Description
QuickBooks Online (QBO) provides business owners, bookkeepers and accountants with the convenience of remote access by allowing them to log in to their QBO account from any internet browser. They can get all the information they need while on the go. QBO is a very useful application for every business, but especially service-based businesses.
QuickBooks is popular accounting software often used by small and medium sized businesses (SME). QuickBooks follows the FASB (Financial Accounting Standards Board) guidelines for keeping records. It supports both cash and accrual methods of accounting.
Use QuickBooks Online more efficiently! You’ll understand how to avoid (and fix) common errors in QBO bank feeds, how to properly classify transactions, and best practices for recordkeeping. The best way to learn QuickBooks is to learn from with the best users of the software.
QuickBooks Online has numerous benefits such as no software or local data to manage; no need for regular backups; easy, automatic daily download of bank and credit card transactions; mobile phone access, and most importantly bank feeds. So, if you are aiming for efficiencies by automating your bookkeeping processes, look no further than QuickBooks Online.
Join QuickBooks expert Hector Garcia for this latest update on new QBO bank feed features or “downloaded transactions.” From features to some secret tricks and tips, this session will deep dive into programmable Bank Rules to allow the user to automate the way bank feeds are automatically categorized and even automatically posted into the check and credit card registers.
Session Highlights:
- Benefits of using QuickBooks® Online for bank feeds
- Web Connect Express” vs. Manual QBO/CSV file upload
- The best ways to navigate bank feeds
- Create rules that automatically accept bank feed transactions into QuickBooks
- Working with automatically recognized transactions
- Working with Banking Center Rules to control transactions
- Matching Transactions, Batching, and Undo/Exclude options
Session Prerequisites and preparation: None
Recommended CPE credit – 2.0
Recommended field of study – Tax
Session learning level: Basic to intermediate
Delivery method: Group Internet Base
This program has been approved for 2 CPE credits under NASBA.
Hector Garcia
This program has been approved for 2 CPE credits under NASBA. 
