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Automatingbookkeeping hector

QUICKBOOKS ONLINE BANK FEEDS: AUTOMATING YOUR BOOKKEEPING

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 7, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Series: QuickBooks Online, Bookkeeper
Course Description

Are you looking to find efficiencies through automation? Join QuickBooks expert Hector Garcia for this update on features in QuickBooks Online's Bank Feeds also known as "Downloaded Transactions”, from features to quirks. This session will deep dive into programmable 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 Banking Center Rules to control transactions.

  • Matching Transactions, Batching, and Undo/Exclude options.

  • Working with the bank registers and reconciling bank accounts after Bank Feeds.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
[email protected]
(954) 414-1524

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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.

About Our Sponsor

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Veem is an all-in-one AP/AR solution that offers the next generation of financial tools to accountants and bookkeepers that simplifies processes and helps their business grow. Manage your client's domestic and international payments in a solution that uses your accounting platform as the source of truth. For nearly a decade, Veem is trusted by more than 500,000 businesses in over 110 countries to send and receive money globally. Veem is licensed and regulated in each country and state it serves.