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Automatingbookkeeping hector


Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 7, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
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.

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Hector Garcia, CPA

Certified Quickbooks ProAdvisor
Principal Accountant and QuickBooks Trainer
(954) 414-1524

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, FL for his own firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in several accounting & financial departments of past fortune 500 companies such as: Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in Training; and 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 3 children, lives in Weston, FL. Hector is fluent in Spanish and English.

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Veem is a next generation platform for business to business payments. We enable businesses to send and receive payments in local currency via a simple and inexpensive manner by using our unique multi-rail technology across several global networks.