Description:

In this video we teach to you about online banking (bank feeds) in QuickBooks Online

 

 

Video:

 

 

Table of contents:

  • 00:00:00 – Intro (set up QuickBooks Online)
  • 00:02:14 – Gear button (chart of accounts)
  • 00:02:28 – How to set up or create your bank and credit card in chart of accounts
  • 00:03:11 – Connect your bank and credit card into QuickBooks Online (banking)
  • 00:05:12 – Download account activity from the bank (step by step)
  • 00:06:06 – How to exclude transactions (batch actions button)
  • 00:07:00 – Update, file upload, download data from your bank (step by step)
  • 00:08:18 – Go to register (bank register) (step by step) (add deposit)
  • 00:11:39 – Using online banking
  • 00:14:43 – Categorize transactions (create a vendor) (transaction added)
  • 00:15:45 – Batch actions button (accept selected) (bring all the transactions in one shot) (example)
  • 00:19:17 – Modify selected (batch actions button) how it works
  • 00:20:50 – Categorize transaction and create category
  • 00:22:10 – Matching transactions (create invoice) (transaction matched) (find match) (add new transaction) how it works (examples)
  • 00:28:07 – Matching a bill with something in the bank (enter bill) (example)
  • 00:29:27 – Recognized tab (filter)
  • 00:30:24 – Manage rules (how to create a new rule) (bank rules) how it works
  • 00:32:41 – “In QuickBooks” tab (see history of every single transaction and rules automatically created)
  • 00:34:03 – Bank register (go to register)
  • 00:34:18 – Reconcile (how to reconcile)
  • 00:35:06 – Reports (profit and loss)
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