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communityoil
January 13, 2020
Question

Have set up Bank feed for one of our business accounts. How do I input the data to QBO?

  • January 13, 2020
  • 1 reply
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A lot of bank transactions have arrived and some have got possible connections to invoices marked against them.  Most outgoings have no details apart from the amount.  How do I reconcile these payments and mark them as entered into QBO?

1 reply

MaryLandT
MaryLandT
January 14, 2020

Thank you for contacting us, communityoil.

 

You can match payments and invoices that are recognized by the system. This way, you'll be able to mark them as entered in QuickBooks.

 

Here's how:

  1. Go to Banking from the left navigation bar.
  2. Select the account where payments are posted.
  3. Click the entry to expand it, then review the payment and the invoice.
  4. Select Match under Action once ready to add it.
  5. This will automatically record the payment to your register.

On the other hand, I suggest contacting your bank so they can send a statement that includes the name of the payee. Then, enter the necessary information in the bank feeds to complete the payment's data. After that, go back to Banking menu and follow the steps above on how to match entries on the bank feeds.

 

I've got you an article for more details: Download, match, and categorize your bank transactions in QuickBooks Online. It includes a quick video tutorial and detailed steps for your guidance.

 

Let me know if you have follow-up questions, and I'm glad to help you out.

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