Content Provider
Hectorgarcia companylogo
Sponsored by
Cloudbusiness
Handout Materials
Presentation Slides
Free cpe webinars
QuickBooks Online: Banking and Downloaded Transactions

QUICKBOOKS ONLINE: BANKING AND DOWNLOADED TRANSACTIONS

Cost Free
Presentation Length 2.0 hours

Recorded DateDecember 30, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

In this webinar, attendees will learn how to setup connected bank accounts in QuickBooks Online and manually upload transactions for banks that do not connect to QuickBooks Online.  

Attendees will learn how to manage banking transactions in QuickBooks Online, including adding new transactions, matching existing ones, creating balance sheet transfers, and more. Additionally, attendees will learn how to automate the data entry with bank rules.

Learning Objectives:


  • Recognize how to manage banking transactions in QuickBooks Online

  • Identify how to automate data entry

  • Determine how to setup connected bank accounts in QuickBooks Online

  • Identify how to upload transactions to QuickBooks Online manually

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

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, FL, for his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in several accounting & financial departments of past fortune 500 companies: 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 personal philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, FL training center almost every weekend. Hector is married with three children, lives in Weston, FL. Hector is fluent in Spanish and English.

About Our Sponsor

Cloudbusiness
CloudBusiness is a team that is not afraid of hard work so that customers can achieve their goals successfully. Specializing in business automation, they professionally eliminate all routine challenging tasks that cause headaches for clients.