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Finance & Accounting Accounting & Bookkeeping Accounting

Bank Feeds-QuickBooks Online, Xero, Sage, Wave (Comparison)

Learn bank feeds using top accounting applications from a practicing CPA (Certified Public Accountant)
Rating: 4.9 out of 54.9 (10 ratings)
7,632 students
Created by Robert (Bob) Steele
Last updated 2/2020
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • Set up popular accounting software
  • Navigate popular accounting software
  • Enter normal business transaction into popular accounting software
  • Reconcile bank accounts using popular accounting softare
  • Generate and analyze reports including a balance sheet, an income statement, and supporting reports
  • Export Reports to Excel

Requirements

  • None

Description

Bank Feed Options

This course will compare and contrast the top accounting software applications, focusing on the use of bank feeds.

We will provide practice data that learners can import into the software applications.

Learners will understand the process of setting up each online software package. We will also discuss purchase options.

Most of the software applications will include a free test drive, an excellent tool for learning accounting and bank feeds.

We will practice entering two months of data into each accounting application with the help of banking data we will import into the system.

The course will also cover credit card bank feeds similarly.

Learners will also learn more advanced bank rules where applicable.

Who this course is for:

  • Business owners
  • Accounting professionals
  • Accounting students
  • Anybody who wants to learn accounting software

Course content

12 sections • 148 lectures • 25h 3m total length

  • Preview15:18

  • QuickBooks Data Files to Download
    00:00
  • Xero Data Files to Download
    00:00
  • Wave Data Files
    00:00
  • Sage Data Files
    00:00
  • QuickBooks .05 Recommendations For Success
    06:05
  • QuickBooks .10 Purchase With 30 Day Trial
    10:40
  • Xero .10 Xero Free 30-Day Trial
    02:47
  • Wave .10 Wave Free Accounting
    10:45
  • Sage 10 Sage Business Cloud Accounting Free Trial
    11:40
  • QuickBooks 320 Project Outline
    04:25
  • Xero 320 Project Outline
    05:28
  • Wave 320 Project Outline
    04:50
  • Sage 320 Project Outline
    05:59

  • QuickBooks Data Files to Download
    00:00
  • Xero Data Files to Download
    00:00
  • Wave Data Files
    00:00
  • Sage Data Files
    00:00
  • QuickBooks 325 Set Up Bank Feeds
    05:24
  • Xero 325 Set Up Bank Feeds
    07:11
  • Wave 325 Set Up Bank Feeds
    05:34
  • Sage 325 Set Up Bank Feeds
    06:14
  • QuickBooks 360 Download Transactions From Bank
    08:49
  • Xero 360 Download Transactions From Bank
    07:06
  • Wave 360 Download Transactions From Bank
    10:49
  • Sage 360 Download Transactions From Bank
    05:55
  • QuickBooks 365 Import Bank Data
    09:09
  • Xero 365 Import Bank Data
    08:35
  • Wave 365 Import Bank Data
    05:51
  • Sage 365 Import Bank Data
    06:43

  • QuickBooks 370 Add Expense transactions
    17:58
  • Xero 370 Add Expense transactions
    24:47
  • Wave 370 Add Expense Transactions
    13:10
  • Sage 370 Add Expense transactions
    13:51
  • QuickBooks 375 Add Capital Expenditures
    17:30
  • Xero 375 Add Capital Expenditures
    10:36
  • Xero 376 Add Capital Expenditures Part 2
    10:13
  • Wave 375 Add Capital Expenditures
    10:59
  • Sage 375 Add Capital Expenditures
    14:39
  • QuickBooks 380 Add Inventory Purchase
    19:05
  • Xero 380 Add Inventory Purchase
    13:51
  • Wave 380 Add Inventory Purchase
    12:00
  • Sage 380 Add Inventory Purchase
    13:36
  • QuickBooks 385 Add Amount Paid for Investment
    13:13
  • Xero 385 Add Amount Paid for Investment
    07:54
  • Wave 385 Add Amount Paid for Investment
    06:36
  • Sage 385 Add Amount Paid for Investment
    10:15
  • QuickBooks 390 Add Owner Withdraws
    14:24
  • Xero 390 Add Owner Withdraws
    08:20
  • Wave 390 Add Owner Withdraws
    06:15
  • Sage 390 Add Owner Withdraws
    09:42
  • QuickBooks 395 Add Bank Service Charge
    07:45
  • Xero 395 Add Bank Charge
    06:52
  • Sage 395 1 Add Bank Charge
    04:23
  • QuickBooks 395 Add Customer Deposits
    16:09
  • Xero 395 Customer Deposit
    14:33
  • Wave 395 1 Customer Deposit
    10:26
  • Sage 395 2 Customer Deposit
    13:39
  • QuickBooks 400 Sales Tax
    11:42
  • Xero 400 Sales Tax Calculation
    02:53
  • Xero 400 Sales Tax Set Up
    02:53
  • Wave 400 Sales Tax Calculation
    09:51
  • Sage 400 Sales Tax Calculation
    12:05
  • QuickBooks 405 1 Deposit Owner
    05:51
  • Xero 405 Deposit Loan
    11:15
  • QuickBooks 405 Deposit Loan
    04:34
  • Xero 405 Deposit Owner
    08:50
  • Wave 405 1 Deposit Loan
    06:13
  • Wave 405 2 Deposit Owner
    05:01
  • Sage 405 1 Deposit Owner
    06:59
  • Sage 405 2 Deposit Loan
    08:25

  • QuickBooks 407 Bank Reconciliation
    18:12
  • Xero 406 Bank Beginning Balance
    16:06
  • Wave 406 Bank Beginning Balance
    09:18
  • Wave 407 Bank Reconciliation
    07:38
  • Sage 406 Bank Beginning Balance
    09:07
  • Sage 407 Bank Reconciliation
    12:39

  • QuickBooks 410 Compare Cash to Accrual
    10:58

  • QuickBooks 415 Upload Bank Transactions
    05:20
  • Xero 415 1 Upload Bank Transactions
    11:42
  • Wave 415 1 Upload Bank Transactions
    05:55
  • Sage 415 1 Upload Bank Transactions
    04:42

  • QuickBooks 420 Add Expenses
    12:21
  • Xero 415 2 Add Expenses
    19:04
  • Wave 415 2 Add Expenses
    16:47
  • Sage 415 2 Add Expenses
    09:56
  • QuickBooks 420 Add Insurance
    08:59
  • Xero 420 Add Insurance
    09:16
  • Wave 420 Add Insurance
    07:58
  • Sage 420 Add Insurance
    10:36
  • QuickBooks 425 Add Payroll Checks
    13:16
  • Xero 425 Add Payroll Checks
    16:38
  • Wave 425 Add Payroll Checks
    10:30
  • Sage 425 Add Payroll Checks
    09:40
  • QuickBooks 430 Add Inventory
    11:52
  • Xero 430 1 Add Inventory
    09:16
  • Wave 430 1 Add Inventory
    09:25
  • Sage 430 1 Add Inventory
    08:56
  • QuickBooks 430 Add Loan Payments
    08:29
  • Xero 430 2 Add Loan Payment
    11:26
  • Wave 430 2 Add Loan Payment
    11:42
  • Sage 430 2 Add Loan Payment
    11:45
  • QuickBooks 435 Add Draw
    07:06
  • Xero 435 Add Draw
    08:31
  • Wave 435 Add Draw
    07:08
  • Sage 435 Add Draw
    06:28
  • QuickBooks 440 Invoice & Bank Feeds
    14:54
  • Xero 440 1 Receive Payments On Invoice
    14:50
  • Wave 440 1 Receive Payments On Invoice
    12:43
  • Sage 440 1 Receive Payments On Invoice
    14:01
  • QuickBooks 440 Receive Payments & Bank Feeds
    13:15
  • Xero 440 2 One Deposit Two Invoices
    13:18
  • Wave 440 2 One Deposit Two Invoices
    11:24
  • Sage 440 2 One Deposit Two Invoices
    11:14
  • QuickBooks 445 Sales Receipt & Bank Feeds
    12:18
  • Xero 445 Sales Receipt & Bank Feeds
    15:53
  • Wave 445 Sales Receipt & Bank Feeds
    13:31
  • Sage 445 Sales Receipt & Bank Feeds
    12:54

  • QuickBooks 450 Bank Reconciliation
    14:30
  • Xero 450 Bank Reconciliation
    07:24
  • Wave 450 Bank Reconciliation
    07:00
  • Sage 450 Bank Reconciliation
    08:48

  • QuickBooks 455 Reports After Second Month
    18:16

Instructor

Robert (Bob) Steele
CPA, CGMA, M.S. Tax, CPI
Robert (Bob) Steele
  • 4.4 Instructor Rating
  • 15,872 Reviews
  • 329,484 Students
  • 95 Courses

Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.  

Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).  

Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.  

In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele's teaching philosophy is to make content applicable, understandable, and accessible.  

Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.  

Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.  

Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.  

Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.  

The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.  

Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge like Udemy.

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