Banking Center in QBO

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John Smith

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Banking Center in QBO

Learning Objectives

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
To explain how to use the Banking Feed to create transfers and credit card payments
To examine using Find Match to locate existing transactions
To create simple and complex Rules
To identify Using App Transactions to import e-commerce and Amazon transactions
To review Scanning and uploading receipts
To know how to use Tags to label transactions
To reconcile your register to your bank statements

Course Description

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:

What is the Banking Center?
Connecting Accounts
The Banking Feed Interface
Understand the Artificial Intelligence
When NOT to Use Banking
Banking Options
Categorization Tools
App Transactions – Amazon & Square
Creating Rules for Automation
Tags
Attaching Receipts
Using Find Match
Signs the Banking Feed was Used Incorrectly
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.

Webinar Qualifies For

3 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
3 CPD Credit of Accounting for CPA in Canada
3 CPE Credit of Accounting for Iowa Licensed Public Accountant (IA-LPA)
3 CPE Credit of Accounting for Maine Licensed Public Accountant (ME-LPA)
3 CPE Credit of Accounting for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Alicia Pollock, MAT,ACN,MOS

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.

Additional Information

Duration

3 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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 through its website: www.NASBARegistry.org.

Ratings and Review

4.6

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Mayank Gupta, CPA (US)

Had a great experience with MyCPE learned a lot about QBO. Thank you!

Michael Franzese, CPA (US)

Would be nice to have the answers to the polling questions.

Kami Ball, CPA (US)

This session was extremely valuable and well taught.

Janet Farris, CPA (US)

Excellent class very knowledgeable on the subject.

Ederlina Azares, CPA (US)

Excellent CPE course for a 3-hour duration.

3 Credits

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Subject Area

Accounting

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Banking Center in QBO

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Alicia Pollock, MAT,ACN,MOS

Other Details

Additional Information

3 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.6

Mayank Gupta, CPA (US)

Michael Franzese, CPA (US)

Kami Ball, CPA (US)

Janet Farris, CPA (US)

Ederlina Azares, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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