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Reconcile your bank accounts, make transfers, use the online bank feed, and more in this essential QuickBooks course.
Lectures 9
Video 1 hour
Skill Level Beginner Level
Languages English
Includes Lifetime access
30 day money back guarantee!
Available on iOS and Android
Certificate of Completion

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Learn QuickBooks Online! In this course, business owners and bookkeepers will learn the correct way to manage bank accounts in QuickBooks Online.

The course comes with a 20-page downloadable handout describing all the steps shown in the videos.

We’ll demonstrate how to make bank transfers, easily pay credit card bills, and create General Journal Entries.

Then we’ll go into depth on QBO’s Bank Feed, showing you how to pull transactions into QuickBooks Online so that you don’t have to enter everything manually. We’ll also point out all the interface quirks, and show you how to troubleshoot as well.

Last, we’ll go into detail on doing monthly bank Reconciliations, and I’ll show you all my tips and tricks so that it takes minutes instead of hours.

As a QuickBooks ProAdvisor and member of the Intuit Trainer/Writer Network, I’ve assisted hundreds of small businesses to set up and troubleshoot their QuickBooks files, saving them time and money.

Complete this course and earn 1 CPE Credit!

This stand-alone course is one part of a series, including additional courses on setting up QBO, working with customers, managing expenses, and running reports.

Full details
Create adjusting General Journal Entries
Make bank transfers
Reconcile your bank accounts
Import transactions into the Banking Feed
Troubleshoot the Banking Feed’s quirks
Understand Banking Feed special circumstances including Deposits, Transfers, and Loans
Create Recurring Transactions

Full details
Business owners and employees who maintain their company’s financial records
Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
Bookkeepers and Accountants who wish to brush up on their skills
Students and job-seekers will boost their employment marketability
Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before

Full details

Alicia Katz Pollock
QuickBooks Online: Banking
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