In this three-part series of QuickBooks Online for Accounting Professionals, we will go deep into the most popular feature in QBO: Online Banking.

You will learn how to be as efficient as possible working with downloaded transactions from banks and credit cards—from connecting to reconciliation.  This course was written and organized by Hector Garcia, CPA, based on his direct experience as a practitioner.

Each session in the three-part series can be watched independently. No particular order is required, but attending all three is recommended to get the full picture.


Learning Objectives:

• Recall the navigation and advanced tools within QuickBooks Online Bank Feeds


• Summarize how to set up custom bank rules to automate the categorization based on payee/description/amount/account and other factors


• Identify how to match/apply downloaded transactions with transactions already created in QuickBooks such as customer payments matching previously created invoices