QuickBooks Desktop Bank Feeds and Importing Transactions
5.0 (6 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
756 students enrolled
Wishlisted Wishlist

Please confirm that you want to add QuickBooks Desktop Bank Feeds and Importing Transactions to your Wishlist.

Add to Wishlist

QuickBooks Desktop Bank Feeds and Importing Transactions

Be an expert in importing trasnactions and using the quickbooks bank feeds review list
5.0 (6 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
756 students enrolled
Last updated 8/2017
English
Price: Free
Includes:
  • 2 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • use every available feature of quickbooks desktop bank feeds
  • Handle any "on the job" challange that may arise when using quickboks desktop bank feeds
  • Identify every aspect of quickboks desktop bank feeds
  • Import other non-bank type of transactions by using the accountant's edition
  • Understand enough about importing IIF files to study and master IIF file import for any type of transaction in to quickbooks desktop
View Curriculum
Requirements
  • Basic computer knowledge
Description

In this QuickBooks Desktop course, you will master every feature of QuickBooks desktop bank feeds. You will see clearly how to: add, match, un-match and remove transactions to and from your QuickBooks desktop bank feeds center. You will see how to navigate the review list and set up rules that allow QuickBooks bank feeds to input the accounts, customers and vendor names for you. This will save you time.  You will also learn every possible way to transfer data to and from your QuickBooks desktop software. You will learn how to import transactions using the QuickBooks desktop accountant’s edition. You will learn an overview of how to import transactions using IIF files. 

Who is the target audience?
  • Anyone who needs to import trasactions in to QuickBooks desktop
  • Anyone who wants to be an expert in QuickBooks Desktop Bank feeds
  • Anyone who needs to improve their knowledge about importing and exporting trnasactions to or from QuckBooks or QuickBooks online
  • Anyone who wants to save time by downloading transactions directly fom the company bank account
  • Anyone who needs their financial records more accurate by double checking transactions wth the bank
Students Who Viewed This Course Also Viewed
Curriculum For This Course
13 Lectures
02:01:21
+
Introduction
13 Lectures 02:01:21

This lecture is an introductory overview of what to expect in this course

Introduction
01:24

This learn QuickBooks video gives an overall explanation of bank feeds. You will understand what this process is and how bank feeds work in QuickBooks. This video is an overview of bank feeds and discusses options for transferring data. 

Bank Feeds Introduction and overview
05:10

This learn QuickBooks video will tell you everything you need to set up bank feeds in the bank feeds center of QuickBooks desktop. It shows, step by step, how to set up and connect with your bank or financial institution with your user name and password You will navigate the review list to see the actions you can take. You will learn about the bank memo field and how it is split in the review list

QuickBooks Desktop bank feeds set up
14:07

This learn QuickBooks video will show you how to add transactions in to QuickBooks from your bank feeds center review list.

Adding transactions with Desktop bank feeds
06:04

In this QuickBooks training tutorial, you will learn how to match transactions that have already been entered in to QuickBooks with transactions that have been downloaded to the bank feeds center. This will prevent duplicate transactions entered in to QuickBooks. You can match both deposits and checks in the bank feeds center of QuickBooks

Matching transactions with Desktop bank feeds
07:23

In this QuickBooks training tutorial, you will learn how to un-match transactions that QuickBooks automatically matched to existing transactions. When you un-match a suggested match in the bank feeds center, it can be confusing if you do not understand the behavior of the bank feeds center in QuickBooks desktop

Un-matching transactions with bank feeds tricky behavior
06:01

Using rules to auto input transactions
11:23

In this QuickBooks training tutorial, you will learn how apply deposits from customers to the open invoices that they have. You will likewise learn to apply bill payments to vendors, with checks that you wrote that have now cleared the bank feeds

Applying customer and vendor payments from the bank feeds review list
10:22

In this QuickBooks training tutorial, you will learn how to import web connect files. The file we use is called a qbo file. The result is the same as connecting with bank feeds. The advantage of using qbo files is that you can put back on the review list any transaction that you have deleted

Importing web connect qbo files in to desktop bank feeds center
11:05

In this QuickBooks training tutorial, you will learn how to import iif files. You will lean r what iif files. You will learn the difference between importing iif files compared to other web connect files. These iif files get imported as transactions. They do not go in to the bank feeds center. they all get assigned to the accounts named ‘other income” or “other expense”. You must go through them and re-categorize them yourself for the correct account and correct customer or vendor.

Importing iif files with bank transactions
11:42

In this QuickBooks training tutorial, you will learn what options are available to import transactions in to QuickBooks and in to QuickBooks online. You will know what third party software can do compared to QuickBooks accountant’s edition. This desktop edition can batch import transactions. We will also discuss iif files, csv files and web connect files like qbo files. In short, we will review every option there is when importing transactions

Importing options for transactions in to QuickBooks Desktop
08:50

In this QuickBooks training tutorial, you will learn how to use the accountant’s edition of QuickBooks desktop to import transactions. You can import from excel or any spreadsheet program. You just map the columns or change the order of the columns and then copy and paste from your excel spreadsheet to the batch import window in QuickBooks desktop accountant

Batch Importing transactions in to QuickBooks
19:06

In this QuickBooks training tutorial, you will learn how iif files work. Iif files are special files in a special format that allow you to import any kind of transaction in to any version of QuickBooks desktop. Creating iif files is like programing. It is complex and takes time. You can use excel to make them but there is a lot of study involved.

Importing transactions in to QuickBooks with IIF files
08:44
About the Instructor
Professor Mark Smolen
4.6 Average rating
246 Reviews
6,539 Students
19 Courses
Professor of Computerized Accounting

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. I have made these videos by determining what my clients needed and how effective they were in real life situations. I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks