QuickBooks Online: Mastering Banking & Reconciliations (Next Update 09/28/2022)
Learn how to Categorize, Transfer, Batch, Match, Undo, Reconcile, Troubleshoot, and PayPal!
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2021 Bank Feeds / Online Banking for QuickBooks Online Masterclass:
- Part 1 - Connect your banks, upload manual .qbo bank files, enter beginning balances, categorize expenses transactions, match deposits with invoices and payments, matching expenses, batching transactions, and bank rules (2 hours)
- Part 2 - Reconciling banks and credit cards, Troubleshooting Transfers, petty cash reconciliation, fix reconciliation discrepancies, working with PayPal Accounts.
Note: The FREE DIVVY Coupon is no longer available, but you can purchase the course at half price using coupon DIVVY100 for $100 off
Your Instructor
Hector Garcia, CPA.CITP, CGMA
- Certified Advanced QuickBooks ProAdvisor
- Member of Intuit Trainer/Writer Network
- Co-Host of QB Power Hour - Webinar series of QuickBooks power users
- Creator of 500+ videos in YouTube about QuickBooks, Accounting, Taxation, and/or Excel
Course Curriculum
Mastering QBO Bank Feeds (Recorded for Divvy / CPA Academy)
Available in
days
days
after you enroll
Bonus Materials (also in YouTube)
Available in
days
days
after you enroll
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PreviewQuickBooks Online Chart of Accounts (26:46)
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StartImporting Chart of Accounting into QuickBooks Online (4:59)
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StartSetting up Accounts with Balances (26:46)
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PreviewAdvanced Trick to Import Payees/Vendors (12:08)
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PreviewAnother Bank Reconciliation Example (31:21)
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StartSample Statements to follow with video
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StartManual upload of CSV/Excel transactions to banking (Aug 2021 update) (5:19)
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StartManual Data Entry into Bank or Credit Card Register (aug 2021 update) (11:20)
Bonus Webinars (Also Sponsored by Divvy)
Available in
days
days
after you enroll
Frequently Asked Questions
When does the course start and finish?
The course Is recorded. It's a total of 4.5 hours split into 2 parts. There will be updated added to the course in August 2021 as well!
How long do I have access to the course?
Unlimited access for 12 months
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund of whatever amount you paid.
What does "Sponosred by Divvy" mean?
Divvy, an expense management app (now part of Bill.com) has provided a coupon code DIVVY to allow people to access the course for free, and in exchange, Divvy will sent you information about their app.