Udemy

Platform

English

Language

Accounting & Bookkeeping

Category

Banking Center and Reconciliation in QBO

The Banking feed allows you to pull in your transactions and classify them automatically. Learn how to use it properly.

4.50 (2 reviews)

Banking Center and Reconciliation in QBO

Students

2 hours

Content

Oct 2019

Last Update
Regular Price

EXCLUSIVE SKILLSHARE OFFER
Exclusive  SkillShare  Offer
Unlimited access to 30 000 Premium SkillShare courses
30-DAY FREE TRIAL

What you will learn

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

Workarounds for bank feed issues

Why you should reconcile even if you’re importing

How to reconcile your bank account transactions with your monthly bank statement

Tips and tricks wile reconciling that will save time and frustration


Description

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. We’ll also show you how to reconcile your accounts at the end of the month so that you can have confidence in your numbers.


Eliminate manual data entry! In this tutorial on QuickBooks® Online Banking, we’ll show you how to add a bank account to QuickBooks, import and match transactions, categorize your expenses, and attach receipts. After you itemize your deductions, do a bank reconciliation.


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 the 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.


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.



Content

Using the QBO Banking Feed

Using the QBO Banking Feed

Banking Rules

Banking Rules

Troubleshooting the Banking Feed

Troubleshooting the Banking Feed

Reconciling Your Accounts

Reconciling Your Accounts

Corporate Credit Cards

Corporate Credit Cards

Receipt Capture

Receipt Capture


2591438

Udemy ID

10/4/2019

Course created date

11/1/2019

Course Indexed date
Bot
Course Submitted by

Twitter
Telegram