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QBO Video Courses

Banking Feed in QBO Course


Course
Alicia Katz Pollock
Purchase for $54

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

 

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 Level

Beginner to Intermediate

Course Length

2 hours

Course Credits

2 CPE, Certificate of Completion

Field of Study

Accounting/Bookkeeping

Delivery Method

QAS/Self Study

Who should take this class?

  • Bookkeepers and Accountants with e-commerce clients.
  • Business owners who take payments using PayPal, Square, and Etsy
  • Prior QuickBooks® Online experience

Suggested Prerequisites: 

Other learners purchased these courses after completing this class:  

     

     

     

    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!

    For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions

     

     


     

     

    Here is the course outline:

    Download the Handout

    Download the handout that goes with the course.

    pageText Download the handout here

    Watch the Videos: The QBO Banking Feed

    One 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.

    pageText Intro and Agenda
    pageText What is the Banking Center?
    pageText Connecting Accounts
    pageText Business vs Accountant View
    pageText The Banking Feed Interface
    pageText Understanding Artificial Intelligence
    pageText Using the Find Match Tool
    pageText Receipt Capture
    pageText App Transactions

    Banking Efficiency

    Take 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!

    pageText When NOT to Use Banking
    pageText Banking Rules
    pageText Essential Tips and Tricks

    Troubleshooting

    Banking has some interesting quirks you need to know about! Learn how to spot incorrect data, prevent duplicate entries, and fix issues.

    pageText Uncategorized Transactions
    pageText Duplicated Income

    BONUS* Corporate Credit Cards

    Managing 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.

    pageText Corporate Credit Cards in Banking

    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!

    quiz Banking Feed Quiz
    pieChart Complete this survey for CPE Credit

    Completion

    The following certificates are awarded when the course is completed:

    Royalwise Credit Certificate
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