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

Oct 16, 2024, 6:00 – 7:00 PM (UTC)

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    About this event

    We have archived this event. You can view the recording here.

    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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