Cash Management with QuickBooks Online
4.6 (3 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
10 students enrolled

Cash Management with QuickBooks Online

Managing Your Cash Flow More Effectively for Your Small Business.
4.6 (3 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
10 students enrolled
Created by Tymone Green
Last updated 9/2018
English
Current price: $34.99 Original price: $49.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 1 hour on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Understand the bank account type inside of the QBO Chart of Accounts
  • Link the Business Bank Accounts to QuickBooks Online
  • Download banking transactions in QuickBooks Online
  • Create Bank Rules for Recurring Transactions in QuickBooks Online
  • Understand how to read the Cash Flow Statement and it's importance
Requirements
  • Students will need access to the internet to view lecture videos and work with the QuickBooks Online sample company
Description

This course focuses on how to use the banking features only within QuickBooks Online.  Please note, this course doesn't focus on QuickBooks Online as a whole, just how to properly work with the banking features and cash management tools.  The banking features within QuickBooks Online are designed to help streamline the bookkeeping process and manage cash flow more effectively for your small business.  The topics covered in this course are:


  1. Understanding the purpose of the chart of accounts

  2. QuickBooks Online and Your Business Bank and Credit Card Accounts

  3. Linking Your Bank and Credit Card Accounts to QuickBooks Online

  4. Bank Feeds and Bookkeeping

  5. Creating Bank Rules for Recurring Banking transactions

  6. The Cash Flow Statement

Who this course is for:
  • This course is designed to teach how to use the banking features within QuickBooks Online. This course can be taken by small business owners and also accounting professional who want to learn more about the QBO banking features.
Course content
Expand all 7 lectures 56:53
+ Banking and QuickBooks Online
5 lectures 42:42

In this lecture, the correlation of the business checking account to QuickBooks Online will be discussed in greater detail.  Emphasis will be placed on the importance of utilizing the QuickBooks Online banking features.

Preview 07:46

This lecture will focus on how the chart of accounts is used to establish the linkage of QuickBooks Online to your business bank account.  The accounting types for banking will be discussed in greater detail.

The Chart of Accounts
05:17

This lecture focuses on how to connect QuickBooks Online to your business bank account.  Note, this lecture is not a live connection.  Just the steps will be discussed.

Linking Your Business Bank Account to QuickBooks Online
06:44
Bank Feeds and Bookkeeping
11:45

In this lecture, the QuickBooks Online rule setting process will be discussed.  Rules allow for bank transactions to be streamlined and all appropriote transactions can be booked accordingly.

Creating Bank Rules
11:10
+ Cash Flow Analysis
1 lecture 06:54

In this lecture, I explain the purpose of the cash flow statement. 

Breakdown of the Cash Flow Statement
06:54