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Banking Center in QBO

For someone else
Alicia Katz Pollock
For someone else
Purchase for $111 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.

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.


After completing this course, you will be able to: 

  • Connect your bank accounts to QBO
  • Categorize income and expenses correctly
  • Import receipts
  • Troubleshoot common mistakes
  • Reconcile your bank statements


What people are saying about this 'Banking Center in QBO' course:

See what people have to say about this course. See all the reviews by clicking the 'Reviews' tab near the top of this page.


Instructional Level


Course Length

3 hours

Course Credits

3 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

QAS/Self Study & Group Internet

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: 

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 this Banking Center in QBO class!


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

Course Updated: October 2022

Course Page Updated: March 2023

Here is the course outline:

How to Join the Live Zoom Webinar

Zoom Webinar

Click the link to learn how to join the webinar, on Tuesday May 2 at 10am - 1pm PST

How to connect to the Zoom webinar

Download the Handout

Download the handout that goes with the course.

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.

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

When NOT to Use Banking
Banking Rules
Essential Tips and Tricks


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

Uncategorized Transactions
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.

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!

Quiz: Banking Feed
Evaluation & Participation Survey
Complete this survey for CPE Credit
Banking Feed Quiz


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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