Banking Center in QBO 3 Credits
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Attention, accountants and entrepreneurs! Tired of wasting valuable time on manual data entry in QuickBooks? Consider tying your bank accounts and credit cards together to automatically bring in all of your transactions and categorize them, saving you time and minimizing errors.
Well, you're in luck! This CPE course will teach you how to take advantage of QuickBooks's powerful Banking Feed feature. You'll learn how to add a bank account, import and match transactions, and categorize expenses.
In this Online webinar, we'll look at rules that automatically process routine transactions and assign payee names and categories for you, including splits and classes. We'll talk about brand-new features including App Transaction connections with Square POS and Amazon for Business. We'll even demonstrate three different ways for you to include receipts with every expense. You will also see how to reconcile your accounts at the end of the month, giving you confidence in your reports so you can make informed decisions.
The Banking Feed function has several intriguing idiosyncrasies that you need to be aware of. When used improperly, it increases the likelihood that your income will double, that expenses will be improperly classified, and that you will waste time debugging.
Key topics covered in this course:
Join this CPE webinar on QuickBooks, it gives you the knowledge and skills to manage your bills and bank transactions more efficiently, giving you the extra time you deserve to help your customers and grow your business.
If you want to learn more about QuickBooks, we have customized certificate courses for you: Beginners | Advanced | Comprehensive.
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 3 CPE | Approved |
| Accounting for CPA in Canada | 3 CPD | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 3 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 3 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 3 CPE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 3 CPE | Approved |
| Accounting for CPA in Canada | 3 CPD | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 3 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 3 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 3 CPE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 3 CPE | Approved |
| Accounting for CPA in Canada | 3 CPD | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 3 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 3 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 3 CPE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 3 CPE | Approved |
| Accounting for CPA in Canada | 3 CPD | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 3 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 3 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 3 CPE | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions
Recently named one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. She offers a range of tailored resources from self-paced courses to personalized coaching.
Her signature Q.U.E.S.T. training portal enables accounting firms to scale efficiently and reduce turnover, solidifying her as a transformative industry figure.
Known for her patience and commitment, Alicia simplifies QuickBooks for clients, helping them achieve their financial management goals with ease.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
WR
This class gave me a lot to ponder, I am a newbie to quickbooks and bookkeeping in general, though an old Price Waterhouse auditor from 1987, so I understand the debits and credits piece. I am retired now but helping a startup nonprofit and have told my boss we need a skilled bookkeeper. I have a lot to learn about the mechanics of QBO!
KS
The lesson was very clear, concise, and applicable. I was able to follow along with my own QBO online which really helped with my understanding. We are currently moving our corporate bookkeeping function internal after using an external bookkeeper for the last two years and this was the perfect refresher!
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Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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