Southern BusinessPro User Guide

143

Updating an Account (Direct Connect) Once the above is complete, you’ll use Bank Feeds to keep your QuickBooks accounts up to date. This can be done as follows: 1. Choose Banking > Bank Feeds > Bank Feeds Center 2. Select the account you want to update in the Bank Feeds window 3. After you select the account, click “Download Transactions” to start the update process. If you have multiple accounts with Southern Bank, you can choose to sync either one or all accounts by clicking the sync button in the upper-right hand corner. 4. After the sync is complete, your accounts should be up to date. 6. You’ll then need to tell QuickBooks how to handle the downloaded transactions as follows Go to: Banking > Bank Feeds > Bank Feeds Center > Select the account you want to work on and click the Transaction List button. 7. A colored bar will indicate the following: • Transactions in orange need your review • Transactions in red have been changed by rules • Transactions in blue have been automatically matched

Reports: Direct Connect for QuickBooks