QuickBooks Online: Bank Feeds & Bank Reconilications
Learn how to efficiently manage your banking transactions in QuickBooks Online with this comprehensive course. From downloading and categorizing transactions to reconciling accounts and troubleshooting discrepancies, you’ll gain valuable insights from an experienced CPA. Perfect for active QBO users and accounting professionals.
What you’ll learn
- Downloading transactions from the bank
- Categorizing transactions to the correct category
- Matching downloaded transactions with existing ones
- Use Bank Rules to automate transaction categorization
- Reconcile bank and credit card transactions
- Reconcile other accounts like loans and petty cash accounts
- Downloading and Reconciling PayPal Transactions
- Troubleshoot bank and credit card reconciliation discrepancies
- Troubleshoot opening balances
LAST UPDATE 05/28/2021
QuickBooks Online: Bank Feeds, Downloaded Transactions, Bank Reconciliation, PayPal, and Troubleshooting balances
This course is designed for active QuickBooks Online users that need to understand how banking works, downloading transactions, dealing with categorizing as expenses, income, or transfers across balance sheet transactions. The format of this course is 2 recorded webinars of 2 hours each, covering these topics:
Advanced Navigation Tips to boost efficiency with bank feeds
Direct Connection vs. Uploading QBO/CSV File
Bank Feeds Layout explained
Categorizing New Transactions
Bank Rules
Batch Categorizing Transactions
Exclude, Undo, and Delete
Matching Transactions
Cleaning up beginning balance issues
Reconciling Banks
Reconciling Credit Cards
Manual transactions in register
Getting rid of old uncleared transactions
Fixing Reconciliation Discrepancies
Dealing with Transfers (Troubleshooting)
Reconciling other accounts (Loans)
Reconciling Petty Cash
Working with PayPal (direct transactions downloads vs. manual transactions upload)
This course is designed for active QuickBooks Online users that need to understand how banking works, downloading transactions, dealing with categorizing as expenses, income, or transfers across balance sheet transactions
Taught by Hector Garcia, CPA – an active Accountant working with small business clients, Advanced QuickBooks ProAdvisors, and one of the top trainers of all things accountant on earth! He has a YouTube Channel with over 130k subscribers, and long-term Udemy course maker. This course is updated in an annual basis to cover all the changes and feature upgrades in QuickBooks Online.
Who this course is for:
- Anyone that has started working with QuickBooks Online (QBO)
- All Accounting Professionals
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