QuickBooks Online: Downloaded Bank Transactions (Complete Tutorial)
ฝัง
- เผยแพร่เมื่อ 4 ส.ค. 2024
- QuickBooks 30-day free trial + 30% off for 12 months:
quickbooks.intuit.com/partner...
(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: • QuickBooks Online 2017...
Part 3 Importing bank transactions manually: • Manually Import or Upl...
Part 4 Auto-Add: • QuickBooks Online 2017...
by Hector Garcia CPA - วิทยาศาสตร์และเทคโนโลยี
Very clear and concise tutorial! I am just learning Quickbooks and I was hoping to find something that I could find an on-point and easy to understand tutorial and I am glad that I found this. Will use your videos as a reference for me to learn Quickbooks. Thank you!
You are AMAZING! I bought QB Online from your link to help compensate you! From a fellow trainer in the digital marketing realm, your QB ‘’classes” are top-notch and so glad you are receiving TH-cam ad revenue for these amazing tutorials! Bravo! ❤
I really appreciate your videos, they are very detailed and easy to follow, and cover the material completely. I have found them to be extremely helpful in learning QBO!
This is a very thorough tutorial. I love it! I learned far more watching this half an hour video than paying for classes that I've had to hours of my day coming and going to. For my future reference, I'd like to have a more thorough understanding of how to process bank interest that is automatically downloaded into quickbooks online. Also I'd like to know how I process these during my bank reconciliation.
I just started working with QBO and this was extremely helpful! I like that I can pause and go back to hear it again.
Sherry Kruger awesome.. glad you liked it
Hector Thank you Thank you Thank you! You are breaking this down in simple terms for me to understand and I have almost cleared up years of quickbooks mess, I no longer feel buried and am half confident in what I am doing
Thank you Hector I really appreciate all you do. I am just started viewing your videos, this was my second. I really can connect with your method of teaching.
Hector THANK YOU! You answered a lot of my questions that other tutorials never touched on. Love your everyday examples. Really helpful
Thank goodness you make these videos. I would never have learned this without you!!!
Thank you Hector for your training, very helpful in learning from desk top to Online. You are very good at what you do and it is very much appreciated. Very thourough and easy to understand.
Excellent video. I have been using online quickbooks for several years but not the banking component. This was extremely helpful especially in understanding the add, transfer and match features
I love your tutorials. I want to start my own Quick Books business, but see I have a lot to learn.
Thank you Hector for such great tutorial. I have been using QB for almost 6 years, and have developed custom reports and dashboards using Power BI. Despite this, I find many great tips from your videos.
You are a life saver! Thank you for your tutorials. I'm a new treasurer for a small condo association that was using QuickBooks and felt so lost before I discovered your videos. Now I'm a subscriber and fan!
Cool
Your tutorials are great! Especially for me who is just learning to use this product.
Thank you much!
This is so useful. I’m starting as a freelancer and I need to learn the zigzags of Quickbooks. Thanks!
OMG! You are a lifesaver. You did a wonderful job on this tutorial. It was very easy to follow and understand.
Hector, Thank you for creating this thorough video. I recently migrated from QB desktop to QBO and your video is a huge help with acclimating to QBO. - Anthony
This is the best quickbooks banking video! Very clear and easy to understand.
I LOVE how fast you go; thanks for getting straight to the point I do not loose interest :) and you ROCK!
John-Teri Coverdale thanks I am glad
Excellent video. I loved the ease of exporting transactions. it's a time saver. thank you!
Cery good tutorial, well spoken and thorough. Thank you for making it Hector!
I've watched several QB Online videos now and this one finally answered a large portion of my questions. Thanks Hector!
I like all your videos. They are very clear and helpful. I also like the way you talk, which is to the point and fast, unlike some other slow and boring videos. Thank you very much.
Chi Le thanks ha ha
Excellent! Kudos to you! At last, these tutorials give me crystal clear understanding about the process, thanks much!
Bopep Moore awesome
This was truly helpful and is helping me transition my bank accounts and credit cards into quick books which has been long over due.
A QuickBooks rep referred I watch your videos on TH-cam. Well done Hector. 💪
Thanks!
This is awesome. I start to have confidence in on line bookkeeping work. Your video is more detail oriented. that provides more confidence on QB on line work.
This video was EXTREMELY helpful! I am just starting my bookkeeping business and new to QBO and your examples were awesome. Thanks so much for doing this
You welcome...
I just got a job doing quickbooks for a company and I am learning a lot from your videos because I have no experience. Thank you so much. This video was very helpful!
Great
This is amazing. With your help, I will be able to have more confidence in my work and try to get more clients
Awesome
Hector, I have watched many videos on Quickbooks Online, but yours are the best so far. Very clear, and you use different examples which helps so much. I have been using this program for several years, but have been afraid to match items because of the Quickbooks guessing thing, which I thought could be a nightmare to have to go back and fix which takes more time instead of saving time. I will continue to watch your videos, as I like your professionalism, style, and ease to understand :)
Thats great! Best of luck
Thank you so much! Awesome videos, saved me bookkeeping charges
Alllllll of the questions I have been running into you've been answering!
Perfect
Really great teaching thank you Hector! Really like how you explain in detail the ins and outs of the software. Very helpful.
Darlene Wallace thanks!
Hector.... I think you found your life calling. Great tutorial!
Yes I did...
Thank you, thank you!. Hector I love your tutorials.
Awesome video!!!! Clear and concise and very well presented. I learned a lot.
Great video Hector. I will working on QBO starting next week for a small plumbing company that had the CPA reconcile their books monthly. Your videos are very helpful and easy to follow.
+Rhonda Bullard cool :)
I looked through several videos to learn this task. Your video was definitely the most helpful one. Thanks.
Cool
A great tutorial. Answered questions I've been looking for and now I'm getting my books balanced.
Great
The section on Unapplied Cash Pmt Income , near the end of the video, was well explained for reconciliation. Great video.
This video is awesome! The contents perfectly addressed a problem I was having at my work as a QBO bookkeeper. Thank you, Hector!
Thats great
These are wonderful videos Mr. Garcia is posting. It saved us from a looooooot of trouble.
Great! Thanks for the compliments
Thank you so much for doing these videos. I have learned a lot. Your voice is so calming it really helps me concentrate. I know nothing about accounting but I think I can do this.
Glad you enjoy it.
I just started a new job and have to learn Quick Books. Your tutorials are great and very explanatory. You are awesome. I look forward to more videos. Janie
Awesome!
Very good! I am learning a lot quickly from your videos. Thank you!
Great Tutorial Hector - you have helped me out so much!
Great tutorial! Explains this better than anyone else I've watched. Thanks tons.
Haha, thanks a lot
I'm new to QB and this has helped me tremendously!!
Such a lifesaver! New business owner and find these videos tremendously helpful as my business grows and gets more complicated..... thanks Hector!
Jodi at Pyotts West Campground
Glad this helps!
Nice narration of the process. Thank You!
This was great! Very helpful. I will definitely watch again.
Your videos are spot on and very thorough for the novice user.
Awesome tudorials!
Canna Lady great!
This is Great Hector! I only wish I would have found it before I figured most of this the hard way. But it did explain why qb does what it does. Keep doing videos!! You are a life saver!!! I am sure I will learn tons more goodies in sections 2 and 3~ thanks!
great
Awesome stuff Hector....very timely for what I'm working on currently!!
+Mike Henninger, EA cool
Great video. I love how fast you go through the material.
Some people complain about it being too fast.
Absolutely Great! Thanks for the help on this. Can't wait to watch more of your videos.
Alan Hedrick :)
Thanks a lot for the video Hector! QBO and other cloud based approaches are defiantly the future of accounting and I appreciate your tutorials
+Ronnie S :)
This video was concise and very informative. Thanks Hector so much for walking me through the process.
Great!
This really helped me to understand how to navigate QuickBooks online. Thanks so much!
Great!
Thank you so much for the tutorial! Helped me make the jump from Desktop to Online version.
Luna Coffee House great!
This video was fantastic. Clear, concise, and easy to follow and understand.
Stott Brothers Electric thanks
This was a very helpful video, thank you!! We recently changed from QB desktop to online. It looks quite a bit different and this has helped clear up some questions for me. I am looking forward to watching more of your videos to learn more.
MICHELLE HENDERSON there is like 5 more.. check the channel
Thank for breaking down the material step by step to make it easy to understand. Your cideo is excellent
Thanks
Thank you Héctor! I will watch this video again!
Great video. Easy to follow. Explained everything regarding your topic. Extremely Helpful!
Thanks
WOW!! Very concise and love the fast pace.
Max McMullen :)
Your videos are excellent. I moved from desktop to online and was extremely confused by the format etc. You are very clear and descriptive in your presentation Thank you
McKinnon Health you welcome
Thank you! very informative and easy to follow
Great! thanks, I've been using QBO for a few months but your tips about things i didn't know will really speed up my work flow.
Awesome!
Hector.... thanks so much. Your videos are easy to understand for a beginner like me!
You welcome
Thank you for the help. It is very easy to understand and implement on my job.
These videos are fantastic. Thanks for making them.
Your a great teacher man! Appreciate your time. Cheers
Very helpful video. You did an awesome job explaining the steps along with examples.
:)
Excellent video. Very detailed and user-friendly.
Great Video, Thanks very much im new to Quickbooks and i need to learn how to transfer banks transactions from a year ago. i will keep watching the second part now.
Roberto Arias go to the Bank and manually download a . QBO file.
Very informative. I got a better understanding of how matching works.
Awesome, helped me a great deal. I am new to QB and love it.
I do not know what I would do without you Hector!! I am ready to Reconcile now.
Awesome!
Thank you, Hector. You are helping me teach my clients.
Pam J good
I am moving from desktop to online and trying to teach myself. So glad I ran across your videos! Thank you so much - they are great!
Excellent. Builds confidence. I see you live down south from me too wow. :) starting a remodeling biz.... cannot thank you enough!
Emily Lewis you welcome
Thank you for teaching, you are so easy to understand!
Thank you glad you liked it.
Thanks, Hector! Looking forward to Part 2...
rickfromsf59 th-cam.com/video/n419HRW7oP4/w-d-xo.html
Very nice! Learned a few things, looking forward to video 3 because I am having trouble understanding how the rules work.
Brian Kellam the rules video is there!
Wow, very helpful and I can tell this will be a major timesaver in my QB learning curve.
Cam Gittler oh yea
This video was very helpful. I have struggled with knowing when to match vs add a transaction which at times has resulted in created duplicate deposits.
So very helpful. Thank you for taking the time to do this for us.
Faye Metcalf you welcome
Thank you Hector. Amazing..Great tutorial!
Thanks so much! Just switched to QB Online and this is very helpful!
Awesome
Your videos are excellent. Thank you for all of your help.
thanks
Excellent explanations. I have watched several different videos in QB & yours are the best. Also, you comment on items we might encounter. I was puzzled about the set up in COA called item detail; thanks for mentioning that!!
Kitty 1 cool!
Thank you for this information! It was incredibly helpful!
Crystal Tjeerdsma :)
This video was definitely good, thank you for your help
Thanks for your efforts and hope more well-done for you
Mr. Garcia thank you for the videos very helpful
Keep doing these kind of videos, they are extremely helpful!!!!!
Federico Olivera thanks
it is a wonderful video which remove all the confusions from my mind
Good
Great tutorial. Thanks!