QuickBooks Online – Bank Feeds & Credit Card Feeds

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QuickBooks Online – Bank Feeds & Credit Card Feeds

QuickBooks Online – Bank Feeds & Credit Card Feeds

This course will jump right into bank feeds and how to use them.

  • Most QuickBooks courses will spend a lot of time talking about how a full-service accounting system works using QuickBooks. We do recommend spending time learning the full accounting process, and we do have a course that does this.
  • However, many small businesses want to get right down to data input as fast as possible, and others already have a good understanding of the system and want to focus specifically on bank feeds.
  • This course will do just that.
  • For example, some small businesses may be perfectly happy using a cash basis system and will, therefore, not need some of the functions used in a full accounting cycle. Businesses that use a cash basis model can structure their data input to be much more heavily dependent on the bank and bank feed data.
  • We will discuss types of businesses that fit well into a cash basis model as we work through the practice problems. We will also discuss some problem areas many businesses have and how to set up a system that works.
  • This course will work through a practice problem and will provide test data that learners can use in their system to follow along if they choose.
  • One obstacle to learning bank feeds is access to a clean QuickBooks file to practice with. Here are some options you can use along with this course:
  • Intuit (the owner of QuickBooks) provides a free test drive available to anybody. You can find it by searching in your favorite browser (QuickBooks Test Drive).
  • Intuit often provides (almost always) a 30 day discount period. You can use the 30 days to practice by starting the 30-day trial, practicing with the data we provide in the course, and then canceling after the 30 days.

Get QuickBooks Online – Bank Feeds & Credit Card Feeds download

Contenu du cours

12 sections • 53 sessions • Durée totale: 8 h 24 min

Réduire toutes les sections

Introduction3 sessions • 20 min

  • Overview

    Aperçu04:59

  • Documents To Download

    00:00

    315 How Do Bank Feeds Fit Into My Accounting System

    Aperçu15:18

Getting Set Up4 sessions • 22 min

  • 2 Getting Set Up

    00:32

  • .05 Recommendations For Success

    06:05

  • .10 Purchase With 30 Day Trial

    10:40

    320 Project Outline

    Aperçu04:25

Month One – Set up Bank Feeds4 sessions • 25 min

  • 3 Month One – Set up Bank Feeds

    01:22

  • 325 Set Up Bank Feeds

    05:24

  • 360 Download Transactions From Bank

    08:49

  • 365 Import Bank Data

    09:09

    Month One – Add Transactions from Bank Feeds11 sessions • 2 h 10 min
  • 4 Add Transactions from Bank Feeds

    01:45

  • 370 Add Expense transactions

    17:58

  • 375 Add Capital Expenditures

    17:30

  • 380 Add Inventory Purchase

    19:05

  • 385 Add Amount Paid for Investment

    13:13

  • 390 Add Owner Withdraws

    14:24

  • 395 Add Bank Service Charge

    07:45

  • 395 Add Customer Deposits

    16:09

  • 400 Sales Tax

    11:42

  • 405 1 Deposit Owner

    05:51

  • 405 Deposit Loan

    04:34

Month One – Bank Reconciliation2 sessions • 19 min

  • 5 Month One – Bank Reconciliation

    01:06

  • 407 Bank Reconciliation

    18:12

Month One – Compare Cash basis to Accrual Basis Using Bank Feeds2 sessions • 12 min

  • 6 Month One – Compare Cash basis to Accrual Basis Using Bank Feeds

    01:24

  • 410 Compare Cash to Accrual

    10:58

    Get QuickBooks Online – Bank Feeds & Credit Card Feeds download

Month Two – Upload Bank Transactions2 sessions • 6 min

  • 7 Month Two – Upload Bank Transactions

    00:56

  • 415 Upload Bank Transactions

    05:20

Month Two – Add Transactions from Bank Feeds10 sessions • 1 h 44 min

  • 8 Month Two – Add Transactions from Bank Feeds

    01:27

  • 420 Add Expenses

    12:21

  • 420 Add Insurance

    08:59

  • 425 Add Payroll Checks

    13:16

  • 430 Add Inventory

    11:52

  • 430 Add Loan Payments

    08:29

  • 435 Add Draw

    07:06

  • 440 Invoice & Bank Feeds

    14:54

  • 440 Receive Payments & Bank Feeds

    13:15

  • 445 Sales Receipt & Bank Feeds

    12:18

Month Two – Bank Reconciliation2 sessions • 16 min

  • 9 Month Two – Bank Reconciliation

    01:16

  • 450 Bank Reconciliation

    14:30

Month Two – Analyze Reports2 sessions • 19 min

  • 10 Month Two – Analyze Reports

    01:04

  • 455 Reports After Second Month

    18:16

    Credit Card Bank Feeds4 sessions • 45 min
  • 11 Credit Card Bank Feeds

    01:04

  • 460 Credit Card Bank Feeds Upload

    11:55

  • 465 Add Credit Card Bank Feed Data

    16:33

  • 470 Reconcile Credit Card

    15:12

Bank Feed Rules7 sessions • 1 h 26 min

  • 12 Bank Feed Rules

    01:35

  • 470 Upload Bank Transactions

    08:19

  • 475 Bank Rules Deposit Same Customer Different Account

    14:05

  • 480 Bank Rules Amount Limit

    13:33

  • 485 Bank Rules Split Into Two Accounts

    07:31

  • 490 Bank Rules One Vendor Two Expense Accounts

    16:31

  • 495 Bank Rules More Rules & Techniques

    24:53

Get QuickBooks Online – Bank Feeds & Credit Card Feeds download

 

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