QuickBooks Online Bank Feeds & Bank Reconilications

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