Quickbooks Online Banking Download Transactions

You open a register from the Chart of Accounts page in QuickBooks Online (QBO). In the drop-down menu, select the account where you'd like to upload the transactions. Within QuickBooks Online, click "Add Account" in the Banking Tab and search for your bank on the list. Import data from Excel, Quicken, and prior QuickBooks versions. qbo format for QuickBooks Desktop or QuickBooks Online. Although you can use QuickBooks online, if you want to work with your data offline on your services, you will have to download the software. Recently, I caught a renaming rule that categorized all items with the term 66 in it to vendor Sinclair and gas expense. Bank transactions into QuickBooks and take control of your money. All your Quickbooks bank statements can be easily checked by this service. Follow the steps below to create bank rules to manage downloaded credit card transactions in QuickBooks Online: 1. QuickBooks allows you to enter transactions directly into an account register. • Download all transactions at once: click on the refresh accounts iconon the top right of the screen. When you click Open, it attempts to open the last edition of QuickBooks. With M&T Direct Connect, you can import transaction data instead of entering it manually. See Can I upload Bank Transactions? Can I Import Mor than 90 Days of Bank Transactions Using Web Connect? for more. Working with Banking Transactions in QuickBooks. I used method # 2 only because it is too time consuming to input individual transaction when you have over a hundred of transaction on the credit card statement. There’s two ways to create a renaming rule. Mistakes here can trigger errors in reports and taxes, as well as create general confusion. Transactions that were intentionally deleted or altered appear in the QuickBooks Audit Trail and can be restored by re-entering the information. If you are given a choice for your download format, choose “Quicken Web Connect (*. Basic Steps. Although QuickBooks automatic download bank transaction data each night, but in some case when user want to update QB with latest transactions done within an hour can go for manual update. If you need to delete numerous duplicate transactions, follow the steps below. For instance, the QuickBooks 2009 online banking import was disabled on May 31st, 2012. If you accidentally select the wrong financial institution during the set-up, you will need to delete this connection and start over with the correct institution. Users often select other accounts by mistake and then have to bear losses. QuickBooks Desktop Access with Bill Pay - $24. And, find out the pitfalls of doing such operation in QuickBooks. Then choose the account you’d like data for, the date range, and file format for your chosen software. 00:01:02 - QuickBooks Online banking tab, you will see with which bank account you will work. Save the transaction (an exchange gain or loss will be recorded on this transaction). This is useful when viewing bank transactions in reports or the register. Other features that come at no extra charge with QuickBooks online are the ability to automatically download your bank transactions, automatic backup, access to the latest feature updates, and access for up to five users. When the download is finished. Transfers are transactions that affect two balance sheet accounts such as two bank accounts or a bank and a credit card account. Should you need technical assistance, please contact SouthernTrust Bank's online banking department at 618-658-8888 between the hours of 8:00AM and 4:00PM, Monday through Friday. It’s easy to use QuickBooks with your Discover Card account. Save time and reduce the risk of errors. In the upper right corner, click Add Account. Learn how to create and back up your company's QuickBooks file and quickly set up shop—adding your banking information. Some times though this can create a false. Choose Transactions > Banking. Getting Around QuickBooks Online. Please read it carefully and keep a copy for your records. Step 1: Select Your Banking center. * QuickBooks Online requires a computer with either Microsoft Windows (XP, Vista, or Windows 7) or Mac OS 10. QuickBooks Banking menu provides an Online Banking command, which displays its own menu of commands related to researching and setting up QuickBooks for online banking. download, you may end up with duplicate transactions. QBO file directly into a QuickBooks file, you are met with a message about how to process that import with the options: Open, Save, or Cancel. In the upper right corner, click. Here is the scenario. I'm able to use QuickBooks Pro 2008 to import transactions from other banks, using the WebConnect interface, just fine, but when I try to download Bank of America transactions, QB Pro 2008 reports that it downloaded the transactions successfully, but then the bank does not appear on the Online Banking Center page. Click Next. Now you're ready to categorize and accept transactions from QuickBooks Online on your iPhone and iPad! 3. You can manage all your online banking tasks from within the Online Banking Center. Manage your bills. Now search and choose the downloaded transactions you want to unmatch. Reconciliation is the process of confirming that the balance in the Accounting books matches the balance in the Statement (gateway statement, bank statement etc). To integrate your QuickBooks Online account with your Helcim Account click on Integrations and QuickBooks Online Settings. This is the File your bank usually allows you to manually download bank activity into QuickBooks “Online Banking” or “Bank Feeds”. as you don’t have to convert anything or finagle with a spreadsheet. A QuickBooks browser window opens and displays your bank's website. Unlike desktop version they do not have one-click “Undo Last Reconciliation” button. The results of the setup are displayed in a graph. Depending on your connection method to these tools and type of computer, the steps may vary. Lesson 4 — Banking in QuickBooks Using Bank Feeds QuickBooks 2018 Student Guide 15 Using Bank Feeds Bank Feeds allow users to download bank and credit card transactions directly into their QuickBooks company file. qbo (QuickBooks) b. If you need them sooner, select Update to download the latest available transactions. This is the File your bank usually allows you to manually download bank activity into QuickBooks “Online Banking” or “Bank Feeds”. Many businesses use the QuickBooks download feature as it allows them to easily reconcile their accounts, just be aware of the drawbacks. Download your online transaction activity via QuickBooks Web Connect (. For QuickBooks Online. first time 1 From the Banking menu, choose Online Banking Center. For instructions to download an update, choose. Log in to www. Click OK for any dialog boxes that may appear. From the 2018 reviews of Cash Management systems. You open a register from the Chart of Accounts page in QuickBooks Online (QBO). Then it shows you if they match any records you’ve already entered in QuickBooks. Third, you will need to set up your QuickBooks® account for online access. Just because you downloaded them doesn't mean they are post. Task 1: Connect to Mechanics Bank - OH for a final download by 3pm Eastern 4/12/2019 NOTE: Please skip to page 4 if you Manually Import Transactions. Quickbooks' EasyStep Interview Wizard will take you through the steps of creating a profile and connecting to your bank account. download, you may end up with duplicate transactions. QuickBooks Online downloads new American Express transactions 2 or 3 times a week instead of nightly. Project Management. Express Web Connect – Quicken/QuickBooks communicates directly with your Online Banking Account and automatically downloads your transactions. In this lesson, we're going to cover how to manually enter banking transactions in QuickBooks Online. For instructions to download an update, choose. Express Web Connect is available to users of QuickBooks Online. You can organize your books, manage expenses, send invoices, track inventory, and even run payroll. Your Business Card transaction data sent to your QuickBooks using Connect to QuickBooks will be viewable on your QuickBooks Banking page. In QuickBooks Online, choose Transactions > Banking. Task 1: Connect to First Sentry Bank for a final download by 5PM on July 20, 2018. Here's how to work with them. In the upper right corner, click Add Account. After selecting the company to work with, you will be brought to the Quickbook’s Desktop. Note: There is no online transaction download capability in QuickBooks Simple Start. download, you may end up with duplicate transactions. Clearing the air on Should I download transactions for Bank and Credit Card Accounts to QuickBooks. Financial institutions often passed this fee on to the customer. With QuickBooks Desktop, you can set up a "direct connect" link with your bank to download transactions. Using Bank Feeds in QuickBooks 2015 | Enix & Associates. ACH Universal is unique in that it is not a service that charges a transaction fee, but it is ACH software for QuickBooks — installed at your location—enabling you to create an unlimited number of ACH files. When you click Open, it attempts to open the last edition of QuickBooks. Sign into. If the transactions have not yet been accepted into the register in Quicken, delete the transactions. When to Manually Enter Business Credit Card Transactions in QuickBooks Online If your financial institution doesn’t integrate with QuickBooks and you can’t obtain a CSV file with your banking transactions, you have to manually enter credit card transactions in QuickBooks. This conversion should take about 15-20 minutes. We will also learn the pitfalls of doing such operation in QuickBooks. Although QuickBooks automatic download bank transaction data each night, but in some case when user want to update QB with latest transactions done within an hour can go for manual update. Feel free to read this article for more information: Download Bank Feed Transactions. QuickBooks cleans up bank transaction details with a simpler Description column, but if you like, you can change to the full description from the bank. We appreciate your question and would be glad to provide more information about using QuickBooks with us. Search for Matching Transactions and follow the instructions. You’re able to seamlessly import payments processed with the Square app into your QuickBooks Online or QuickBooks Desktop portfolio. Quicken® & QuickBooks® Northwest Bank offers Web Connect to download account information into Quicken®/QuickBooks®, the easiest way to organize your personal finances. It’s easy to use QuickBooks with your Discover Card account. Repeat these steps for each account you would like to download into QuickBooks. If you prefer to manually update your accounts and transaction data, QuickBooks Online also supports OFX Web Connect as set up and update your bank accounts. Download transactions from your bank and credit card accounts QuickBooks Online Simple Start Small Business Accounting is easy to setup and personalized for your. Using Bank Feeds in QuickBooks 2015 | Enix & Associates. Online banking has three tabs, Review, In QuickBooks, Excluded. To set up Direct Connect. 3 Annette Pettitt Director, Leigh Park Accountancy Ltd Today’s speaker 4. Additional Instructions: Manually Import Transactions 1. In the upper right corner, click File Upload. Learn how to migrate from QuickBooks online to Zoho Books. To begin using Express Web Connect with Quicken, please select one of the following instruction guides:. When logged in, select Transactions from the main menu, and under that Banking. Third, you will need to set up your QuickBooks® account for online access. How to Download Bank Transactions into QuickBooks Online. 95 per month. You can uncheck any items that do not appear on your statement. In the top-right area, click. To reconcile an account in QuickBooks Online, click the Gear button. QuickBooks completes the upload and now you're ready to accept the transactions. Direct Connect - Quicken/QuickBooks communicates directly with your Online Banking Account and automatically downloads your transactions. Transactions will appear again in the New Transactions tab for you to work with. We find the industries most suited to cloud software and product like QuickBooks Online include: Appointment based businesses that offer services by appointment, such as a doctor’s office, salon or driving school. NOTE: If multiple computers do not use the same QuickBooks data file, skip step 3. If you use online banking for your business, you can use QuickBooks to access your banking transactions. Normally, new and untrained QuickBooks Online users click "Add" on a transaction before reviewing the Account Category. At the top menu, click Banking and select Bank Feeds: Bank Feeds Center. In QuickBooks Online, choose Banking. In the Online Account Information window, choose Not Enabled from the Download Transactions list and click Save. Download, match, and categorize your bank transactions in QuickBooks Online Answered by QuickBooks Learn what to do after you download bank and credit card transactions in QuickBooks Online. I purchased this package to import banking transaction data into Quickbooks Pro 2000 and found that it did the job beautifully. QuickBooks Online 2014 has three plans: QuickBooks Online Simple Start 2014, QuickBooks Online Essentials 2014 and QuickBooks Online Plus 2014. Once the bank file is uploaded into “New Transactions” section of bank feed, you can also add manage rules before transferring transactions to “In QuickBooks” section of bank feed. such as when you transaction with online banking, not find the online account, when your banking credentials in QuickBooks Online are incorrect, Bank accounts for this deposit, when you connect with online banking or download and etc. Now you will see all the accounts you have at this bank. QuickBooks Desktop Access Only - $14. On the right hand side of the page select File Upload. Select your QuickBooks ® account that will connect to Bank of America from the dropdown menu and click Next. Should you need technical assistance, please contact SouthernTrust Bank's online banking department at 618-658-8888 between the hours of 8:00AM and 4:00PM, Monday through Friday. QuickBooks Online automatically updates your selected version so you are always on the latest release. Choose Transactions > Banking. This include logging in to QuickBooks online, logging into CAMPS, and linking QuickBooks payments accounts with QuickBooks desktop. QuickBooks online failed to download transactions from bank. Connect Your Online Banking Account. Manage your business on the go by accessing your account anywhere/anytime via any device. When the download is finished. Let us guide you to the quickest answer or QuickBooks expert. Learn how to add your bank and credit card accounts to automatically download your recent transactions. Through online banking you can export your transactions to a qbo file format, save it to your computer, open QuickBooks and import the qbo file. The results of the setup are displayed in a graph. Enter the name you want to give the account (Operating, Payroll, etc), the Account Number and. Eliminates manual entry. How to download a file for Quicken, QuickBooks, or Excel within Online Banking Login to Online Banking, select the share to download the share history for. For instructions to switch to single user mode, choose Help menu > QuickBooks Help. Direct Connect. once an expense has been added, the next time, you can click on "add multiple" and quickbooks, automatically indexes the same transactions with the same name. There’s two ways to create a renaming rule. Online Banking with Software (Direct Connect) Online Banking with Software utilizes the Direct Connect service to connect to Union Bank directly from Quicken or QuickBooks software. It’s easy to use QuickBooks with your Discover Card account. Create a direct connection with Quicken or QuickBooks for $9. Click "Next" Select the bank account you wish to import the transactions in to; Click "Next" and confirm the import. Direct Connect provides you with two-way connectivity, which allows you to automatically download transactions and match them with existing transactions, pay bills and. Follow the onscreen instructions to connect your account. A memorize transaction screen will come up where you can name your transaction and add it to your reminder list. Let us guide you to the quickest answer or QuickBooks expert. Transfers are transactions that affect two balance sheet accounts such as two bank accounts or a bank and a credit card account. manually download transactions for quickbooks online. After your download finishes, click the. To set up Direct Connect. If you can't find transactions you already downloaded, or don't see new ones, here's how to find them. For QuickBooks, online banking includes two parts: online banking itself and online bill payment. You use the Dashboard page in QuickBooks Online to see a quick overview of your business and access the program’s features. You can manage all your online banking tasks from within the Online Banking Center. "Copy bank detail to memo" turned on by default. The #1 question I am asked all the time by new (and some not so new) QuickBooks Online users is: how to work with and reconcile banking transactions in QuickBooks Online. Through online banking you can export your transactions to a qbo file format, save it to your computer, open QuickBooks and import the qbo file. In the upper right corner, click File Upload. No manual data entry - Once you are set up, you can download all your transactions right into QuickBooks ® - instead. If you use online banking for your business, you can use QuickBooks to access your banking transactions. Task 1: Connect to FirstMerit Bank for a final download on or before Monday, February 20, 2017 NOTE: Please skip to page 4 if you Manually Import Transactions. IIF import is done directly into QuickBooks transaction register. 205MinuteBookkeeping. Enter credentials and click Sign In. In this lesson, we’re going to cover how to manually enter banking transactions in QuickBooks Online. QuickBooks online failed to download transactions from bank. Quickbooks is one of the most popular accounting systems for small businesses around the world. Checkout some. In this video, author Jess Stratton shows how to match transactions downloaded from bank statements to existing transactions that are already in QuickBooks. Likewise, you can compare their general user satisfaction rating: 97% (Transaction Pro) against 96% (QuickBooks). Search for Online Banking Modes, then select Online Banking Modes overview for more information about display modes. Search for Update QuickBooks, then select Update QuickBooks and follow the instructions. month is available. A QuickBooks browser window opens and displays your bank's website. This include logging in to QuickBooks online, logging into CAMPS, and linking QuickBooks payments accounts with QuickBooks desktop. Web Connect allows you to manually download a file from Ally Bank's website and upload it into Quicken for each account. Use your customer ID and PIN or password. Sign into. Add advanced features such as employee time tracking, CRM, and sales automation. Once you connect your bank and credit card accounts, QuickBooks automatically downloads your recent transactions. Getting Around QuickBooks Online. For QuickBooks Online. Save the transaction (an exchange gain or loss will be recorded on this transaction). Banking in QuickBooks Online 11 Matched Transactions When QuickBooks downloads bank data, it tries to find a match with any QuickBooks transactions you created manually. Is quickbooks bank feeds in 2014 working efficiently for anyone else? I am a bookkeeper for a firm in Utah. In that case, QBO assigns the Uncategorized Income account to amounts received andamounts received and the Uncategorized Expense account to amounts paid. Select the account in Online Banking you want to export data from, then on top of the transactions select ‘Export’ and follow the instructions. Choose Synchronize and then Sync this account. Install the software onto your personal computer. Source: Intuit Community forum. Extract transaction data from text-based PDF files from your bank. Putting it in a nutshell, QuickBooks is the best accounting software for small and medium business. The images used in this short tutorial are from accounts held with JP Morgan Chase and Discover, but you can use the information as a guide for exporting online transactions from financial accounts from nearly every financial institution. If you're unsure how to download your transactions, get in touch with a representative for instructions. Task 2: Connect to Navy Federal Credit Union 1. Banking in QuickBooks Online 11 Matched Transactions When QuickBooks downloads bank data, it tries to find a match with any QuickBooks transactions you created manually. Additional Instructions: Manually Import Transactions 1. These transactions can be entered into QuickBooks® with a journal entry or you can setup a bank account called petty cash. Sign in to online banking and download transactions for an account. Save the transaction (an exchange gain or loss will be recorded on this transaction). Soul crushing. Next, click “Continue. Using financial management tools like Quicken and QuickBooks is easy with our online banking service. Open your QuickBooks ® software and choose Banking > Online Banking > Import Web Connect File to upload your transaction file. To download transactions from PayPal to Quicken you will need to download the Quicken file in the QIF format, and then you must import that file into the correct cash account in Quicken. To Unmatch transactions From the Banking page. qfx (Quicken) 3. I'm talking about the old Online Banking in QuickBooks Online. The QuickBooks 2013 Online Banking Center (Side-by-side mode shown below) is a one-stop-shop to monitor your online banking activity and synchronize transactions. Reconnect Accounts to Bank Midwest on or after April 24 1. Before you enable your QuickBooks accounts to download transactions and make online payments, you will need to contact your financial institution for the following information: Customer ID Personal Identification Number (PIN) or password Getting Started Guide: Transaction Download for QuickBooks 2009/2010 Windows. Let’s go!. QBO/webconnect and use Bank Feeds QuickBooks QuickBooks Accountant or Enterprise (2013 or older) 1) If you can get the data from the bank as. Q - My client is using Quicken for writing checks and balancing the checkbook each month. Download Free Mp4 How To Reconcile Banking Transactions In QuickBooks Online TvShows4Mobile, Download Mp4 How To Reconcile Banking Transactions In QuickBooks Online. Banking in QuickBooks Online 11 Matched Transactions When QuickBooks downloads bank data, it tries to find a match with any QuickBooks transactions you created manually. Choose Transactions > Banking. Let us guide you to the quickest answer or QuickBooks expert. QuickBooks for Mac Conversion Instructions Web Connect Introduction As Columbia Bank completes its system conversion, you will need to modify your QuickBooks settings to ensure the smooth transition of your data. Select the account in Online Banking you want to export data from, then on top of the transactions select ‘Export’ and follow the instructions. The Chart of Accounts window opens. Log in to The Jacksonville Bank Online Banking. We are monitoring the issue and hope that it will be resolved soon! We’ll share updates as soon as we learn more. One of the many benefits of QuickBooks Online is that you can save a lot of time by automatically downloading your banking transactions into QuickBooks instead of manually inputting each transaction. ez Bank Account Import software seamlessly integrates with most South African online banking formats and interfaces with QuickBooks accounting software. Finally the solution to convert your transaction files into a readable format ready to archive or print. Review transactions in QuickBooks Online - After you reconcile your bank and credit card accounts in QuickBooks Online, you should perform a very important step - that is to review the activity in the accounts to make sure that transactions are categorized correctly - that is, that transactions have the correct accounting category assigned to them. For more information, see How to upload bank transactions? How do I get more than 90 days of bank transactions using Web. Linking your financial data to QuickBooks is easy—it just takes your account number, PIN or password, and our routing number (324377516). Getting Started: Transaction Download for QuickBooks Windows 2008-2009 DC/WC Online Banking Center The Online Banking Center has been updated in QuickBooks 2009. Web Connect is, simply put, a way you can download your transactions directly from online banking and import them into QuickBooks. Repeat steps for each account to be disconnected. To open the Chart of Accounts page, click the Gear icon beside your company’s name and, from the menu that appears, click Chart of Accounts in the Settings column. I prefer using QuickBooks for issuing the statements monthly. QuickBooks provides two Online Banking Center modes, completely be their user interface and actually how transactions are imported. QFX)" and save the file to your computer. We are excited to introduce Sync with Square, the latest version of the Square QuickBooks Online Integration from Intuit. To get to the Online Banking Center go to the Banking drop down menu ÆOnline. However, if you download a deposit that you have not already recorded, online banking will put that deposit in the bank account, not the undeposited funds. Process monthly recurring credit card, ACH and EFT transactions in QuickBooks. Your Business Card transaction data sent to your QuickBooks using Connect to QuickBooks will be viewable on your QuickBooks Banking page. Transactions > Banking , 2. You don't need any special accounting knowledge - it's as simple as filling in familiar checks, invoices, and forms. Task 1: Optional task - Complete a final download before 6/28/2019 NOTE: Please skip to Page 3 if you Manually Import Transactions. Banking in QuickBooks Online 7 6. And any transactions prior to that, you will need to check with your online banking and see what you can download to your computer device. QBO import requires QuickBooks to be no older than three years. - Once your bank account is connected to QuickBooks Online,…the program takes care of downloading transactions,…and even matches many of them for you. From the navigation bar, select Transactions > Banking. Downloading bank transactions in QuickBooks Online is pretty simple after you have set up your account for online banking. You should review any planned financial transactions that may have tax or legal implications with your personal tax or legal advisor. If you connect an account, QuickBooks automatically downloads and categorises your bank and credit card transactions for you. Central on 10/26/2018 NOTE: Please skip to page 4 if you Manually Import Transactions. QB Issue Resolution: transactions from Chase Bank to QuickBooks Online and I’m to download my banking transactions from Chase Bank to QuickBooks Online and. How to Add a Debit Card Transaction to Quickbooks. QuickBooks accepts entries in 3 formats: comma-separated values (CSV) files, QFX. We appreciate your question and would be glad to provide more information about using QuickBooks with us. manually download transactions for quickbooks online. Transactions will appear again in the New Transactions tab for you to work with. Step 5: Connect your Bank Account with QuickBooks. such as when you transaction with online banking, not find the online account, when your banking credentials in QuickBooks Online are incorrect, Bank accounts for this deposit, when you connect with online banking or download and etc. Learn How To Use QuickBooks Online (in the Cloud) - Practical Training for the Small Business User. In the top-right area, click. Online Banking (also known as Bank Feeds) is one of QuickBooks Online's most helpful and time-saving features. In the upper right corner. In the drop-down menu, select the account where you'd like to upload the transactions. Cedar Rapids Bank & Trust is introducing the Direct Connect functionality within Personal Online Banking for Quicken ® or QuickBooks ® users. Import Bank Statements from Supported File Formats directly into QuickBooks Desktop using SaasAnt Transactions - #1 user rated and Intuit trusted bulk data automation tool built exclusively for QuickBooks. use Express Mode for online banking, you may now re-enable the mode. QuickBooks Online lets you and your client work together to do the following:  Handle all day-to-day transactions including sales invoices, payments, deposits, receipts  Handle all expense transactions like bills, cheques, credit and debit card receipts  Download bank transactions using your client’s online banking. 95; Web Connect. Log in to www. This guide will specifically show you how to. Written in a clear. Access your bank's website within QuickBooks. Simplify tax preparation. For a Transaction Report, you can select what type of Data you want displayed across multiple Columns. Click "Next" Select the bank account you wish to import the transactions in to; Click "Next" and confirm the import. Then it shows you if they match any records you’ve already entered in QuickBooks. Based on our experience, once business owners and office managers include the technology behind QuickBooks Online, they are amazed and delighted with the savings of time – meaning saving money!. With Express Web Connect (EWC), QuickBooks communicates directly with your bank on your behalf. We appreciate your question and would be glad to provide more information about using QuickBooks with us. In the drop-down menu, select the account where you'd like to upload the transactions. We'll be happy to help you download your transactions. In QuickBooks Online, choose Transactions > Banking. It is slightly different from the standard OFX (Open Financial Exchange) data transaction, where customers could transmit transactions back and forth from within their QuickBooks. This is a QuickBooks file format supported for file transaction downloads with versions of QuickBooks. QuickBooks activities such as Online Banking cannot be. QuickBooks 2013 Online Banking Center Interface. In the upper right corner, click File Upload. To integrate your QuickBooks Online account with your Helcim Account click on Integrations and QuickBooks Online Settings. Download the latest QuickBooks Update. This is appropriate where you need to analyze or exchange a broad but filtered set of data. With Direct Connect, Quicken ® or QuickBooks ® communicates directly with your accounts at Cedar Rapids Bank & Trust on your behalf. Create a copy of your company file for your accountant. QuickBooks allows you to enter transactions directly into an account register. When readers buy products and services discussed on our site, we often earn affiliate commissions that support our work. qbo (QuickBooks) b. Downloads the transactions to your local computer. Hi there - Excellent question! There are a few ways you can do this. Reduce data entry errors with automatic download of bank and credit card transactions. QuickBooks Online Edition. When you download your banking data, QB is. Quicken® & QuickBooks® Northwest Bank offers Web Connect to download account information into Quicken®/QuickBooks®, the easiest way to organize your personal finances. The fact-checkers, whose work is more and more important for those who prefer facts over lies, police the line between fact and falsehood on a day-to-day basis, and do a great job. Today, my small contribution is to pass along a very good overview that reflects on one of Trump’s favorite overarching falsehoods. Namely: Trump describes an America in which everything was going down the tubes under  Obama, which is why we needed Trump to make America great again. And he claims that this project has come to fruition, with America setting records for prosperity under his leadership and guidance. “Obama bad; Trump good” is pretty much his analysis in all areas and measurement of U.S. activity, especially economically. Even if this were true, it would reflect poorly on Trump’s character, but it has the added problem of being false, a big lie made up of many small ones. Personally, I don’t assume that all economic measurements directly reflect the leadership of whoever occupies the Oval Office, nor am I smart enough to figure out what causes what in the economy. But the idea that presidents get the credit or the blame for the economy during their tenure is a political fact of life. Trump, in his adorable, immodest mendacity, not only claims credit for everything good that happens in the economy, but tells people, literally and specifically, that they have to vote for him even if they hate him, because without his guidance, their 401(k) accounts “will go down the tubes.” That would be offensive even if it were true, but it is utterly false. The stock market has been on a 10-year run of steady gains that began in 2009, the year Barack Obama was inaugurated. But why would anyone care about that? It’s only an unarguable, stubborn fact. Still, speaking of facts, there are so many measurements and indicators of how the economy is doing, that those not committed to an honest investigation can find evidence for whatever they want to believe. Trump and his most committed followers want to believe that everything was terrible under Barack Obama and great under Trump. That’s baloney. Anyone who believes that believes something false. And a series of charts and graphs published Monday in the Washington Post and explained by Economics Correspondent Heather Long provides the data that tells the tale. The details are complicated. Click through to the link above and you’ll learn much. But the overview is pretty simply this: The U.S. economy had a major meltdown in the last year of the George W. Bush presidency. Again, I’m not smart enough to know how much of this was Bush’s “fault.” But he had been in office for six years when the trouble started. So, if it’s ever reasonable to hold a president accountable for the performance of the economy, the timeline is bad for Bush. GDP growth went negative. Job growth fell sharply and then went negative. Median household income shrank. The Dow Jones Industrial Average dropped by more than 5,000 points! U.S. manufacturing output plunged, as did average home values, as did average hourly wages, as did measures of consumer confidence and most other indicators of economic health. (Backup for that is contained in the Post piece I linked to above.) Barack Obama inherited that mess of falling numbers, which continued during his first year in office, 2009, as he put in place policies designed to turn it around. By 2010, Obama’s second year, pretty much all of the negative numbers had turned positive. By the time Obama was up for reelection in 2012, all of them were headed in the right direction, which is certainly among the reasons voters gave him a second term by a solid (not landslide) margin. Basically, all of those good numbers continued throughout the second Obama term. The U.S. GDP, probably the single best measure of how the economy is doing, grew by 2.9 percent in 2015, which was Obama’s seventh year in office and was the best GDP growth number since before the crash of the late Bush years. GDP growth slowed to 1.6 percent in 2016, which may have been among the indicators that supported Trump’s campaign-year argument that everything was going to hell and only he could fix it. During the first year of Trump, GDP growth grew to 2.4 percent, which is decent but not great and anyway, a reasonable person would acknowledge that — to the degree that economic performance is to the credit or blame of the president — the performance in the first year of a new president is a mixture of the old and new policies. In Trump’s second year, 2018, the GDP grew 2.9 percent, equaling Obama’s best year, and so far in 2019, the growth rate has fallen to 2.1 percent, a mediocre number and a decline for which Trump presumably accepts no responsibility and blames either Nancy Pelosi, Ilhan Omar or, if he can swing it, Barack Obama. I suppose it’s natural for a president to want to take credit for everything good that happens on his (or someday her) watch, but not the blame for anything bad. Trump is more blatant about this than most. If we judge by his bad but remarkably steady approval ratings (today, according to the average maintained by 538.com, it’s 41.9 approval/ 53.7 disapproval) the pretty-good economy is not winning him new supporters, nor is his constant exaggeration of his accomplishments costing him many old ones). I already offered it above, but the full Washington Post workup of these numbers, and commentary/explanation by economics correspondent Heather Long, are here. On a related matter, if you care about what used to be called fiscal conservatism, which is the belief that federal debt and deficit matter, here’s a New York Times analysis, based on Congressional Budget Office data, suggesting that the annual budget deficit (that’s the amount the government borrows every year reflecting that amount by which federal spending exceeds revenues) which fell steadily during the Obama years, from a peak of $1.4 trillion at the beginning of the Obama administration, to $585 billion in 2016 (Obama’s last year in office), will be back up to $960 billion this fiscal year, and back over $1 trillion in 2020. (Here’s the New York Times piece detailing those numbers.) Trump is currently floating various tax cuts for the rich and the poor that will presumably worsen those projections, if passed. As the Times piece reported: