Bank Feeds: The Good, the Bad, and the Wishlist

Unofficial QuickBooks Accountants Podcast · Mar 1, 2024 · 44m · transcript

Hector and Alicia walk through recent improvements to QuickBooks Online bank feeds, including the ability to reverse amounts and bring in check numbers during import. They also share frustrations with limitations of the current features and their wishlist for enhancements like assigning products/services, better handling of returns, and more flexibility with bank feed rules.

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(00:00) - Welcome To The Unofficial QuickBooks Accountants Podcast

(01:30) - 2024 Bank Feeds

(02:48) - Improvements in CSV File…