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QuickBooks Online: Mastering Banking & Reconciliations
2-Part Mastering QBO Banking Course April/May 2021 (Sponsored by Divvy)
Part 1A - Connecting Banks and Downloading Transactions (38:12)
Part 1B - Categorizing Transactions, Matching, and Batching (97:25)
Part 2A - Bank and Credit Card Reconciliations (61:13)
Part 2B - Fixing Reconciliation Discrepancies & other issues. Working with PayPal (70:38)
Bank Statements and QBO/CSV Files
Quiz
Mastering QBO Bank Feeds August 2021 Update (Sponsored by Divvy / CPA Academy)
Part 1 - Download and Categorizing (85:36)
Part 2 - Batching, Matching, And Advanced Bank Rules (90:19)
Part 3 - Reconciling and Troubleshooting Discrepancies (91:32)
Bonus Materials (also in YouTube)
QuickBooks Online Chart of Accounts (26:46)
Importing Chart of Accounting into QuickBooks Online (4:59)
Setting up Accounts with Balances (26:46)
Advanced Trick to Import Payees/Vendors (12:08)
Another Bank Reconciliation Example (31:21)
Sample Statements to follow with video
Manual upload of CSV/Excel transactions to banking (Aug 2021 update) (5:19)
Manual Data Entry into Bank or Credit Card Register (aug 2021 update) (11:20)
Bonus Webinars (Also Sponsored by Divvy)
Positioning for Accounting Professionals (How to communicate your value) (87:41)
Top QuickBooks Online EFFICIENCY Tips and Tricks (93:30)
QuickBooks Online Reporting Tips: Tags, Classes, Locations (46:53)
Part 1 - Download and Categorizing
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