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Online banking

With the online banking service (also called online account access), you can download transactions from your financial institution or credit card provider into QuickBooks. Then you can see what transactions have cleared your account, find out your current balance, and add transactions that have been processed but aren't in QuickBooks yet.

Financial institutions provide different levels of online banking service. Some do not offer it at all. Others provide enhanced services, such as allowing QuickBooks to transfer money between two online accounts. Check with your financial institution to see what services it offers.

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