How to categorize deposits into my bank account

BADboy · ‎January 05, 2020

Hi all, by way of apology, I'm a complete newbie to QBO, and accounting for that matter.

I just linked my bank account to QBO.

In the register, I see that QBO wants me to select a "transfer account" for deposits to my bank account from Shopify and Amazon. The drop down menu gives me a bunch of choices, but I don't know which one to choose?

Similarly, when I transferred money/deposits out of my biz bank account to my personal account (not attached to QBO), which transfer account do I choose?

Thanks!

Charies_M · ‎January 05, 2020

Thanks for choosing QuickBooks as your partner in business, BADboy.

First of all, I appreciate you for showing interest in using the Community page.

You can visit your QuickBooks profile to view all your questions and it's corresponding answers. You'll also be receiving a notification when someone added a response to your question. Let me show you how to get there:

Go to this link: https://quickbooks.intuit.com/learn-support/.
Sign in using your credentials.
Click your profile at the upper right corner of the page and choose My profile.

Here in the Community, aside from posting questions you're welcome to share your ideas and information that might be helpful to other users of the Community.

I'll also be leaving some helpful resources so you'll become more familiar with the features and functions of QuickBooks Online (QBO):

Come and visit us again if you have additional questions. It's always my pleasure to help continue the help. Have a nice day and take care!

View solution in original post

SarahannC · ‎January 05, 2020

Hello there, BADboy.

You'll be getting a prompt if you're using a third-party app like Shopify and Amazon. If you're not using one, you can only select the Add or the Find Match button from the Banking.

You can check out these articles to get more information:

Assign, categorize, edit, and add your downloaded banking transactions

I'll be around to help you.

BADboy · ‎January 05, 2020

Hi Sarah,

Thanks for getting back to me with those articles--I'll be devouring them shortly.

For someone with zero bookkeeping, accounting and QBO experience (I just started my online biz 45 days ago), when I connected my biz checking and credit card account and saw in the register all those alien fields and terminology, I was paralyzed with fear and dread--didn't know what to do or who to turn to. So thank you again.

Here though is an unrelated question: after I posted by "plea" I couldn't find it anywhere--still can't. It's not under unanswered, or recent--yet there were many other posts after mine that were showing. I couldn't even find where to ask how to use the community. But you apparently saw it. Can you please shed some light on how to use the Community Q&A to see my posts and any answers that come in?

Thanks again!

Charies_M · ‎January 05, 2020

Thanks for choosing QuickBooks as your partner in business, BADboy.

First of all, I appreciate you for showing interest in using the Community page.

You can visit your QuickBooks profile to view all your questions and it's corresponding answers. You'll also be receiving a notification when someone added a response to your question. Let me show you how to get there:

Go to this link: https://quickbooks.intuit.com/learn-support/.
Sign in using your credentials.
Click your profile at the upper right corner of the page and choose My profile.

Here in the Community, aside from posting questions you're welcome to share your ideas and information that might be helpful to other users of the Community.

I'll also be leaving some helpful resources so you'll become more familiar with the features and functions of QuickBooks Online (QBO):

Come and visit us again if you have additional questions. It's always my pleasure to help continue the help. Have a nice day and take care!

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How to categorize deposits into my bank account