View Details/Register
View Details/Register
View Details/Register
View Details/Register
View Details/Register
CFO / Controller
CPA - small firm
CPA - medium firm
Other
Small Business Owner
In this session you will learn everything related to QuickBooks Online's Bank Feeds also known as "Downloaded Transactions". From the moment you choose to manually upload the CSV or QBO file provided by the bank or connect your QuickBooks Online to reconciling the bank account. This session will also deep dive into programable 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 Bank Rules
- Matching Transactions, Batching, and Undo/Exclude options
- Working with the bank registers and reconciling bank accounts after Bank Feeds
Hector Garcia, CPA
Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
hector@qbkaccounting.com
(954) 414-1524
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.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Sponsor
The below courses are an opportunity to catch sessions that you may have missed onsite, while earning CPE. Additional courses dropping soon.
- CPE Credits
- Support and FAQs
- Terms and Conditions
- Privacy Policy
- CPAwebengage, Inc.