- Description
- Curriculum
- Reviews
The Managing QuickBooks Banking Centre course provides a comprehensive guide to efficiently managing all your business’s banking activities within QuickBooks. Designed for small business owners, accountants, and finance professionals, this course will help you navigate and master the QuickBooks Banking Centre, ensuring your financial transactions are accurate, timely, and streamlined.
Course Overview:
In this course, you’ll learn how to fully utilize QuickBooks’ Banking Centre to manage all aspects of your banking, from connecting and reconciling bank accounts to tracking deposits and withdrawals. The course will guide you through the essential steps of syncing your bank accounts with QuickBooks, categorizing transactions, and understanding the relationship between your bank feed and accounting software.
Reconciliation & Accuracy:
One of the most critical tasks for any business is maintaining accurate financial records. You’ll discover how to perform bank reconciliations effortlessly within QuickBooks, ensuring your books are aligned with your actual bank balances. This section covers how to resolve discrepancies, match transactions, and handle outstanding items, so your financial records are always up to date and reliable.
Managing Cash Flow and Payments:
Learn how to monitor your cash flow in real time by tracking incoming and outgoing payments, transferring funds, and handling credit card transactions within QuickBooks. The course also covers setting up rules for automatic categorization, reducing manual data entry, and increasing efficiency.
Efficient Transaction Tracking:
With QuickBooks’ banking centre, you can manage your financial transactions in a few clicks. This course ensures you know how to quickly categorize and enter transactions, helping you maintain organized, up-to-date records and save valuable time on bookkeeping.
By the end of this course, you’ll be able to confidently manage your business’s banking activities in QuickBooks, ensuring accuracy and efficiency in your financial processes.
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2How to manage QuickBooks bank feeds - Part 120:06
This is Part 1 - Processing transactions in QuickBooks is so much quicker than a manual transaction when using bank feeds. Here Lauretta explains to you how to process - either via a Match, Add or transfer from the Action column. But there's lot more that Lauretta covers off giving you live examples what can go wrong and how to fix these when processing your bank feeds. Showing you how to set up Rules, Lauretta's tips on these. Starting to understand your Profit & Loss so seeing real action once transactions have been processed and what happens to them, where do they go!
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3How to manage QuickBooks bank feeds - Part 220:22
This is part 2 of managing your bank feeds. Lauretta shows you some tricky transactions, live examples, how to process refunds from the bank feeds, how to use a Sales receipt in the bank feeds slightly different to a Sales receipt in lesson 5.6, how you take process the money coming in and going out from the business owner, and lots lots more!
