Procedure To Set Up Bank Feed Transactions In QuickBooks Desktop

By transferring your bank transactions into QuickBooks Desktop, you can make sure that your financial transactions and accounting data are correct. This article gives a step-by-step guide on how to download bank feed transactions on your copy of QuickBooks. If you feel any need for technical guidance, then, you should call us at 1 800 761 1787. Our QuickBooks experts will resolve all your doubts and queries.

Steps To Download Bank Feed Transactions In QuickBooks Desktop Using Web Connect

• First, go to the menu for banking.

• Choose bank feeds centre from the bank feeds menu.

·         Click on the bank account you want from the list of accounts. You can change or remove items by choosing an option from the drop-down menu under Send items to the bank.

·         Choose this option when you're ready to get the transactions. Also, remember that you should choose the transaction list if you've already downloaded the transactions but haven't looked at them yet.

·         Click on the Sync tab. If you only want to download transactions for one account, choose the Sync This Account tab. You can also choose the option to Sync All for This Bank and then download all of your transactions for all accounts with the same bank.

·         Now, put your PIN or password in the access window so you can connect to the bank.

·         Click on the OK button.

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