myCPE
myCPE

Banking Center in QBO 3 Credits

Banking Center in QBO 3 Credits

  • Alicia Pollock

    MAT,ACN,MOS
  • Rating

    4.5
  • Reviewed on

    January, 2024
  • Subject Area

    Accounting

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • To know how to Connect your bank accounts and credit cards to your QuickBooks Online.
  • To discuss how to import new transactions as they clear the bank.
  • To analyze the artificial intelligence behind automation.
  • To know how to Customize the banking feed’s Options
  • To discuss matching and pairing existing transactions as they clear the bank.
  • To identify new transactions using the Banking Feed

Course Overview

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:

  • Banking Center, The Banking Feed Interface, Banking Options, and When NOT to Use Banking
  • Understand the Artificial Intelligence, Creating Rules for Automation, and Categorization Tools
  • App Transactions – Amazon & Square
  • Tags, Attaching Receipts, and Using Find Match, and 
  • Signs the Banking Feed was Used Incorrectly, and Fixing Incorrect Entries and Duplicate Deposits
  • Troubleshooting

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.

Explore CPA CPE Courses with MY-CPE. Our online offerings make it easy for you to fulfill your CPA CPE requirements. With a broad selection of topics taught by experienced professionals, you can enjoy flexible scheduling and self-paced learning. Say goodbye to traditional methods and begin your path to professional growth with us today!

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

Additional Information

Credits

3

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Live CPE/CPD Webinars for Candian CPAs, CIA by Alicia Pollock's
Alicia Pollock , MAT,ACN,MOS

Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Alicia is a QuickBooks® Elite ProAdvisor, a member of the Intuit Trainer/Writer Network, and was recently named Top 10 ProAdvisor by Insightful Accountant.

With a Masters in Teaching, a collection of certifications, several published books, & decades of business consulting experience, Alicia is a skilled & patient QuickBooks coach.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

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.

Are the live webinars approved by NASBA and other regulatory bodies?

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.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Reviews and Ratings

out of 5

rating rating rating rating rating
1,824 ratings

Excellent

Very Good

Average

Poor

Terrible

KS

Kale Smith, CPA in Canada

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!

KK

Kimberly Klustner, CPA (US)

Great examples, suggestions/tips and troubleshooting offered for accountants/bookkeepers. Sometimes it was a little hard to remember the words needed for the exam since we were looking at examples longer than the slides at times.

Recommended Courses

QuickBooks Online: Accrual vs Cash Basis

Dec 16, 04:00 PM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
QuickBooks Online: Setting Up a Company

Dec 17, 09:30 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Projects, Progress Invoicing, and Job Costing in QBO

Dec 18, 09:00 AM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
Running Reports in QBO to Analyze Growth

Dec 20, 09:00 AM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
QuickBooks Online in the Healthcare Industry

Dec 23, 03:00 PM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
QuickBooks Online (QBO) Mobile Application for Accountants

Dec 23, 03:30 PM ET

  • CPA (US)
  • IAP
  • QIAL
  • IA LPA
  • ME LPA
  • DE LPA
Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Add qualification to
view credit details

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
stripe
$299$199 For 12 Months
Subscribed
Anas purchased a subscription.
Subscribed
Rebecca purchased a subscription.
Subscribed
Rikki purchased a subscription.
Subscribed
Chintak purchased a subscription.
Subscribed
INGA purchased a subscription.
Subscribed
Peter purchased a subscription.
Subscribed
Tishna purchased a subscription.
Subscribed
Odarka purchased a subscription.
Subscribed
Cathi purchased a subscription.
Subscribed
Darshan purchased a subscription.
Subscribed
Amy purchased a subscription.
Subscribed
Lauren purchased a subscription.
Subscribed
Margaret purchased a subscription.
Subscribed
LINDA purchased a subscription.
Subscribed
Linda purchased a subscription.
Subscribed
Joanna purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
sangseob purchased a subscription.
Subscribed
Whitney purchased a subscription.
Subscribed
Dulce purchased a subscription.
Subscribed
Catherine purchased a subscription.
Subscribed
Ishwor purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
Mike purchased a subscription.
Subscribed
Rocco purchased a subscription.
Subscribed
Amanzoureth purchased a subscription.
Subscribed
Danny purchased a subscription.
Subscribed
Paige purchased a subscription.
Subscribed
Kelly purchased a subscription.
Subscribed
Regina purchased a subscription.
Subscribed
Elisa purchased a subscription.
Subscribed
Amelia purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Jimena purchased a subscription.
Subscribed
Prateek purchased a subscription.
Subscribed
Angela purchased a subscription.
Subscribed
Ponee purchased a subscription.
Subscribed
Courtney purchased a subscription.
Subscribed
Beth purchased a subscription.
Subscribed
Craig purchased a subscription.
Subscribed
JENNY purchased a subscription.
Subscribed
Kathryn purchased a subscription.
Subscribed
Steven purchased a subscription.
Subscribed
Manuel Romero purchased a subscription.
Subscribed
Judith purchased a subscription.
Subscribed
Colton purchased a subscription.
Subscribed
Xiaohan purchased a subscription.
Subscribed
TALITA purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Victoria purchased a subscription.
Subscribed
Iris purchased a subscription.
Subscribed
Yinka purchased a subscription.
Subscribed
Susan purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
richard purchased a subscription.
Subscribed
SURYA purchased a subscription.
Subscribed
Tyler purchased a subscription.
Subscribed
Sylvia purchased a subscription.
Subscribed
Wendi purchased a subscription.
Subscribed
Zainab purchased a subscription.
Subscribed
Pooja purchased a subscription.
Subscribed
KRISTIN purchased a subscription.
Subscribed
Antonio purchased a subscription.
Subscribed
Brenda purchased a subscription.
Subscribed
Thu purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Margot purchased a subscription.
Subscribed
Brett purchased a subscription.
Subscribed
Tarra purchased a subscription.
Subscribed
Charles purchased a subscription.
Subscribed
Alayna purchased a subscription.
Subscribed
sinduja purchased a subscription.
Subscribed
Kobi purchased a subscription.
Subscribed
Melissa purchased a subscription.
Subscribed
Jeffrey purchased a subscription.
Subscribed
Saipadmapriya purchased a subscription.
Subscribed
Janice purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
SANDRA purchased a subscription.
Subscribed
D purchased a subscription.
Subscribed
Chunyan purchased a subscription.
Subscribed
Jerry purchased a subscription.
Subscribed
Aileen purchased a subscription.
Subscribed
BONGSU purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Rachel purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
William Cos purchased a subscription.
Subscribed
Ana purchased a subscription.
Subscribed
Ronald purchased a subscription.
Subscribed
Paul purchased a subscription.
Subscribed
Brandon purchased a subscription.
Subscribed
MARLA HOLLY purchased a subscription.
Subscribed
Salini purchased a subscription.
Subscribed
Phuong purchased a subscription.
Subscribed
Julian purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Thomas purchased a subscription.