Your source for accounting information in West Virginia Your source for accounting information in West Virginia

Log in to access your benefits

Not registered? Get a free login
Not a member? Join for great discounts

Surgent's QuickBooks: Say Goodbye to Data Entry with Bank Feeds (QBBK)

03.28.18 1:00PM – 03.28.18 3:00PM

Details

Credits
2.00

Level
Basic

Fees

Member Fee
$89.00

Nonmember Fee
$114.00

Want to register?

View registration options

General Info

Description
QuickBooks Bank Feeds is designed to improve accuracy and reduce data entry by importing transactions directly to your QuickBooks Company file. These transactions are then matched with previously entered transactions or the user determines the proper posting (manually or with the assistance of rules created from previous entries). Learn to use this feature to reduce hours of data entry, improve accuracy, and improve consistency in the posting of transactions.
Highlights
  • What is Bank Feeds?
  • Why should I use Bank Feeds?
  • How do I use Bank Feeds?
    • Set-up Bank Feeds
    • Import process
    • Working with transactions
    • Reconciliation process
Objectives
  • Name two types of accounts that can utilize Bank Feeds
  • Deploy Bank Feeds to streamline data entry and reconciliation processes
  • Match previously entered checks, deposits and other transactions
  • Create rules to quickly assign names and accounts to transactions
Designed For
QuickBooks users in public accounting industry, government, and non-profit organizations
Vendor
Surgent Associates, LLC
You must be logged in to add items to your cart. If you don't have a login you may create one for free, or save a bundle by becoming a member.