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Automatingyourbookkeeping avalara selfstudy

QUICKBOOKS ONLINE BANK FEEDS: AUTOMATING YOUR BOOKKEEPING

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateJuly 24, 2018
Date OfferedJuly 31, 2018
Expiration DateJuly 31, 2019
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.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

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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Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: :12 minutes
QUESTION 2: :24 minutes
QUESTION 3: :39 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Linkedin

Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
hector@qbkaccounting.com
(954) 414-1524

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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.

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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.