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Matching Bank Feeds in QuickBooks

SMBAccountant

In QuickBooks Online and Desktop, the Bank Feed is a nifty tool for importing transactions directly from your bank. Each transaction that the bank processes will show up in QuickBooks for you to categorize into the proper Income, Expense, or Balance Sheet account. Luckily, QuickBooks has a simple solution to this problem.

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Common Accounting Mistakes: Government Edition - Issue #1: Am I Accrual or Cash Basis?

SMBAccountant

One of the most common errors made by executives in a small startup is assuming that the reporting basis for accurate financial statements can be changed by clicking the single button at the top of the QuickBooks report. This is the simplest form as your books match your bank account. Using cash basis accounting, Doe Co.

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New Products at QuickBooks Connect Help Accountants Drive Small Business Growth

CPA Practice

At this year’s QuickBooks Connect conference in Las Vegas, Nov. 13-15, more than 2,500 accountants learned about many new product and feature innovations that will help them serve their clients through the QuickBooks Online ecosystem. Learn more about QuickBooks Ledger. Here is a summary of the new products and features.

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Intuit QuickBooks Online Accountant Now Available in 170 Countries

CPA Practice

Intuit QuickBooks has enabled global free access to QuickBooks Online Accountant (QBOA), allowing accounting professionals in 170 countries “to move to the cloud faster, scale their practices and bring more value to their clients and the wider economy.” small businesses survive beyond the first five years.

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QuickBooks Hosts Accountants for Ecosystem Care Jam

Insightful Accountant

QuickBooks recently hosted an Ecosystem Care Jam for accountants involving more than 300 QuickBooks employees from around the world.

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Changes Coming to QuickBooks – The Accounting Technology Lab Podcast – July 2024

CPA Practice

Hosts Randy Johnston and Brian Tankersley, CPA, discuss several changes coming to QuickBooks in 2024, including in pricing and strategic changes in the organization. Tankersley, CPA.CITP, CGMA 00:00 Welcome to the accounting Technology Lab sponsored by CPA practice advisor, with your hosts, Randy Johnston, and Brian Tankersley.

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Chase Bank Requires QuickBooks Accounts' Reconnections

Insightful Accountant

As part of security enhancements being implemented between mid-October and the end of November 2023, Chase Bank will require all QBO and QuickBooks Desktop users to reconnect their bank connections.