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QuickBooks Online: Mastering Banking Transactions (Part 1)

QUICKBOOKS ONLINE: MASTERING BANKING TRANSACTIONS (PART 1)

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 18, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this two-part series, attendees will learn the most important tools inside QuickBooks Online to speed up and streamline the data entry process using banking feeds.

In Part 1, the presentation will focus on connecting banks, uploading manual transaction lists (in .CSV or .QBO format), batching transaction entries, and bank rules.

Attendees of this two-part series will also have special access to a "bonus part 3" via self-study (no CPE) via a training program that focuses on the bank register and bank reconciliation training, sponsored by Divvy.

Learning Objectives:


  • Recall how to connect banks to QuickBooks Online or upload transactions if a direct connection is not available

  • Recognize how bank feeds interact with downloaded transactions in order to create a new one or match an existing transaction to the general ledger

  • Name the automation opportunities for data entry of transactions using bank rules

Click here for Part 2.
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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.

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