30/09/2026
Aspiring US Bookkeeping VA?
These are the 5 common Bank Connection Mistakes in QBO You Should Know.
When setting up online banking in QuickBooks, you need to be careful with:
❌ Connecting the wrong account
Make sure na tamang bank or credit card account ang kino-connect mo sa QBO. Kapag maling account ang napili, puwedeng mapunta sa wrong account ang transactions at maging messy ang books.
❌ Importing the wrong date range
Check muna kung anong date range ang kailangan mong i-import.
Kapag masyadong marami ang na-import, possible magkaroon ng duplicates. Kapag naman kulang, may transactions na hindi masasama sa records.
❌ Creating duplicate transactions
Hindi lahat ng transactions na nasa bank feed ay kailangan mong i-add ulit.
Baka existing na siya sa QBO. Always check kung puwedeng i-match muna instead of creating a new transaction.
❌ Automatically categorizing without reviewing
May suggestions si QBO kung saan dapat i-categorize ang transactions, pero huwag basta-basta mag-accept. Review muna kung tama ba talaga ang category based sa purpose ng transaction.
❌ Skipping transaction matching
Before adding a transaction, check kung may existing transaction na sa QBO na pwedeng i-match. This helps prevent recording the same transaction twice.
The goal isn't simply to get the bank connected.
The goal is to make sure the bank feed is properly set up and ready for accurate bookkeeping.
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