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

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!

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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. 

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: www.nasbaregistry.org.

Course Credits: 3 CPE, Certificate of Completion. Must be awarded within one year of enrollment.

Course Updated: April 2023

Course Page Updated: December 2024