Just hit the Reply button if you have any other questions. They'll be able to tell you how to best record the assets and liabilities, so your book's balance isn't negatively affected. You may find this article about downloading bank feed transactions helpful as well.Īs for moving your transactions to a liability account, I recommend reaching out to your accountant to make sure that is the best process for your books. Now you can make sure your transactions uploaded correctly by going to the Bank Feeds Center and viewing them there. Hit Continue when the dialogue box tells you the transactions were imported correctly, then push OK.Then, you'll either need to pick a bank account that already exists or create a new one.Next, find the file you saved and Open it.Hover over Import and choose Web connect files.In QuickBooks, select the File menu and press Utilities.First, go to your bank's website, log in, and download the transactions using a.This will allow you to get the transactions from the bank directly instead of trying to move them between files. You upload transactions into other accounts by downloading them from your bank and bringing them into QuickBooks. Good evening, hope you're having a wonderful week so far.
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