Home » Procedure To Set Up Bank Feed Transactions In QuickBooks Desktop

Procedure To Set Up Bank Feed Transactions In QuickBooks Desktop

by Nathan Zachary

By transferring your bank transactions into QuickBooks Desktop, you can make sure that your financial transactions and accounting data are correct. This article gives a step-by-step guide on how to download bank feed transactions on your copy of QuickBooks. If you feel any need for technical guidance, then, you should call us at 1 800 761 1787. Our QuickBooks experts will resolve all your doubts and queries.

Steps To Download Bank Feed Transactions In QuickBooks Desktop Using Web Connect

A point worthy of consideration is that some financial institutions give you the leverage of choosing when your transactions download. If your bank doesn’t give you this option, the first time you download, it will give you the maximum number of transactions you can download. This prerogative is entirely up to the bank and it could be 30, 60, 90, or even more days. With Web Connect, there are two ways to bring in transactions.

  • First, go to the menu for banking.
  • Choose bank feeds centre from the bank feeds menu.
  • Click on the bank account you want from the list of accounts. You can change or remove items by choosing an option from the drop-down menu under Send items to the bank.
  • Choose this option when you’re ready to get the transactions. Also, remember that you should choose the transaction list if you’ve already downloaded the transactions but haven’t looked at them yet.
  • Click on the Sync tab. If you only want to download transactions for one account, choose the Sync This Account tab. You can also choose the option to Sync All for This Bank and then download all of your transactions for all accounts with the same bank.
  • Now, put your PIN or password in the access window so you can connect to the bank.
  • Click on the OK button.
  • Once you’ve downloaded the transactions, you’ll need to make sure they. Don’t forget that you can delete the remaining transactions if you want to. Once you delete the downloaded transactions, you can’t get them back. That would make sure that there are no duplicate entries.
  • If you have QuickBooks set up on your computer, then follow the instructions given below.
  • Go to the banking menu and then pick the banking centre from the list of bank feeds.
  • Find your bank and click the button that says download transactions. In a new window, you can then go to the bank’s website.
  • Log in to the bank’s website to get the web connect file.
  • If you don’t use QuickBooks, you’ll need to open a web browser and go to the bank’s website first.
  • Also, follow the usual steps to sign in to your bank account.
  • For QuickBooks Web Connect, save the transactions with .qbo extension.
  • Note that getting QuickBooks Web Connect files may be done in different ways at different banks. If you don’t know how to finish the process, go to your bank’s website and look for their instructions. Or, ask for help at the branch that is close by.
  • Once you have the Web Connect file, you can import it into QuickBooks Desktop by following the steps given.

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We reach to the culmination. At this point you should be successful to download bank feed transactions in QuickBooks Desktop. For ancillary support from our certified experts, you may ring us a call at the helpline 1 800 761 1787.

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