Bank Feed

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    9b. Match and Add Transactions in the Bank Feed

    ByAbby

    Now that we’ve done all the prep work, it’s finally time to actually use the bank feed! Matching and Adding transactions in the Bank Feed Matching Transactions Adding Transactions Creating Rules Bank rules allow you to pre-determine the transaction information for recurring transactions. When you set up a rule, the bank feed will recognize the…

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    9a. The Bank Feed

    ByAbby

    The bank feed is one of QBO’s main time-saving features, and if you’re just getting started with your nonprofit and DIYing your books, saving time is probably high on your list of priorities! Before we get into the details of the bank feed, there are a few things you should know. The bank feed can…