Banking Feed and Reconciling in QuickBooks Online Best Practices

Course Description
Course Qualification
Presenter
FAQ

Course Description

Eliminate manual data entry!

In this continuing education webinar, one of the best features of QuickBooks Online will be discussed.

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 covers the 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.

If you want to know more about QuickBooks, here are some certification courses: Beginners | Advanced | Comprehensive.

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 analyze how to classify transactions through the Bank Feed to save time on manual data entry.
To identify which transactions you should NOT import automatically.

Recommended For

This QuickBooks online CPE course is recommended for CPAs, CIAs, CMAs, Accounting professionals, Tax Professionals, CFOs, CEOs, and Business Owners.

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Accounting Practice Owners
Accounts Director
Auditors
Bookkeeper
Certified Management Accountant (CMA)
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

Course Qualification

Webinar Qualifies For

2.5 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
2.5 CPE Credit for Internal Audit Practitioner (IAP)
2.5 CPD Credit of Accounting for Chartered Professional Accountant (CPA Canada)
2.5 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
2.5 CPE Credit of Accounting & Auditing for Certified Management Accountants (CMA)
2.5 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
2 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00996-22-O)
2.5 CPE Credit of Financial accounting for Certified Valuation Analyst (CVA)
2.5 CPE Credit of Financial accounting for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
2.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
2.5 CE Credit for Certified Wealth Strategist (CWS)
2.5 General Credit for Accountant/Bookeeper

Additional details

Course Level :

Basic
Credits :

2.5
Instructional Method :

Group Internet Based
Pre-requisites :

None
Advance Preparation :

None

IRS APPROVED

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

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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.

Presenter

About Presenter

Alicia Pollock, MAT,ACN,MOS

Advisor, 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.

About Company

Royalwise Solutions

royalwise.com/

Founded by Jamie Pollock and Alicia Katz Pollock, Royalwise is an Apple, Microsoft, and Intuit-certified computer training and support company. We are certified to train and support all Apple products, Microsoft Office, QuickBooks on any platform. As a member of the Apple Consultants Network, we are certified by Apple to support all desktop machines running OS X and mobile devices running iOS. We have vast experience with iPads and iPhones, and how to configure and utilize iCloud to sync your data seamlessly.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

39 Ratings

Excellent

Very Good

Average

Poor

Terrible

James Lantz, CPA (US)

Jun 30th, 2022

valuable information, great presenter

Kevin Jensen, CPA (US)

Dec 10th, 2021

Very good instructor. Really knows QB online in depth. Very useful for my practice.

Thomas Lydick

Jun 5th, 2021

Good experience.

Diana Mcdevitt, CPA (US)

Jul 7th, 2021

myCPE description is that this is an interactive participant session - however the only Q& A was with the presenter's audience and the questions that audience asked were not audible to webinar participants