Udemy

Platform

English

Language

Accounting & Bookkeeping

Category

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

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

4.35 (13 reviews)

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

9569

Students

25 hours

Content

Feb 2020

Last Update
$94.99
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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2816121

Udemy ID

2/16/2020

Course created date

2/24/2020

Course Indexed date
Lee Jia Cheng
Course Submitted by