QuickBooks Online For Dummies, 7th Edition

Chapter 8

Handling Bank and Credit Card Transactions

IN THIS CHAPTER

Setting up accounts and managing accounts

Making deposits

Reconciling bank accounts

Connecting QuickBooks to your banks

Converting paper-based bills and receipts to electronic transactions

Adding tags to transactions

Although the chapter is titled “Handling Bank and Credit Card Transactions,” that tried-and-true infomercial line “But wait, there’s more!” applies here. In this chapter, I show you not only how to enter bank and credit card transactions but also how to enable automation by connecting QuickBooks to your financial institutions. You’ll see how to reconcile bank accounts and use tagging in QuickBooks, which offers another dimension in threading related transactions together.

Setting Up a Bank or Credit Card Account

In Chapter 3, I show you how to create a new Bank account, but in that chapter, I don’t ...