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Practical QuickBooks: Bank Feeds and Reconciling

Practical QuickBooks: Bank Feeds and Reconciling Class Description

One of the newest features in accounting software like QuickBooks is the opportunity to connect your bank accounts and credit cards. This allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. But…it has some interesting quirks you need to know about, as well as automation features like Rules that do the work for you.

Once you’re up to date, we’ll also show you how to reconcile your accounts at the end of the month so that you can have confidence in your numbers.

The class will be recorded and saved in “My Class Recordings” for you to review at your convenience!

Instructional Level

Beginner to Intermediate

Requirements

  • Completed our Intro to QuickBooks class, webinar, or video or
  • or Experience using your company’s QuickBooks
  • or Bookkeeping or Accounting experience

Who should take this class?

  • Business owners
  • Employees in charge of the company QuickBooks
  • Job seekers who want to learn QuickBooks
  • Bookkeepers and Accountants who want to brush up on their QB skills

What You’ll Learn

  • How to connect your bank accounts to your QuickBooks
  • How to import new transactions as they clear the bank
  • How to import previous transaction history
  • How to classify transactions through the Bank Feed to save time on manual data entry
  • Which transactions you should NOT import automatically
  • Workarounds for bank feed issues
  • How to reconcile your bank account transactions with your monthly bank statement
  • Tips and tricks wile reconciling that will save time and frustration

About Your Instructor

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).

Attend in Person, via Webinar, or Watch Later

If you are planning to attend our class in person, choose “Live @ CityMac”.

If you live outside the Portland/Vancouver area, or if you don’t want to make the drive, you can attend and participate in our classes via webinar. When you register, choose “Online via Webinar” as your ticket type. We’ll email you an access code and instructions for how to connect.
If you are unable to attend on this time & date, select the “Watch Later” option. After class is done, we’ll send you access information so that you can watch the content at your convenience. You are welcome to call us with your individual questions for a free 10-minute Q&A session.
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QuickBooks Online Fundamentals Series: Setting Up Your Firm’s Books

QuickBooks Online Fundamentals Series: Setting Up Your Firm’s Books

Presented by Intuit, taught by Royalwise. This is the second of a 3-part webinar series for accounting professionals who are brand new to QuickBooks Online. This webinar begins with a demonstration of the QuickBooks Online Accountant “Your Books” feature, which is a free subscription to QuickBooks Online that is integrated within QuickBooks Online Accountant for the accounting professional to use. It will then show the accounting professional how to set their firm up as a simple service company in their “Your Books” QuickBooks Online company.

 

Click Here to reserve your spot in this free webinar!

 

About Your Instructor

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).
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Practical QuickBooks: Running Reports

Practical QuickBooks: Running Reports Class Description

Now that you’ve spent hours keeping your business records up-to-date, you can analyze your business to help it grow. Who are your best customers? What products and services are your best sellers? Who owes you money, and who do you owe?

We’ll customize your reports to pull the data you need, memorize your favorites for future use, and even email them every month automatically!

The class will be recorded and saved in “My Class Recordings” for you to review at your convenience!

Instructional Level

Beginner to Intermediate

Requirements

  • Completed our Intro to QuickBooks class, webinar, or video or
  • or Experience using your company’s QuickBooks
  • or Bookkeeping or Accounting experience

Who should take this class?

  • Business owners
  • Employees in charge of the company QuickBooks
  • Job seekers who want to learn QuickBooks
  • Bookkeepers and Accountants who want to brush up on their QB skills

What You’ll Learn

  • What reports are available at each subscription level of QuickBooks
  • How to read a Profit & Loss report
  • How to read a Balance Sheet
  • A/R and A/P reports
  • Job Costing reports
  • Who are your best Customers?
  • What are your most lucrative services?
  • What are your best-selling products?
  • How to analyze your reports to decide what direction to grow in the future
  • How to customize reports to extract exactly what you want to see
  • How to memorize reports so you can run them again in the future

About Your Instructor

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).

Attend in Person, via Webinar, or Watch Later

If you are planning to attend our class in person, choose “Live @ CityMac”.

If you live outside the Portland/Vancouver area, or if you don’t want to make the drive, you can attend and participate in our classes via webinar. When you register, choose “Online via Webinar” as your ticket type. We’ll email you an access code and instructions for how to connect.

If you are unable to attend on this time & date, select the “Watch Later” option. After class is done, we’ll send you access information so that you can watch the content at your convenience. You are welcome to call us with your individual questions for a free 10-minute Q&A session.
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Practical QuickBooks: Tricky Situations

Class Description:

It’s one thing to learn QuickBooks basics, but it’s completely something else to use it for common business situations. In this special QuickBooks class, we’ll see how to process Car Loans, Lines of Credit, Bounced Checks, and Bartering (since the IRS still wants you to report everything). This class will help you deepen your understanding about QuickBooks and begin to troubleshoot tricky transactions.

Instructional Level:

Intermediate

Requirements:

  • Completed our Intro to QuickBooks class, webinar, or video
  • or Experience using your company’s QuickBooks
  • or Bookkeeping or Accounting experience

Who should take this class?

  • Employees in charge of their company’s accounting software
  • Bookkeepers and Accountants who wish to brush up on their skills

What You’ll Learn:

  • How to add situation-specific accounts to the Chart of Accounts
  • How to manage a Line of Credit
  • How to separate out Loan payments for principal, interest, and debt protection insurance
  • How to process Bounced Checks, both your customers’  and your own
  • How to track Bartering, so you can track your true income and your expenses even though no money has changed hands
  • How to memorize transactions, so the next time you don’t need to remember what you did last time
  • Valuable tips and tricks to shave time off your daily tasks

About Your Instructor:

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).
Attend in Person, via Webinar, or Watch Later
If you are planning to attend our class in person, choose Live @ The Vancouver Chamber of Commerce.
If you live outside the Portland/Vancouver area, or if you don’t want to make the drive, you can attend and participate in our classes via webinar. When you register, choose “Online via Webinar” as your ticket type. We’ll email you an access code and instructions for how to connect.
If you are unable to attend on this time & date, select the “Watch Later” option. After class is done, we’ll send you access information so that you can watch the content at your convenience. You are welcome to call us with your individual questions for a free 10-minute Q&A session.
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Master QuickBooks Online from Setup to Tax Time

QBOA for Accountants and Bookkeepers

Over the past few years, my business owner clients have increasingly moved off of QuickBooks Desktop (QBDT) and onto QuickBooks Online (QBO). At first, about 5 years ago, this move could only be made by companies with the simplest of needs. QBO just wasn’t feature-rich enough. But fast forward to today…QBO has become robust. The only […]

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QuickBooks: Bank Feeds and Reconciling

Class Description:

One of the newest features in accounting software like QuickBooks is the opportunity to connect your bank accounts and credit cards. This allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. Once you’re up to date, we’ll also show you how to reconcile your accounts at the end of the month so that you can have confidence in your numbers.
The class will be recorded and saved in “My Class Recordings” for you to review at your convenience!

Instructional Level:

Beginner to Intermediate

Requirements:

  • Completed our Intro to QuickBooks class, webinar, or video or
  • or Experience using your company’s QuickBooks or QuickBooks Online
  • or Bookkeeping or Accounting experience

Who should take this class?

  • Business owners
  • Employees in charge of the company QuickBooks
  • Job seekers who want to learn QuickBooks
  • Bookkeepers and Accountants who want to brush up on their QB skills

 

What You’ll Learn:

  • How to connect your bank accounts to your QuickBooks
  • How to import new transactions as they clear the bank
  • How to import previous transaction history
  • How to classify transactions through the Bank Feed to save time on manual data entry
  • Which transactions you should NOT import automatically
  • Workarounds for bank feed issues
  • How to reconcile your bank account transactions with your monthly bank statement
  • Tips and tricks wile reconciling that will save time and frustration

About Your Instructor:

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).

Attend in Person, via Webinar, or Watch Later:

If you are planning to attend our class in person, choose Live @ CityMac.
If you live outside the Portland/Vancouver area, or if you don’t want to make the drive, you can attend and participate in our classes via webinar. When you register, choose “Webinar” as your ticket type. We’ll email you an access code and instructions for how to connect.
If you are unable to attend on this time & date, select the “Watch Later” option. After class is done, we’ll send you access information so that you can watch the content at your convenience. You are welcome to call us with your individual questions for a free 10-minute Q&A session.
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Introduction to QuickBooks

Class Description:

If you run a business, good financial records are crucial to your business decisions, and your tax returns! Learn how to manage your company by using QuickBooks. We’ll take a broad look at all of QuickBooks’s features and help you determine which ones you need to manage your business on a daily basis.

Instructional Level

Beginner through Intermediate

Course Length

4 hours

Course Credits

4 Oregon CPE, Certificate of Completion

Requirements

  • No prerequisite knowledge needed.
  • QuickBooks Pro or higher installed on your computer.

Who should take this class?

  • Business owners and employees who maintain their company’s financial records
  • Students and job-seekers will boost their employment marketability
  • Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
  • Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before
  • Bookkeepers and Accountants who wish to brush up on their skills.

What should you bring?

We will provide you with a free QuickBooks manual where you can take notes.

What You’ll Learn

  • The importance of good record keeping
  • When do you need a bookkeeper and when can you do it yourself?
  • Common bookkeeping mistakes business owners make
  • Setting up QuickBooks
  • QuickBooks Preferences
  • Creating your Items list
  • Working with Customers (Accounts Receivable): Estimates, Invoices, Sales Receipts, Payments
  • Working with Vendors (Accounts Payable): Bills, Payments, Expenses, Checks
  • Bank feeds
  • Reconciling

About Your Instructor

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).

Attend in Person, via Webinar, or Watch Later

If you are planning to attend our class in person, choose Live @ CityMac, 12310 N.E. Whitaker Way, Portland, OR 97230.

If you live outside the Portland/Vancouver area, or if you don’t want to make the drive, you can attend and participate in our classes via webinar. When you register, choose “Webinar” as your ticket type. We’ll email you an access code and instructions for how to connect.

If you are unable to attend on this time & date, select the “Watch Later” option. After class is done, we’ll send you access information so that you can watch the content at your convenience. You are welcome to call us with your individual questions for a free 10-minute Q&A session.

Continue Reading

Introduction to QuickBooks

Class Description

If you run a business, good financial records are crucial to your business decisions, and your tax returns! Learn how to manage your company by using QuickBooks. We’ll take a broad look at all of QuickBooks’s features and help you determine which ones you need to manage your business on a daily basis.

Instructional Level

Beginner through Intermediate

Course Length

4 hours

Course Credits

4 Oregon CPE, Certificate of Completion

Requirements

No prerequisite knowledge needed.
QuickBooks Pro or higher installed on your computer.

Who should take this class?

  • Business owners and employees who maintain their company’s financial records
  • Students and job-seekers will boost their employment marketability
  • Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
  • Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before
  • Bookkeepers and Accountants who wish to brush up on their skills.

What should you bring?

A pen. We will provide you with a free QuickBooks manual where you can take notes.

What You’ll Learn

  • The importance of good record keeping
  • When do you need a bookkeeper and when can you do it yourself?
  • Common bookkeeping mistakes business owners make
  • Setting up QuickBooks
  • QuickBooks Preferences
  • Creating your Items list
  • Working with Customers (Accounts Receivable): Estimates, Invoices, Sales Receipts, Payments
  • Working with Vendors (Accounts Payable): Bills, Payments, Expenses, Checks
  • Bank feeds
  • Reconciling

About Your Instructor

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).

Attend in Person, via Webinar, or Watch Later

If you are planning to attend our class in person, choose Live @ CityMac (formerly TD Curran), 12310 N.E. Whitaker Way, Portland, OR 97230.

If you live outside the Portland/Vancouver area, or if you don’t want to make the drive, you can attend and participate in our classes via webinar. When you register, choose “Webinar” as your ticket type. We’ll email you an access code and instructions for how to connect.

If you are unable to attend on this time & date, select the “Watch Later” option. After class is done, we’ll send you access information so that you can watch the content at your convenience. You are welcome to call us with your individual questions for a free 10-minute Q&A session.

Continue Reading

Introduction to QuickBooks

Class Description

If you run a business, good financial records are crucial to your business decisions, and your tax returns! Learn how to manage your company by using QuickBooks. We’ll take a broad look at all of QuickBooks’s features and help you determine which ones you need to manage your business on a daily basis.

Instructional Level

Beginner through Intermediate

Course Length

4 hours

Course Credits

4 Oregon CPE, Certificate of Completion

Requirements

No prerequisite knowledge needed.
QuickBooks Pro or higher installed on your computer.

Who should take this class?

  • Business owners and employees who maintain their company’s financial records
  • Students and job-seekers will boost their employment marketability
  • Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
  • Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before
  • Bookkeepers and Accountants who wish to brush up on their skills.
  • What should you bring?

    A pen. We will provide you with a free QuickBooks manual where you can take notes.

    What You’ll Learn

  • The importance of good record keeping
  • When do you need a bookkeeper and when can you do it yourself?
  • Common bookkeeping mistakes business owners make
  • Setting up QuickBooks
  • QuickBooks Preferences
  • Creating your Items list
  • Working with Customers (Accounts Receivable): Estimates, Invoices, Sales Receipts, Payments
  • Working with Vendors (Accounts Payable): Bills, Payments, Expenses, Checks
  • Bank feeds
  • Reconciling
  • About Your Instructor

    Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).

    Attend in Person, via Webinar, or Watch Later

    If you are planning to attend our class in person, choose Live @ CityMac (formerly TD Curran), 12310 N.E. Whitaker Way, Portland, OR 97230.

    If you live outside the Portland/Vancouver area, or if you don’t want to make the drive, you can attend and participate in our classes via webinar. When you register, choose “Webinar” as your ticket type. We’ll email you an access code and instructions for how to connect.

    If you are unable to attend on this time & date, select the “Watch Later” option. After class is done, we’ll send you access information so that you can watch the content at your convenience. You are welcome to call us with your individual questions for a free 10-minute Q&A session.

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    Quicken

    Class Description:

    Quicken is personal financial management software. Not only is it a digital checkbook, it can help you monitor your investments as well. Get the big picture of your financial health, and have all the deductions at your fingertips come tax time.

    Who should take this class?

    • Households who want to track and analyze where their money is going
    • Investors who want to see the value of their holdings, and their net worth, all in one place

    What should you bring?

    A computer with Quicken installed, any version (optional).

    What You’ll Learn

    • Setting up a new file
    • Setting up your bank accounts
    • Setting up your credit cards
    • Setting up your investment holdings
    • Creating your list of Tags
    • Using the automatic import of transactions
    • Writing & printing checks
    • Reconciling
    • Running reports

    About Your Instructor

    Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).

    Attend in Person, via Webinar, or Watch Later

    If you are planning to attend our class in person, choose Live @ CityMac (formerly TD Curran), 12310 N.E. Whitaker Way, Portland, OR 97230.

    If you live outside the Portland/Vancouver area, or if you don’t want to make the drive, you can attend and participate in our classes via webinar. When you register, choose “Webinar” as your ticket type. We’ll email you an access code and instructions for how to connect.

    If you are unable to attend on this time & date, select the “Watch Later” option. After class is done, we’ll send you access information so that you can watch the content at your convenience. You are welcome to call us with your individual questions for a free 10-minute Q&A session.

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    You Never Know Where a Connection May Lead

    This article, written by Intuit’s Jim McGinnis (VP and Leader of the Accountant Segment for Intuit), originally appeared on LinkedIn: http://bit.ly/1Qk3y7l  Who are you going to meet this week for the first time? Maybe a story or two will inspire you to make new connections, as they have me. Last November, Intuit hosted the 2nd […]

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