Description 

QuickBooks Online Bank Feeds (Also known as “Online Banking” or “Downloaded Transactions") has transformed how accounting professionals approach bookkeeping, write-up and bank reconciliations.

If you’re looking to improve your accounting efficiency through bank rules automation, join Hector Garcia, CPA, in this webinar to get the latest updates on features and mastering techniques on QuickBooks Online Bank Feeds. In this session, Hector will go in-depth on programmable Bank Rules that allow users to automate the way downloaded transactions are categorized and posted into check and credit card registers.

Topics Covered:

Benefits of using QuickBooks® Online for Bank Feeds
Web Connect Express" vs. Manual QBO/CSV file upload
Navigating Bank Feeds, adding new transactions, and working with automatically recognized transactions
Working with Banking Center Rules to control transactions
Matching Transactions, Batching, and Undo/Exclude options
Working with the bank registers and reconciling bank accounts after Bank Feeds

Learning Objectives:

• Identify how to download/upload bank transactions into QuickBooks
• Recognize how to how to classify downloaded bank transactions and/or match the to existing transactions
• Describe how "Bank Rules" work in order to automate data entry / bookkeeping with downloaded transactions

Who should Attend:

Consultants and accountants who work with QuickBooks clients