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QBO: Banking Feed and Reconciling - Make Rules & Automate

4.6 (29)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Monday, August 10, 2020 | 09:00 AM EDT

  • CPA Canada
  • CPA/CITP
  • CMA
  • CPA
  • Tax Preparer

2.5 Credits

$25

Subject Area

Accounting

Upcoming Webinars

Additional Dates

Jul 06, 2021 | 10:00 AM EDT Register

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

  • 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.

Who Should Attend?

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

Testimonial

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(
    [no_of_record] => 29
    [average] => 4.5517
)
 

4.6

(29)
55%
45%
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0%
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TL

Good experience.

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)