Connecting QuickBooks Online to Your Bank and Effectively Using the Bank Feed Feature

Description

When it comes to streamlining your accounting process, using the download feature in QuickBooks is a huge game changer and will literally cut the time you spend dealing with your books in half.

Do you have debit or credit cards that you use in your organization? Imagine this: When you arrive at work, each transaction from the day before is sitting in QuickBooks, in a holding area, waiting for you to assign it to an account and add it to your books.

QuickBooks even suggests how to assign things based on past transactions to the same vendor or rules that you can set up. It really is amazing! Additionally, if someone uses a card, you know it. No more surprises. Whether you are currently using this feature or looking to get started, this session is for you.    

We are excited to have Gregg Bossen, a CPA specializing in nonprofits and president of QuickBooks Made Easy for Nonprofits, present this one-of a-kind and highly requested webinar. 

In this must-see session, we will cover the following topics:

• How to connect your bank and credit card accounts to your QuickBooks

• Downloading of transactions for free

• Pointing downloaded transactions to accounts, programs, and grants

• Creating “rules” in QuickBooks so that the downloaded transactions are preassigned to the correct categories

• Matching downloaded transactions that have already been entered manually to avoid double entry

• Your questions