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

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!