Using GoPayment in the app saves you time because the payments get recorded directly in QuickBooks Online—no need to import or add them to QuickBooks Online later. Payment credit card processing is turned on by default, but if you decide not to use it in our app, tap the options button Settings, and turn GoPayment OFF. Want to restore or sell your Mac? AppleInsider covers the step-by-step process of backing up your files, wiping the hard drive and restoring everything on a.
How to install android app on phone from mac. Reasons to download bank transactions into QuickBooks
When you download your bank transactions:
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- QuickBooks categorizes and matches transactions it recognizes, so you can quickly review and accept them.
- Every time you categorize transactions, QuickBooks learns how to categorize them in the future.
- When you accept transactions, QuickBooks automatically creates corresponding records (such as deposits and expenses) to eliminate more data entry and save you time!
It's also good to know:
- You can add and match bank transactions, and quickly accept them in QuickBooks during those spare moments throughout the day, like when you're waiting in line to get coffee or tea.
- Matching and adding bank transactions ensures your data is accurate and complete, so QuickBooks can give you more accurate reports and insights into how your business is doing.
Note: If you use multicurrency, you can manage foreign currency bank transactions in QuickBooks Online on the web. QuickBooks mobile only shows bank transactions in your home currency.
Download bank transactions to QuickBooks Online
Connect to your bank from QuickBooks Online on the web to start downloading transactions. When the first download completes, your transactions will also be available in QuickBooks Online on your phone or tablet, so you can categorize and accept them whenever works for you. After your first download, transactions download automatically (currently once a day), so your mobile devices always show the latest bank transactions for you to review and accept.
Connect to your bank from QuickBooks Online on the web
- Sign in through your browser on the web at https://qbo.intuit.com/.
- Click Connect an account near the top right of the home page, or choose Transactions Banking and click Add account.
- Enter your bank's name in the box and click Search.
- Under “All matching results” click the link for your bank.
- Sign in with your bank site credentials.
- When you're connected, click That's it, I'm finished!.
To add a new bank account that you want to connect to QuickBooks, you'll need to go to QuickBooks Online on the Web. It will then appear in QuickBooks on your mobile device.
Note: When you first connect an account, it can take a few minutes for the downloaded transactions to appear on the page. Subsequent downloads should be much faster. For more information, see the QuickBooks Online help on the web (search for “How to connect QuickBooks Online to your bank accounts”).
Review, categorize, match, accept, undo, and exclude transactions
https://mwjeeg.weebly.com/blog/how-to-open-all-apps-on-mac. To quickly review and accept transactions that QuickBooks already categorized for you:
- Tap the side menu > Banking.
- Tap the account that contains transactions you want to categorize.
- Tap NEW TRANSACTIONS. By default, all transactions in the account display.
- To quickly review transactions QuickBooks has already recognized, categorized, and matched for you, tap RECOGNIZED.
- If QuickBooks correctly categorized and matched the transaction, swipe to the right to accept it.
- If you're not sure, tap the transaction name to review the details and make changes if necessary. Note: If there's a description for the downloaded bank transaction, and you checked the 'Copy Description' checkbox in QuickBooks Online on the web, you'll see the bank description in the memo field.
- When you're done, tap Accept.
- Repeat until you've categorized and accepted all the recognized transactions.
- Tap ALL to see the remaining, uncategorized transactions.
- Tap the transaction name and review or change the details.
- When you're done, tap Accept.
Accept Multiple transactions
To accept multiple transactions:
- Tap the ALL or RECOGNIZED tab.
- Tap and hold the first transaction.
- Tap the others you want to accept.
- Tap Accept All.
- Tap Confirm.
Categorize transactions
To categorize transactions, you can:
- Tap the side menu > Banking.
- Tap NEW TRANSACTIONS to see transactions you want to categorize.
- Tap the transaction name you want to categorize.
- Tap the category icon next to the transaction name.
- Select a category.
- Tap Accept.
Note: To change multiple categories at the same time, select the transactions > change the category > tap Accept. You can also categorize a transaction for the ALL list. Tap the Category icon next to the transaction name > select a category > swipe to accept the transaction.
Match transactions
QuickBooks shows possible matches to payments from customers and expenses paid to vendors—and more. For example, if an invoice payment matches a downloaded income transaction, QuickBooks suggests it as payment for the invoice.
To accept matched transactions:
- Tap the side menu > Banking.
- Tap NEW TRANSACTIONS to see suggested matches.
- If the match is correct, swipe right to accept, or tap the transaction to see details.
- If there's just one match and it's correct, tap Accept.
- If there are multiple matches, tap the correct one, and tap Accept.
- If none are correct, search to find other possible matches. Tap the correct one, and tap Accept.
Mac photos app download. Transfer transactions
If you transferred money between bank accounts, you may need to adjust the transaction type or the from / to account.
To review and accept that the transfer shows the correct from / to accounts:
- Tap the side menu > Banking.
- Tap NEW TRANSACTIONS. Transfers that QuickBooks automatically recognized are labeled.
- If the transfer was recognized and the to /from accounts are correct, swipe to the right to accept.
- If the transaction has not been marked as a transfer, or you need to adjust the from / to account, tap the transaction to see the details and make changes.
- Tap the account if you need to change it.
- Enter a memo about why you changed the account.
- When you're done, tap Accept.
Undo accepted transactions
Quickbooks For Mac
When you accept a transaction, you'll see the option (lasts for seconds) to undo at the bottom right. If you don’'t choose undo at that time, you can still undo the transaction you accepted.
To undo a transaction you accepted:
- Tap the side menu > Banking.
- Tap IN QUICKBOOKS to see recently added banking transactions in QuickBooks.
- Find the transaction you want to undo.
- Tap Undo at the top right.
- Tap Confirm.
Exclude transactions
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If your list contains transactions you want to exclude, such as non-business transactions or duplicates:
Quickbooks For Apple Mac
- Tap the side menu > Banking.
- Tap NEW TRANSACTIONS.
- Locate the transaction to exclude and tap the transaction to see details.
- Tap the garbage can icon. If you need to include a transaction you excluded:
- Go to QuickBooks Online on the web (Banking) and click Excluded.
- Locate the transaction and click Undo.