QuickBooks Tip #4 - Downloading Bank Statements

Did you know that you can download your bank account transactions on a weekly basis directly into the Quickbooks software?   This time-saving feature is available as a free service through most large banks.  

Check that you have what you need.

• Access to the internet from QuickBooks.
• Banking account that offers online service for QuickBooks

Activate online services with your financial institution.

• You will receive login information from your financial institution.

Add the online service to QuickBooks.

• Banking.
• Online Banking.
• Setup account for online services.
• Follow the instructions in the wizard to complete the setup.

For more QuickBooks Tips, explore http://bit.ly/TipSeries. If you have any questions about this tip or any other tips, please email Marketing@CoverRossiter.com or call 302-656-6632. Visit our website at www.CoverRossiter.com/ for more information about our firm and its services.