QuickBooks Online For Dummies, 5th Edition

Chapter 8

Handling Bank and Credit Card Transactions

IN THIS CHAPTER

Managing the order and appearance of Bank accounts

Connecting QBO Bank and Credit Card accounts to accounts at financial institutions

Making bank deposits

Reconciling a Bank account

The real title of this chapter should have been “Handling Bank and Credit Card Transactions and Other Banking Tasks,” but my editors said that title, although accurately descriptive, was too long.

So, in a nutshell, this chapter covers the ways you can connect Bank and Credit Card accounts in QBO to their counterparts at financial institutions. You also find out how to make bank deposits and reconcile your bank statement.

Controlling the Appearance of Bank Accounts

Before diving into using Bank accounts, let’s take a look at a few things you can do to make your life easier while working with Bank accounts.

All Bank accounts (and Credit Card accounts) appear on the QBO Dashboard page, and connected accounts also appear on the Banking page. You can control the order in which your accounts appear on these pages. For example, perhaps ...