Surgent's QuickBooks: Banking Tips and Tricks for Online and Desktop QuickBooks Users (QBBK)
Description
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!
Highlights
- What are banking connections
- How do I use bank connections?
- QuickBooks for Desktop
- QuickBooks Online
- Working with transactions
- Reconciliations made easy!
Objectives
- 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
Registration for this course has passed.
Course Pricing
Member Fee
Applicable if you are a HSCPA member in good standing. |
$89.00 |
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Non-Member Fee
Applicable if you are not a HSCPA member. |
$119.00 |
Your Price | $119.00 |
CPE Choice
Learn more about CPE Choice.
This course does not qualify for CPE Choice.