Working with the downloaded transaction on QuickBooks Online

It's quite simple—downloading transactions in QuickBooks Online. When it comes to discussing financial transactions downloading ability, it is categorized amongst five prominent features of the online version of QB accounting software. Its absence will surely make your task difficult, and no doubt you will have to splurge a lot of time on tedious data entries. On contrary, the presence of this feature can connect to your bank easily and bring in all previous activities.



The blog mentions certain steps for QuickBooks Customer Support, focusing on the complete process of working with downloaded transactions in the online version of the software:

Setting Connection:

Are you still not done with the process to connect your financial institution with QB online? Don't worry, it's simple, just click Banking link and select Add account in the upper right corner. Once the window is opened, enter bank name, credit card company or related services in bank field. You can choose any of the lists from the drop-down that is of your potential match. To initiate transaction download from QB online, you need to choose the financial institution and type User Id and password which is used for direct connection to the site.

Processing Transactions

After downloading transactions successfully, click Banking link again in the navigation toolbar. The top of the page will display your accounts in small boxes. Two balances will also be displayed—one from the financial institution and other in QB online. Click to select one which you want to open. There are several options more than simply download financial transactions, like Add to register, split, Assign Categories, Bill an expense to a customer, Find matches, etc. To know the information about any of the options, you can take phone call support from technical support staff.

Note- Your account is updated at least one time on the daily basis by QB online. You can also run the manual update, simply clicking Update option.

Intuit certified QuickBooks Customer Service staff sitting aside will clear all your misconceptions and help you make you feel satisfied. Therefore, if some points are misunderstood to you or certain technical reasons are creating worries, then just connect to Intuit certified techies via phone call for solutions on an immediate basis.