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igsacct
Level 1

Posting automatic payments from bank account

 
1 Comment 1
JamesDuanT
Moderator

Posting automatic payments from bank account

Let's get your banking transactions flow to your QuickBooks register, igsacct.

 

That would be possible if you use the Online Banking feature. This allows QuickBooks to download and categorize your banking transactions. Here's the workflow to achieve it:

  1. Connect your bank or credit card accounts.
  2. Categorize the downloaded banking transactions. You can add, match, or transfer them.

When you connect your actual bank account to QuickBooks Online, you'll need to enter your bank's login credentials. The detailed steps are already provided in the article above (Step 1).

 

Here are common scenarios related to the Online Banking:

If your bank doesn't support Online Banking, you can still bring the banking transactions using a WebConnect file. You can download this from your bank's website and import it to QuickBooks Online. You can use these articles to import and categorize the transactions successfully:

You can do this easily especially when you follow Steps 1 and 2. Have a great day!

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