Easy QBO Series Part 2: Banking and its challenges - Before you add transactions watch this first!

Welcome back! Jay here from GreenTargetAccounting.com and today we’re diving into Part 2 of our QBO Easy Bookkeeping series – all about banking and its challenges in QuickBooks Online. 👉 You might think banking is simple — and it can be — but if you’re not careful, small mistakes can lead to big headaches. That’s why it’s critical to understand the steps before you start adding transactions from your bank feeds. In this video, I’ll walk you through: ✅ Linking bank and credit card accounts ✅ Uploading transactions manually (CSV format) ✅ Properly categorizing bank transactions ✅ Common mistakes to avoid ✅ Doing bank transfers and matching them ✅ Creating smart bank rules to automate categorization ✅ Understanding the Review, Categorized, and Excluded tabs ✅ Uploading and attaching receipts to transactions ✅ Starting and finishing a bank reconciliation 💡 BONUS TIP: Learn why relying on QBO’s suggestions can lead to miscategorized transactions and how to avoid duplication with transfers and bank rules! 🔔 If you're new here, don't forget to hit that Subscribe & Like button to support the channel and get notified about the next parts of this series. 📌 Whether you're a business owner or a beginner bookkeeper, this video will help you manage your banking transactions more efficiently in QuickBooks Online. 📞 Need expert help with your books? Visit GreenTargetAccounting.com to learn more about our services.