QuickBooks Tips & Tricks: Download Bank Statements

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QuickBooks Tips and Tricks Post It NoteThis post is part of an ongoing series we will be running in the upcoming weeks and months on tips and tricks to make it easier for small business owners to understand and use QuickBooks as efficiently as possible.

QuickBooks and your bank want to interact! The fastest and most accurate snapshot of cash flow is possible when they connect. You can download your bank statements right into QuickBooks.

Have more questions about using QuickBooks? Want to get hands-on training to and really start to learn your way around it? Take a look at our QuickBooks training program and see if we can help you!

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Juliet Aurora

About the Author:

Juliet Aurora is the President and CEO of AIS Solutions. She has been in the Accounting and Finance space for more years than she will ever admit. When she isn’t acting as the Sensei for her team of Bookkeeper Kninjas, you will find her working tirelessly to advocate the accreditation of bookkeeping in Canada. Her vision is for AIS Solutions to become the standard against which all other bookkeepers and bookkeeping firms are measured. Juliet can be contacted by email or by calling 1 888 575 5385.

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  1. Medson Jere  April 29, 2015

    how do we treat prior year adjustments in accounts

    • Juliet Aurora  April 29, 2015

      Hi Medson. Thanks for your question. I’m happy to help, but I’m not sure I understand what you are asking. Is this related to your bank feeds in QuickBooks, or have you received prior year adjustments from an accountant?


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