QuickBooks Online Bank Feeds And Importing Transactions
What you'll learn
- Use Every Feature Of Quickbooks Online Bank Feeds
- Navigate Transactions And Add, Match Or Remove Transactions From The QBO Review List
- Set Up "Rules" In Quickbooks Online To Save Lots Of Time Doing Bank Feeds
- Import Web Connect Files In To Quickbooks Online Like "qbo" or "csv" files
- Match Transactions To Prevent Duplicate Data Entry
- Apply Downloaded Transactions To Customer's Invocies
- Use 2 Different Methods To Import Transactions From Quickbooks Desktop
- Apply downloaded Transactions To vendor's Bills
Requirements
- Basic computer skills
- Access to the internet
Description
Would you like to save thousands of hours of data entry when using QuickBooks Online? Would you like to increase the accuracy of your data entry in the process? This Fantastic QuickBooks Online course will show you all the options available to import transactions quickly and easily into your QuickBooks online records.
Every possible type of company can benefit from this most important QuickBooks tool that most people use to enter most of their transactions into QuickBooks online. It will even speed up the setup of a new QuickBooks online account when importing from QuickBooks desktop or importing from any other accounting system when transferring over to QuickBooks online. When you finish this course, you we be an expert in using the bank imports feature for your bank and credit card transactions. You will be comfortable with every import option there is.
Topics include……………
Overview Of Bank Feeds
Set-Up And Navigate
Add Transactions From Review List
Matching Transactions
Fixing Matching Issues
Using “Rules” (Save Time)
Applying Downloaded Transactions To Bills And Invoices
Importing “Web Connect” Files
Importing And Overwriting From Desktop
Importing From Desktop Without Overwriting
Applying Downloaded Transactions To Bills And Invoices
…AND MORE!!
There’s even a self-check test at the end for you to see how well you learned.
Saving time in QuickBooks while increasing accuracy is like having a super-power that makes you super-valuable to any employer or company. The best part is that you can contact me immediately if you have any issue. I love hearing from my students, and I would like to hear from you as you take the course.
I wish you good luck and I hope to see you in the course
-Mark
Who this course is for:
- Anyone who uses quickbooks online
- Anyone who needs to import transactions
- Anyone who needs to use bank feeds in quickbooks online
- Anyone who wants to be an expert in using qbo bank feeds and importing transactions
Instructor
![Mark Smolen](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 4.5 Instructor Rating
- 8,202 Reviews
- 39,420 Students
- 45 Courses
I have 2 decades of experience teaching Computerized Accounting. I have taught QuickBooks at A.S.A college in Manhattan New York. I have made my lessons available to job training schools for adult education and have helped place hundreds of students in good paying jobs using QuickBooks and other software that they learned in my class.
I am a permanently licensed teacher by the New York State Education Department. I am also a Certified QuickBooks Pro adviser for over a decade. I have made these videos by determining what my clients needed.
I wanted to help anyone using QuickBooks be prepared for the real-life, hands-on challenges that come with mastering the bookkeeping function of any company. I will prepare you for real life QuickBooks situations that can be challenging or frustrating if nobody shows the tips and tricks that will make using QuickBooks a fun task
I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks. I'm always available to my students when they need me.