QBO: Banking Feed And Reconciling - Make Rules & Automate 2 Credits
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Eliminate manual data entry!
One of the best features of QuickBooks®Online is the ability to connect your bank accounts and credit cards. The Banking Feed allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. Automation features like Rules do some work for you. The new Receipt Capture will even scan your paper receipts and attach them to your expenses. But the banking feed has some interesting quirks you need to know about. If you use it right, you can reduce your data entry to almost nothing but if you use it wrong, you double your income and code your expenses wrong.
This QuickBooks Online CPE Webinar shows:
Once you’re up to date, we’ll also show you how to do bank reconciliations to reconcile your accounts at the end of the month so that you can have confidence in your reports.
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Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions
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.
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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.
MLC
good experiod. love the transcript. thus i can understand better. but screen clarity can be improve. Some heading words can not be read clearly.
YS
It was really wonderful experience by watching this video. It upskilled myself in QBO's basic functionalities.
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