QuickBooks a kan layi ya ba da kyakkyawan aiki wanda zai iya taimaka muku adana babban ƙoƙari da lokaci. Yanzu zaka iya samu kuma shigo da ma'amala da katin banki a cikin QuickBooks wanda ke iya tsara kuɗin ku da kuɗin ku.
A cikin wannan gidan yanar gizon, zamu iya bayyana matakan don shigo da ma'amalar katin banki a cikin QuickBooks Online kawai. Bugu da ƙari, mun kawo cikakkun matakai don samun ma'amaloli a cikin shimfidar CSV.
Abubuwan da za a Tuna
- Kuna da don ƙara shafi don QuickBooks adadi mai yawa yayin saukar da rikodi daga kamfanonin katin banki. Idan kun riga kun sami adadin asusu to ku ba ku mafi ƙarancin asusun-ƙaramar ajiya.
- Akwai rukunin 'biya' a cikin rikodin wanda za'a sauke shi daga kamfanoni masu darajar daraja wanda ke ƙunshe da ƙarin manyan maki kamar asalin mai ba da sabis. Kuna iya tsara wannan shafi don kwatanta shi da taken mai siyarwa.
- Babu wani tilas don ƙara sabon farashin kan rikodin shigo da ku. Akwai hanyar da za a bayar da farashin da aka saba yayin da kuka shigo da ma'amalar katin banki a cikin tebur na QuickBooks.
- Don shigo da ma'amala da katin banki a cikin QuickBooks Online, dole ne ku shigar da daraja da hannu.
- Idan kuna son samun ma'amaloli fiye da kwanaki 90 to kuna so ku shigo da ma'amalar ku a cikin tsarin Excel (CSV ko QBO rikodin).
Matakai Masu Sauki don Shigo Ma'amalar Katin Kudi a cikin QuickBooks akan layi
Mataki 1: Zaɓi Cibiyar Bankin ku
- Da farko dai, shigar da asusun ka / ki na banki / katin banki tsakanin mashayan neman.
- Yanzu zabi zabi kamfanin ku na kudi / kamfanin katin banki daga rikodin.
- Idan baku iya nemo kamfani na bankin ku ba in ba haka ba kuna so ku sami ma'amala na kwanaki 90 to lallai ya zama dole kuyi amfani da tsarin CSV.
Mataki 2. Shiga cikin kamfanin ku da asusun ajiyar banki
Login amfani da ID da kalmar sirri. Zai yiwu ya ɗauki mintoci kaɗan don manne tsarin kuɗin ku tare da QuickBooks.
Mataki na 3. Zaɓi asusun katin banki
- Alamar alama a kowane asusun da kuke so ku haɗi zuwa QuickBooks.
- Na gaba, ya zama dole ne a shigar da taken asusun dubawa.
- Zaɓi asusun QuickBooks wurin da za ku iya haɗa asusun binciken ku.
- Idan baku iya bincika shi ba, to loda asusun daga rikodin faifai.
Mataki 4. Zabi dace kwanan wata bambanta
- Ana sauke ma'amaloli yawanci a cikin kwanaki 90. Idan kuna son ma'amala mafi girma fiye da kwanaki 90 to yana da mahimmanci don samun sa ta amfani da shimfidar CSV.
- Idan kuna son ma'amala don gajeren kwanan wata ya bambanta to danna kan mahaɗin “kuna son ƙaramar kwanan wata ta bambanta”.
Mataki 5. Danna kan Haɗa
Danna maɓallin Haɗa don samun duk ma'amaloli a cikin QuickBooks.
lura: Babu wani zaɓi na warwarewa da zarar an sauke ma'amaloli. Sabili da haka, kawai tabbata cewa kun zaɓi zaɓi mai kyau na asusun sakamakon sakamakon daga baya zaku share duk ma'amalar kuma sake sauke shi sau ɗaya.
Mataki 6. An sauke ma'amaloli
Da zarar an sauke ma'amaloli, zaku sami saƙo “Mun zazzage ma'amalar ku yadda ya kamata. Murna! ”.
Mataki 7. Yi bitar Abubuwan da kuka Zazzage na ma'amala
- Binciki asusun ajiyar banki da kwanciyar hankali a cikin zuciyar banki.
- Idan kanaso ka saka ido akan duk wani katin banki to saika latsa kan loda sannan kayi amfani da mataki na 1.
Yadda ake Shigo da Mu'amalar Katin Kudi a cikin QuickBooks Kan layi tare da rikodin CSV?
- Da fari dai, zabi zabi ma'amala da Banki.
- Loda rikodinku ko ma'amala ta danna kan Loda zaɓin rikodi.
- Zaɓi asusun QuickBooks da kuke son lasawa tare da asusun katin banki.
- Kuna iya Accountara Asusun daga rikodin rikodin idan kun faru kada ku sami asusu a cikin QuickBooks.
- Cika wadatattun filayen don tsara asusunka.
- Bayan shiga cikin dukkan mahimman abubuwan, zana taswira akan QuickBooks Layin kan layi akan filayen asusunku na dubawa.
- Bi matakan ƙasa don yin taswirar QuickBooks Online:
- Zaɓi shafi na kwanan wata, sannan zaɓi zaɓi saitin kwanan wata.
- Yanzu wuce zuwa bayanin kuma danna kan rikodin.
- Kuna samun tabbatattun lambobi marasa kyau a cikin shafi ɗaya.
- Zaɓi shafi tare da adadi mara kyau.
- Tick ma'amala da kuke so ku shigo da shi cikin QuickBooks kuma ku zaɓi Next.
- QuickBooks zai tabbatar da ma'amala.
- Danna Ee don tabbatarwa.
- A ƙarshe, an sauke ma'amalar ku.
