Surgent's QuickBooks: Bank Feeds Saves Hours of Data Entry and Reconciliations (QBBK)

Description

QuickBooks Bank Feeds is designed to improve accuracy and reduce data entry by importing transactions directly to your QuickBooks Company file. These transactions are either then matched with previously entered transactions or the user determines the proper posting (manually or with the assistance of rules created from previous entries). Use this feature to reduce hours of data entry, improve accuracy, easily reconcile the bank and credit card accounts.

Date/Time

Wednesday, August 14, 2019
Registration Time: 3:00pm
3:00pm – 5:00pm

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Course Type

On-line Live Vendors

CPE Credit

2.00 hours CPE credit

Field of Study

Specialized Knowledge & Applications

Level of Knowledge

Basic

Designed For

QuickBooks users in public accounting industry, government, and non-profit organizations

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Working knowledge of QuickBooks

Advanced Preparation

None

Highlights

  • What is Bank Feeds?
  • Why should I use Bank Feeds?
  • How do I use Bank Feeds?
    • Set-up Bank Feeds
    • Import process
    • Working with transactions
    • Reconciliation process

Objectives

  • Name two types of accounts that can utilize Bank Feeds
  • Deploy Bank Feeds to streamline data entry and reconciliation processes
  • Match previously entered checks, deposits and other transactions
  • Create rules to quickly assign names and accounts to transactions

Location

N/A (This is a webcast)
Member Fee $89.00
Non-Member Fee $89.00
Your Price $89.00

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