QuickBooks Online: Bank Feeds & Bank Reconilications

About this course

LAST UPDATE 05/28/2021QuickBooks Online: Bank Feeds, Downloaded Transactions, Bank Reconciliation, PayPal, and Troubleshooting balancesThis 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 feedsDirect Connection vs. Uploading QBO/CSV FileBank Feeds Layout explainedCategorizing New TransactionsBank RulesBatch Categorizing TransactionsExclude, Undo, and DeleteMatching TransactionsCleaning up beginning balance issuesReconciling BanksReconciling Credit CardsManual transactions in registerGetting rid of old uncleared transactionsFixing Reconciliation DiscrepanciesDealing with Transfers (Troubleshooting)Reconciling other accounts (Loans)Reconciling Petty CashWorking 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 transactionsTaught 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.<