hi i want to ask you about banking , how i can to operate our banking & cash


It’s great to see you today, kitab.nzt

Just to confirm, are you trying to set up your bank and cash accounts in the program? If so, I’ll guide you through the steps on how to perform it.

To create a bank account:

  1. Go to Accounting from the left menu.
  2. Select Chart of accounts.
  3. Click New.
  4. In the Account Type drop-down, choose Cash and cash equivalents.
  5. Select Bank as the Detail Type.  
  6. Type in the bank name.
  7. Enter the account’s Balance and then specify the as of date.
  8. Click Save and Close.

The first two screenshots below will show you the steps.

The same process above applies in creating a cash account. Just select either Cash and cash equivalents or Cash on hand as the  Detail Type  on the fifth step. You can see the third screenshot below for your reference. For more information about this process, you can go through this article: Create A New Account.

Once set up, you can connect your bank to QuickBooks. This online banking feature allows you to download your bank transactions to the software. This means you can get an up-to-date view of your sales and expenses without manual data entry. For detailed steps about this, see this article: Connect Bank Accounts.

I’ll be around to help if there’s anything else you need. Have an awesome day.

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