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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.

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!

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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!




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


Learners rave: Find out why people love this course!

Discover the overwhelming praise as past learners share their experiences with this course. From life-changing transformations to must-have knowledge for business owners, this course has received acclaim for its practical insights, expert guidance, and the instructor's exceptional knowledge. See what people are saying about this remarkable educational opportunity. (See all the reviews by clicking the 'Reviews' tab near the top of this page.)


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?

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

Suggested Prerequisites: 

Advanced Preparation: 

  • None

Watch it again later

You'll have lifetime access to the on-demand course including all handouts and class material. 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 and again as you apply what you learn to each situation as it crops up.


Other learners purchased these courses after completing this class:  

Explore new topics & join the hundreds of other business owners & accounting professionals who have enrolled in these courses after completing Banking Center in QuickBooks Online!


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!

Discover why so many business owners & accounting professionals are taking advantage of a Royalwise OWLS membership to gain valuable skills, earn CPE credit, & make more money.

With a Royalwise OWLS membership you’ll have the tools & support you need to achieve your business & professional goals. Enroll today to join a community of like-minded individuals & take advantage of all the benefits an OWLS membership has to offer!


"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: September 2023

Here is the course outline:

Download the Handout

Download the handout that goes with the course.

Download the handout here
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

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.

Corporate Credit Cards in Banking
Review Questions: 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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