Downloading Transactions into QuickBooks For Nonprofits and Charities

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Downloading Transactions into QuickBooks For Nonprofits and Charities

Presenters Kyla Hunt TechSoup Facilitator Assisting with chat: Becky Wiegand Gregg Bossen QuickBooks Made Easy Presenter

QuickBooks Made Easy Gregg Bossen, CPA QuickBooks ® Made Easy ™ Atlanta, GA  Certified Advanced QuickBooks ® Proadvisor  Specializes in Non-Profits  Author of QuickBooks ® Made Easy ™  National Trainer -seminars around the country

Upcoming Seminars  May 14, 2013 – San Antonio, TX  September 10, 2013 – Portland, OR  October 2, 2013 – Asheville, NC  October 3, 2013 – Raleigh, NC  October 29, 2013 – Charlotte, NC  October 30, 2013 – Columbia, SC  November 5, 2013 – Denver, CO  November 6, 2013– San Francisco, CA

Downloading transactions – Checking account – Credit card account Benefits of downloading transactions Demo Questions Agenda

ADVANTAGES OF DOWNLOADING TRANSACTIONS WORKS FOR BOTH BANK ACCOUNTS AND CREDIT CARDS MUCH FASTER THAN MANUALLY ENTERING EACH TRANSACTION AUTO RECALL OF ACCOUNT BASED ON PAST ENTRIES ALREADY ENTERED ITEMS ARE MATCHED WITH DOWNLOADED ONES CAN POINT DOWNLOADED ITEMS TO A/R AND A/P ITS FREE (USUALLY)

DOWNLOADING TRANSACTIONS HOW TO SET IT UP THE FIRST TIME HOW TO DOWNLOAD TRANSACTIONS HOW TO MATCH ALREADY ENTERED TRANSACTIONS HOW TO ENTER OTHER DOWNLOADED TRANSACTIONS HOW TO DEAL WITH RENAMING RULES HOW TO TURN THE FEATURE OFF

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