Setting Up Accounts For Online Banking

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How to Open Online Banking Accounts

QuickBooks provides the option of ‘online banking accounts setups’, which is the most important part of small/medium businesses. QuickBooks provides users a simplest method to bring all the banking transactions into your QuickBooks accounts. It provides users with banking feeds tools that help to import data from bank account and matched it with the account created in QuickBooks.

Setting up accounts for online banking

Steps To Set-Up Accounts For Online Banking

  • First, go to QuickBooks homepage and select ‘Banking’ from the menu.
  • Now you need to select ‘Bank Feeds’ from the QuickBooks menu, then choose ‘set-up bank fees for account’.
  • From toolbar, select bank’s branch and name of the bank, you can do this when your account is registered for online banking.
  • You get your transaction, after filling the above requirement than ‘save’ it.

Steps To Import Banking Transactions Into QuickBooks Account

  • First go to ‘banking menu’ than select bank fees, then a window appeared, from this you need to select the download ‘. qbo’ file.
  • Now select and open a displayed window that asked to open new QuickBooks account or import it to already existing account. Select your QuickBooks account and click to import. Once completed, all the data get reflect the transaction.

 Advantages

  • QuickBooks software provides regular updates of each transaction and gives feeds on each transaction.
  • It saves your data without any loss and error because of its advanced security program.
  • It saves users most of the time from entering data and records by providing auto-download facility over each transaction through the account.
  • QuickBooks manages each account easily and systematically by tracking its every detail and transactions.
  • Operating an account through QuickBooks reduces the mistakes and increases efficiency.

Here you get to know the steps for accounts set-up, importing the transactions, and the advantages of it. The information is given by the support team who is here to help you out all around the clock. The members of the team are expert, trained and professional as they are in services from last 2 decades so they better understand all your situations and issues easily. You can also directly reach the support team via QuickBooks customer helpline number.

How to get in touch?

You can easily get in touch with the support team for all kinds of errors and queries. The team is able to understand and resole all your technical and functional issues as they have many years of experience as well. You can easily reach them via QuickBooks technical support helpline number 1800(993)4190, email at customer@99accounting.com, or do a live chat with professionals. They are glad to help you out by providing the best services. The members are well-mannered, matured and friendly so they can easily handle the situations and get you the best solutions for all the glitches.