Using Banking Rules and Adding Transactions on QuickBooks Online

Learn how to use banking rules on QuickBooks Online. How to assign and add transactions manually is also covered.

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[bonnietuttle]

When I get Square settlement to bank it shows as total. When I do a split it does not show who paid on the gl. Do I need to add the person who paid in the description box to make it show up on gl so I can get a complete listing of who paid from the gl?

[danielWilliams-jy]

If you connect a bank account instead of manually uploading a statement as demonstrated in your video, are the transactions still considered just uploaded and not posted to QuickBooks? Would you still be given the option to manually add individual transactions?

[anettmindermann]

I just joined Quickbooks and these are great tutorials. Question: I was trying to connect another Quickbook checking account to mine. Whenever I put in the info under Banking, Link Account, type in: Wise....I can't get anywhere. Green Dot Bank doesn't work either. Do you have any other recommendation? Thnks