Surgent's QuickBooks: Banking Tips and Tricks for Online and Desktop QuickBooks Users (QBBK)


Using bank connections, you can save hours of data entry and reconciling bank and credit card accounts. With banking connections, the transaction will include more detail and reconciliation can often be completed with two clicks!


Thursday, November 12, 2020
Registration Time: 6:00pm
6:00pm – 8:00pm

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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


Designed For

QuickBooks users in public accounting industry, government, and nonprofit organizations


Surgent McCoy CPE, LLC


Working knowledge of QuickBooks

Advanced Preparation



  • What are banking connections
  • How do I use bank connections?
    • QuickBooks for Desktop
    • QuickBooks Online
  • Working with transactions
  • Reconciliations made easy!


  • Use banking connections
    • QuickBooks Online and QuickBooks Desktop
  • Match previously entered checks, deposits, and other transactions
  • Use “best practices” to manage transactions with banking connections
  • Create rules to quickly assign names and accounts to transactions
  • Streamline the reconciliation processes
    • Bank accounts and credit card accounts


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