Banking Options in QuickBooks Online
Cindy McGuckin
Live: One Dial-in One Attendee
Corporate Live: Any number of participants
Recorded: Access recorded version, only for one participant unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
Corporate Recorded: Access recorded version, Any number of participants unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)
When was the last time your QuickBooks bank accounts, credit card, and loan accounts were Reconciled properly? Knowing how to get started with the correct Opening balance is key to keeping your accounts in sync with the bank balance.
Learn how to link QuickBooks accounts to the bank so that transactions are downloaded automatically, saving you time. Setting up credit card accounts and reconciling those accounts are key to keeping track of all expenses, ensuring that expenses being paid for in the future are still tracked for reporting purposes. Also covered is the correct way to enter and pay credit card payments. It is important to enter ALL credit card charges each month, whether or not they are being paid. Do not fear. This course will show you to make sure QuickBooks and your credit card account match, ensuring all charges are accounted for on reports.
This is an Online, Live presentation using QuickBooks Online.
Why should you Attend:
If you have been using QuickBooks for many years and the accounts have not been reconciled regularly, chances are your accounts are missing transactions, and all of this affects reports. If you are unsure of how to get started with Reconciling in QuickBooks or unsure of how to get to the correct Opening balance, do not fear. Our instructors will help you get to the correct staring balance so that you can move forward and know that the balances are correct.
It is important to enter ALL credit card charges each month, whether or not they are being paid. Do not fear. This course will show you to make sure QuickBooks and your credit card account match, ensuring all charges are accounted for on reports.
Areas Covered in the Session:
- Synchronize QuickBooks accounts with bank accounts
- Download Transactions from bank
- Set up Credit Card accounts
- Reconcile bank, credit card, and Loan accounts
- Enter and pay credit card payments
- Reports
Who Will Benefit:
- New Users
- Accountants
- Bookkeepers
- Business Owners
- Office Managers
- Anyone wanting to Learn how to Reconcile or Sync Accounts with the Bank in QuickBooks Online
Over her 15+ years of teaching software courses, Cindy has taught many large groups in classroom settings and remotely. She also works with individuals who need a little more of a personal touch. Her experience has helped her develop a unique ability to connect with her students and quickly assess their needs in order to customize their QuickBooks company file. She can tell very quickly which features of QuickBooks the she really needs to focus on, then gets the job done quickly and very efficiently.