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samalia
Moderator

What's New in South Africa QBO- Winter 2021

za winter.png

What’s new in QBO- Winter 2021

We know it is important to stay in the know about what’s new in QuickBooks Online. That’s why we are here to share the latest and greatest developments personalised for our South African Customers. We update this seasonally, so be sure to check back so you can hear it here first. 

 

Quickbooks Global App store

QuickBooks apps expand the capabilities of QuickBooks Online, each working together to improve your business. This is why we have introduced the QuickBooks app store specifically for our South African customers. 

 

With the QuickBooks Online  App store, you can discover key apps to connect with to meet your business’s needs and integrate with all of your critical systems. You can access the app store directly from your QuickBooks Online account from your dashboard by logging in and clicking “Apps” from the left menu

 

Featured App: Saasant Bulk Importer 

We know how precious your time is, and we want you to be able to get there quicker with apps that fit your needs. With Saasant bulk importer, you can import your data from Excel spreadsheets or text files directly into QuickBooks Online with ease.

 

To get started, connect your QuickBooks Online to SaasAnt Transactions (Online) App from QuickBooks AppStore. Simply log in to your Quickbooks Online account, and click the "Get App Now" button. You can get a free trial of the product in the QuickBooks AppStore.


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What’s New in Community: Improved Help Articles 

We want you to be able to get the help you need when you need it. That’s why we’ve added additional improvements and FAQ sections to some of our most popular help articles. Giving you clear solutions and answers to your most top-of-mind questions. 

 

Need to reset your password or change your login details? Check out our new and improved help article on how to change your email address, user ID, or password for QuickBooks Online.

 

We always want to ensure we are providing the most useful content for our customer’s needs. Please leave a comment below (just click the green “Reply” button) and let us know what you would like to see more of. 

 

2 Comments 2
Davenport1
Level 1

What's New in South Africa QBO- Winter 2021

Hello

 

I would like more stability with regards to the connection to the bank (Standard Bank) for downloading the latest current account transactions. I have not been able to download the current account transactions for 36 days!

I also can't see how to import the CSV file prepared for reconciliation.

 

 

Regards

 

Ingrid Portmann

JonpriL
Moderator

What's New in South Africa QBO- Winter 2021

Hello @Davenport1,

 

In QuickBooks Online, you can use your bank name or website to connect your account for online banking. Let me show you how.

 

  1. Go to Transactions.
  2. Select Banking.
  3. Click Link account.
  4. Enter your bank's name or website.
  5. Type in your login credentials.
  6. Select the account you wanted to connect and choose the created bank account in QuickBooks.
  7. Click Connect.

 

Additionally, here's an article you can read to learn more about how you connect an account to online banking: Connect Bank and Credit Card Accounts to QuickBooks Online.

 

Meanwhile, the steps below will let you import or upload the list of your transaction prepared in a CSV file format:

 

  1. Go to Transactions.
  2. Select Banking.
  3. Under Link account, select Upload from file.
  4. Find and open the downloaded CSV file of your transactions.
  5. Select Continue.
  6. Map the columns according to the QuickBooks requirements.
  7. Click Upload.

 

In the same manner, I've also included this article to learn more about how you can upload transactions: Manually Upload Transactions into QuickBooks Online.

 

On top of that, I've also included this reference helpful for the steps in reviewing your online transactions: Categorise and Match Online Bank Transactions in QuickBooks Online.

 

You can always leave a comment below if you have follow-up questions with this or start a new thread if you have any other concerns. I'll be here to lend a hand. Stay safe!