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所在平台: Udemy |
课程主页: https://www.udemy.com/course/learn-quickbooks-online-qbo-with-hector-garcia-and-friends/
课程评论：没有评论
**课程名称：** QuickBooks Online：银行账户连接与对账 **课程概述：** 本课程专为现有的 QuickBooks Online 用户设计，旨在帮助您深入理解 QuickBooks Online 中的银行账户操作流程。课程内容涵盖了银行账户连接、下载交易、交易分类（作为费用、收入或资产负债表之间的划转）、PayPal 等内容。 课程形式为两次录播网络研讨会，每次 2 小时，详细讲解以下主题： * **提升银行账户连接效率的导航技巧** * **直接连接 vs. 上传 QBO/CSV 文件** * **银行账户连接界面详解** * **分类新交易** * **银行规则设置** * **批量分类交易** * **排除、撤销和删除交易** * **匹配交易** * **清理期初余额问题** * **银行账户对账** * **信用卡对账** * **已记录的交易（Register）操作** * **移除未清的旧交易** * **解决对账差异** * **处理划转（故障排除）** * **其他账户的对账（如贷款）** * **小额现金（Petty Cash）对账** * **处理 PayPal（直接下载交易 vs. 手动上传交易）** **讲师：** Hector Garcia, CPA Hector Garcia 是一位活跃的会计师，拥有丰富的为小企业客户提供服务的经验，是 Advanced QuickBooks ProAdvisors 之一，也是 QuickBooks 领域的顶级培训师之一。他拥有一个超过 13 万订阅者的 YouTube 频道，并且是 Udemy 平台的资深课程作者。该课程每年都会进行更新，以涵盖 QuickBooks Online 的所有重要更新和功能升级。
LAST UPDATE 05/28/2021QuickBooks Online: Bank Feeds, Downloaded Transactions, Bank Reconciliation, PayPal, and Troubleshooting balancesThis course is designed for active QuickBooks Online users that need to understand how banking works, downloading transactions, dealing with categorizing as expenses, income, or transfers across balance sheet transactions. The format of this course is 2 recorded webinars of 2 hours each, covering these topics:Advanced Navigation Tips to boost efficiency with bank feedsDirect Connection vs. Uploading QBO/CSV FileBank Feeds Layout explainedCategorizing New TransactionsBank RulesBatch Categorizing TransactionsExclude, Undo, and DeleteMatching TransactionsCleaning up beginning balance issuesReconciling BanksReconciling Credit CardsManual transactions in registerGetting rid of old uncleared transactionsFixing Reconciliation DiscrepanciesDealing with Transfers (Troubleshooting)Reconciling other accounts (Loans)Reconciling Petty CashWorking with PayPal (direct transactions downloads vs. manual transactions upload)This course is designed for active QuickBooks Online users that need to understand how banking works, downloading transactions, dealing with categorizing as expenses, income, or transfers across balance sheet transactionsTaught by Hector Garcia, CPA - an active Accountant working with small business clients, Advanced QuickBooks ProAdvisors, and one of the top trainers of all things accountant on earth! He has a YouTube Channel with over 130k subscribers, and long-term Udemy course maker. This course is updated in an annual basis to cover all the changes and feature upgrades in QuickBooks Online.
