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QuickBooks Online: Bank Feeds & Downloaded Transactions (July 2020 Update)

QUICKBOOKS ONLINE: BANK FEEDS & DOWNLOADED TRANSACTIONS (JULY 2020 UPDATE)

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 8, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelIntermediate
Course Description

Learn all the tips and tricks of working with the updated Bank Feeds for QuickBooks Online, updated for mid-year 2020.  Learn efficiency gaining tools to speed up the data entry process when banks are connected to QuickBooks Online.

Learning objectives 


  • Learn all the tips and tricks in navigating the updated Bank Feeds for QuickBooks Online, updated for mid-year 2020

  • Learn how to improve your efficiency in the transaction categorization process when banks are connected to QuickBooks Online. 

  • Learn how to program the Bank Rules to automate categorization based in pre-programmed rules

  • Understand the relationship between Bank Feeds and the account reconciliation process

  • Learn general data entry tips and trick while using Bank Feeds

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
hector@qbkaccounting.com
(954) 414-1524

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.

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Polina Sidoruk

Synder
Head Of Customer Success
polly@synder.com

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Polly is Head of Customer Success and an experienced bookkeeping automation consultant. Working with dozens of businesses on a daily basis and helping them automate their bookkeeping once and for all, she knows the ins and outs of QuickBooks and enjoys sharing tips for successful automation. 

About Our Sponsor

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Synder believes that technology can help businesses manage their finances better, smarter, and faster than ever before. Synder also believes that we can help you shine by giving you the tools needed to help you and your clients avoid spending precious time on manual tasks, reconciliation and inventory management challenges, freeing up time that could be better invested in growing relationships with clients. So many small business owners don’t have a good understanding of their numbers. Synder helps you know the numbers that tell the story of their businesses. Whether that business is e-commerce, retail or SaaS. Knowing this story will allow you to advise your clients more efficiently, which means they can make more money and save time.