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Surgent's 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.

11/15/2016
When: Tuesday, November 15, 2016
5:00 PM - 7:00 PM
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


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Acronym QBBK
CPE 2 hours
Category
Spec. Knowledge
Level Basic
Vendor Surgent
Who should attend

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

Prerequisite
Working knowledge of QuickBooks
Fees: Early Bird
Standard
Member N/A
$89
Non-Member: N/A
$109

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description:
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.

Major Topics:

  • 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

  • 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

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