Content Provider
Hectorgarcia companylogo
Sponsored by
Avalaralogo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Automatingyourbookkeeping avalara

QUICKBOOKS ONLINE BANK FEEDS: AUTOMATING YOUR BOOKKEEPING

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 22, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Series: Bookkeeper, QuickBooks Online
Course Description

Are you looking to find efficiencies through automation? Join QuickBooks expert Hector Garcia for this update on features in QuickBooks Online's Bank Feeds also known as "Downloaded Transactions”, from features to quirks. This session will deep dive into programmable Bank Rules to allow the QuickBooks Online user to automate the way the downloaded transactions are automatically categorized and even automatically posted into the check and credit card registers.

Learning Objectives

  • “Web Connect Express” vs. Manual QBO/CSV file Upload.

  • Navigating Bank Feeds, adding new transactions, and working with automatically recognized transactions.

  • Working with Banking Center Rules to control transactions.

  • Matching Transactions, Batching, and Undo/Exclude options.

  • Working with the bank registers and reconciling bank accounts after Bank Feeds.

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

Avalaralogo
Avalara helps businesses of all sizes get tax compliance right. We provide prebuilt integrations with the big-name financial and business management systems you trust, as well as a robust API for do-it-yourself business builders. Avalara delivers cloud-based compliance solutions for transaction tax types, like sales and use, VAT, GST, excise, communications, lodging, and more. If you are an accounting practitioner, Avalara has a suite of Avalara for Accountants solutions, purpose-built to help you directly support your clients. We’re headquartered in Seattle, with offices across the U.S. and in Canada, the U.K., Belgium, Brazil, and India.