QuickBooks for Mac 2015 User’s Guide i Acknowledgements No single person can write a guide of this size and scope. I’d like to thank the other members of the QuickBooks for. If this is the first time you have downloaded information for this account, or if Quicken cannot determine which account to download the transactions into, you are prompted to identify the Quicken account you use to track this financial information.

• To manually update an offset for a specific transaction, open the appropriate file. Find the transaction and offset and type over the debit or credit offset. Repeat the process for other transactions. Save the file once you have updated all intended offsets. (Alternatively, you may import the transactions into QuickBooks first, and then move the offsets from the default expense account created in QuickBooks to the correct account.) • From your QuickBooks software, open the account register for the account into which you would like to download your banking transactions. Go to the File/Utilities menu, select the Import function, find the corresponding file with the account information in the directory/folder where you saved it, and double click on the file.

Radio jingle player for mac problems. Manually add or edit Renaming Rules. It just makes sense to use the new Bank Feeds secure download of transactions into QuickBooks! Other Connected Financial Services Some financial institutions do not offer online vendor bill payment from within QuickBooks. If this is a feature that would save you time, then you might be interested in the Intuit QuickBooks Bill Pay service. With Intuit QuickBooks Bill Pay Service you can: • Make payments to any company or individual (in the United States only) • Pay multiple bills with a single payment • Enter once in QuickBooks and then send to your online banking institution to complete • Schedule payments in advance To learn more about this offering, from the menu bar, select Banking, Bank Feeds, Learn About Online Bill Payment.

To change the default offset for either debit, credit, or both, highlight the text with your cursor and type in the new default offset. Once saved into spreadsheet format you will be able to manually update any offset for individual transactions to meet current expense accounts within your QuickBooks software. Please note: The offsets used in this download will create new expense accounts within your QuickBooks software. The individual Transactions may be moved to other accounts at a later date if you choose. • Carefully review the Disclaimer at the bottom of the page before downloading the information.

Pay Your Credit Card Bill When you are ready to pay your credit card bill, you will use your checking account to write a check to the credit card company. The credit card company is setup as a vendor. When creating the check, use the credit card liability account as the offset. In QuickBooks, this transfers the payment from your bank account and reduces the amount shown as due in your credit card liability account. An example is shown below.

• Entering '//' on the number pad will now be a shortcut for todays date as well as the letter 't'. Email: • Fixed an issue that caused the wrong From address to be used when emailing transactions. Forms: • Fixed an issue that caused incorrect messaging to appear when saving a transaction after clicking Cancel on the 'Leaving transaction' warning and then clicking Save. • Fixed an issue that caused tabbing to not work on a transaction that has blank lines inbetween items. • Fixed an issue that caused the Available Estimates window to not display after selecting a customer on an invoice. • Fixed an issue that caused the search for previous transactions to fail if a comma or decimal were entered. • Fixed an issue that caused the QuickBooks trial to close unexpectedly when opening the Make Deposits window.