QuickBooks Online: Bank Feeds & Bank Reconilications

[LeeAndro]

Last updated 05/2021Duration: 6h 53m | Video: .MP4, 1280x720 30 fps | Audio: AAC, 48 kHz, 2ch | Size: 4.69 GBGenre: eLearning | Language: English[Auto]​

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

What you'll learn
ing transactions from the bank
Categorizing transactions to the correct category
Matching ed transactions with existing ones
Use Bank Rules to automate transaction categorization
Reconcile bank and credit card transactions
Reconcile other accounts like loans and petty cash accounts
ing and Reconciling PayPal Transactions
Troubleshoot bank and credit card reconciliation discrepancies
Troubleshoot opening balances
Requirements
QuickBooks Online basic navigation
Business and bookkeeping basics
Description
LAST UPDATE 05/28/2021
QuickBooks Online: Bank Feeds, ed Transactions, Bank Reconciliation, PayPal, and Troubleshooting balancesThis course is designed for active QuickBooks Online users that need to understand how banking works, ing 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 feeds
Direct Connection vs. Uploading QBO/CSV File
Bank Feeds Layout explained
Categorizing New Transactions
Bank Rules
Batch Categorizing Transactions
Exclude, Undo, and Delete
Matching Transactions
Cleaning up bning balance issues
Reconciling Banks
Reconciling Credit Cards
Manual transactions in register
Getting rid of old uncleared transactions
Fixing Reconciliation Discrepancies
Dealing with Transfers (Troubleshooting)
Reconciling other accounts (Loans)
Reconciling Petty Cash
Working with PayPal (direct transactions s vs. manual transactions upload)
This course is designed for active QuickBooks Online users that need to understand how banking works, ing transactions, dealing with categorizing as expenses, income, or transfers across balance sheet transactions
Taught 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.

Who this course is for
Anyone that has started working with QuickBooks Online (QBO)
All Accounting Professionals



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