Webcast: QuickBooks: Banking Tips and Tricks for Online and Desktop QuickBooks Users (XSQBBK19)
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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!

8/14/2019
When: August 14, 2019
3:00 PM until 5:00 PM
Where: Webcast
Surgent
QBBK-2019-01-WEBNR-226-01
United States
Presenter: Ilene Eisen, CPA, CITP, MBA


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Acronym XSQBBK19
CPE 2 hours
Vendor Surgent
Category
Management
Level Basic
Yellow Book? No
CFP Credit? 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.

Texas CPAs: Our Texas State Board of Public Accountancy Sponsor number is #010423.

Course Description

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!

Objectives

  • 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

Major Topics

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

Designed For

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

Requisite Knowledge:

Working knowledge of QuickBooks

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