QuickBooks Online: NEW Banking Feature (Feb2024)

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In this video:
00:00 Intro
01:51 No More Transfers being suggested in QBO Bank Feeds
02:53 No Uncategorized Asset?
03:34 Batch Edit Categorized Transactions
07:11 Outro

[@edwardgalaska9568]

Mega-game changer at least for me on clean-up jobs for the batch-edit categorized feature.

[@HectorGarciaCPA]

Yeah!

[@jbenedict3313]

Very helpful. Glad you are highlighting to developers to make the headings sortable too. Thank you!

[@HectorGarciaCPA]

:)

[@mayraP2708]

Yeah 👏👏👏 The transfer suggestion feature is gone, drove me crazy 🤪. Thanks for this update 😊

[@HectorGarciaCPA]

You’re welcome 😊

[@terrilea5146]

Thank you Hector! 😊

[@HectorGarciaCPA]

My pleasure!

[@peggyenglish9913]

This is huge thank you ❤❤love you

[@HectorGarciaCPA]

:)

[@rosadiaz-callender9653]

This will be helpful. Thank you!

[@HectorGarciaCPA]

So glad!

[@iramagonzalez9112]

Great video Hector!

[@HectorGarciaCPA]

Glad you enjoyed it

[@rashidasuborna6423]

Thanks.

[@HectorGarciaCPA]

You're welcome

[@Nurtaza]

Thanks.... it's reducing errors...

[@HectorGarciaCPA]

Yeah

[@DarlitaDawn]

Thank you

[@HectorGarciaCPA]

You're welcome

[@brendamelanson7182]

I’m excited about being able to edit by “batch”. That’s huge.

[@HectorGarciaCPA]

Yeah me too

[@MoMoLuey]

You can't Uncategorized assets to uncategorized income. Glad to see it go!

[@HectorGarciaCPA]

I hate uncategorized asset

[@Chloe-vl4zp]

Hi Hector! I have been getting this error while categorizing expenses. I'm not quite sure what to do next, "This transaction type doesn't work with foreign currencies. Instead choose Transfer and choose the foreign credit card in the Transferred To dropdown." Thanks much!

[@HectorGarciaCPA]

Can you email me a screenshot? Ill send it to my contacts ASaP
[e-mail]

[@christophersmith6118]

the edit in categorised is great because normally I have to undo something, then re-categorise it and that ruins your bank reconciliation - you make a good point though, without knowing the location / payee / vendor it isn't as useful as it could be

[@HectorGarciaCPA]

yeap.. I have given this feedback in great detail

[@mrmerhtin3625]

awesome

[@HectorGarciaCPA]

:)

[@SMYNKB]

hmm 🤔i just tried to "edit" in the categorized section and the edit button is greyed out. After trying a few accounts and different types of transactions its picking and choosing certain ones I can edit. I can't find a relation as to why it allows some and not all. Any suggestions?

[@HectorGarciaCPA]

Cant have a combination of money in/money out transactions when you select several

[@SMYNKB]

That doesn't seem to be it. I can just click on one transaction and it can be greyed out.@@HectorGarciaCPA