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Free cpe webinars
QuickBooks Online: Banking and Downloaded Transactions

QUICKBOOKS ONLINE: BANKING AND DOWNLOADED TRANSACTIONS

Cost Free
Presentation Length 2.0 hours

Recorded DateDecember 30, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this webinar, attendees will learn how to setup connected bank accounts in QuickBooks Online and manually upload transactions for banks that do not connect to QuickBooks Online.  

Attendees will learn how to manage banking transactions in QuickBooks Online, including adding new transactions, matching existing ones, creating balance sheet transfers, and more. Additionally, attendees will learn how to automate the data entry with bank rules.

Learning Objectives:


  • Recognize how to manage banking transactions in QuickBooks Online

  • Identify how to automate data entry

  • Determine how to setup connected bank accounts in QuickBooks Online

  • Identify how to upload transactions to QuickBooks Online manually

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
[email protected]
(954) 414-1524

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.

About Our Sponsor

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Synder believes that technology can help businesses manage their finances better, smarter, and faster than ever before. Synder also believes that we can help you shine by giving you the tools needed to help you and your clients avoid spending precious time on manual tasks, reconciliation and inventory management challenges, freeing up time that could be better invested in growing relationships with clients. So many small business owners don’t have a good understanding of their numbers. Synder helps you know the numbers that tell the story of their businesses. Whether that business is e-commerce, retail or SaaS. Knowing this story will allow you to advise your clients more efficiently, which means they can make more money and save time.