Mastering QuickBooks Online Bank Feeds (Currently Unavailable)
Date: Friday, January 11, 2019
Instructor: Hector Garcia
| Begin Time: |
9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs |
|
QuickBooks Online Bank Feeds (Also known as “Online Banking” or “Downloaded Transactions") has transformed how accounting professionals approach bookkeeping, write-up and bank reconciliations.
If you’re looking to improve your accounting efficiency through bank rules automation, join Hector Garcia, CPA, in this webinar to get the latest updates on features and mastering techniques on QuickBooks Online Bank Feeds. In this session, Hector will go in-depth on programmable Bank Rules that allow users to automate the way downloaded transactions are categorized and posted into check and credit card registers.
Who Should Attend
Consultants and accountants who work with QuickBooks clients.
Topics Covered
- Benefits of using QuickBooks® Online for Bank Feeds
- Web Connect Express" vs. Manual QBO/CSV file upload
- Navigating Bank Feeds, adding new transactions, and working with automatically recognized transactions
- Working with Banking Center Rules to control transactions
- Matching Transactions, Batching, and Undo/Exclude options
- Working with the bank registers and reconciling bank accounts after Bank Feeds
Learning Objectives
- Identify how to download/upload bank transactions into QuickBooks
- Recognize how to how to classify downloaded bank transactions and/or match the to existing transactions
- Describe how "Bank Rules" work in order to automate data entry / bookkeeping with downloaded transactions
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Computer Science (2 hours)
Program Prerequisites
None
Advance Preparation
None
