Content Provider
Hectorgarcia companylogo
Sponsored by
Billcom
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
QuickBooks Online Banking Part 2: Match, Batch, and Undo Transactions

QUICKBOOKS ONLINE BANKING PART 2: MATCH, BATCH, AND UNDO TRANSACTIONS

Part 2 of 3
Cost Free
Presentation Length 1.5 hours

Recorded DateNovember 11, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this three-part series of QuickBooks Online for Accounting Professionals, we will go deep into the most popular feature in QBO: Online Banking.

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.

Each session in the three-part series can be watched independently. No particular order is required, but attending all three is recommended to get the full picture.


Learning Objectives:


  • Recall the navigation and advanced tools within QuickBooks Online Bank Feeds

  • Summarize how to set up custom bank rules to automate the categorization based on payee/description/amount/account and other factors

  • Identify how to match/apply downloaded transactions with transactions already created in QuickBooks such as customer payments matching previously created invoices

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Hector Garcia, CPA

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

Hectorgarcia companylogo

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.

About Our Sponsor

Billcom
BILL Spend & Expense is the all-in-one expense management solution that combines free software with corporate cards to provide you with real-time visibility and customizable control over your business finances. With fast and flexible business credit, and free spend and expense management automation software, BILL Spend & Expense will transform how you manage your company spend