November 2025
Beginner
400 pages
8h 16m
English
Content preview from QuickBooks Online For Dummies, 2026 Edition, 10th Edition
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Chapter 5
Handling Bank Accounts, Deposits, and Transfers
IN THIS CHAPTER
Getting your bank and credit card accounts set up
Tackling transactions
Making sure your accounts reconcile
Before banking went digital, many branches had (and some still have) drive-thru lanes with vacuum tubes. You’d slide your check into a canister, push it into the tube, and — whoosh! — it zipped off to the teller. A minute later it came back with your receipt, your cash, and maybe even a lollipop for the road.
QuickBooks banking tasks work a lot like those tubes. Deposits need to be bundled before they go through, transactions arrive in a holding canister before you accept them, and reconciliation is like making sure the teller’s totals match what you sent. In this chapter, you’ll learn how to keep your tubes clear so money information whooshes smoothly between QuickBooks and your bank.
In this chapter, you set up your accounts, learn how to load deposits, connect QuickBooks to your financial institutions, review what comes whooshing back, and finally reconcile your accounts so your records balance with the bank’s.
Setting Up Bank and Credit Card Accounts
Before your tubes can carry anything, they ...
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