What You Will Learn

QUICKBOOKS ONLINE: Connecting and Recording All Financial Transactions

  • YOU WILL learn how to leverage the power of QuickBooks Online as a portal for your finances

  • YOU WILL know how to connect your financial accounts and allocate the transactions for reporting

  • YOU WILL know how to handle manual accounts and also record Zelle, ApplePay, Venmo and Credit Card payments

Course curriculum

    1. 1. What You Will Learn ...

    2. 2. The 3 C's - Please Review First

    3. 3C Community - Join the Discussion 😀!

    1. 3. Leverage the Power of Quickbooks for Total CLARITY in a Few Minutes per Day

    2. 4. Connecting All Financial Accounts and Mapping to Your QBO Ledger Accounts

    3. 5. Uploading Bank Account Files Manually

    4. 6. Bank Feeds: Overview of How They Work

    1. 7. Reviewing and Adding Transactions from Bank Feeds - Adding Payees, Classes and Categories, Attachments and "Undo" Feature

    2. 8. How to Use Rules with Transactions

    3. 9. Using "Batch Mode" to Quickly Add Large Numbers of Transactions and Splitting Transactions Into Multiple Categories

    4. 10. Transfers Between Accounts - How QBO Handles the Difference and Ensuring You Do Not Double-Count Transactions

    5. 11. Zelle, Apple Pay, Venmo and Paypal: How to Properly Account for These in QBO

    1. 12. Reports - Quick Overview of the CLARITY You Get After Clearing Bank Feeds and the Importance of Using Vendor and Customer Names

    2. 13. Manually-Added Bank and Credit Card Accounts. How to Use Registers to Track Activity for Accounts That Are Not Connected to Bank Feeds, Including How to Account for Cash Transactions.

    3. 14. → GO TO NEXT COURSE: #254 - Quickbooks Online: Reconciling Your Bank Accounts

About this course

  • 15 lessons
  • 1 hour of video content

3C Business Academy - Series

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