(1) Connect your Bank and Credit Card to QuickBooks

You can connect your bank and credit card accounts to QuickBooks so QuickBooks can download your transactions. This eliminates the need for you to manually enter many of the transactions related to the SR to QBO integration. For example, if you are using our recommended COA and set up, you can easily reconcile credit card settlements and cash deposits using this feature (moving them daily, as you reconcile, from the clearing accounts to the checking account). You can also elect to use this feature so that vendor payments come in via the bank or credit card feed. You won't have to manually enter them - you can just adjust them as needed. View instructions here.

(2) Navigating in QuickBooks

Need an overview of where to find the key features in QBO? This video will show you where to find everything you need to use QuickBooks.

(3) Use the Reconcile Feature in QuickBooks

You can easily reconcile your bank and credit card accounts  if you connect your bank and credit card cards. Here is how you reconcile your accounts in QuickBooks. If your bank and credit cards are integrated you will see how easy it is to reconcile at month end - most the work is already done by the time month end roles around!

(4) Building Customer Reports in QuickBooks

You can build and save custom reports in QuickBooks. There are features that can be used on account transactional data such as sort by 'memo/description' and 'group by day.' These features allows you to easily reconcile QBO to to your Heartland Retail

Additional Support for QuickBooks
For additional QuickBooks Online support, you can access free tutorials here. Or, you can contact Intuit/QuickBooks directly at 1-800-488-7330.

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