IIRF Online > Finance & Accounting > Accounting & Bookkeeping > QuickBooks > QuickBooks Online: Bank Feeds & Bank Reconilications
QuickBooks Online: Bank Feeds & Bank Reconilications by Udemy
2021 UPDATE. Categorizing transactions, matching, bank reconciliations, PayPal, and troubleshooting balances.
Course Highlights
- Downloading transactions from the bank
- Categorizing transactions to the correct category
- Matching downloaded 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
- Downloading and Reconciling PayPal Transactions
- Troubleshoot bank and credit card reconciliation discrepancies
- Troubleshoot opening balances
Skills you will learn!
Curriculum
4 Topics
Introduction to this course
Part 1: Downloading Bank Transactions Categorizing and Matching
Part 2: Reconciling Accounts Troubleshooting issues and working with PayPal
Additional Reconciliation Example (with Bank of America)
4 Topics
More Examples on Categorizing Expenses
Why you should ALWAYS use a vendor name in bank feeds
Chart of Accounts and "Detail Type" explained
Undo Bank Reconciliations
QuickBooks Online: Bank Feeds & Bank Reconilications
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