QuickBooks advice – dumping out from BOA online banking into QB?
Hi all, and apologies for my extreme ignorance.
I’m completely new to book-keeping, never mind QuickBooks, so you’ll have to bear with me.
I’ve taken over some responsibility for updating QB with my company’s bank transactions each month. We bank with Bank of America.
Historically our accountant has done this by looking at our paper bank statement and manually entering all the details into QB. I’m not really prepared to do that!
So I’m sure there’s a way to go into BOA’s online banking and dump out the month’s transactions into QB…. I just have no idea how to go about it.
FYI, I’m using QB Enterprise Solutions; Account Edition 4.0
Any advice very very gratefully received.
i don’t know
i did it with Microsoft money on my banks online banking website i was able to download transaction data in either quick books format or Microsoft money format.
when i imported this data it had most transactions that did not make any sense (transaction id and transaction code) and none of them were categorized so i think it is a bad idea.
But like i said i don’t know.
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