Christine’s Cuisine just made the switch from QuickBooks Desktop to QuickBooks Online. The banking transactions were...

Christine’s Cuisine just made the switch from QuickBooks Desktop to QuickBooks Online. The banking transactions were downloaded and posted in the desktop file up until 20 days ago. When connecting the bank feed in QuickBooks Online, what is the best way to get the transactions for the last 20 days into the file?

Expert Solution

It is pertinent to say that QuickBooks online now reigns over Quickbooks desktop. The major feature of Quickbooks online is connecting with banking transactions. The best way to get the transactions for the last 20 days into the file is

Step 1 - locate your bank through Quickbooks online

Step 2- login to your bank and select the particular bank account that you want to import to Quickbooks online.

Step 3- Select the date range for the last 20 days

Step 4 – Click ‘connect’ to import the data into Quickbooks online

Step 5- Review the downloaded transactions into the Quickbooks online for accuracy.

Thus it is very simple and easy to import the banking transactions into the Quickbooks online.

keosha answered 2 years ago

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