Course: Banking Feed Class

Banking Feed Class

  • Life Time Access
  • Certificate on Completion
  • Access on Android and iOS App
  • Self-Paced
About this Course

One of the best features in QuickBooks® Online is the ability to connect your bank accounts and credit cards. The Banking feed allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. Automation features like Rules do some the work for you. But…the Banking feed has some interesting quirks you need to know about. Banking Feeds is one of my favorite topics because if you use it right, you can reduce your data entry to almost nothing...but if you use it wrong, you double your income and code your expenses wrong. Once you’re up to date, we’ll also show you how to reconcile your accounts at the end of the month so that you can have confidence in your numbers.

Basic knowledge
  • Our “QuickBooks® Online Fundamentals” live class/webinar, or
  • Our "QuickBooks® Online Fundamentals” On-Demand video course, or 
  • Prior QuickBooks® Online experience
What you will learn
  • 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
  • Why you should reconcile even if you’re importing
  • How to reconcile your bank account transactions with your monthly bank statement
  • Tips and tricks while reconciling that will save time and frustration
Number of Lectures: 5
Total Duration: 02:00:27
Banking Feed Class
  • Using the QuickBooks Online Banking Feed  
  • Banking Rules  
  • Troubleshooting the Banking Feed  
  • Reconciling Your Accounts  
  • BONUS: Corporate Credit Cards  
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