Back to Search

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


You May Also Like

QuickBooks: Customizing Reports to Meet Your Needs Webinar
May 29 | Webinar
Create reports from within desktop QuickBooks to meet your needs quickly and efficiently. Lean about the various options including modifying reports and using report writers such as QuickBooks Statement Writer, ...
How Technology is Impacting the Accounting Profession Webinar
July 29 | Webinar
The course provides a concise overview of the leading technologies and economic forces reshaping the accounting profession and how accountants are using new digital business models to thrive in the ...
Microsoft Office 365 – All the Things You Need to Know
July 30 | Malvern
Learn tools and techniques for securing your Office 365 implementations. Move beyond traditional applications like Excel and Word, and hear about key Office 365 apps that can improve collaboration and ...