QuickBooks Online: Bank Feeds & Bank Reconilications
About this course
LAST UPDATE 05/28/2021QuickBooks Online: Bank Feeds, Downloaded Transactions, Bank Reconciliation, PayPal, and Troubleshooting balancesThis course is designed for active QuickBooks Online users that need to understand how banking works, downloading 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 feedsDirect Connection vs. Uploading QBO/CSV FileBank Feeds Layout explainedCategorizing New TransactionsBank RulesBatch Categorizing TransactionsExclude, Undo, and DeleteMatching TransactionsCleaning up beginning balance issuesReconciling BanksReconciling Credit CardsManual transactions in registerGetting rid of old uncleared transactionsFixing Reconciliation DiscrepanciesDealing with Transfers (Troubleshooting)Reconciling other accounts (Loans)Reconciling Petty CashWorking with PayPal (direct transactions downloads vs. manual transactions upload)This course is designed for active QuickBooks Online users that need to understand how banking works, downloading transactions, dealing with categorizing as expenses, income, or transfers across balance sheet transactionsTaught 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.<
69/100
CourseAsk score
- What the provider tells you
- 45/45
- Who stands behind it
- 8/35
- How complete the listing is
- 16/20
Scores how much the provider publishes and who stands behind it — not how well it is taught.
What you'll learn
- Understand advanced navigation within bank feeds
- Categorize transactions effectively
- Set up and manage bank rules
- Troubleshoot reconciliation discrepancies
- Reconcile accounts including banks, credit cards, and loans
Course objectives
- Improve efficiency in handling bank transactions
- Gain proficiency in QuickBooks Online banking features
- Learn comprehensive troubleshooting strategies
Price shown by Udemy — confirm on their site.
Enroll on UdemyYou'll be redirected to Udemy to complete enrollment.
- Listed & compared by CourseAsk
- English · 0
Compared on these lists
Where this course ranks against the alternatives.