November 2024
Beginner
448 pages
10h 8m
English
Content preview from QuickBooks Online For Dummies, 2025 Edition, 10th Edition
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Chapter 5
Mastering Banking Tasks and Account Reconciliations
IN THIS CHAPTER
Adding bank and credit card accounts to your books
Recording bank deposits
Connecting QuickBooks with your financial institutions
Reviewing synchronized or imported transactions
Performing account reconciliations
In this chapter, I guide you through setting up bank and credit card accounts in QuickBooks, as well as reconciling those accounts. If you’re curious about recording credit card transactions, refer to Chapter 3, where you learn that credit card transactions are recorded in the same fashion as expense transactions that post to your bank account.
Establishing Bank and Credit Card Accounts
In Chapter 1, I cover how to add new accounts to your chart of accounts. QuickBooks uses the term account on setup or list screens, while the word category appears on transaction screens. This distinction can sometimes be confusing, but it’s important to understand that they refer to the same thing. Adding a bank ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.