QuickBooks Online: Mastering Banking & Reconciliations (Updated 10/06/2022)

Learn how to Categorize, Transfer, Batch, Match, Undo, Reconcile, Troubleshoot, and PayPal!

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2022 Online Banking for QuickBooks Online (Advanced Features) Update:

  • Working with filters in bank feeds screen
  • Auto-Add and append to memo
  • Transfer pairing feature
  • Bank Detail vs. Description in Rules
  • #rule Memo hack
  • QBO Commerce Orders for Amazon and Shopify

2021 Bank Feeds / Online Banking for QuickBooks Online Masterclass:

  • Connect your banks
  • Upload manual .qbo bank files
  • Enter beginning balances
  • Categorize expenses transactions
  • Match deposits with invoices and payments, and matching expenses
  • Batching transactions,
  • Bank rules
  • Reconciling banks and credit cards
  • Troubleshooting Transfers
  • Petty cash reconciliation
  • Fix reconciliation discrepancies
  • Working with PayPal Accounts.

Your Instructor

Hector Garcia, CPA
Hector Garcia, CPA

Hector Garcia, CPA.CITP, CGMA

  • Certified Advanced QuickBooks ProAdvisor
  • Member of Intuit Trainer/Writer Network
  • Creator of 1000+ videos in YouTube about QuickBooks, Accounting, Taxation, and/or Excel

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.

Get started now!