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Online Banking, Transaction Downloading, and Online Bill Payment in QuickBooks (The QuickBooks Cookbook Series), by Mark Wilsdorf
Download Ebook Online Banking, Transaction Downloading, and Online Bill Payment in QuickBooks (The QuickBooks Cookbook Series), by Mark Wilsdorf
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This book explores the details of using online financial services in QuickBooks from a small business perspective. Written in a clear, easy-reading style, and with plenty of step-by-step examples and screenshots, it is aimed at bookkeepers, office staff, and busy small business owners--anyone who uses QuickBooks day-to-day in a small business. However, accountants will find the book's details useful as well, and may gain substantial customer good will by recommending it to their clients! What will you find in it? ...strategies for what to download, when, and why ...how to set up your QuickBooks accounts for online access ...step-by-step procedures for common (and not-so-common) online banking tasks ...explanations of how online services relate to the daily/monthly workflow in your business ...details about setting up Renaming Rules to automate transaction downloading ...how to enter transactions for processing online (as electronic transactions) ...and much more. This book also has lots of side notes and suggestions to make using online services go more smoothly--things like tips about what QuickBooks settings to use (and why), and solutions for unusual situations such as how to "connect" downloaded credit card transactions with QuickBooks Bill entries. Though based on desktop editions of QuickBooks 2013, the ideas and procedures for using online financial services are mostly the same across all QuickBooks editions, making this book a useful guide and reference for QuickBooks Online users as well.
- Sales Rank: #2527298 in Books
- Published on: 2013-02-14
- Original language: English
- Dimensions: 9.25" h x .25" w x 7.50" l,
- Binding: Paperback
- 105 pages
About the Author
Mark Wilsdorf has worked with software and accounting since the 1980s, as editor of AgriComp Magazine, as an accounting newsletter columnist, and as a developer of software, user guides, and training programs for the University of Missouri, Deere & Company, and others. He currently is president of Flagship Technologies, Inc. where his primary focus is on QuickBooks-related software and end-user training.
Most helpful customer reviews
0 of 0 people found the following review helpful.
Got me up and running immediately!
By WildwoodPatricia
This book is easy to read and helps you delve right in to online banking. It leads you by the hand through setting up your bank accounts and credit cards for transaction downloading in QuickBooks. I am going to save a lot of time every month now, manually adding each transaction to QuickBooks! And maybe I'll now sign up for e-statements instead of piling up the paper statements as reminders to manually enter the transactions when I can finally find the time to do it. This book will easily save you the price of buying it with the time you will save the first month of online banking. All these online bankin services are just waiting for you in QuickBooks, but this book cuts through all the clutter so you don't have to wade through everything to find what you want about how to get the set-up done quickly. Also has lots of nice tips on what to do with the online banking information once you are set up. Thank you for a great time saving tool for any small or medium size business that uses QuickBooks!
0 of 0 people found the following review helpful.
QB Missing guide
By S Seidenberg
QuickBooks software is a great product and is easy to use, mostly. If you do not understand what effect importing will have, you can be in a world of hurt with double postings, missing postings, and items posted to the wrong account. Mark's book takes a deep dive into two areas and goes over the tips, tricks, and pitfalls that are most common. I like the layout by explaining the process, flowcharting the steps, and using screen shots of the live product. The book also includes tips on how to increase your efficiency with QuickBooks by creating rules and what rules not to create.
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