QuickBooks: Bank Feeds and Reconciling
Date and Time
Monday Oct 12, 2015
9:00 AM - 11:00 AM PDT
Monday 10/12/2015, 9:00am - 11:00am
Location
GVCC
Fees/Admission
$29.25 GVCC members, $39 non-members
Contact Information
Alicia Katz Pollock
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Description
Class Description
One of the newest features in accounting software like QuickBooks is the opportunity
to connect your bank accounts and credit cards. This allows you to pull in your transactions
and classify them automatically, instead of entering everything in by hand. Once you’re up
to date, we’ll also show you how to reconcile your accounts at the end of the month so that
you can have confidence in your numbers.
to connect your bank accounts and credit cards. This allows you to pull in your transactions
and classify them automatically, instead of entering everything in by hand. Once you’re up
to date, we’ll also show you how to reconcile your accounts at the end of the month so that
you can have confidence in your numbers.
Instructional Level
Beginner to Intermediate
Requirements
- Completed our Intro to QuickBooks class, webinar, or video
- or Experience using your company’s QuickBooks
- or Bookkeeping or Accounting experience
Who should take this class?
- Business owners
- Employees in charge of the company QuickBooks
- Job seekers who want to learn QuickBooks
- Bookkeepers and Accountants who want to brush up on their QB skills
What You’ll Learn
- How to connect your bank accounts to your QuickBooks
- How to import new transactions as they clear the bank
- How to import previous transaction history
- How to classify transactions through the Bank Feed to save time on manual data entry
- Which transactions you should NOT import automatically
- Workarounds for bank feed issues
- How to reconcile your bank account transactions with your monthly bank statement
- Tips and tricks wile reconciling that will save time and frustration
About Your Instructor
Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).
Attend in Person, via Webinar, or Watch Later
If you are planning to attend our class in person, choose “Live @ The Vancouver Chamber of Commerce”.
If you live outside the Portland/Vancouver area, or if you don’t want to make the drive, you can attend and participate in our classes via webinar. When you register, choose “Online via Webinar” as your ticket type. We’ll email you an access code and instructions for how to connect.
If you are unable to attend on this time & date, select the “Watch Later” option. After class is done, we’ll send you access information so that you can watch the content at your convenience. You are welcome to call us with your individual questions for a free 10-minute Q&A session.
This course can also be taken as part of a full 8-week QuickBooks series for 25% off! Just click here!
GVCC member can use coupon code GVCCMem for 25% off!
Register Here: QuickBooks: Bank Feeds and Reconciling
This course can also be taken as part of a full 8-week QuickBooks series for 25% off! Just click here!
GVCC member can use coupon code GVCCMem for 25% off!
Register Here: QuickBooks: Bank Feeds and Reconciling
Video
