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August 10, 2019
Question

Hi. My bank account is linked to QBO so info is update. Is there a way of making multiple payment via online banking and NOT have to re-enter that same data in QBO

  • August 10, 2019
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1 reply

August 10, 2019

Online Banking helps you manage your business in an easier way, ahaleem.

 

Yes, you can select Add to move the banking transactions to your account register. You can only do this if there is no same existing data in QBO.

 

Meanwhile, you can select Match to link the cleared bank transaction to the existing one in your register.

 

Related links are as follows:

You can also set up rules to speed up the process of reviewing and categorizing the banking transactions.

 

Give it a go and keep us updated. Have a great day!