多种不同类型的事务可下载到QuickBooks中。QuickBooks常用用户下载的一些常见事务类型是信用卡和银行事务。建立账户在线下载活动并没那么难,我不想多谈。在线下载可以通过QuickBooks点击主工具栏在线银行按钮建立!QuickBooks会接通它。你还可以拉起互联网会议并开通账户连接QuickBooks在线下载。大多数大型银行和信用卡机构都有一个QuickBooks下载区很容易查找
我想集中关注的是哪种下载选项对你和你的业务正确性。两种选项是通过语句下载或最近事务下载
最近事务下载- When logged into your financial institution that you want to download activity from into QuickBooks you will see an option that says most recent activity. This is a great option for businesses that need to download their activity on a daily or weekly basis or anytime before the statement is ready. You can also link the account directly to QuickBooks and click on the receive transactions button in the Online Banking section from within QuickBooks. This function will automatically download the most recent transactions. It will not import transactions again that have already been imported into QuickBooks once (smart program eh?). The real benefit of this downloading method is that you keep QuickBooks up to date with the most recent banking and credit card transactions.
逐句下载下载银行业务,特别是信用卡交易的首选方式是报表,如果信息不敏感时间。唯一的理由是边对账简单化。如果按报表下载,你就可以很容易调和,到账户对账并选择所有标记。这清除所有事务和未调节余值为0.00美元。为什么?因为你下载整个报表,而不是报表日期后的任何事务
退记下载账号活动
- 最大的缺陷是企业接受信用卡时。 有时信用卡商批量多日销售结算并发。这并不总是匹配您的销售日志,并可能证明令人沮丧并很难调和
- 手动输入为在线下载设置的账号时,它也会比较难处理。有时QuickBooks会识别并匹配交易,而在其他时间它不会匹配
从您的金融机构下载交易到QuickBooks可是一个宝贵的工具。然而,它帮助了解向QuickBooks下载交易的各种方式,这对您的业务最有利。如果需要帮助,可以畅通无阻地发邮件给我们.
