Product guidance: Managing bank feeds in QuickBooks Online

Video Description

Welcome to In The Know! Learn about the most exciting innovations across the QuickBooks Online ecosystem. Subscribe to make sure you don't miss a beat as fresh episodes come out each week. This episode is all about the enhancements to QuickBooks Online and more specifically the How to manage bank feeds in QuickBooks Online. Plus - you'll hear directly from ProAdvisor Carla Caldwell on how this update was brought to life. 0:00 - Introduction 00:43 - Guidance on managing the bank feed 01:39 - The 3 ways QuickBooks analyzes bank feed transactions 3:02 - Control which suggestions are used & how they're used 4:03 - How QuickBooks works to match deposits and transactions in the bank feed 4:53 - Matching in QuickBooks, exact matches 5:49 - Matching in QuickBooks, linked matches 6:53 - The difference between exact and linked matches 8:50 - Processing receipts 10:23 - What happens if QuickBooks cannot find matching transaction 11:59 - Clients can upload their own receipts and store them in QuickBooks 13:28 - Setting up and reviewing rules and pairs 15:41 - View all transactions and using filters 16:55 - View categorization history 18:08 - How to undo a rule + paired transactions 20:34 - Reviewing money-out transactions 21:22 - Example of money-out transactions & matching 25:06 - Viewing matched transactions on categorized tab 27:06 - Adding transactions in batches 28:52 - Things to look out for 30:11 - Adding in a new transaction from scratch 33:55 - Reviewing money-in transactions 35:22 - Undeposited funds process for an invoice (sales & customer workflow) 37:02 - Undeposited funds process for a sales receipt (sales & customer workflow) 38:07 - Undeposited funds process (Banking workflow) 39:27 - More on matching & categorizing money-in transactions 41:57 - Outro Visit the In The Know Hub: https://intuit.me/intheknow Subscribe to our YouTube channel: http://intuit.me/3bOj0M2 Visit QuickBooks.com: http://intuit.me/QBO #QuickBooks