WebConnect vs. DirectConnect
QuickBooks for Mac offers two ways to hook up your accounting to your accounts—WebConnect and DirectConnect. Whichever of these you choose, you’ll save tons of time because you won’t be entering all...
View ArticleWhat’s in Your Check Number Field?
I bet you already know that QuickBooks for Mac records most of the bills you enter and pay as “checks,” regardless of whether we’re actually writing out checks, paying a contractor with PayPal,...
View ArticleVideo: Renaming rules and Add Multiple with online banking
If you’ve ever checked a bank statement or downloaded transactions into QuickBooks, you’ve probably noticed transactions with extra numbers and letters. Some are dates, others are transaction numbers...
View ArticleOnline banking: Tips and troubleshooting
Here are some tips to help you fix the most common problems with online banking in QuickBooks. Setting up online banking What do I do if my financial institution is not listed?If you don’t see your...
View ArticleOnline banking: Using Web Connect
Using Web Connect, you can manually import transactions from your online banking account. First you need to download a transaction file (.qbo) from your financial institution’s website. Then you import...
View ArticleOnline banking: Renaming rules for payee names
When you download or import transactions, the names of payees in your downloaded transactions may not match the names of payees in QuickBooks. That means you need to go through and match each one with...
View ArticleOnline Banking: Updating your register
When you use online banking, you either import or download transactions from your financial institution. Some of those transactions may already be in QuickBooks, but some may not be. Updating your...
View ArticleVideo: Paying your bills
Watch how Hannah uses QuickBooks for Mac to track and pay her bill payments. Video Script It’s that time—the first month’s rent on Hannah’s store is due, so she needs to enter and pay her rent. She...
View ArticleVideo: Entering your bills
In this video, watch how Hannah enters her bill so she knows exactly what she needs to pay other people. Video script Small business owner Hannah recently hired Wally the Web designer to give her magic...
View ArticleVideo: Receiving payment and depositing a check
In this video, watch how Wally tracks a payment he’s received from his client, Hannah. Video script Last week, Wally the Web Designer sent one of his customers, Hannah, an invoice for the work he did...
View ArticleHelp! What does “access…will expire” mean?
Last Updated: Thursday, August 13, 2015Have you ever seen a message that says something like “Access to your Online Banking, Support, and other Services in QuickBooks Desktop for Mac will expire ….”?...
View ArticleIntuit PaymentNetwork: Getting Paid and Paying Bills Online
Last Updated: Monday, October 12, 2015The Intuit PaymentNetwork lets you make and receive online payments that are quick, easy, and secure. Click the Online Invoice Payments button in the Customer area...
View ArticleVideo: Renaming rules and Add Multiple with online banking
Last Updated: Monday, April 16, 2012If you’ve ever checked a bank statement or downloaded transactions into QuickBooks, you’ve probably noticed transactions with extra numbers and letters. Some are...
View ArticleOnline banking: Tips and troubleshooting
Last Updated: Tuesday, April 24, 2012Here are some tips to help you fix the most common problems with online banking in QuickBooks. Setting up online banking What do I do if my financial institution is...
View ArticleOnline banking: Using Web Connect
Last Updated: Friday, May 4, 2012Using Web Connect, you can manually import transactions from your online banking account. First you need to download a transaction file (.qbo) from your financial...
View ArticleOnline banking: Renaming rules for payee names
Last Updated: Friday, May 4, 2012When you download or import transactions, the names of payees in your downloaded transactions may not match the names of payees in QuickBooks. That means you need to go...
View ArticleOnline Banking: Updating your register
Last Updated: Monday, May 7, 2012 When you use online banking, you either import or download transactions from your financial institution. Some of those transactions may already be in QuickBooks, but...
View ArticleVideo: Paying your bills
Last Updated: Thursday, April 18, 2013Watch how Hannah uses QuickBooks for Mac to track and pay her bill payments. Video Script It’s that time—the first month’s rent on Hannah’s store is due, so she...
View ArticleVideo: Entering your bills
Last Updated: Thursday, April 18, 2013In this video, watch how Hannah enters her bill so she knows exactly what she needs to pay other people. Video script Small business owner Hannah recently hired...
View ArticleVideo: Receiving payment and depositing a check
Last Updated: Thursday, April 18, 2013In this video, watch how Wally tracks a payment he’s received from his client, Hannah. Video script Last week, Wally the Web Designer sent one of his customers,...
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