QBO: Banking Feed and Reconciling - Make Rules & Automate

4.6 (19)

Alicia Pollock, QB Pro Advisor

Royalwise Solutions

Thursday, March 04, 2021 | 09:30 AM EST

  • CPA Canada
  • CFE
  • CITP
  • CMA
  • CPA
  • Tax Pros

2.5 CPE | 2.5 CPD

$25

Subject Area

Accounting

Webinar Qualifies For

2.5 CPE credit for Certified Fraud Examiners (CFEs)

2.5 CPE credit of Accounting for all CPAs

2.5 CPE credit of Technology and Analytics for CMAs

2.5 CPD credit (Verifiable) for Certified Information Technology Professionals (CITP)

2.5 CPD credit (Verifiable) for Canadian CPAs

2 CE credit of Computer Technology for Maryland Tax Preparers

2.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Eliminate manual data entry!

One of the best features in 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: 

  • How to add bank accounts
  • How to import transactions
  • How to categorize expenses
  • How to attach receipts
  • How to do bank reconciliations. 

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.

Learning Objectives

  • To recognize how to connect your bank accounts to your QuickBooks®.
  • To recall how to import new transactions as they clear the bank.
  • To know how to import previous transaction history.
  • To learn how to classify transactions through the Bank Feed to save time on manual data entry.
  • To identify which transactions you should NOT import automatically.

Who Should Attend?

  • Bookkeeper
  • Accountant
  • QB Pro Advisor
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Accounting Practice Owners
  • Senior Accountant
  • Accounts Director
  • Cloud Accountants
  • Entrepreneurial Accountant
  • Accounting Managers
  • Staff of Accounting Firm

Testimonial

4.6

(19)
63%
37%
0%
0%
0%

GL

Love the Instructor!

KL

It was odd when the speaker would stop to have a side conversation with the two other women in the room (that we could not see)