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QBO Video Courses

Banking Center in QBO

For someone else
Alicia Katz Pollock
For someone else
Purchase for $92 or enter access code

This QuickBooks Online Banking tutorial shows how to add bank accounts, import transactions, categorize expenses, attach receipts, and do bank reconciliations.

What You’ll Learn in this Banking Center Training

  • Connecting your bank accounts and credit cards to your QuickBooks® Online
  • Importing new transactions as they clear the bank
  • Understanding the artificial intelligence behind the automation
  • Customizing the banking feed’s Options
  • Matching and pairing existing transactions as they clear the bank
  • Categorizing new transactions using the Banking Feed
  • Using the Banking Feed to create transfers and credit card payments
  • Using Find Match to locate existing transactions
  • Creating simple and complex Rules
  • Using App Transactions to import e-commerce and Amazon transactions
  • Scanning and uploading receipts
  • Using Tags to label transactions
  • Reconciling your register to your bank statements


After completing this course, you will be able to: 

  • Recognize the process for managing bank connections
  • Identify the features in the Banking Center
  • Recall the procedures for using the Banking Feed to categorize transactions correctly
  • Recognize common banking mistakes
  • Recall the process for reconciling your bank statements


Instructional Level


Course Length

2.5 hours

Course Credits

2.5 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

QAS Self Study

Who should take this class?

  • Business owners & employees maintaining QuickBooks Online files
  • Accountants and bookkeepers using QuickBooks Online

Suggested Prerequisites 

  • QuickBooks Online Bootcamp
  • Reconciling in QBO

Advance Preparation



Preview this course:

Get a sneak peek of what's inside this value-packed training. Watch the brief video below to explore the topics we'll cover and see the quality of content you can expect. Your journey to mastering the material starts here!

(Click the video above to watch the course spotlight video - <1 min)


Banking Feed in QBO Course Description 

Attention all small business owners and accountants! Are you tired of spending countless hours manually entering data into QuickBooks?

Imagine having the ability to connect your bank accounts and credit cards to seamlessly pull in all of your transactions and classify them automatically, saving you time and reducing errors.

Well, you're in luck! Our Royalwise tutorial on QuickBooks Online Banking will teach you how to take advantage of the powerful Banking Feed feature in QuickBooks.

You'll learn how to add a bank account, import and match transactions, and categorize expenses.

We’ll explore Rules that assign payee names and categories for you, including splits, classes, and automatically enter routine transactions. We’ll explore new features including App Transaction integrations with Amazon for Business and Square POS. We’ll even show you 3 ways to attach receipts to every expense.

Plus, you’ll see how to reconcile your accounts at the end of the month, giving you confidence in your reports so you can make informed decisions.

We’ll even check out Alicia’s favorite tips and tricks for customizing the interface so it works the way you want it to.
In addition to all that awesomeness, it’s important to understand that the Banking Feed feature has some interesting quirks that you need to know about.

If you use it incorrectly, you risk doubling your income, categorizing expenses incorrectly, and wasting valuable time troubleshooting.

Don't make that mistake - take this class and learn how to set it up properly.

By registering for this class, you'll have the knowledge and skills to manage your bills and bank transactions more efficiently, giving you the extra time you deserve to help your customers and grow your business.

Don't wait - sign up now and take the first step towards streamlining your financial management process!



Learners rave: Find out why people love this course!

Discover the overwhelming praise as past learners share their experiences with this course. See all the reviews by clicking the 'Reviews' tab near the top of this page.


Evergreen Content

You'll have lifetime access to the on-demand course including all handouts and class material, including future updates. You'll also be able to ask questions in the Q&A forum and get answers, even years later. You can pause, rewind, speed up, and watch again later as you apply what you learn to each situation as it crops up. 


Want this course for FREE? Unlock this course & more for no extra cost with an OWLS Membership!

Get instant access to ALL of Alicia's QuickBooks courses for FREE when you become a silver member - it's the perfect way to maximize your learning!

"OWLfred says, "Silver membership pays for itself in just two courses per month!"



Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.


Royalwise Solutions Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:



Course Credits: 2.5 CPE, Certificate of Completion. Must be awarded within one year of enrollment.

Course Updated: April 2023

Course Page Updated: April 2024

Here is the course outline:

Download the Handout: Required for CPE Credit

Download the handout that goes with the course. Required for CPE credit.

Download the handout here: Required for CPE credit
Glossary of Terms

Watch the videos: Banking Center (2023)

This QuickBooks Online Banking tutorial shows how to add bank accounts, import transactions, categorize expenses, attach receipts, and do bank reconciliations.

Introduction and Agenda
Connecting Accounts
The Banking Feed Interface
Review 1
Understanding the AI
Using the Banking Feed to Enter Data
The Find Match Tool
Transfers and Credit Card Payments
Exploring Your Options in the Banking Feed
App Transactions: Amazon for Business and Square
Managing PayPal
Review 2
Banking Rules
Using Tags
Receipt Capture
Best Practices
Signs the Banking Feed was Used Incorrectly
Fixing Duplicated Income
Review 3
Troubleshooting the Banking Feed

Take the Quizzes

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Evaluation & Participation Survey
Banking Center Quiz


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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