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Insightful Accountant: Mastering the Banking Feed

For someone else
Alicia Katz Pollock
For someone else

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


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:  





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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:


    Course Updated: December 2021

    Here is the course outline:

    1. Download the Handout

    Download the handout that goes with the course.

    Download the handout here

    2. Watch the Videos: Using the Banking Feed

    Replace this text with the short description.

    Mastering the QBO Banking Feed

    3. Take the Quiz

    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!

    Participation Quiz


    The following certificates are awarded when the course is completed:

    Royalwise CPE Certificate
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