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November 5, 2024
Question

Re: how can i update interface for my banking feeds on qb desktop, this interface seems to be dated

  • November 5, 2024
  • 1 reply
  • 0 views

Switch between Bank Feeds modes:

Before you switch modes, make sure to update QuickBooks to the latest release and you're in single-user mode.

  1. Go to Edit, and then select Preferences.
  2. Select Checking then go to the Company Preferences.
  3. In the Bank Feeds section, select either
    1. Advanced Mode: This uses the Transactions List window to add or match transactions. You can quickly update transactions for future matches or create rules to automatically recognize and match transactions to your books.
    2. Express Mode: This uses the Transactions List window to add or match transactions. Renaming rules are created automatically.
    3. Classic Mode: This uses the account register to add or match transactions. Aliases match names exactly and you control when you want to create aliases.

 

I do not see this. When I go Edit | Preferences | Chequing | Company Preferences under Bank Feeds I only see Payee aliasing is: and Turn on Bank feeds log files.

 

I'm using Quickbooks Desktop 2024 Canadian

    1 reply

    November 5, 2024

    Hello MikeSmith. Welcome to the Community. I'll be glad to share more info. The steps above are for the US version of QuickBooks. I can see the benefit of having the bank modes in the steps above and I encourage you to send feedback about this to our engineers. To send feedback, click on the Help menu and look for Send Feedback Online. In the meantime, feel free to ask other questions. I'm here to steer you in the right direction.