Webcast: QuickBooks: Say Goodbye to Data Entry with Bank Feeds (XSQBBK18)
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QuickBooks Bank Feeds is designed to improve accuracy and reduce data entry by importing transactions directly to your QuickBooks Company file. These transactions are then matched with previously entered transactions or the user determines the proper posting (manually or with the assistance of rules created from previous entries). Learn to use this feature to reduce hours of data entry, improve accuracy, and improve consistency in the posting of transactions.

 Export to Your Calendar 2/21/2018
When: 02/21/2018
3:00 PM until 5:00 PM
Where: Webcast
SURGENT
QBBK-2017-01-WEBNR-52-01
United States
Presenter: Ilene Eisen, CPA, CITP, MBA


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Acronym XSQBBK18
CPE 2 hours
Vendor Surgent
Category
Management
Level Basic
Prerequisite None
Adv Prep None
Yellow Book? No
Registration Fees
Members* $89
CPA Non-Members $114

*The member rate applies to LCPA members, other state CPA society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course 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 then matched with previously entered transactions or the user determines the proper posting (manually or with the assistance of rules created from previous entries). Learn to use this feature to reduce hours of data entry, improve accuracy, and improve consistency in the posting of transactions.

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

Major Topics

  • 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

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

Note: Login instructions will be provided by the webcast vendor (Surgent).