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apalmer10060
March 16, 2022
Question

Setting up Bank Feeds on Quick Books Desktop

  • March 16, 2022
  • 1 reply
  • 0 views

We have Quickbooks installed on our server and the user access it from their individual computers (User Licensing) 

Question 

When Setting up the Bank Feed on Quickbooks Desktop, do we set up the connection at the server or at the users computer. 

1 reply

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Nick K
March 16, 2022

Hi apalmer10060.

 

Being able to set up your bank feeds in QuickBooks Desktop is a great way to save time when reconciling and making sure all your transactions are entered. I'd be happy to explain how to set up your bank feeds in QuickBooks Desktop.

 

In order to connect your bank feeds to QuickBooks Desktop it doesn't matter if you use the server or user computer as long as you have an internet connection. As long as you do you can connect and link your accounts to your bank by following the steps in this article.

 

If you have any questions let us know and we'd be happy to help.

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