2/4/2022

Candy’s Tip

QuickBooks Online – View Bank Details

To view the bank details of your bank feeds in QBO, go to ‘Banking’, click the gear icon on the upper right-hand side and in the drop-down menu choose either or both of these options.

Click on the highlighted item in orange ‘Copy bank details to memo’ and it will post in the memo section highlighted in orange.

Select ‘Show bank details’ highlighted in blue and view the corresponding details in the blue highlighted box.

Choosing these options will automatically load all details from source.

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