Then, when you click the Transaction List button to open the Transactions List window, that same info appears at the top of the window.Ĭlick one of the bars in the Transactions List window’s status area, such as the orange Need Your Review bar, and the program filters the transaction table to show only those transactions. After you download transactions, a status area in the middle of the Bank Feed Center window shows how many transactions QuickBooks was able to match automatically and how many you have to match manually. The Bank Feed Center ( Banking Online Using Express Mode) makes it easy to compare your online bank account balances with the ones in your QuickBooks accounts. When the Bank Feed Setup window displays the accounts you have at that bank, simply match them up with the corresponding accounts in your QuickBooks company file, click Connect, and your QuickBooks accounts are ready to talk to the ones at your financial institution. In the Bank Feed Setup window, just fill in your bank’s name, your user ID, and your password. Setting up bank feeds (the connections between your real-world bank accounts and the accounts in QuickBooks) is a simpler and shorter process these days, as you’ll learn on Activating Online Services for Your QuickBooks Account. This book teaches you how to use QuickBooks and explains the accounting concepts behind what you’re doing. The challenge is knowing what to do according to accounting rules, and how to do it in QuickBooks. And with each new version, Intuit has added enhancements and features to make your workflow smoother and faster. Many of the features that you’re familiar with from other programs work the same way in QuickBooks-windows, dialog boxes, drop-down lists, and keyboard shortcuts, to name a few. From the smallest of sole proprietorships to burgeoning enterprises, one of these editions is likely to meet your organization’s needs and budget. But now, when you can choose milk from soybeans and rice as well as cows-and with five different levels of fat-it’s no surprise that QuickBooks comes in a variety of editions (which, in some cases, are dramatically different from their siblings), as well as six industry-specific editions. Back when milk was simply milk, you either used QuickBooks or you didn’t. And over the years, Intuit has introduced various editions of the program to satisfy the needs of different types of companies. Thousands of small companies and nonprofit organizations turn to QuickBooks to keep their finances on track.

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