QBO: Banking Feed and Reconciling - Make Rules & Automate

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QBO: Banking Feed and Reconciling - Make Rules & Automate

Learning Objectives

How to connect your bank accounts to your QuickBooks®.
How to import new transactions as they clear the bank.
How to import previous transaction history.
How to classify transactions through the Bank Feed to save time on manual data entry.
Which transactions you should NOT import automatically.

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.

Webinar Qualifies For

2.5 CPE Credit for Certified Public Accountants (CPA-US)
2.5 General Credit for Accountant/Bookkeeper/Tax Professionals
2.5 CPD Credit for CPA in Canada
2.5 CPE Credit for Certified Management Accountants (CMA)
2.5 CPD Credit for Certified Information Technology Professionals (CITP)
2.5 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
2.5 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
2.5 CE Credit for Certified Wealth Strategist (CWS)
2.5 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

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

2.5 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

4.4

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Very Good

Average

Poor

Terrible

Valarie Gatti, CPA (US)

The instructor was very thorough and took time to explain each section well with good examples.

Dana Geyser, CPA (US)

Discusses opportunities to make QBO more efficient while giving tips on what not to do.

Kevin Jensen, CPA (US)

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

Chirag Shah, CPA (US), EA

It's quite tough to understand for the beginners, however good learnigs out of it.

VVS

Virginia Von Scheele, CPA (US)

Great overall course. Highly recommend

2.5 Credits

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Subject Area

Accounting

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QBO: Banking Feed and Reconciling - Make Rules & Automate

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Alicia Pollock, MAT,ACN,MOS

Other Details

Additional Information

2.5 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.4

Valarie Gatti, CPA (US)

Dana Geyser, CPA (US)

Kevin Jensen, CPA (US)

Chirag Shah, CPA (US), EA

Virginia Von Scheele, CPA (US)

Subject Area

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