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5 Essentials for reconciling banking transactions in QuickBooks Online
Introduction
Welcome
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Lesson 1
Beat overwhelm and procrastination (0:18)
Know your way around the banking center (4:36)
Learn how to add, match, and transfer transactions in QBO
Learn how to avoid the biggest mistakes
How to access the QBO sample company
Lesson 2
Follow the 3 step process
Resources
The QBO Banking Transactions cheat sheet (0:27)
The 5 Minute System for working with QBO Banking Transactions (PDF)
Lesson 3
Work with Money Out (spent) transactions (0:44)
Lesson 4
Work with Money In (received) transactions (0:19)
Lesson 5
Work with transfers between accounts and credit card payments (bonus video tutorial) (2:56)
Conclusion
Congratulations!
Congratulations!
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