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Practical QuickBooks: Bank Feeds and Reconciling

April 12 @ 12:00 pm - 2:00 pm PDT

QuickBooks Year-end Procedures Online Course


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


  • 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.


April 12
12:00 pm - 2:00 pm
Event Category:
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12310 NE Whitaker Way
Portland, OR 97230 United States
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Royalwise Solutions, Inc.

Take our classes in 3 different ways:

  • Live in person. Bring your own computer for hands-on learning.
  • Virtual Class. Attend from home or the office in an interactive classroom experience! You can even raise your hand when you have questions.
  • Watch later. All our classes are recorded, and this option allows you forever access…plus a 10-minute phone call to ask questions.

Click here to download our entire Course Guide. Don’t see the class you want on the schedule? Jamie and Alicia are also available for individual instruction and support. Contact us at 503-406-6550 or fill in this form and we’ll be happy to help.

Please subscribe to our newsletter to receive our monthly computer class schedule in your inbox.

All classes are eligible for CPE credit!