{ "@context": "https://schema.org", "@type": "HowTo", "name": "How to Connect Your Bank Accounts to QuickBooks", "description": "Learn how to connect your bank accounts to QuickBooks and keep your business's books up to date.", "step": [ { "@type": "HowToStep", "name": "Choose Your Bank", "text": "Log in to QuickBooks and select 'Connect Bank Account'. Choose your bank and use the username and password you use to access that account from the bank's website." }, { "@type": "HowToStep", "name": "Categorize Transactions", "text": "QuickBooks connects to your account and downloads all the transactions for the last 90 days. To categorize transactions, click the category or match column to sort the transactions. If you agree with the category, leave it. To put a transaction in a different category, open the menu and choose the right category." }, { "@type": "HowToStep", "name": "Run Reports", "text": "Once your bank accounts are connected and your transactions are categorized, it's time to take a bigger look at how your business is doing. You can get a summary of this right here on your dashboard. You can also run reports like the Profit and Loss report, which will show you more detail about where you're spending the majority of your business's money. You can even see your expenses as a percentage of your income." }, { "@type": "HowToStep", "name": "Customize Reports", "text": "There are tons of reports you can run to get a better sense of how your business is doing. And the best part, you can customize any of them to show you exactly what you need." } ], "totalTime": "PT10M", "supply": "QuickBooks account, bank account login information", "tool": "Computer", "performer": { "@type": "Person", "name": "Your Name" } }