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.
This course is also an on-demand resource library, so when you have questions about a feature, you can log in here to look it up! Please bookmark this page for quick access.
Click the orange Unit Name below to begin the video!
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