QuickBooks Online: Downloaded Bank Transactions (Complete Tutorial)

QuickBooks 30-day free trial + 30% off for 12 months:
quickbooks.intuit.com/partners/irp/?cid=irp-433…
(30% discount offer to expire 9/30/2021)

To take an in-depth Online Banking & Bank Reconciliations course with me go to:
bit.ly/onlinebankingcourse
Updated April 2021, Use Coupon BANKING50 before 3/31/2021 for 30% off the course.


Topics contained in this video:

00:01:24 – How to connect your bank (banking button) and how it works (Bank Feeds)
00:11:54 – How to classify or add transactions
00:20:10 – How it works the modify selected feature
00:25:36 – Create invoice (Quick Create button, invoice button)
00:27:05 – Matching transactions
00:29:38 – Receive payments (account, account type, detail type) to create an undeposited funds account
00:31:40 – Bank deposit (creating deposit)
00:32:27 – Matching payments
00:32:47 – Create check
00:33:40 – Reconcile



Part 1 of 3 of Mastering QuickBooks Online - Downloaded Transactions (Bank Feeds): How to connect your bank to QuickBooks Online to Add new transactions or Match existing ones.

Part 2 Bank Rules: youtu.be/n419HRW7oP4

Part 3 Importing bank transactions manually: youtu.be/X3HvNJRO5Ik

Part 4 Auto-Add: youtu.be/zGqYMA2R7tE

by Hector Garcia CPA