• Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint
Share this Page URL
Help

Chapter 5. Going Online with QuickBooks > After Your Account Is Activated

After Your Account Is Activated

What follows is a synopsis of what you must do after your account is activated and before you can really start making online transactions. Read through this description and it may help you decide whether online banking is really for you.

After you establish an online bank account, go online and download the most recent transactions that have cleared at your financial institution. It’s important to know what transactions are outstanding before you generate new transactions. If you find discrepancies between the downloaded account information and what you think is correct, call your bank and clarify. If you have to perform a reconciliation adjustment, do so before you perform any transactions. Before you move on, your information in QuickBooks must match what your lending institution says about your account.


PREVIEW

                                                                          

Not a subscriber?

Start A Free Trial


  
  • Creative Edge
  • Create BookmarkCreate Bookmark
  • Create Note or TagCreate Note or Tag
  • PrintPrint