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Banking And Credit Card Transactions In QuickBooks
Rating: 4.4 out of 5(16 ratings)
654 students

Banking And Credit Card Transactions In QuickBooks

Learn Every Possible Banking And Credit Card Related Transaction In QuickBooks
Created byMark Smolen
Last updated 3/2022
English

What you'll learn

  • Record any transaction that effects the companies bank account
  • Record any transaction that effects the companies credit card account
  • Use tools like the register window to manage the bank account
  • Find and fix any banking related mistake
  • Print checks from quickbooks and manage check numbers
  • Fix problems related to customer's bounced checks (nsf checks)
  • Record cash investement and withdraws in to QuickBooks
  • Interpret QuickBooks Reports Related to bankng

Course content

3 sections • 13 lectures • 1h 55m total length

  • Welcome to "Banking with QuickBooks"3:32

    This course was created to prepare students for any possible banking related situation in QuickBooks. It will help them with complex things like: managing customer's bounced checks, owner investment and withdrawals, printing checks, depositing customers credit card swipes and finding and fixing banking transaction mistakes.

    These Ideas are more than just showing you where to click. You need to understand the ideas behind the clicks to be successful. This course will give you everything you need. I encourage you to ask any question you have and please leave feedback.

  • Depositing from Undeposited Funds12:42

    This video shows how to deposit the payments and sales receipts that you recorded when you got paid from a customer. It shows you the most important deposit related report - the DEPOSIT DETAIL. It discusses what happens in QuickBooks when you make a deposit.

  • Editing a Depsoit4:37

    This video shows how to find and fix any mistake related to recording deposits.

  • Depositing a Customer's Credit Card Swipes16:38

    Most people don't know that customers who pay by credit card have their transaction recorded in to undeposited funds. This video explains why and shows you what to do at each step of the way.

  • Customer's Bounced checks - Payments window11:17

    This is a special new tool that started in QuickBooks 2014. It's great!! It's called the bounced check tool. It changes what used to be a terrible mess in to a simple set of steps that solves all problems related to bounced checks; also called "nsf checks"

  • Bounced checks from Sales Receipts10:45

    The bounced check tool can only be used with customer payments If a customer pays a sale receipt by check, and then the check bounces, there is no bounced check tool to use. You have to follow the steps in this video to fix all the problems caused by this situation. The steps are similar to what needed to be done before quickbooks created the bounced check tool.

Requirements

  • Basic computer skills

Description

This QuickBooks training course includes an explanation of every possible banking situation that a QuickBooks user may encounter. Every company that uses QuickBooks will need at least some, if not all, of these QuickBooks topics. The tutorial videos include instruction on: entering and fixing ANY kind of deposit, entering and fixing ANY kind of reduction to the bank account, printing checks from QuickBooks, and the most "in demand" topic that relates to QuickBooks banking, managing bounced checks. You will learn how to use the "bounced check" tool as well as the traditional way that QuickBooks would handle NSF checks from customers or clients. The QuickBooks learning even includes QuickBooks credit card transactions such as charges and credit card payments. For both bank accounts and credit card accounts, you will see and experience how to use the QuickBooks register window. This is one of the most helpful tools in QuickBooks.

There are 'follow along files” for each lecture so you can follow step by step. This makes learning QuickBooks Easy and fun.

The course is made with QuickBooks desktop for windows. However, the ideas apply to QuickBooks online as well as QuickBooks for Macintosh and Enterprise solutions.

I'm right here for you if you have any questions or need support. I hope you learn well and enjoy the course!

-Mark



Who this course is for:

  • Anybody who needs to manage the company bank account using QuickBooks
  • Anybody who needs to record company credit card transactions
  • Anybody who encounters bad bounced checks also called nsf checks
  • Anybody who has an owner that invest cash from their own pocket in to the company bank account
  • Anybody who has an owner that withdraws cash from the company bank account
  • Anybody who needs to print checks from QuickBooks
  • Anyone who needs to fix detailed mistakes about their deposits

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