Bank Feeds-QuickBooks Online, Xero, Sage, Wave (Comparison)

Learn bank feeds using top accounting applications from a practicing CPA (Certified Public Accountant)

4.55 (91 reviews)
Udemy
platform
English
language
Accounting & Bookkeeping
category
Bank Feeds-QuickBooks Online, Xero, Sage, Wave (Comparison)
27,452
students
25 hours
content
Feb 2020
last update
$84.99
regular price

What you will learn

Set up popular accounting software

Navigate popular accounting software

Enter normal business transaction into popular accounting software

Reconcile bank accounts using popular accounting softare

Generate and analyze reports including a balance sheet, an income statement, and supporting reports

Export Reports to Excel

Description

Bank Feed Options

This course will compare and contrast the top accounting software applications, focusing on the use of bank feeds.

We will provide practice data that learners can import into the software applications.

Learners will understand the process of setting up each online software package. We will also discuss purchase options.

Most of the software applications will include a free test drive, an excellent tool for learning accounting and bank feeds.

We will practice entering two months of data into each accounting application with the help of banking data we will import into the system.

The course will also cover credit card bank feeds similarly.

Learners will also learn more advanced bank rules where applicable.

Content

Introduction

QuickBooks 315 How Do Bank Feeds Fit Into My Accounting System

Getting Set Up

QuickBooks Data Files to Download
Xero Data Files to Download
Wave Data Files
Sage Data Files
QuickBooks .05 Recommendations For Success
QuickBooks .10 Purchase With 30 Day Trial
Xero .10 Xero Free 30-Day Trial
Wave .10 Wave Free Accounting
Sage 10 Sage Business Cloud Accounting Free Trial
QuickBooks 320 Project Outline
Xero 320 Project Outline
Wave 320 Project Outline
Sage 320 Project Outline

Month One - Set up Bank Feeds

QuickBooks Data Files to Download
Xero Data Files to Download
Wave Data Files
Sage Data Files
QuickBooks 325 Set Up Bank Feeds
Xero 325 Set Up Bank Feeds
Wave 325 Set Up Bank Feeds
Sage 325 Set Up Bank Feeds
QuickBooks 360 Download Transactions From Bank
Xero 360 Download Transactions From Bank
Wave 360 Download Transactions From Bank
Sage 360 Download Transactions From Bank
QuickBooks 365 Import Bank Data
Xero 365 Import Bank Data
Wave 365 Import Bank Data
Sage 365 Import Bank Data

Month One - Add Transactions from Bank Feeds

QuickBooks 370 Add Expense transactions
Xero 370 Add Expense transactions
Wave 370 Add Expense Transactions
Sage 370 Add Expense transactions
QuickBooks 375 Add Capital Expenditures
Xero 375 Add Capital Expenditures
Xero 376 Add Capital Expenditures Part 2
Wave 375 Add Capital Expenditures
Sage 375 Add Capital Expenditures
QuickBooks 380 Add Inventory Purchase
Xero 380 Add Inventory Purchase
Wave 380 Add Inventory Purchase
Sage 380 Add Inventory Purchase
QuickBooks 385 Add Amount Paid for Investment
Xero 385 Add Amount Paid for Investment
Wave 385 Add Amount Paid for Investment
Sage 385 Add Amount Paid for Investment
QuickBooks 390 Add Owner Withdraws
Xero 390 Add Owner Withdraws
Wave 390 Add Owner Withdraws
Sage 390 Add Owner Withdraws
QuickBooks 395 Add Bank Service Charge
Xero 395 Add Bank Charge
Sage 395 1 Add Bank Charge
QuickBooks 395 Add Customer Deposits
Xero 395 Customer Deposit
Wave 395 1 Customer Deposit
Sage 395 2 Customer Deposit
QuickBooks 400 Sales Tax
Xero 400 Sales Tax Calculation
Xero 400 Sales Tax Set Up
Wave 400 Sales Tax Calculation
Sage 400 Sales Tax Calculation
QuickBooks 405 1 Deposit Owner
Xero 405 Deposit Loan
QuickBooks 405 Deposit Loan
Xero 405 Deposit Owner
Wave 405 1 Deposit Loan
Wave 405 2 Deposit Owner
Sage 405 1 Deposit Owner
Sage 405 2 Deposit Loan

Month One – Bank Reconciliation

QuickBooks 407 Bank Reconciliation
Xero 406 Bank Beginning Balance
Wave 406 Bank Beginning Balance
Wave 407 Bank Reconciliation
Sage 406 Bank Beginning Balance
Sage 407 Bank Reconciliation

Month One – Compare Cash basis to Accrual Basis Using Bank Feeds

QuickBooks 410 Compare Cash to Accrual

Month Two – Upload Bank Transactions

QuickBooks 415 Upload Bank Transactions
Xero 415 1 Upload Bank Transactions
Wave 415 1 Upload Bank Transactions
Sage 415 1 Upload Bank Transactions

Month Two – Add Transactions from Bank Feeds

QuickBooks 420 Add Expenses
Xero 415 2 Add Expenses
Wave 415 2 Add Expenses
Sage 415 2 Add Expenses
QuickBooks 420 Add Insurance
Xero 420 Add Insurance
Wave 420 Add Insurance
Sage 420 Add Insurance
QuickBooks 425 Add Payroll Checks
Xero 425 Add Payroll Checks
Wave 425 Add Payroll Checks
Sage 425 Add Payroll Checks
QuickBooks 430 Add Inventory
Xero 430 1 Add Inventory
Wave 430 1 Add Inventory
Sage 430 1 Add Inventory
QuickBooks 430 Add Loan Payments
Xero 430 2 Add Loan Payment
Wave 430 2 Add Loan Payment
Sage 430 2 Add Loan Payment
QuickBooks 435 Add Draw
Xero 435 Add Draw
Wave 435 Add Draw
Sage 435 Add Draw
QuickBooks 440 Invoice & Bank Feeds
Xero 440 1 Receive Payments On Invoice
Wave 440 1 Receive Payments On Invoice
Sage 440 1 Receive Payments On Invoice
QuickBooks 440 Receive Payments & Bank Feeds
Xero 440 2 One Deposit Two Invoices
Wave 440 2 One Deposit Two Invoices
Sage 440 2 One Deposit Two Invoices
QuickBooks 445 Sales Receipt & Bank Feeds
Xero 445 Sales Receipt & Bank Feeds
Wave 445 Sales Receipt & Bank Feeds
Sage 445 Sales Receipt & Bank Feeds

Month Two – Bank Reconciliation

QuickBooks 450 Bank Reconciliation
Xero 450 Bank Reconciliation
Wave 450 Bank Reconciliation
Sage 450 Bank Reconciliation

Month Two – Analyze Reports

QuickBooks 455 Reports After Second Month

Credit Card Bank Feeds

QuickBooks 460 Credit Card Bank Feeds Upload
Xero 460 Credit Card Bank Feeds Upload
Wave 460 Credit Card Bank Feeds Upload
Sage 460 Credit Card Bank Feeds Upload
QuickBooks 465 Add Credit Card Bank Feed Data
Xero 465 1 Add Credit Card Bank Feed Data
Xero 465 2 Add Credit Card Data to Financial Stmts
Wave 465 1 Add Credit Card Bank Feed Data
Sage 465 1 Add Credit Card Bank Feed Data
QuickBooks 470 Reconcile Credit Card
Xero 470 1 Reconcile Credit Card
Wave 470 Reconcile Credit Card
Sage 470 1 Reconcile Credit Card

Bank Feed Rules

QuickBooks 470 Upload Bank Transactions
Xero 470 2 Upload Bank Transactions to Create Bank Rules
QuickBooks 475 Bank Rules Deposit Same Customer Different Account
Xero 475 Bank Rules Deposit Same Customer Different Account
QuickBooks 480 Bank Rules Amount Limit
Xero 480 Bank Rules Amount Limit
QuickBooks 485 Bank Rules Split Into Two Accounts
Xero 485 Bank Rules Split Into Two Accounts
QuickBooks 490 Bank Rules One Vendor Two Expense Accounts
Xero 490 Bank Rules One Vendor Two Expense Accounts
QuickBooks 495 Bank Rules More Rules & Techniques
Xero 495 Bank Rules More Rules

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Related Topics

2816121
udemy ID
2/16/2020
course created date
2/24/2020
course indexed date
Lee Jia Cheng
course submited by