Banking Setup and Transactions in Quickbooks 2013
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This Banking Setup adn Transactions Lesson below is Quickbooks Banking & Credit Card Video 1 of 2.
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Quickbooks 2013 – Banking and Credit Card Part A
First Video will cover Banking Setup and Transactions:
How to Write Checks – You can either manually write a check # or print for Auto feature. You have options to delete or void the check through the shortcut menu bar. You can also memorize the payment just like you would with entering bills.
B. Credit Card Charges – You can enter a charge or credit. You can add new Credit Cards on the fly. Credit Cards have a download transaction option which connects to your online bankings and extracts all the single transactions and put them into your register. This is highly recommended as it saves tons of time you can’t imagine.
C. Make Deposits is usually used for cash deposits. Even though you can use this section to report income, it is highly recommended to use sales receipt or invoice for income.
D. Transfer Funds is used to record a transaction between multiple accounts you may have.