However, accountants will find the book's details and recommendations useful as well, and may gain substantial customer good will by recommending it to their clients!

Some of the topics covered in this book:

❖Explains what to download, when, and why.

❖Tells how to set up QuickBooks accounts for online access.

❖Provides step-by-step procedures for common online banking tasks.

❖Tells how online services relate to your daily/monthly workflow (entering transactions, reconciling accounts, etc.).

❖Provides detailed examples of how to set up renaming rules to better automate transaction downloading.

❖Shows how to enter transactions for processing online (as electronic transactions).

❖Gives an overview of your online bill paying options.

❖And much more.

Side notes and suggestions help make your use of online services go more smoothly. There are tips and solutions for unusual situations, too--as when you have downloaded credit card transactions but Bills paid by credit card still are not marked "Paid" in QuickBooks.

Though the book's screenshots are based on desktop editions of QuickBooks 2013 (Pro, Premier, and Enterprise), the ideas and procedures for using online financial services are much the same across all QuickBooks editions, making this book a useful guide and reference for all QuickBooks users.

❖Does my bank support downloading transactions? What about my credit card company? How do I find out?

❖Will online banking save me time? What about downloading credit card transactions?

❖Should some transactions be entered by hand instead of downloading them?

❖Do downloaded transactions replace or merge with transactions I have entered manually? How can I tell, in QuickBooks, if a transaction was downloaded or entered by hand?

❖How do I get QuickBooks set up for accessing my bank and credit card accounts online?

❖What are the benefits of paying bills online? Should I do that from within QuickBooks, or are there other options?

If you'd like answers to questions like these, or you simply want a step-by-step guide to using online financial services in QuickBooks, then this book is for you.

Author Mark Wilsdorf has worked with software and accounting since the 1980s, as editor of AgriComp magazine, as an accounting newsletter columnist, as a developer of software and training programs for the University of Missouri Extension Service, as a private consultant to small businesses and Fortune 500 companies, and as president of Flagship Technologies, Inc., where he remains focused on QuickBooks-related software development and training.