QuickBooks Online: Banking

Reconcile your bank accounts, make transfers, use the online bank feed, and more in this essential QuickBooks course.
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  • Lectures 9
  • Length 1 hour
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2016 English

Course 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.

What are the 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!

What am I going to get from this course?

  • 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

What is the target audience?

  • 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

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction
Article

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

Section 2: Doing Your Banking
04:02

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.

03:35

Move money from Checking to Savings and back again. You can also use Transfers to easily pay off your credit card bill.

16:05

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.

15:51

QuickBooks Online has amazing integration with most banks. Instead of entering all your transactions in by hand, you can automate the process.

04:28

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.

07:51

You can't really import your deposits through the Bank Feed. Here's why...and what you SHOULD do.

Recurring Transactions
Preview
09:56
Section 3: But wait, there's more!
Article

This course is just one of several in-depth trainings on QuickBooks Online and how to use it for your business. Learn about our additional courses here.

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Instructor Biography

Alicia Katz Pollock, QuickBooks ProAdvisor with a Masters Degree in Teaching

Over 30 years ago, when she was 13, Alicia Katz Pollock received her first computer, an Apple IIc. She immediately designed a database for her father’s dental practice to automatically send postcards to his patients every 6 months to come in for a checkup and cleaning. Her passion for computers grew as she did.

A natural teacher, Alicia earned her Master of Arts in Teaching, but instead of turning to the public schools, she developed computer curricula.

She blends the skills of technology, the art of communication, the patience of a trainer, the wisdom of a business consultant, and the detailed eye of an obsessive-compulsive to bring you the finest in business solutions.

Alicia’s certifications include:

  • QuickBooks Certified User
  • Intuit ProAdvisor
  • Microsoft Certified Trainer
  • Apple Consultants Network
  • Apple Certified Support Professional, 10.5
  • Apple Certified Support Professional, 10.7
  • Apple Certified Support Professional, 10.10
  • Microsoft Certified Application Specialist in Word, Excel, Access, PowerPoint, and Outlook
  • Microsoft Office Specialist, Master Level


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