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QuickBooks: Saving Time with Bank Feeds (Online Banking Updated) (QBBK)
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QuickBooks has updated and renamed Online Banking! Learn how to use this features to reduce or eliminate data entry for bank and credit card accounts. Bank Feeds will save time, improve accuracy and help you quickly reconcile accounts.

8/26/2015
When: 8/26/2015
2:00 PM - 4:00 PM
Where: Webcast/Webinar
Presenter: Ilene Eisen, CPA, CITP, MBA
Contact: April Deneault
801-834-6634

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QuickBooks has updated and renamed Online Banking! Learn how to use this features to reduce or eliminate data entry for bank and credit card accounts. Bank Feeds will save time, improve accuracy and help you quickly reconcile accounts.
 

Objectives:

* Name two types of accounts that can utilize Online Banking * Deploy QuickBooks online banking to streamline data entry and reconciliation processes * Match or assign vendors/accounts to downloaded transactions * Create rules to quickly assign vendors to transactions * Reconcile accounts including matched transactions

 

Major Subjects:

* Why use Bank Feeds? * What account types qualify? * Set-up Bank Feeds * Import Process * Working with Transactions * Reconciliation Process * Online Banking format from prior years


Designed For:

QuickBooks users in Public Accounting industry, government, and Non-Profit Organizations

Prerequisite: Working knowledge of QuickBooks

Advanced Prep: None

 

Speaker: Ilene Eisen, CPA, CITP, MBA

Vendor: Surgent McCoy

Field of Study: Spec. Knowledge (2)

Level: Basic

CPE Credit: 2 Hours

Acronym: QBBK

 

Registration Fees: $89

  

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