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Level 1

QBO Download information from Financial Institutions

Hello - I would like to have instructions from each major Bank (Chase, BOA, WF, Citi, US, PNC, etc...) on how to download transactions that are compatible with Quickbooks so I can make potential client's lives much easier.  Are there any resources currently available within Quickbooks or that any member has already put together?

2 Comments
Community Champion

QBO Download information from Financial Institutions

Hello @Skip the Bookkeeper:

 

There is really no specific instructions per bank. They all generally come in the same way.  I wrote a blog post that has some good links from my colleague @ParkwayInc.  His articles explain QBO bank rules in great detail and even provides you with a template for rules.   It is part of my blog this week. You can access it here.  It also has a link to an older post I did on how I maximize bank rules with my customers.  

 

lynda

Community Champion

QBO Download information from Financial Institutions

Hi Skip,

 

Thank you for your question about bank feeds, it is a very powerful part of QuickBooks Online.  Bank Rules are my favorite topic when it comes to QuickBooks Online so we created a 3 part article explaining how to use them from our perspective.  Here is a link to Part 1

 

If you are looking for more specific answers to a question, reach out and @lynda and I will do our best to help!

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