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所在平台: Udemy |
课程主页: https://www.udemy.com/course/qbobankfeedreconciling/
课程评论：没有评论
课程名称：QuickBooks在线银行中心 课程概述： 针对所有小企业主和会计人员！您是否厌倦了花费无数时间手动输入数据到QuickBooks中？想象一下，如果您可以将银行账户和信用卡连接起来，无缝导入所有交易并自动分类，将节省您大量时间并减少错误。那么，您来对地方了！我们的Royalwise QuickBooks在线银行教程将教您如何利用QuickBooks中强大的银行提要功能。您将学习如何添加银行账户、导入和匹配交易以及分类支出。 本课程将深入探讨为您分配收款人名称和类别的规则，包括拆分、分类和自动输入常规交易等内容。我们还将探索与Amazon商业和Square POS集成的新功能，并向您展示将收据附加到每笔费用的三种方法。此外，您将了解到如何在月底对账户进行对账，让您的报告更加可信，从而做出明智的决策。我们还将分享Alicia最喜欢的自定义界面的技巧，以便让它朝着您希望的方向运作。 除了这些额外的功能，了解银行提要功能的一些有趣细节也很重要。如果您使用不当，可能会导致收入重复、支出分类错误，并浪费宝贵的时间解决问题。不要犯这种错误——参加本课程，学习如何正确设置。 注册此课程后，您将获得更高效地管理账单和银行交易的知识和技能，使您拥有更多时间去帮助客户和发展业务。赶快报名，迈出简化财务管理流程的第一步吧！ 适合人群： - 维护QuickBooks在线文件的企业主及员工 - 使用QuickBooks在线的会计师和簿记员 课程时长：2.5小时 完成课程后，您将能够： - 识别管理银行连接的过程 - 确定银行中心的功能 - 回忆使用银行提要正确分类交易的过程 - 识别常见银行错误 - 回忆对账过程 您将学习： - 将银行账户和信用卡连接到QuickBooks在线 - 根据银行清算导入新的交易 - 理解自动化背后的人工智能 - 自定义银行提要的选项 - 匹配和配对现有交易 - 使用银行提要分类新交易 - 利用银行提要创建转账和信用卡支付 - 使用查找匹配定位现有交易 - 创建简单和复杂的规则 - 使用App事务导入电子商务和Amazon交易 - 扫描和上传收据 - 使用标签标记交易 - 将您的账簿与银行对账单进行对账 通过参加本课程，您将掌握有效管理QuickBooks的关键技能，为业务发展提供更多可能。
Attention all small business owners and accountants! Are you tired of spending countless hours manually entering data into QuickBooks? Imagine having the ability to connect your bank accounts and credit cards to seamlessly pull in all of your transactions and classify them automatically, saving you time and reducing errors.Well, you're in luck! Our Royalwise tutorial on QuickBooks Online Banking will teach you how to take advantage of the powerful Banking Feed feature in QuickBooks. You'll learn how to add a bank account, import and match transactions, and categorize expenses.We'll explore Rules that assign payee names and categories for you, including splits, classes, and automatically enter routine transactions.We'll explore new features including App Transaction integrations with Amazon for Business and Square POS. We'll even show you 3 ways to attach receipts to every expense.Plus, you'll see how to reconcile your accounts at the end of the month, giving you confidence in your reports so you can make informed decisions.We'll even check out Alicia's favorite tips and tricks for customizing the interface so it works the way you want it to.In addition to all that awesomeness, it's important to understand that the Banking Feed feature has some interesting quirks that you need to know about. If you use it incorrectly, you risk doubling your income, categorizing expenses incorrectly, and wasting valuable time troubleshooting. Don't make that mistake - take this class and learn how to set it up properly.By registering for this class, you'll have the knowledge and skills to manage your bills and bank transactions more efficiently, giving you the extra time you deserve to help your customers and grow your business. Don't wait - sign up now and take the first step towards streamlining your financial management process!Instructional LevelBasicField of StudyAccountingCourse Length2.5 hoursWho should take this class?Business owners & employees maintaining QuickBooks Online filesAccountants and bookkeepers using QuickBooks OnlineAfter completing this course, you will be able to:Recognize the process for managing bank connectionsIdentify the features in the Banking CenterRecall the procedures for using the Banking Feed to categorize transactions correctlyRecognize common banking mistakesRecall the process for reconciling your bank statementsWhat You'll LearnConnecting your bank accounts and credit cards to your QuickBooks OnlineImporting new transactions as they clear the bankUnderstanding the artificial intelligence behind the automationCustomizing the banking feed's OptionsMatching and pairing existing transactions as they clear the bankCategorizing new transactions using the Banking FeedUsing the Banking Feed to create transfers and credit card paymentsUsing Find Match to locate existing transactionsCreating simple and complex RulesUsing App Transactions to import e-commerce and Amazon transactionsScanning and uploading receiptsUsing Tags to label transactionsReconciling your register to your bank statements
