Online Banking, Transaction Downloading, and Online Bill Payment in QuickBooks (The QuickBooks Cookbook Series) / Mark Wilsdorf

This book explores the details of using online financial services in QuickBooks from a small business perspective. Written in a clear, easy-reading style, and with plenty of step-by-step examples and screenshots, it is aimed at bookkeepers, office staff, and busy small business owners--anyone who uses QuickBooks day-to-day in a small business. However, accountants will find the book's details useful as well, and may gain substantial customer good will by recommending it to their clients! What will you find in it? ...strategies for what to download, when, and why ...how to set up your QuickBooks accounts for online access ...step-by-step procedures for common (and not-so-common) online banking tasks ...explanations of how online services relate to the daily/monthly workflow in your business ...details about setting up Renaming Rules to automate transaction downloading ...how to enter transactions for processing online (as electronic transactions) ...and much more. This book also has lots of side notes and suggestions to make using online services go more smoothly--things like tips about what QuickBooks settings to use (and why), and solutions for unusual situations such as how to "connect" downloaded credit card transactions with QuickBooks Bill entries. Though based on desktop editions of QuickBooks 2013, the ideas and procedures for using online financial services are mostly the same across all QuickBooks editions, making this book a useful guide and reference for QuickBooks Online users as well.
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