Bank Feeds in Quickbooks at Keller Williams

Bank Feeds in QuickBooks Online

In this presentation we will go into an in-depth view of what bank feeds are and how to efficiently work with QBO bank feeds to make your monthly reconciles a breeze! We will learn about several features such as Categorize, Find Match, Record Transfer, For Review, Excluding, Rules, Tags, and Receipts. Learn how to connect your bank accounts and credit card accounts. We will also go into detail about using the ‘undeposited funds’ account that is automatically created/available in QBO. If you don’t know which version of QuickBooks is best for you; we will have a short question and answer section at the end of the presentation to explore those options.