Description:

In this video we show to you how to master bank feeds (online banking) in QuickBooks Online

Video:

Table of contents:

  • 00:00:20 – Intro (agenda) (web connect express) (QBO/CSV files for manual upload) (manual upload) (combining both formats) (bank feeds terminology, for review) (bank feeds terminology, for review-recognized) (bank feeds terminology, status)
  • 00:10:02 – QuickBooks Online (banking) (set up QuickBooks) (add account, connect your bank, WebConnect express) (select transactions)
  • 00:11:43 – Manual upload (update) (file upload) (select the file to upload) (select an account)
  • 00:14:29 – Navigation tips (gear button, show bank details, copy bank detail to memo, editable date field, columns)
  • 00:19:16 – How to add a vendor, how to pick a category, select customer (optional), select location (optional), select class (optional) (how to add transactions)
  • 0021:23 – Recognized categories (matching, rule or suggesting) (select all) (batch actions) (accept selected) (action column, add) (adding transactions) (example)
  • 00:28:36 – Excluding transactions (batch actions button) (example)
  • 00:29:27 – Bank rules (terminology, how it works, examples)
  • 00:34:20 – How to create a bank rule and how it works (step by step) (examples)
  • 00:39:09 – Chart of accounts
  • 00:39:14 – Company settings (company, categories, classes)
  • 00:40:00 – Add transactions to register
  • 00:40:06 – Go to register (bank register)
  • 00:40:58 Banking (bank feeds)
  • 00:41:13 – Switch credit card (create bank rule) (manage rules) (how to apply rule just for one credit card account or to both cards)
  • 00:44:37 – Banking
  • 00:45:24 – Auto add (how to undo it)
  • 00:47:16 – Matching transactions (how it works) (examples)
  • 00:52:08 – Post bank feeds reconciliation
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