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Bank Feeds in QuickBooks 2014

Home / 2014 New Features / Bank Feeds in QuickBooks 2014

Bank Feeds is the new Online Banking feature in QuickBooks 2014. Compared to the 2013, the visual aspects of the online banking feature has been changed significantly, providing more room to work in and using color to highlight different transactions and features.

When you open the Bank Feeds Center, you will need to Tell QuickBooks how to handle the bank transactions.

Note: If you are using Web Connect, you will not see a Download Transactions button.

  1. Go to the Banking menu, highlight BankFeeds, then choose Bank Feeds Center.
  2. In the Bank Accounts section, click your account.
    1. Direct Connect: Click the Download Transactions button to download transactions directly from your bank.
      • Note: If you have multiple accounts with the same bank you can choose to sync individual orall accounts by clicking the sync button in the upper-right hand corner.

    2. Web Connect: You will need to manually import your web connect file if you have not already done so by going to the Bank menu, highlight BankFeeds, then click on ImportWeb Connect File.
  3. Select the Transaction List button.
  4. A colored bar indicating how many items need your review (orange), changed by rules (red), or auto matched (blue).
    • Note: You can filter your transactions easily using the statustype, and daterange filters.
  5. Add or Verify the account on each transaction.

For more information on this you can go to the Intuit support article http://support.quickbooks.intuit.com/support/articles/HOW21160 .

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