QuickBooks Tips & Tricks: Download Bank Statements

QuickBooks Tips & Tricks: Download Bank Statements

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!

Juliet Aurora

About The Author

Juliet Aurora is the CEO of AIS Solutions and Co-Founder of Kninja Knetwork. Through both of these businesses she fulfills her mission to Educate and Empower those around her. In 2017, her firm was named Intuit's Global Firm of the Future, the first time the title has ever been awarded to any firm outside of the US. She has also has been named as one of the Top 50 Women in Accounting, one of the Top 50 Cloud Accountants and one of the Top 10 Canadian Influencers in the Bookkeeping Industry. Her passion for education is channeled through the Intuit Trainer Writer Network, hosting Kninja Knowledge Webinars and most recently, developing a Cloud Accounting Course for the next generation of accounting professionals.

Comments (2)

  • Medson Jere

    how do we treat prior year adjustments in accounts

    • Juliet Aurora

      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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