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Home > Webinar > Webinar detail


MASTERING QUICKBOOKS ONLINE BANK FEEDS (DOWNLOADED TRANSACTIONS)

  EVENT DATE

FEBRUARY 09, 2023

  PRESENTER(S)

HECTOR GARCIA

  12:00 PM ET | 11:00 AM CT | 09:00 AM PT | 120 MINUTES

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LIVE + DVD + e-TRANSCRIPT ($299.00)
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DESCRIPTION



2023 UPDATE. Categorizing transactions, matching, bank reconciliations, PayPal,
and troubleshooting balances.


QuickBooks Online Bank Feeds (Also known as “Online Banking” or “Downloaded
Transactions") has transformed how accounting professionals approach
bookkeeping, write-up and bank reconciliations.

If you’re looking to improve your accounting efficiency through bank rules
automation, join Hector Garcia, CPA, in this webinar to get the latest updates
on features and mastering techniques on QuickBooks Online Bank Feeds. In this
session, Hector will go in-depth on programmable Bank Rules that allow users to
automate the way downloaded transactions are categorized and posted into check
and credit card registers.

Learning Objectives

 * Identify how to download/upload bank transactions into QuickBooks
 * Recognize how to how to classify downloaded bank transactions and/or match
   the to existing transactions
 * Describe how "Bank Rules" work in order to automate data entry / bookkeeping
   with downloaded transactions

Session Highlights:

 * Benefits of using QuickBooks® Online for Bank Feeds
 * Web Connect Express" vs. Manual QBO/CSV file upload
 * Navigating Bank Feeds, adding new transactions, and working with
   automatically recognized transactions
 * Working with Banking Center Rules to control transactions
 * Matching Transactions, Batching, and Undo/Exclude options
 * Working with the bank registers and reconciling bank accounts after Bank
   Feeds

Who Will Benefit?


 * CPA
 * Accountant
 * Accounting Professionals
 * Tax Professionals







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established in 2016 to provide members’ clients with the wide opportunity of
services required in today’s rapidly expanding worldwide economy.


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