Categorizing transactions, matching, bank reconciliations, PayPal, and troubleshooting balances. What you'll learn ing transactions from the bank Categorizing transactions to the correct category Matching ed transactions with existing ones Use Bank Rules to automate transaction categorization Reconcile bank and credit card transactions Reconcile other accounts like loans and petty cash accounts ing and Reconciling PayPal Transactions Troubleshoot bank and credit card reconciliation discrepancies Troubleshoot opening balances Requirements QuickBooks Online basic navigation Business and bookkeeping basics Description LAST UPDATE 05/28/2021 QuickBooks Online: Bank Feeds, ed Transactions, Bank Reconciliation, PayPal, and Troubleshooting balancesThis course is designed for active QuickBooks Online users that need to understand how banking works, ing transactions, dealing with categorizing as expenses, income, or transfers across balance sheet transactions. The format of this course is 2 recorded webinars of 2 hours each, covering these topics Advanced Navigation Tips to boost efficiency with bank feeds Direct Connection vs. Uploading QBO/CSV File Bank Feeds Layout explained Categorizing New Transactions Bank Rules Batch Categorizing Transactions Exclude, Undo, and Delete Matching Transactions Cleaning up bning balance issues Reconciling Banks Reconciling Credit Cards Manual transactions in register Getting rid of old uncleared transactions Fixing Reconciliation Discrepancies Dealing with Transfers (Troubleshooting) Reconciling other accounts (Loans) Reconciling Petty Cash Working with PayPal (direct transactions s vs. manual transactions upload) This course is designed for active QuickBooks Online users that need to understand how banking works, ing transactions, dealing with categorizing as expenses, income, or transfers across balance sheet transactions Taught by Hector Garcia, CPA - an active Accountant working with small business clients, Advanced QuickBooks ProAdvisors, and one of the top trainers of all things accountant on earth! He has a YouTube Channel with over 130k subscribers, and long-term Udemy course maker. This course is updated in an annual basis to cover all the changes and feature upgrades in QuickBooks Online. Who this course is for Anyone that has started working with QuickBooks Online (QBO) All Accounting Professionals
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