Banking

Small Business Bootcamp: Bank Reconciliations

By Halon Tax | January 7, 2019

Bank reconciliations are super easy to do, and Halon Tax will show you how to perform a bank rec step by step.

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How to Make a Name Show on Your Transactions in QuickBooks Online

How to Fix QuickBooks Bank Feeds Not Showing Names

By Cathy Iconis | September 29, 2016

The bank feed is one of the best features of QuickBooks Online. It allows you to cut down on data entry and save a ton of time. That being said, this is one area where I see people making mistakes all of the time. One of the most common mistakes I see with the bank feed…

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How to Match a Deposit to a Customer Payment

By Cathy Iconis | September 22, 2016

Seeing the “Match” icon in your bank feed is always a really good feeling, but sometimes, you get stuck and have to find a way to manually match a transaction in the bank feed. In this quick How To, we are going to show you how to match a deposit to a customer payment. If…

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Importing a .qbo file

Importing a .qbo file into QuickBooks Online

By QBOchat Admin | January 8, 2015

Importing a .qbo File in 60 seconds Having issues downloaded your transactions from your bank. You can also use this work-around by importing a .qbo file from your bank into QuickBooks Online.

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QuickBooks Online Intro to Online Banking

By QBOchat Admin | January 2, 2015

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