Content Provider
Hectorgarcia companylogo

Sponsored by
Self-Study CPE
View Details/Register
Masterclass qbconnect


Cost Free   CPE Credits 1.0 hour   Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm
Small Business Owner 
Course Description

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 is a great presenter. Have and will attend more webinars with him as presenter."

"Excellent presentation!"

"I really enjoyed this webinar. The presenter was very thorough and did a wonderful job! I would recommend this class if you are thinking about using QB online or new at it. I find this class very helpful."

"Hector is very well versed - hope to hear him again!"

"Effective hands-on demonstration."

"The QuickBooks trainer was very knowledgeable and well spoken."

Hector Garcia, CPA

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

Hectorgarcia companylogo Linkedin

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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

CPAwebengage, Inc. (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:

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

About our sponsor


QuickBooks Connect 2017 is loaded with opportunities to learn, be inspired, and connect with peers. QuickBooks Connect, Silicon Valley, November 15 - 17 | San Jose, CA