Lesson Summary

The lesson provides a comprehensive guide on importing banking transactions into QuickBooks Online, either by linking a bank account directly or by uploading transactions from a CSV or QFX file. The process includes matching transactions to invoices and closing out accounts receivable for customers.

Key points from the text include:

• Step-by-step instructions on uploading transactions and mapping data fields
• Details on completing the import process within QuickBooks Online
• Guidance on mapping transaction data such as date, description, and amount in the software
• Ability to associate transactions with corresponding unpaid invoices
• Capability to close out unpaid invoices and update customer accounts in QuickBooks Online