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所在平台: Udemy |
课程主页: https://www.udemy.com/course/quickbooks-online-qbo-bookkeeping-with-bank-feeds-2021/
课程评论：没有评论
课程名称：QuickBooks Online (QBO) 银行对账簿记 课程概述：本课程为项目导向，重点深入探讨银行对账过程，采用逐步指导的方法进行学习。课程开始时，将设置一个免费的30天试用QuickBooks Online (QBO) 文件，作为实践练习的基础。QuickBooks Online的拥有者Intuit通常提供30天的免费试用期，是进行实操练习的绝佳工具。课程将演示如何将QuickBooks Online与银行连接，以便直接从银行获取银行数据。同时，我们将讨论在何种情况下需要从银行下载数据并上传到QuickBooks Online。学习者将跟随课程将银行数据导入会计软件，这一数据暂时被称为“银行对账瑕疵”，待我们提供必要的信息，以便利用这些数据创建财务报表。学习者将看到如何逐步将银行数据添加到财务数据中，并在每次添加过程中观察资产负债表和利润表的生成。此外，我们还将讨论如何使用银行规则来自动化此过程，从而为未来的会计期间带来便利。在输入数据时，我们将讨论最佳实践，以便加快数据录入速度，并保持财务报表的清晰和可读性。
This course is a project based course that will dive into bank feeds in detail using a step by step process. We will start by setting up a free 30 day trial QuickBooks Online QBO file for the practice problem. Intuit, the owner of QuickBooks Online QBO, often offers a free 30 day trial period, a great tool for practice. The course will demonstrate how to link QuickBooks Online QBO to the bank to receive bank data directly from the bank. We will also discuss the situations when you may want to download banking data from the bank and upload it to QuickBooks Online QBO. Learners will follow along as we import bank data into the accounting software where it will be held in, what we call, Bank Feed Limbo, waiting for us to provide the added information necessary to use the data to create financial statements. Learners will see how to add the bank data to the financial data in a step by step process, observing the creation of the balance sheet and profit and loss with each addition. We will also discuss how to use bank rules to automate the process, benefiting future periods. As we enter data we will discuss best practices to make the data input as fast as possible and keep the financial statements as clean and readable as possible.
