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.
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.