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The Banking Feed: Improve Efficiency With QuickBooks and Divvy

THE BANKING FEED: IMPROVE EFFICIENCY WITH QUICKBOOKS AND DIVVY

Cost Free
Presentation Length 2.0 hours

Recorded DateApril 20, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Every small business owner and accountant has the same lofty goal: eliminate manual data entry! One of the best features in QuickBooks® Online is Banking Feeds, which gives you the ability to connect your bank accounts and credit cards so that you can seamlessly pull in all of your transactions and classify them automatically, instead of entering in everything by hand. This reduces errors and saves an incredible amount of time! In this Royalwise tutorial on QuickBooks Online Banking, we’ll show you how to add a bank account to QuickBooks, import and match transactions, categorize your expenses, and attach receipts.

Take this class so that you can have confidence in your reports. However, the Banking Feed has some interesting quirks that you need to know about. If you use it correctly, you can reduce your data entry to almost nothing. But if you use it wrong, you’ll double your income, categorize your expenses incorrectly, and waste valuable time troubleshooting. Take this class so that you learn how to set it up properly! Sign up now so that you will soon be able to use Banking Feeds to manage your bills and bank transactions more efficiently, granting you the extra time you deserve to help your customers and grow your business!

Learning Objectives:


  • Demonstrate how to connect your bank accounts to your QuickBooks®

  • Review how to import new transactions as they clear the bank

  • Identify how to import previous transaction history

  • Demonstrate how to classify transactions through the Bank Feed to save time on manual data entry

  • Review which transactions you should NOT import automatically

  • Demonstrate workarounds for bank feed issues

  • Demonstrate using receipt capture to import paper receipts

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Alicia Katz Pollock is the QBO Rock Star at Royalwise.com. As a Top 100 ProAdvisor and a member of the Intuit Trainer/Writer Network, Alicia has three QuickBooks and MS Word books on Amazon, leads weekly QuickBooks training webinars, and runs a QBO Mentorship Membership™ program. She blends the skills of technology, the art of communication, the patience of a teacher, the wisdom of a consultant, and the detailed eye of an obsessive-compulsive to provide the finest in business education solutions.

About Our Sponsor

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Divvy is the #1 corporate card & expense management platform. We’ve combined seamless expense management software with the world’s smartest business card, so you and your clients never have to process another expense report. Always stay in budget with cards that pull from pre-determined budgets and get real time insight into spend activity, all for free! No costs or contracts- just free for you and your clients.