Import Transactions Complete Tutorial QuickBooks Online

How to connect to your bank? This bank feeds complete tutorial is a full course that will show you how to download or import transactions in to QuickBooks online. See how to auto-enter transactions and all bank feed steps clearly, and follow the bank feeds procedures presented here, you will save barrels of time and energy. This feature will increase accuracy and make using QuickBooks online more simple and efficient. We will set up bank feeds together and you can follow step-by-step when entering from the review list and approving transactions. The amazing new review list can categorize and approve transactions as well as apply bill and invoice payments and match any potential duplicate transactions. You can track expenses and bill clients for downloaded expenses. Best thing? You can Make bank Feeds Rules" that will eliminate 80%-90% of your bookkeeping time and anergy. You will see all bank feeds and importing options that will amaze you. There are downloadable files for you to follow along with us and even a self-checking project at the end!! You still need to reconcile!! Learn that here…………. https://youtu.be/nkz6d3D-8xY This video course is a free training tutorial as one of many on the QuickBooks dude channel, that is dedicated to teaching everyone, everywhere, everything about QuickBooks and QuickBooks Online. Table Of Contents: 00:00:00 Chapter 1 Welcome To The Bank Feeds And Importing Transactions Presentation 00:02:34 Chapter 2 Preparing For Our Adventure In Importing And Downloading Transactions 00:07:32 Chapter 3 An Overview of How The Bank Feeds Feature Works 00:10:00 Chapter 4 Importing The “Set-Up” Lists (Customers, Vendors And Accounts We Will Use) 00:23:52 Chapter 5 00:23:52 How To Import Transactions That We Will Use In This Training Tutorial 00:43:43 Chapter 6 How To Navigating And Manage The Review List Transactions 00:53:44 Chapter 7 Approving, Categorizing, Recording And Excluding Review List Transactions 01:17:59 Chapter 8 Using The Matching Feature To Help Prevent Duplicates 01:34:00 Chapter 9 Using Bank Feeds Rules To Auto-Enter Transactions 01:50:10 Chapter 10 Applying Downloaded Deposits And Payments To Open Invoices And Unpaid Bills 02:07:50 Chapter 11 Tracking Expenses By Customer Job And Billable Expenses From The Review List 02:20:28 Chapter 12 Using Advanced Rules To Automatically Enter And Record Transactions Directly To QuickBooks Online. 02:41:34 Chapter 13 Disconnecting An account From The Review List 02:47:00 Chapter 14 90% of Bookkeeping Done In 90 seconds A Day!! 02:59:13 Chapter 15 Do The Final Bank Feeds Test On Importing, Downloading And Managing QuickBooks Online Transactions. Download And Import The “Set-Up” Lists to follow along with us step-by-step Import List Of Vendors.. https://marksmolen.com/ACCOUNTING/VENDORS+TO+IMPORT.csv Import Customer List.. https://marksmolen.com/ACCOUNTING/CUSTOMERS+TO+IMPORT.csv Accounts to Import.. https://marksmolen.com/ACCOUNTING/ACCOUNTS+TO+IMPORT.csv We also import .qbo files and import .csv files for the set up of example transactions we work with. Here is the .qbo file………….. https://marksmolen.com/ACCOUNTING/DOWNLOADEDTRANSACTIONS.QBO Here is the .csv file.. https://marksmolen.com/ACCOUNTING/TRANSACTIONS+TO+IMPORT.csv 👉Subscribe for more videos: http://bit.ly/thequickbooksdude If you love these videos, you can help us make more and help more people by joining with a donation of $5. You will get exclusive access to members only videos and can participate in any future podcasts or live streaming events. https://www.youtube.com/channel/UCl4x78OLunexPcrGkNfCvig/join Other Related Videos 👇 Liked Serina’s appearances? You can learn basic accounting from Serina May Jackson at 7 years old right here….. https://www.youtube.com/watch?v=NyRhgoqhitg&t=2491s After this video, you are ready for the full learning track. Here is the timeless most popular complete overall QuickBooks online tutorial to learn everything else you need……….. https://www.youtube.com/watch?v=aoWghI3kvpc&t=2407s You can also search on the channel page for any topic you need or leave me a comment in any video, and I will do my best to help you. You can learn QuickBooks free at the main YouTube channel: http://YouTube.com/woldwidequickbooks ➡Follow us on social media: https://www.facebook.com/certifiedquickbookstraining https://www.facebook.com/QuickbooksForLandlords Mark Smolen is a certified instructor and the creator of the QuickBooks Instructional YouTube Channel and Website . ➡Get In Touch Today Have a question or need help with your QuickBooks Instructional Course? Contact Mark directly. https://marksmolen.com https://quickbooksforlandlords.net #bankfeeds #downloadtransactions #quickbooksonline