View Details/Register
View Details/Register
View Details/Register
CPA - medium firm
CPA - large firm
In this two-part series, attendees will learn the most important tools inside QuickBooks Online to speed up and streamline data entry process using banking feeds.
In Part 2, the focus will shift to matching banking transactions to existing transactions in QuickBooks Online, including matching deposits to invoices and customer payments and matching payments to vendor bills. This webinar will also cover tricky transactions— including transfers, credit card payments, and the effects of all bank feeds on bank reconciliations.
Attendees of this two-part series will also have special access to a "bonus part 3" via self-study (no CPE) via a training program that focuses on the bank register and bank reconciliation training, sponsored by Divvy.
Learning Objectives:
- Recall how bank feeds interact with existing transactions and how they match with downloaded transactions
- Identify how to automate data entry of transactions using bank rules
- Give examples of how tricky transactions such as transfers and credit card payments interact with multiple banks and credit card accounts as well as with the bank reconciliation process
Hector Garcia, CPA
Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
[email protected]
(954) 414-1524
Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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