QuickBooks Online: Banking

🌟 Master QuickBooks Online for Banking: A Comprehensive Guide by Alicia Katz Pollock 🌟

Course Headline:

"Reconcile Your Bank Accounts, Manage Transfers, and Master the Online Bank Feed with Ease!"

Course Description:

Dive into the World of QuickBooks Online! In this essential course, business owners and bookkeepers will master the art of managing bank accounts within the powerful QuickBooks Online ecosystem. 🏦✨

Whether you're new to QuickBooks or looking to refine your skills, this comprehensive guide is designed to transform the way you handle your banking transactions and reconciliations. Here's what you can expect:

• Hands-On Learning: Engage with a 20-page downloadable handout that outlines each step demonstrated in our video lessons, ensuring you have a reference guide at your fingertips.

• Bank Transfers & Payments: Learn the ins and outs of making bank transfers, paying credit card bills, and crafting General Journal Entries with ease and precision.

• Navigating Bank Feeds: Get up close and personal with QuickBooks Online's powerful Bank Feed feature. We'll cover how to effectively pull transactions into your account, avoiding the tedium of manual entry. Plus, we'll highlight all the interface quirks you should be aware of and guide you through troubleshooting common issues.

• Reconciliation Mastery: Say goodbye to lengthy reconciliation processes! We'll reveal our secret tips and tricks that will have you completing monthly bank reconciliations in a matter of minutes.

Key Takeaways:

• Expert Instruction: Led by Alicia Katz Pollock, a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network.

• Real-World Application: Practical examples and exercises based on real-world scenarios that you'll encounter as a business owner or bookkeeper.

• CPE Credit: Earn 1 Continuing Professional Education (CPE) credit upon completion of this course.

What You'll Learn:

• Bank Transfers: Understand how to make effective and accurate bank transfers within QuickBooks Online.

• Credit Card Payments: Simplify your credit card payment process with QuickBooks Online's user-friendly interface.

• General Journal Entries: Learn the correct way to create General Journal Entries for various transactions.

• Bank Feed Management: Gain confidence in managing bank feeds, including setting up, categorizing transactions, and handling discrepancies.

• Troubleshooting Techniques: Acquire essential troubleshooting skills to address common errors or issues within QuickBooks Online's banking features.

• Reconciliation Techniques: Discover time-saving reconciliation techniques that will make your monthly tasks a breeze.

About the Instructor:

Alicia Katz Pollock is not just an instructor; she's a seasoned QuickBooks ProAdvisor and a valued member of the Intuit Trainer/Writer Network. With hundreds of small businesses successfully set up, managed, and troubleshot under her belt, Alicia brings a wealth of practical experience and expert knowledge to this course. 👩‍💻🏆

Course Benefits:

• Expert Guidance: Learn from an experienced QuickBooks professional who knows the ins and outs of the software.

• Practical Skills: Acquire skills that you can immediately apply to your business or bookkeeping practice.

• Time Efficiency: Save countless hours on banking tasks with our efficient reconciliation and transaction management techniques.

• Network Connection: Join a community of QuickBooks users who are enhancing their financial management skills.

Additional Perks:

This course is part of a comprehensive series designed to cover all aspects of QuickBooks Online, including setup, customer management, expense tracking, and report running. By enrolling in this course, you're not just learning about bank reconciliations; you're investing in a broader understanding of QuickBooks Online.

Enroll now to unlock the full potential of QuickBooks Online and transform your approach to managing business banking! 💳🚀