Hello there, @Anonymous.
I hope your New Year is off to a phenomenal start so far. QuickBooks Online (QBO) offers the ability to automatically download transactions directly from your banking website for categorizing, adding, matching, and then reconciling. To get started with this, see the steps below:
Setting up QuickBooks Online Bank Feeds
- From QuickBooks Online, click the Gear icon (⚙) and select Chart of Accounts.
- Locate the desired account and click View Register.
- Select Connect bank and follow the prompts to link your account.
You can also reference these steps from our detailed guide on connecting your bank account or the thorough video tutorial below:
Once you've completed this, 90 days of prior bank transactions will be downloaded into QuickBooks. Should you have already created these items manually, simply match them using the guide here to avoid duplicate transactions. If you need transactions older than 90 days, we offer an awesome guide for downloading those items as well. Finally, once the items are downloaded, categorized, and added, you can begin reconciling with these instructions:
Reconciling your account in QuickBooks Online
- Click the Gear icon (⚙) and select Reconcile.
- Select the Account at the top, and enter a Statement Ending Date and Ending Balance.
- Click Reconcile now to get started.
- With your bank statement readily available, check off each transaction in QuickBooks as it appears on the statement.
- Once finished, if there are no discrepancies, click Finish to complete the reconciliation.
This information is also available from our extensive guide on reconciling in QBO as well the video below:
Using these resources, you'll have those debit card transactions showing in your bank account and ready to be reconciled in no time. Please touch base with me here should you need any additional assistance, I'm here to ensure your success. Thanks for reaching out, wishing you a grand 2019 ahead.
