![]() ![]() Furthermore, your bank may require you to go to its Web site to complete the setup. In our tests, for instance, it wouldn't set up an account with Bank of America, suggesting we contact the bank for more information. Overall, the Banking Center's setup wizard is well designed, although not as seamless as it should be. One rule, for instance, might instruct QuickBooks to rename any transaction with the text string "Staples" to "Staples Office Supplies." This prevents the program from adding new vendors to your payee list every time the bank adds a unique reference or store number to the vendor name, such as "A735Staples09128008." ![]() For instance, you can set up naming rules for downloaded bank transactions, allowing QuickBooks to automatically rename and categorize them. The enhanced banking tools, some borrowed from Intuit's Quicken personal finance application, are smarter and easier to manage. The redesigned Online Banking Center for 2009 makes it easier to set up your financial accounts, write online checks, and download and organize transactions. ![]() While earlier versions of QuickBooks had online banking, only a tiny percentage of people used the feature, according to Intuit. ![]()
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December 2022
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