QuickBooks Online: Banking

Name: QuickBooks Online: Banking
Rating: 4.3 (31 reviews)

Reconcile your bank accounts, make transfers, use the online bank feed, and more in this essential QuickBooks course.

Created byAlicia Katz Pollock

Last updated 4/2016

English

What you'll learn

Create adjusting General Journal Entries
Make bank transfers
Reconcile your bank accounts
Import transactions into the Banking Feed
Troubleshoot the Banking Feed's quirks
Understand Banking Feed special circumstances including Deposits, Transfers, and Loans
Create Recurring Transactions

Course content

3 sections • 9 lectures • 1h 2m total length

Book Excerpt
This excerpt of our "Master Intuit QuickBooks Online: From Setup to Tax Time" book on amazon.com will guide you through this course.

Journal Entries4:02
Sometimes you have to make adjustments to your accounts in ways that the forms don't allow. Journal entries are used by bookkeepers and accountants to move money around from account to account.
Transfers3:35
Move money from Checking to Savings and back again. You can also use Transfers to easily pay off your credit card bill.
Reconciling Bank Accounts and Credit Cards16:05
It's crucial to Reconcile your bank accounts every month to make sure your records match what the bank sees. It can be hard to do, but use these tips and tricks to shave the time down to nothing.
Bank Feed - Importing Transactions15:51
QuickBooks Online has amazing integration with most banks. Instead of entering all your transactions in by hand, you can automate the process.
Bank Feed - Tips and Troubleshooting4:28
Even though QBO's Bank Feed can save you hours of time, it has a few quirks that make it confusing. Here's what to look out for and how to do it correctly.
Bank Feed - Matching Deposits, Loans, and Transfers7:51
You can't really import your deposits through the Bank Feed. Here's why...and what you SHOULD do.
Recurring Transactions9:56

Requirements

You will need a subscription to QuickBooks Online. Note that if you want the Essentials or Plus versions, we can help you get a 20% discount!

Description

Learn QuickBooks Online! In this course, business owners and bookkeepers will learn the correct way to manage bank accounts in QuickBooks Online.

The course comes with a 20-page downloadable handout describing all the steps shown in the videos.

We'll demonstrate how to make bank transfers, easily pay credit card bills, and create General Journal Entries.

Then we'll go into depth on QBO's Bank Feed, showing you how to pull transactions into QuickBooks Online so that you don't have to enter everything manually. We'll also point out all the interface quirks, and show you how to troubleshoot as well.

Last, we'll go into detail on doing monthly bank Reconciliations, and I'll show you all my tips and tricks so that it takes minutes instead of hours.

As a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network, I’ve assisted hundreds of small businesses to set up and troubleshoot their QuickBooks files, saving them time and money.

Complete this course and earn 1 CPE Credit!

This stand-alone course is one part of a series, including additional courses on setting up QBO, working with customers, managing expenses, and running reports.

Who this course is for:

Business owners and employees who maintain their company’s financial records
Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
Bookkeepers and Accountants who wish to brush up on their skills
Students and job-seekers will boost their employment marketability
Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before

QuickBooks Online: Banking

What you'll learn

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Course content

Introduction1 lecture0

Doing Your Banking7 lectures • 1hr 2min

But wait, there's more!1 lecture • 1min

Requirements

Description

Who this course is for: