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According to the information supplied with QuickBooks Pro, only Barclays and HSBC currently offer this service. If you want to use online banking, you have to apply to your bank to activate your account to work with QuickBooks online banking.
#Quickbooks pro 2008 and windows 7 manual#
Manual reconciliation is easy, but QuickBooks can't import bank statements saved in the standard OFX file format.
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Once you've entered your transactions, it's time to reconcile your account with your bank statement. You can also get to the Chart of Accounts and enter transactions manually if you want to: just click on the Chart of Accounts icon in the top right of the home screen, select the account you want to edit and make the desired changes. All the tools you need to track your company's finances accurately can be accessed from the clean, easy-to-navigate home screen - it's an elegant setup and it works well. In the background, meanwhile, QuickBooks is updating your Chart of Accounts without your ever having to look at them (not that we'd recommend being that hands off). When the payment comes in, enter the amount and assign that amount to the correct customer, and QuickBooks will prompt you to match the payment to the outstanding invoice. When the job is done, open the invoices module, select the customer and automatically convert the estimate into an invoice. You could almost run your entire business from this screen, without ever looking at the Chart of Accounts.Īt first contact with a customer, you create an estimate. On the main screen is a simple flowchart that describes all the financial activities of a typical company, starting on the left with Estimates and moving all the way through to Record Deposits on the right. There's a lot to like about QuickBooks Pro.