• Working With Online Banking

  Filed under General Tips, Productivity Tips, Short-Cuts
  Dec 19
  Did you miss me?

  It’s been several weeks since the last QuickTip, and that’s because it’s year end and unlike everyone else except retailers, bookkeepers, accountants and QuickBooks consultants are crazy busy. Me too! But I’m not complaining.

  This new mini-lesson has some cutting-edge info about QuickBooks 2009 that you NEED to know, especially as it relates to this week’s topic – working with Online Banking

  If you’ve been using QuickBooks for a while and want to learn about this time-savings feature, you’ll want to consider using the Online Banking to save time and streamline your monthly reconciliations.

  So fasten your seatbelt and play the video lesson now!

  

  If you are already working with QuickBooks 2009, then you NEED to watch this video, straight from the makers of QuickBooks, before you start using the new (and improved…finally) Online Banking features:

  As always, I’m eager to hear your questions and feedback on this topic.

  Are you using Online Banking yet? Are you hitting any snags? Let’s hear about it and work out any wrinkes to improve productivity and accuracy!

  Gabrielle
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  P.S. If you do need to upgrade to QuickBooks 2009 (which is suggested if you are running QuickBooks 2006 or older), I just learned that Amazon is running a very limited time 50% off sale on QuickBooks Pro 2009. Can’t beat that!

  Check it out now, before they stop the sale –> QuickBooks Pro 2009

  P.P. S. Here’s a bit of late breaking news that I heard about after first posting this lesson.  You CAN beat the price of QuickBooks 2009 being offered by Amazon! How does FREE sound?? Yep, Intuit just announced that you can actually get QuickBooks Pro 2009 for free if you buy it on December 22, 2008 at Staples.

  The regular price at Staples is $199.99. If you buy it on Monday, December 22nd, you will get a $40 “instant savings”, and then a $159.99 mail-in rebate.

  This will only be available through Staples on just that one day. It’s likely that you can also get the special offer if you buy online through www.staples.com, although I haven’t been able to confirm that yet. Will let you know when I find out for sure. I’ll leave a comment to this post on Monday to confirm.

  So, if you need to upgrade, Monday is the day to do it! Plus it will give you an extra tax deduction for your business for 2008! Such a deal.

  
  

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  Tagged as: Oneline Banking, Online Banking Tips, QuickBooks banking, QuickBooks Tips
  
  6 Comments

6 Responses to “Working With Online Banking”

1. 

   Rick said on December 20th, 2008 at 1:38 am

   Another Great Job ;~) Thank you

2. 

   Gabrielle Fontaine said on December 21st, 2008 at 11:19 pm

   Okay, just got the official word from Intuit – the one-day free offer for QuickBooks Pro 2009 DOES in fact apply also at http://www.Staples.com – right on their home page on Monday, December 22nd (only).

   The way it works is you use the Staples $40 off instant coupon. Then you pay the difference plus sales tax. Then send you in the $159 mail-in rebate.

   Bottom line, the only thing you pay for is sales tax on the discounted amount of the software (before rebate). Good deal.

3. 

   Leigha Phillips said on January 13th, 2009 at 3:45 am

   do you know if that sale was extended? My partner purchased quick books a few months ago for our newly expanded business… but i was still doing my own system or manually creating invoices, and tracking them etc…. we are going to be mainly internet based, and wanted to know if there was any way of tracking online transactions, deposits, pymts etc made through our site and managed by a shopping cart, and webstore not connected to quickbooks…. and this seems to be the best way of tracking it, problem is i only have the simple, basic start version, not the pro version.

4. QB QuickTips » Blog Archive » How To Update QuickBooks Software said on August 6th, 2009 at 10:09 am

   [...] are included on the R8 Update Download Link for installing the update outside of QuickBooks Online Banking videos for 2008 and 2009 Online Banking 2009 Updates Need to [...]

5. 

   Lake said on January 13th, 2010 at 2:35 pm

   Gabrielle,

   When using the online banking, do you know how to delete unmatched transactions that were cleared in a previous reconciliation? There was an overlap in the download dates and now these transactions will never “match” because they were previously matched.

   A QB Quick tip on this would be excellent.

6. 

   Gabrielle Fontaine said on January 21st, 2010 at 2:49 pm

   Hi Lake,

   The answer depends on which version of Online Banking you’re using. If you are using the new “side-by-side” mode in QuickBooks 2009 or 2010, you simply click the “Select Items to Delete” button, and then choose the transactions you want to get rid of, either individually or based on date downloaded.
   .
   If you are using either QuickBooks 2008 and earlier or the “Register Mode” in newer versions, it’s a bit more cumbersome. You’ll need to add those transactions to the register, and then delete them (either using the drop-down menu: Edit > Delete or Ctrl+D)
   .
   Hope that helps.

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