Banking Center in QBO
Banking Center in QBO, available at $24.99, has an average rating of 4.75, with 19 lectures, based on 4 reviews, and has 12 subscribers.
You will learn about 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 This course is ideal for individuals who are Business owners and employees who maintain their company’s financial records or Bookkeepers and Accountants who wish to brush up on their skills. It is particularly useful for Business owners and employees who maintain their company’s financial records or Bookkeepers and Accountants who wish to brush up on their skills.
Enroll now: Banking Center in QBO
Summary
Title: Banking Center in QBO
Price: $24.99
Average Rating: 4.75
Number of Lectures: 19
Number of Published Lectures: 19
Number of Curriculum Items: 19
Number of Published Curriculum Objects: 19
Original Price: $24.99
Quality Status: approved
Status: Live
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
Who Should Attend
- Business owners and employees who maintain their company’s financial records
- Bookkeepers and Accountants who wish to brush up on their skills.
Target Audiences
- Business owners and employees who maintain their company’s financial records
- Bookkeepers and Accountants who wish to brush up on their skills.
Attention all small business owners and accountants! Are you tired of spending countless hours manually entering data into QuickBooks? Imagine having the ability to connect your bank accounts and credit cards to seamlessly pull in all of your transactions and classify them automatically, saving you time and reducing errors.
Well, you’re in luck! Our Royalwise tutorial on QuickBooks Online Banking will teach you how to take advantage of the powerful Banking Feed feature in QuickBooks. You’ll learn how to add a bank account, import and match transactions, and categorize expenses.
We’ll explore Rules that assign payee names and categories for you, including splits, classes, and automatically enter routine transactions.
We’ll explore new features including App Transaction integrations with Amazon for Business and Square POS. We’ll even show you 3 ways to attach receipts to every expense.
Plus, you’ll see how to reconcile your accounts at the end of the month, giving you confidence in your reports so you can make informed decisions.
We’ll even check out Alicia’s favorite tips and tricks for customizing the interface so it works the way you want it to.
In addition to all that awesomeness, it’s important to understand that the Banking Feed feature has some interesting quirks that you need to know about. If you use it incorrectly, you risk doubling your income, categorizing expenses incorrectly, and wasting valuable time troubleshooting. Don’t make that mistake – take this class and learn how to set it up properly.
By registering for this class, you’ll have the knowledge and skills to manage your bills and bank transactions more efficiently, giving you the extra time you deserve to help your customers and grow your business. Don’t wait – sign up now and take the first step towards streamlining your financial management process!
Instructional Level
Basic
Field of Study
Accounting
Course Length
2.5 hours
Who should take this class?
Business owners & employees maintaining QuickBooks Online files
Accountants and bookkeepers using QuickBooks Online
After completing this course, you will be able to:
Recognize the process for managing bank connections
Identify the features in the Banking Center
Recall the procedures for using the Banking Feed to categorize transactions correctly
Recognize common banking mistakes
Recall the process for reconciling your bank statements
What You’ll Learn
Connecting your bank accounts and credit cards to your QuickBooks Online
Importing new transactions as they clear the bank
Understanding the artificial intelligence behind the automation
Customizing the banking feed’s Options
Matching and pairing existing transactions as they clear the bank
Categorizing new transactions using the Banking Feed
Using the Banking Feed to create transfers and credit card payments
Using Find Match to locate existing transactions
Creating simple and complex Rules
Using App Transactions to import e-commerce and Amazon transactions
Scanning and uploading receipts
Using Tags to label transactions
Reconciling your register to your bank statements
Course Curriculum
Chapter 1: Using the Banking Center in QBO
Lecture 1: Introduction
Lecture 2: What is the Banking Center? Connecting Accounts and Getting Started
Lecture 3: The Banking Feed Interface Deep Dive
Lecture 4: Understanding the AI
Lecture 5: Entering Data
Lecture 6: Using the Find Match Tool
Lecture 7: Transfers and Credit Card Payments
Lecture 8: Exploring Your Banking Feed Options
Lecture 9: When Not to Use the Bank Feed
Lecture 10: App Transactions
Lecture 11: Managing PayPal
Lecture 12: Banking Rules
Lecture 13: Tags
Lecture 14: Receipt Capture
Lecture 15: Best Practices
Lecture 16: Signs the Banking Feed Was Used Incorrectly
Lecture 17: Fixing Duplicate Income
Lecture 18: Troubleshooting
Lecture 19: Reconciliations
Instructors
-
Alicia Katz Pollock
QuickBooks ProAdvisor & Top 50 Women in Accounting
Rating Distribution
- 1 stars: 0 votes
- 2 stars: 0 votes
- 3 stars: 0 votes
- 4 stars: 1 votes
- 5 stars: 3 votes
Frequently Asked Questions
How long do I have access to the course materials?
You can view and review the lecture materials indefinitely, like an on-demand channel.
Can I take my courses with me wherever I go?
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!
You may also like
- Top 10 Video Editing Courses to Learn in November 2024
- Top 10 Music Production Courses to Learn in November 2024
- Top 10 Animation Courses to Learn in November 2024
- Top 10 Digital Illustration Courses to Learn in November 2024
- Top 10 Renewable Energy Courses to Learn in November 2024
- Top 10 Sustainable Living Courses to Learn in November 2024
- Top 10 Ethical AI Courses to Learn in November 2024
- Top 10 Cybersecurity Fundamentals Courses to Learn in November 2024
- Top 10 Smart Home Technology Courses to Learn in November 2024
- Top 10 Holistic Health Courses to Learn in November 2024
- Top 10 Nutrition And Diet Planning Courses to Learn in November 2024
- Top 10 Yoga Instruction Courses to Learn in November 2024
- Top 10 Stress Management Courses to Learn in November 2024
- Top 10 Mindfulness Meditation Courses to Learn in November 2024
- Top 10 Life Coaching Courses to Learn in November 2024
- Top 10 Career Development Courses to Learn in November 2024
- Top 10 Relationship Building Courses to Learn in November 2024
- Top 10 Parenting Skills Courses to Learn in November 2024
- Top 10 Home Improvement Courses to Learn in November 2024
- Top 10 Gardening Courses to Learn in November 2024