Surgent's QuickBooks: Banking Tips and Tricks for Online and Desktop QuickBooks Users (QBBK)

Course Details


Thursday, August 13, 2020

10:00am – 12:00pm

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC


Working knowledge of QuickBooks


Using bank connections, you can save hours of data entry and reconciling bank and credit card accounts. With banking connections, the transaction will include more detail and reconciliation can often be completed with two clicks!


  • What are banking connections
  • How do I use bank connections?
    • QuickBooks for Desktop
    • QuickBooks Online
  • Working with transactions
  • Reconciliations made easy!


  • Use banking connections
    • QuickBooks Online and QuickBooks Desktop
  • Match previously entered checks, deposits, and other transactions
  • Use “best practices” to manage transactions with banking connections
  • Create rules to quickly assign names and accounts to transactions
  • Streamline the reconciliation processes
    • Bank accounts and credit card accounts

Designed For

QuickBooks users in public accounting industry, government, and nonprofit organizations

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $119.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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