My Cloud Bookkeeping/How to use the Bank Feed in QuickBooks Online
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Getting started with Quickbooks Online doesn’t have to be scary or intimidating.

 Let me help you take out the guesswork.

There is all kinds of Quickbooks jargon coming at you left and right, you’re getting dizzy with overwhelm and you’ve barely even begun.

Before you take a single step further and make a whole mess of your Quickbooks account, it’s time to invest in this course, “Quickbooks Online Bank Feed Training.” It’s going to change your bookkeeping life.

In this course, you’ll learn how to:

  • Use the Bank Feed in Quickbooks Online
  • Match Transactions on the Bank Feed
  • Automate functions
  • Reduce data entry time
  • Make bank reconciliation times a snap

From there - managing your Quickbooks account will be smooth sailing.

You get to move at your own pace through this course, which means you can pause and make sure you fully understand a concept before moving on.

  • $129

How to use the Bank Feed in QuickBooks Online

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The most useful things past participants learned from “How to Use the Bank Feed in Quickbooks Online” course, in their own words:

  • Not to be afraid of the software
  • How to show transfers between accounts.
  • ..to try the suggested matches...
  • How to filter the unreconciled transactions for a better view
  • Invoices vs sales receipts
  • Matching transactions
  • How NOT to accidentally have duplicate transactions
  • The need to reconcile each account

Participant Feedback

"I really appreciate the way Kerry delivers Quickbooks presentations. Kind, clear, calm and informative. It's the best I've discovered! THANK YOU!!"
"I'm able to sit down and know what I can tackle instead of wondering what I'm going to do!"

"I would like to attend more trainings since they are useful and precise"

"I liked that the sessions were short to keep us focussed and interested.  And not overwhelmed with a lot of information to process"

Contents

Welcome to Bank Feed Training
Where are my bank feed transactions?
How to use the Bank Feed in QuickBooks Online
Matching Transactions on the Bank Feed in QuickBooks Online
Bank reconciliations in QuickBooks Online
What if my bank feed shows "Confirm" and "Review" not "Match" and "Add"
Checklist - what to do before you reconcile your bank.pdf
QuickBooks Online Bank Rules

Let's get QuickBooks Online working for you!

If you want more support with Quickbooks Online and bookkeeping, click the button below to set up a call with Kerry.
Book a consultation!