CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

QBO: Banking Feed and Reconciling - Make Rules & Automate

  • CPA (CA)
  • CFEs
  • CPA/CITP
  • CMA
  • CPA (US)
  • Tax Preparer
QBO: Banking Feed and Reconciling - Make Rules & Automate

2.5 Credits

$25

Subject Area

Accounting

Webinar Qualifies For

2.5 CPE credit of Accounting for all CPAs

2.5 CPE credit for Certified Management Accountants (CMA)

2.5 CPE credit of Technology and Analytics for CMAs

2.5 CPD credit (Verifiable) for Canadian CPAs

2.5 CPE credit for Certified Fraud Examiners (CFEs)

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

2 CE credit of Computer Technology for Maryland Tax Preparers

2.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

The Fundamentals of PEOs: Everything You Need to Know to Find, Refer and Work with a Professional Employer Organization

Sep 21, 2021 | 02:00 PM EDT View Details

Accounting & Tax Implications of Accounting Changes & Errors

Sep 21, 2021 | 02:00 PM EDT View Details

IRS Representation Series - Reducing IRS Assessments for Interest & Penalties

Sep 21, 2021 | 02:30 PM EDT View Details

How to Make it Easy for Clients to Work with Your Accounting Firm

Sep 21, 2021 | 03:00 PM EDT View Details

Demystifying the Magic of Deferred Taxes

Sep 21, 2021 | 03:00 PM EDT View Details

Products and Services Subject to Sales Tax

Sep 21, 2021 | 03:30 PM EDT View Details

Auditing for Corruption

Sep 21, 2021 | 03:30 PM EDT View Details

Excel’s Data Validation Tools - keep out bad data from the start

Sep 21, 2021 | 03:30 PM EDT View Details

SOX Internal Controls For Accounts Payable, Receivable & Inventory

Sep 22, 2021 | 09:00 AM EDT View Details

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis

Sep 22, 2021 | 09:00 AM EDT View Details

Updates to Significant GAAP Topics

Sep 22, 2021 | 09:30 AM EDT View Details

Excel Accountant: Interactive Spreadsheets

Sep 22, 2021 | 10:00 AM EDT View Details

Ethics For Tax Professionals (Latest 2021)

Sep 22, 2021 | 10:00 AM EDT View Details

Practical Guide To Fraud including Cash, Inventory & General Frauds (Latest)

Sep 22, 2021 | 10:00 AM EDT View Details

How to deal effectively with IRS Examinations and Criminal Investigations?

Sep 22, 2021 | 10:00 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

Click Here

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 covers following Key Topics:

  • 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?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • Certified Fraud Examiner
  • Certified Information Technology Professionals
  • Certified Management Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • QB Pro Advisor
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

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    [average] => 4.6000
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)
 

4.6

(25)
60%
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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)