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所在平台: Udemy |
课程主页: https://www.udemy.com/course/reconciling-quickbooks-online/
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课程名称： reconciling QuickBooks Online 课程概述： 即使您使用 QuickBooks Online 的银行数据连接，也不能保证您的银行余额是正确的。当有多余或缺失的交易时，您的损益表和资产负债表也可能不准确！每月的对账步骤是确认您的支票余额、信用卡、负债和贷款是否正确录入。问题在于，大多数企业对账时只关注报表上的交易，忽略了未出现在报表中的交易。这并不是真正的对账，而只是“对账”，这样做的后果是您可能会错误地缴纳税款！在本课程中，Alicia 不仅会教您如何正确对账，还会教您如何优化界面，以在几秒钟内完成对账，而不是几个小时。更棒的是，您可以将对账作为排查工具，通过对账窗口中显示的错误来识别会计数据的问题：重复的条目、未清算的交易、错误资金来源的交易、未匹配银行数据的收据抓取。参与本课程，节省您的时间，使报告更加美观。 适合对象： - 自己做账的企业主 - 希望快速完成日常任务的簿记员 - 通过记账分录来纠正错误而不是实际解决问题的会计师 您将学到的内容： - 哪些账户需要对账？ - 为什么银行数据源仍然需要对账 - 对账界面 - 逐步对账 - 快速定位错误的技巧 - 如何解决常见的 QBO 工作流程错误，以避免额外的交易 课程长度：1小时 学分：1 CPE，结业证书 教学方式：网络团体课程，自学 QAS 此课程适合初学者至中级学员。加入本课程，让您的会计工作更轻松高效！
Even if you use the QuickBooks Online banking feed, it's not a guarantee that your bank balances are correct. And when you have extra or missing transactions, your Profit & Loss and Balance Sheet are wrong!Reconciliation is the monthly step to confirm your checkbook balance, credit cards, liabilities, and loans have been entered correctly. The problem is that most businesses reconcile the transactions that ARE on the statement, but ignore the ones that are not.That's not Reconciling, that's "reconciling," and the result is that you may be paying your taxes wrong!In this class, not only will Alicia show you how to reconcile properly, but she'll show you how to trick out the interface to finish in seconds instead of hours.Even better, use reconciling as a troubleshooting tool. Learn how to identify errors in your accounting data by how they appear in your Reconciliation window:duplicated entriesuncleared transactionstransactions coded to the wrong funding sourcereceipt captures that didn't match the banking feed.Take this class and save yourself hours of struggle...and make your reports a thing of beauty.Instructional LevelBeginner through IntermediateCourse Length1 hourCourse Credits1 CPE, Certificate of CompletionField of StudyAccountingDelivery MethodGroup Internet-Based, and QAS Self StudyWho should take this class?Business owners who do their own bookkeepingBookkeepers who want to get routine tasks done blazingly fastAccountants who make journal entries to correct errors instead of actually fixing the problemWhat You'll LearnWhat accounts should get reconciled?Why the banking feed still needs reconciliationThe Reconcile interfaceStep-by-step reconcilingTricks to locate errors quicklyHow to solve common QBO workflow errors that create extra transactions
