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QuickBooks: Bank Feeds Saves Hours of Data Entry and Reconciliations (QBBK)

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Live Webinar SELECT STARTING AT $89 (5 dates)

Credits: 2

Qualifies For: CPE

Instructor(s): Ilene Eisen, CPA, CITP, MBA

$89

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QuickBooks: Bank Feeds Saves Hours of Data Entry and Reconciliations (QBBK)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Computer Software & Applications
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CPE

Overview

QuickBooks Bank Feeds is designed to improve accuracy and reduce data entry by importing transactions directly to your QuickBooks Company file. These transactions are either then matched with previously entered transactions or the user determines the proper posting (manually or with the assistance of rules created from previous entries). Use this feature to reduce hours of data entry, improve accuracy, easily reconcile the bank and credit card accounts.

Major Topics:

  • What is Bank Feeds?
  • How do I use Bank Feeds?
    • QuickBooks for Desktop
    • QuickBooks Online
  • Working with transactions
  • Reconciliation process

Learning Objectives

  • Name two types of accounts that can utilize Bank Feeds
  • Learn how to record checks to take advantage of bank feed
  • Deploy Bank Feeds to streamline data entry and reconciliation processes
  • Match previously entered checks, deposits and other transactions
  • Create rules to quickly assign names and accounts to transactions

Designed for:

QuickBooks users in public accounting industry, government, and non-profit organizations

Prerequisite:

Working knowledge of QuickBooks

Advanced Preparation:

None

  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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