Limited Period Offer - Get Unlimited Access to 10k+ hours of content with myCPE Prime at $199Subscribe Now

QBO: Banking Feed and Reconciling - Make Rules & Automate

  • Accountant
  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • IAP
  • QIAL
  • Maryland Tax Preparer
  • CBA/MCBA
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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.

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 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