Mobile Edition

QuickBooks: Say Goodbye to Data Entry with Bank Feeds (QBBK) (SUQBBK08)

Date:Wednesday, February 21, 2018
Time:4:00 PM - 6:00 PM
(Registration at 12:30PM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Ilene Eisen
Vendor:Surgent McCoy
Course Level:Basic
Early Bird Price:$89.00 FICPA Members, $119.00 Non-Members

QuickBooks Bank Feeds is designed to improve accuracy and reduce data entry by importing transactions directly to your QuickBooks Company file. These transactions are then matched with previously entered transactions or the user determines the proper posting (manually or with the assistance of rules created from previous entries). Learn to use this feature to reduce hours of data entry, improve accuracy, and improve consistency in the posting of transactions.

  • 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

Major Topics:
  • What is Bank Feeds?
  • Why should I use Bank Feeds?
  • How do I use Bank Feeds?
    • Set-up Bank Feeds
    • Import process
    • Working with transactions
    • Reconciliation process

Who Should Attend:
QuickBooks users in public accounting industry, government, and non-profit organizations

Working knowledge of QuickBooks

Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.