Maintaining your bank feed in Quickbooks is essential for having a smooth accounting function. Doing this regularly (daily, weekly) can make your month-end process seem like a breeze compared to waiting until the end of the month to take on the entire task.

Below are some rules for capturing different transactions from the bank feed in Quickbooks. You are most likely using the Locations approach, as that is our current implemented process, but it is possible that you could be using a different approach depending on when you onboarded with VRPlatform. Please read the expense and transfer articles carefully - based on which approach you are using, the rules are different.