Chapter 11
Synchronizing with Financial Institutions
IN THIS CHAPTER
Understanding the benefits of connecting accounts
Joining your accounts to your financial institutions directly
Finding indirect methods to connect accounts
Making use of app transactions
Uncovering how to convert paper receipts to electronic transactions
Earlier chapters focus on manually entering transactions into QuickBooks, which is a necessary part of mastering any accounting software. In this chapter, I turn your attention to automating portions of your accounting by synchronizing your bank and credit card accounts with your financial institutions. Doing so can streamline the reconciliation process, and eliminate pesky reconciliation issues that can arise when you type $450 and meant to type $540. I also discuss how to convert email or paper receipts to electronic transactions.
Connecting QuickBooks Accounts to Financial Institutions
What does it mean to connect your QuickBooks accounts to a financial institution? ...
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