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Are you looking to find efficiencies through automation? Join QuickBooks expert Hector Garcia for this update on features in QuickBooks Online's Bank Feeds also known as "Downloaded Transactions”, from features to quirks. This session will deep dive into programmable Bank Rules to allow the QuickBooks Online user to automate the way the downloaded transactions are automatically categorized and even automatically posted into the check and credit card registers.
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“Web Connect Express” vs. Manual QBO/CSV file Upload.
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Navigating Bank Feeds, adding new transactions, and working with automatically recognized transactions.
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Working with Banking Center Rules to control transactions.
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Matching Transactions, Batching, and Undo/Exclude options.
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Working with the bank registers and reconciling bank accounts after Bank Feeds.
ROBERT MANN (THE TAXMANN, LLC)
"Excellent webinar! Probably the best one I've signed up for with CPA Academy. I'm new at QBO and Mr. Garcia cleared up a lot of basic things that I was confused about. It was very valuable."
Maria Mendez (Accounting Aid Society)
"Hector Garcia is a wonderful presenter, his knowledge of QuickBooks and clear explanation of concepts is impressive. Thank you Hector, please keep doing webinars and videos."
Patrick Curley (Patrick Curley, CPA PLLC)
"In one hour Hector should me so many great things I didn't know about the banking center. I could use another hour of it at least!"
KATIE C ASHCRAFT (Books2Tax, LLC)
"Absolutely, 1 of the best I have attended.... Lots of knowledge, real examples to follow; enthusiastic!!"
Angela Mellow (Mellow Bookkeeping)
"Hector is able to provide and cover alot of information in the time allotted. Thank you!"
Trusha Desai (Trusha Desai Innovation Management Inc.)
"I learned some quirks about bank feeds that will help me in assisting my clients in QBO."
Tom Currie (Currie Enterprises)
"Hector has a heart to share his extensive knowledge on QBO tips and tricks."
Dawn Cosby (Cosby Accounting)
"Useful and helpful information concisely presented."
Hector Garcia, CPA
Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
hector@qbkaccounting.com
(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.
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