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The Banking Feed in QBO
Course
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Alicia Katz Pollock
This QuickBooks Online Banking tutorial shows how to add bank accounts, import transactions, categorize expenses, attach receipts, and do bank reconciliations.
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Banking Feed in QBO Course Description
Every small business owner and accountant has the same lofty goal: eliminate manual data entry!
One of the best features in QuickBooks® Online is Banking Feeds, which gives you the ability to connect your bank accounts and credit cards so that you can seamlessly pull in all of your transactions and classify them automatically, instead of entering everything in by hand. This reduces errors and saves an incredible amount of time!
In this Royalwise tutorial on QuickBooks Online Banking, we’ll show you how to add a bank account to QuickBooks, import and match transactions, categorize your expenses, and attach receipts. We’ll also show you how to do bank reconciliations to reconcile your accounts at the end of the month. Take this class so that you can have confidence in your reports.
However, the Banking Feed has some interesting quirks that you need to know about. If you use it correctly, you can reduce your data entry to almost nothing. But if you use it wrong, you’ll double your income, categorize your expenses incorrectly, and waste valuable time troubleshooting. Take this class so that you learn how to set it up properly!
Sign up now so that you will soon be able to use Banking Feeds to manage your bills and bank transactions more efficiently, granting you the extra time you deserve to help your customers and grow your business!
What You’ll Learn in this Banking Center Training
- How to connect your bank accounts to your QuickBooks®.
- How to import new transactions as they clear the bank.
- How to import previous transaction history.
- How to classify transactions through the Bank Feed to save time on manual data entry.
- Which transactions you should NOT import automatically.
- Workarounds for bank feed issues.
Instructional LevelBeginner to Intermediate
Course Length2 hours
Course Credits2 CPE, Certificate of Completion
Field of StudyAccounting/Bookkeeping Delivery MethodQAS/Self Study Who should take this class?
Suggested Prerequisites: |
Other learners purchased these courses after completing this class:
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Why pay full price? Sign up for a Royalwise OWLS Membership
and get this course and more for one low monthly price.
Silver membership pays for itself in just two courses per month!
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Refunds & Cancellations
Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.
Royalwise 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: www.nasbaregistry.org.
Course Updated: December 2021
Here is the course outline:
Download the HandoutDownload the handout that goes with the course. 1 section
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Watch the Videos: The QBO Banking FeedOne of the best features in QuickBooks Online is the ability to connect your bank accounts and credit cards. The Banking Feed allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. 9 sections
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Banking EfficiencyTake advantage of automation features like Rules do some of the work for you. Also learn some tricks of the trade that get the work done even faster! 3 sections
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TroubleshootingBanking has some interesting quirks you need to know about! Learn how to spot incorrect data, prevent duplicate entries, and fix issues. 2 sections
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BONUS* Corporate Credit CardsManaging credit cards can be tricky in QBO, especially corporate cards. In this video Alicia will show you how to best handle the work flow for when you have a main control card with subcards for each employee. 1 section
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Take the QuizzesTake 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! 5 sections
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Completion
The following certificates are awarded when the course is completed:
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Royalwise Credit Certificate |
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