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QuickBooks Desktop Bank Feeds And Importing Transactions

Become An Expert In Importing Transactions And Using The Quickbooks Bank Feeds Review List
(30 reviews)
1,031 students
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Platform: Udemy
Video: 2h 47m
Language: English
Next start: On Demand

Table of contents


Would you like to save thousands of hours of data entry when using QuickBooks Desktop? Would you like to increase the accuracy of your data entry in the process? This Fantastic QuickBooks Desktop course will show you all the options available to import transactions quickly and easily into your QuickBooks Desktop records.
Every possible type of company can benefit from this most important QuickBooks tool that most people use to enter most of their transactions into QuickBooks Desktop. It will even speed up the setup of a new QuickBooks Desktop account when importing from QuickBooks desktop or importing from any other accounting system when transferring over to QuickBooks Desktop. When you finish this course, you we be an expert in using the bank imports feature for your bank and credit card transactions. You will be comfortable with every import option there is.
Topics include……………
Overview Of Bank Feeds
Set-Up And Navigate
Add Transactions From Review List
Matching Transactions
Fixing Matching Issues
Using “Rules” (Save Time)
Applying Downloaded Transactions To Bills And Invoices
Importing “Web Connect” Files
Batch Importing From Quickbooks Accountant’s Edition
…And More!!
There are videos about iif files that give you a great introduction and overview on how to use them.
There’s even a self-check test at the end for you to see how well you learned.
Saving time in QuickBooks while increasing accuracy is like having a super-power that makes you super-valuable to any employer or company. The best part is that you can contact me immediately if you have any issue. I love hearing from my students, and I would like to hear from you as you take the course.
I wish you good luck and I hope to see you in the course

You will learn

✓ Use Every Available Feature Of Quickbooks Desktop Bank Feeds
✓ Handle Any “On The Job” Challange That May Arise When Using Quickboks Desktop Bank Feeds
✓ Identify Every Aspect Of Quickboks Desktop Bank Feeds
✓ Import Other Non-Bank Type Of Transactions By Using The Accountant’s Edition
✓ Overview Of Importing IIF Files To Study And Master IIF File Import For Any Type Of Transaction In To Quickbooks Desktop
✓ Importing From “Qbo” And “Web Connect” files
✓ Adding Transactions From The Bank Feeds Center Review List
✓ Matching Transaction
✓ Managing Matching Issues
✓ Changing Modes For Bank feeds center View And Options
✓ Bank Feeds preferences And Settings
✓ Using Advanced Mode
✓ Making Advanced Rules


• Basic Computer Knowledge

This course is for

• Anyone Who Needs To Import Trasactions In To QuickBooks Desktop
• Anyone Who Wants To Be An Expert In QuickBooks Desktop Bank Feeds
• Anyone Who Needs To Improve Their Knowledge Of Importing And Exporting Transactions To Or From QuickBooks
• Anyone Who Wants To Save Time By Downloading Transactions Directly From The Company Bank Account
• Anyone Who Needs Their Financial Records To Be More Accurate By Double Checking Transactions With The Bank
Professor of Computerized Accounting
I have 2 decades of experience teaching Computerized Accounting. I have taught QuickBooks at A.S.A college in Manhattan New York. I have made my lessons available to job training schools for adult education and have helped place hundreds of students in good paying jobs using QuickBooks and other software that they learned in my class.
I am a permanently licensed teacher by the New York State Education Department. I am also a Certified QuickBooks Pro adviser for over a decade. I have made these videos by determining what my clients needed.
I wanted to help anyone using QuickBooks be prepared for the real-life, hands-on challenges that come with mastering the bookkeeping function of any company. I will prepare you for real life QuickBooks situations that can be challenging or frustrating if nobody shows the tips and tricks that will make using QuickBooks a fun task
I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks. I’m always available to my students when they need me.
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Platform: Udemy
Video: 2h 47m
Language: English
Next start: On Demand

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