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Aug 4

Quickbooks Online Banking Part 1 – Download & Categorize Transactions

August 4 @ 9:00 am - 10:00 am PDT

Course Description

You will learn how to be as efficient as possible working with downloaded transactions from banks and credit cards from connecting to reconciliation.  This course was written and organized by Hector Garcia, CPA based on his direct experience as a practitioner.

Learning Objectives:

    • Understand the fundamental differences between manual data entry in the bank and credit card register vs. using the bank feeds work flow
    • Learn how to import banking transactions via direct connection and manually via .QBO/CSV files
    • Learn how navigate the banking screen and categorize transactions that are downloaded through the bank into the general ledger
  • Understand how to set up custom bank rules to automate the categorization based on payee/description/amount/account and other factors


Register Today –> https://divvy.cpaacademy.org/webinars/a0D2S00000r5KaEUAU?


August 4
9:00 am - 10:00 am PDT
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