QuickBooks 2014 The Guide, 2nd Edition

Chapter 16

Using Bank Feeds

In this chapter:

•  Set up Bank Feed options

•  Set up online accounts

•  Download account activity into QuickBooks

•  Use renaming rules to match payee names

•  Create online payments to vendors

•  Transfer funds between banks electronically

With QuickBooks Bank Feeds (referred to as Online Banking in previous versions of the software), you use the Internet to connect to and download your bank and credit card account information into your QuickBooks file. Throughout this chapter, when you see the word “bank” or “financial institution,” keep in mind that I’m also referring to your credit card company as well.

Many of the financial institutions that you have accounts with offer one of the following two methods to allow ...