How to Use QuickBooks Online NEW Bank Feed – 2025 Update & Walkthrough

For a free 30 day trial and 30% off for 12-months, go to https://www.financialtechlab.com/QBO QuickBooks Online has rolled out a new bank feed view in 2025, and it will look different from what you’re used to. This update changes how transactions are categorized, matched, and posted, so staying ahead of the rollout is key. In this video, Hannah Smolinski walks through the updated QuickBooks Online interface, compares it to the old version, and shows how to navigate the new features that all users will see by October 2025. Jump to: 0:00 – Intro 1:58 – Navigating to the new bank transactions page 2:46 – Comparing old vs. new interface layout 3:40 – How to categorize, match, and post transactions 4:19 – Attaching receipts & using the new “Requests” feature 4:50 – Handling payments, matches, and categorization best practices 6:28 – Where transactions go after posting (Bank Register) 6:55 – QuickBooks transaction suggestions (star icon) explained 8:33 – Amazon Business integration for detailed receipts 9:22 – Excluding duplicate or incorrect transactions 10:29 – Reconciling vs. cleared transactions in the register 11:36 – Connecting new bank accounts 11:58 – Managing requests 12:07 – More Transaction options and splitting transactions 12:53 – Final thoughts on the new bank feed Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰 Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.