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QuickBooks Online: Bank Feeds & Downloaded Transactions (July 2020 Update)

QUICKBOOKS ONLINE: BANK FEEDS & DOWNLOADED TRANSACTIONS (JULY 2020 UPDATE)

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Intermediate
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Learn all the tips and tricks of working with the updated Bank Feeds for QuickBooks Online, updated for mid-year 2020.  Learn efficiency gaining tools to speed up the data entry process when banks are connected to QuickBooks Online.

Learning objectives 


  • Learn all the tips and tricks in navigating the updated Bank Feeds for QuickBooks Online, updated for mid-year 2020

  • Learn how to improve your efficiency in the transaction categorization process when banks are connected to QuickBooks Online. 

  • Learn how to program the Bank Rules to automate categorization based in pre-programmed rules

  • Understand the relationship between Bank Feeds and the account reconciliation process

  • Learn general data entry tips and trick while using Bank Feeds

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Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
hector@qbkaccounting.com
(954) 414-1524

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, FL for his own firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in several accounting & financial departments of past fortune 500 companies such as: Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in Training; and it comes from his successful career in which he applied his personal philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, FL training center almost every weekend. Hector is married with 3 children, lives in Weston, FL. Hector is fluent in Spanish and English.

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Experienced Customer Success Specialist with a demonstrated history of working in the computer software industry. Skilled in Customer Service, Graphic Design, Web Design, English, and Project Management. Head of Support Department with a Bachelor's degree focused in Economy, IT, Management from Academy of Public Administration. 

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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