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Mastering QuickBooks Online bank feeds in 7 days
Introduction
Meet your instructor (1:12)
Course fundamentals (1:18)
How to access the QuickBooks Online Sample Company (0:56)
The 7 day plan for completing this course
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Setting things up
Tour of the Banking Center (4:36)
Before we get started (1:38)
How to access the Banking Center in QBO (0:25)
Set up bank and credit card accounts in the chart of accounts (1:56)
Connect bank and credit card accounts to QBO (2:19)
How to import transactions into QBO (2:38)
Working with Money Out transactions (Expenses)
Adding expenses - Basics (5:15)
Adding Split transactions (1:26)
Adding Jobs/Projects, Billable expenses, Classes, and Locations (2:15)
Matching money out (expense) transactions (4:51)
Money out - tips and final words (0:45)
Working with Money In transactions (Income)
Getting started with Money In transactions (2:48)
Money In transactions - Method #1 (4:22)
Money In transactions - Method #2 (1:45)
Miscellaneous deposits (2:00)
Working with QuickBooks Payments (2:52)
Working with Sales Receipts (0:28)
Other Money In transactions (0:49)
Money in - final words (0:34)
Account transfers and credit card payments
Working with bank account transfers and credit card payments (2:56)
Time-saving techniques
Attaching receipts to transactions (2:08)
Batch actions (3:12)
Banking rules overview (2:55)
Troubleshooting basics
Working with the "In QuickBooks" tab and Undoing transactions (2:22)
Excluding transactions from the bank feed (1:49)
5 Minute Bookkeeping system for banking transactions
The 5 Minute Bookkeeping system for working with banking transactions (3:25)
Conclusion
Final words (0:45)
Adding expenses - Basics
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