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所在平台: Udemy |
课程主页: https://www.udemy.com/course/qbo-checking-and-cashflow-manager-2024/
课程评论：没有评论
**课程名称：** QBO Checking and Cashflow Manager (2024) **课程概述：** 本课程旨在帮助您利用QuickBooks Checking和Cash Flow管理工具，获得竞争优势，并以前所未有的方式掌控您的企业现金流。通过本课程的学习，您将学会如何设置内置的QuickBooks Checking账户，并将其无缝连接到Merchant Services、Payroll和Sales Tax等关键服务。课程将指导您轻松高效地在您的常规运营账户和QuickBooks Checking之间转移资金。 **学习内容：** * 如何申请QuickBooks Checking账户 * 调整账户设置 * 连接Merchant Services、Payroll和Sales Tax * 与其他银行账户进行资金的转入转出 * 创建“信封”用于储蓄目标 * 簿记员访问权限的限制 * 如何查看和管理资金 * 如何使用Cash Flow Center进行资金管理 * 如何使用Cash Flow Planner进行现金流预测 **学完本课程后，您将能够：** * 列出使用QuickBooks Checking的五项优势。 * 描述在常规运营账户和QuickBooks Checking之间转移资金的流程。 * 识别与QuickBooks Checking原生集成的QuickBooks Online功能。 * 解释QuickBooks Checking的“信封”功能，以及它如何允许您为特定目的创建子账户，包括为即将到来的税款自动存储资金。 * 分析Cash Flow Center的功能，包括其用于现金预测和规划的预测性智能。
Gain a competitive advantage by using QuickBooks Checking and Cash Flow to take charge of your business's cash flow like never before.By enrolling in this course, you'll learn how to set up your built-in QuickBooks Checking account and seamlessly connect it to essential services like Merchant Services, Payroll, and Sales Tax.I'll guide you through the process of transferring funds between your regular operating account and QuickBooks Checking with ease and efficiency.What You'll LearnHow to apply for a QuickBooks Checking accountAdjusting the settings for your accountConnecting it to Merchant Services, Payroll, and Sales TaxTransferring money in and out with other banksCreating envelopes to save for goalsThe limitations for bookkeeper accessHow to view and manage fundsHow to use the Cash Flow Center for money managementHow to use the Cash Flow Planner for forecastingAfter completing this class, you will be able to:List five benefits of using QuickBooks CheckingDescribe the process of transferring funds between your regular operating account and QB CheckingIdentify the QuickBooks Online features that integrate natively with QB CheckingExplain the Envelopes feature of QB Checking and how it allows you to create subaccounts for specific purposes, including automatic storage of funds for upcoming taxesAnalyze using features of the Cash Flow Center, including its predictive intelligence for cash forecasting and planning
