QuickBooks Online: Bank Feeds & Bank Reconilications

🎉 LAST UPDATE 05/28/2021 📅

QuickBooks Online: Mastering Bank Feeds & Bank Reconciliations 🏦✨

Course Headline: 2021 UPDATE - Categorizing Transactions, Matching, Bank Reconciliations, PayPal, and Troubleshooting Balances

Course Description:

This comprehensive course is tailored for QuickBooks Online users who are keen on mastering the intricacies of bank feeds, downloading transactions, and bank reconciliations. Whether you're a small business owner, accountant, or financial enthusiast, this course will equip you with the skills to manage your finances effectively within QuickBooks Online.

What You Will Learn:

• Efficiency Tips: Boost your efficiency with advanced navigation tips for bank feeds.
• File Management: Understand the differences and benefits between a Direct Connection and uploading QBO/CSV files.
• Bank Feeds Layout: Gain clarity on the Bank Feeds layout and how to leverage it for your financial management.
• Transaction Categorization: Master the art of categorizing new transactions accurately as expenses, income, or balance sheet transactions.
• Categorization Batching: Learn to batch categorize transactions efficiently, saving you time and reducing errors.
• Bank Rules Setup: Set up and use bank rules effectively to automate the categorization of recurring transactions.
• Dealing with Exceptions: Know how to manage exceptions with confidence by excluding, undoing, or deleting unnecessary transactions.
• Transaction Matching: Perfect your ability to match transactions with precision.
• Resolving Discrepancies: Learn strategies to fix reconciliation discrepancies and ensure accuracy in your records.
• Handling Transfers and Other Accounts: Troubleshoot transfers and reconcile other accounts like loans and petty cash.
• Working with PayPal: Grasp the nuances of working with PayPal transactions, including understanding the differences between direct transactions downloads and manual uploads.
• Clean-Up Operations: Learn how to clean up beginning balance issues and get rid of old uncleared transactions to maintain a pristine record.

Instructor Profile:

This course is led by Hector Garcia, CPA - a seasoned accountant with extensive experience working with small business clients and Advanced QuickBooks ProAdvisors. With over 130k subscribers on his YouTube channel and a track record of creating long-term Udemy courses, Hector is one of the top trainers in accounting. His expertise and engaging teaching style make complex topics accessible and easy to understand for learners at all levels.

Course Format:

The course is delivered through two recorded webinars, each spanning 2 hours, ensuring a comprehensive understanding of all covered topics. The format allows you to learn at your own pace, with the flexibility to revisit any section that needs further clarification.

Join us in this up-to-date course, which is meticulously updated every year to incorporate all the latest changes and feature upgrades in QuickBooks Online. Enhance your financial management skills today and stay ahead of the curve with Hector Garcia's expert guidance! 🚀💡

Enroll Now and Take Your QuickBooks Skills to the Next Level!