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Practical QuickBooks: Bank Feeds and Reconcile

$39.00

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.

Use it as a handy on-demand reference to answer real-life questions as they come up during day-to-day work.

Click here to access the class recording.

Description

QuickBooks Bank Feed and Reconciling

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 comes with a free 10-minute followup phone call for when you have any questions about the material. Just call Alicia at 971-235-7119 or fill out our Contact Form.

 

QuickBooks Bank Feed and Reconcile

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.

Instructional Level

Beginner through Advanced

Course Length

2 hours

Who should take this class?

  • Business owners and employees who maintain their company’s financial records
  • Bookkeepers and Accountants who wish to brush up on their skills.

What You’ll Learn

  • How to connect your bank accounts and credit cards 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
  • Why you should reconcile even if you’re importing
  • 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). She has a Master of Arts in Teaching, and is a member of the Intuit Trainer/Writer Network.

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