Using Banking Rules and Adding Transactions on QuickBooks Online

Learn how to use banking rules on QuickBooks Online. How to assign and add transactions manually is also covered.
Previous Video: • Using a Bank Feed and ...
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[@Chucku153]

EXCELLENT PRESENTATION!!! THANKS

[@BookkeepingMaster]

Glad it was helpful! Thanks for watching and for the comment

[@user-hy8xz8nj9h]

If you connect a bank account instead of manually uploading a statement as demonstrated in your video, are the transactions still considered just uploaded and not posted to QuickBooks? Would you still be given the option to manually add individual transactions?

[@BookkeepingMaster]

Yes, they show on the feed just like having a connected bank account. I hope this helps. Thanks for watching

[@anettmindermann8308]

I just joined Quickbooks and these are great tutorials. Question: I was trying to connect another Quickbook checking account to mine. Whenever I put in the info under Banking, Link Account, type in: Wise....I can't get anywhere. Green Dot Bank doesn't work either. Do you have any other recommendation? Thnks

[@BookkeepingMaster]

I have no idea, sorry! I suggest contacting the QB's helpline. Thanks for watching.