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Automatingyourbookkeeping avalara

QUICKBOOKS ONLINE BANK FEEDS: AUTOMATING YOUR BOOKKEEPING

Cost Free   CPE Credits 1.0 hour   Subject Area Computer Software and Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? Bookkeeper
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.

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Hector Garcia, CPA

Certified Quickbooks ProAdvisor
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, 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.

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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.

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About Our Sponsor

Avalaralogo
Avalara, Inc., is the leader in sales tax and compliance automation in the cloud. Avalara makes sales tax compliance simple and automatic for thousands of customers every day. Its SaaS-based solutions span the compliance spectrum; each year these solutions deliver billions of tax decisions, manage millions of exemption certificates, file hundreds of thousands of sales tax returns, and remit billions of tax dollars to states nationwide and countries internationally. Recognized as one of America’s fastest growing technology companies, Avalara is integrated with leading ERP and ecommerce software systems that serve millions of businesses. Founded in 2004 and privately-held, Avalara employs over 1,000 people from its Seattle headquarters and 15 offices globally.