My Cloud Bookkeeping/How to Use the Bank Transactions Tab in QuickBooks Online

Getting started with QuickBooks Online doesn’t have to feel overwhelming.

If you’ve connected your bank in QuickBooks Online and aren’t sure what to do next — or you’re worried about clicking the wrong thing — this course shows you how to handle the Bank Transactions tab properly.

Because most issues in QuickBooks don’t start in the reports. 
They start in the bank feed.

You’ll learn how to decide what to do with each transaction, so entries aren’t duplicated, deposits aren’t overstated, and your reconciliations actually work.


In this course, you’ll learn how to:

  • Use the Bank Transactions tab in QuickBooks Online.

  • Match transactions correctly — and when not to.

  • Understand what automation can and can’t do.

  • Reduce manual data entry without losing accuracy.

  • Make bank reconciliations faster and more reliable.

By the end of the course, you’ll understand how transactions move from your bank into QuickBooks — and how to stay in control of the numbers.

If the balance sheet is wrong, the profit is wrong.
This course helps you get it right at the source.

  • $97

How to Use the Bank Transactions Tab in QuickBooks Online

Learn how to properly use the Bank Transactions tab in QuickBooks Online using practical examples and real-world scenarios. This course covers matching, categorizing, bank rules, reconciliation, common mistakes, and more — helping you understand not just where to click, but how to keep your financial information accurate and reliable.

Contents

Welcome to the bank feed course!
Navigating the bank transactions tab
Match or Post?
Match single transactions
Match multiple payments to one deposit
Categorize and post
Setting up Rules
Reconciliations
Bonus - Beginning Balance Warning / Errors
Bonus - Import transactions from CSV (Excel)

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.