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Connecting QuickBooks Online to Your Bank and Effectively Using the Bank Feed Features

Oct 16, 6:00 – 7:00 PM (UTC)

TechSoup Events and Webinars

Learn how to connect your bank and credit card accounts to your QuickBooks and save time on accounting processes.

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About this event

When it comes to streamlining your accounting process, utilizing the download feature in QuickBooks is a huge game changer and will literally cut the time you spend dealing with your books in half! Do you have debit or credit cards you use in your organization?

In this must-see session, we will cover the following things:

  • How to connect your bank and credit card accounts to your QuickBooks
  • Downloading transactions for free
  • Pointing downloaded transactions to accounts, programs, and grants
  • Creating "rules" in QuickBooks so that the downloaded transactions are preassigned to the correct categories
  • Matching downloaded transactions that have already been entered manually to avoid double entry

Speaker

  • Gregg Bossen

    Quick Books Made Easy

    President

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