Bank feeds feature in QuickBooks is an essential feature that enables the users to connect their bank account to QuickBooks. Once you link your bank account, you can easily download your transactions in QuickBooks without hassle. Moreover, you can also handle your bank or credit card accounts with your mobile bank application. And thus, it helps the users manage their accounts at their fingertips without visiting the bank. Furthermore, QuickBooks Online also provides you with new options like delete bank account from QuickBooks, add and remove columns etc. Finally, go through this illustrative guide to learn more details about the new feeds options available in QuickBooks Online.
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Understanding the different bank feed features in QuickBooks
If you’re unfamiliar with the various bank feed features that QuickBooks offers, then don’t worry anymore. We have specified you with the list of all the bank feed features in QuickBooks.
- Editable Data Field:-
Many businesses may rely on the banking feed to add all the expenses once they occur. This feature is mainly good for small businesses but not all the time. For instance: It might be possible that you may write the check at month’s end but that isn’t clear within the same month. However, one must date the check you wrote. If you use the bank feed option, your results will be reported the following month. Making the date field editable will allow you to change the transaction date to display during the selected timeframe.
- Enable Grouping:-
The bank feed is always stored according to the date. Using this feature, you may also enlarge and reduce the transaction list by month. Additionally, you may categorize transactions by description, enabling you to manage all of your vendor transactions at once rather than dispersing them over the year 12 times. Finally, the feed will expand by Bank Detail and collapse by Description and Groups when you sort by those two criteria.
- Add and Remove Columns:-
Another advantage of using the vai bank feed feature is enabling the Check Number column. By doing so, you can easily sort the check by numbers. Additionally, you should be aware that some banks omit the bank number from their bank details, in which case this feature is useless.
- Delete bank account in QuickBooks:-
There may be the possibility that you have made mistakes in your bank accounts or financial information. Therefore, to ensure the accuracy, one must have to review everything again in the event that your firm experiences a significant setback. Occasionally, data issues like wrong transactions or accounts might cause errors. In some instances, after adding the bank account to QuickBooks, it may begin automatically downloading the transactions. Simply disconnect the account if you don’t want your bank to send you any fresh transactions. Moreover, you may also delete bank account in QuickBooks if you want a long-term fix.
Wrapping It Up!!
With this post, we hope that now you may have understood all the bank feed options in QuickBooks. However, if you are still having issues while trying to delete bank account in QuickBooks, contact our experts. Dial +1-(855)-955-1942.