CPA - small firm
CPA - medium firm
Small Business Owner
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 Garcia, CPA
Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
hector@qbkaccounting.com
(954) 414-1524
Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.
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