QuickBooks Online - Bank Feeds & Credit Card Feeds

所在平台: Udemy

课程主页: https://www.udemy.com/course/quickbooks-online-bank-feeds-credit-card-feeds/

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课程名称:QuickBooks Online - 银行对账单及信用卡对账单 课程概述:该课程将直接深入银行对账单的使用,避免了大多数QuickBooks课程在全功能会计系统方面的冗长讲解。我们推荐学习完整的会计流程,并有相应的课程,但许多小企业希望尽快进行数据输入,而那些已经对系统有良好理解的用户则希望专注于银行对账单的使用。此课程正是为满足这些需求而设计。 例如,一些小企业可能会采用现金基础系统,因此无需完整会计周期中的某些功能。使用现金基础模型的企业可以将数据输入结构更依赖于银行及其对账单数据。课程中将讨论适合现金基础模型的企业类型,并通过实践问题进行说明。此外,我们还将探讨许多企业在此过程中的常见问题,以及如何构建有效的系统。 课程将通过实践案例进行讲解,提供模仿的测试数据,学习者可以选择在自己系统中跟随学习。此外,学习银行对账单的一个障碍是缺乏清晰的QuickBooks文件用于实践。为此,本课程提供了多种可用选项,包括:Intuit(QuickBooks的拥有者)提供的免费测试版本;通常存在的30天折扣期,学习者可以在此期间练习并取消订阅;以及Intuit为学生和教育工作者提供的折扣或免费版本。 本课程将帮助学习者更有效地掌握QuickBooks Online中的银行和信用卡对账单,从而提升其会计工作效率。

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This course will jump right into bank feeds and how to use them.Most QuickBooks courses will spend a lot of time talking about how a full-service accounting system works using QuickBooks. We do recommend spending time learning the full accounting process, and we do have a course that does this.However, many small businesses want to get right down to data input as fast as possible, and others already have a good understanding of the system and want to focus specifically on bank feeds.This course will do just that.For example, some small businesses may be perfectly happy using a cash basis system and will, therefore, not need some of the functions used in a full accounting cycle. Businesses that use a cash basis model can structure their data input to be much more heavily dependent on the bank and bank feed data.We will discuss types of businesses that fit well into a cash basis model as we work through the practice problems. We will also discuss some problem areas many businesses have and how to set up a system that works.This course will work through a practice problem and will provide test data that learners can use in their system to follow along if they choose.One obstacle to learning bank feeds is access to a clean QuickBooks file to practice with. Here are some options you can use along with this course:Intuit (the owner of QuickBooks) provides a free test drive available to anybody. You can find it by searching in your favorite browser (QuickBooks Test Drive).Intuit often provides (almost always) a 30 day discount period. You can use the 30 days to practice by starting the 30-day trial, practicing with the data we provide in the course, and then canceling after the 30 days.Intuit also provides discounts or a free version for students and educators.Check with your accountant or CPA firm, and they may be able to provide a discount on QuickBooks Online

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