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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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Introduction to QuickBooks Online for Accountants and Bookkeepers

Class Description:

Accountants and Bookkeepers are frequently frustrated by QuickBooks Online. The interface is different, and they can’t find the features they need. This class will introduce you to the QBOA, the version for Accountants. We’ll answer your questions, show you where to find your familiar tools, and introduce all the timesaving tips and tricks that make QBO easier to use than the desktop version.

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

Instructional Level:

Beginner through Intermediate

Course Length:

3 hours

Course Credits:

3 CPE, Certificate of Completion

Requirements:

No prerequisite knowledge needed.

Who should take this class?

  • Bookkeepers and Accountants new to QuickBooks Online.
  • Bookkeepers and Accountants frustrated by QBO.

What should you bring?

A pen and paper.

What You’ll Learn:

  • The difference between QBOA for Accountants and the clients’
  • QBO Opening QBO in multiple windows
  • Reclassification tools Voided/Deleted Transactions
  • Writing off invoices
  • Journal Entries
  • The Audit Trail
  • Closing the books
  • The Banking feed
  • Banking Rules for automatic entry
  • 3rd party apps including T-Sheets and Expensify
  • Your specific questions answered!

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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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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Alicia speaks about apps

Alicia to speak at QuickBooks Connect!

Are you going to QuickBooks Connect in San Jose, CA next week? If so, on Wednesday, October 26 at 7:30 am, grab your breakfast and join Alicia for her workshop, QuickBooks Online in the Field! QuickBooks Online is the perfect software to use on a smartphone or tablet while you’re providing services to clients. The Mobile […]

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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 Online

QuickBooks Online 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 Online, the web-based version of QuickBooks. We’ll take a look at all of QuickBooks Online’s most popular features and teach you to use them to manage your business on a daily basis.

Instructional Level

Beginner through Intermediate

Course Length

4 hours

Requirements

No prerequisite knowledge needed.

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 tomake sure they have solid business knowledge so that they can succeed
  •  Seasoned users looking to glean essential nuggets of information to make usingQuickBooks 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.

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 Online

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 Online, the web- based version of QuickBooks. We’ll take a broad look at all of QuickBooks Online’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

Requirements

No prerequisite knowledge needed.

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 tomake sure they have solid business knowledge so that they can succeed
  •  Seasoned users looking to glean essential nuggets of information to make usingQuickBooks 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 Online

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 Online, the web- based version of QuickBooks. We’ll take a broad look at all of QuickBooks Online’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

Requirements

No prerequisite knowledge needed.

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 tomake sure they have solid business knowledge so that they can succeed
  •  Seasoned users looking to glean essential nuggets of information to make usingQuickBooks 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
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