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QuickBooks: Bank Feeds Saves Hours of Data Entry and Reconciliations Webinar

CPE

When
Aug. 14
4:00 - 6:00 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $89 | Nonmember: $114


 More Information

Course No.
QBBK-2019-01-WEBNR-226-01
Level
Basic
Prerequisites
Working knowledge of QuickBooks
Note
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

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 either then matched with previously entered transactions or the user determines the proper posting (manually or with the assistance of rules created from previous entries). Use this feature to reduce hours of data entry, improve accuracy, easily reconcile the bank and credit card accounts.

Highlights

  • 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


Speaker(s)

Ilene Eisen, CPA.CITP, MBA

  • Nationally recognized Speaker (K2 Enterprises, Surgent, Intuit, AICPA, Cal CPA, Scaling New Heights) in QuickBooks, Excel, Internal Controls, and various technology topics
  • Owner of IE Solutions in Monterey, CA specializing in Sales and Consulting Intuit Premier Level Reseller & Certified in QuickBooks and Sage 100 (formerly MAS90/200) products
  • Over 35 years’ experience in accounting, accounting software, and accounting related technology work
  • California CPA Society – Speaker, Author and past Technology Chairperson,  AICPA – Certified Information Technology Credential and past committee member 
  • Active volunteer in local non-profit and educational organizations


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