Learning Objective:
You don't have to visit the Bank's Website and use their online banking feature only to turn around and enter the same transaction in QuickBooks! Are you entering all those credit card receipts into QuickBooks manually? Or are you paying someone else to enter them manually? Invest in learning the options to eliminate the data entry and speed up your reconciliations!
Our half-day QuickBooks Credit Card downloading & Online Banking course introduces you to the online banking features in QuickBooks. You'll learn how to eliminate the duplication of data entry and time saving reconciliation features that the online banking interface provides. By the time you complete the course, you'll know what QuickBooks offers and be familiar with the most common tasks. QuickBooks services provided by Key Bank, TD Banknorth, Chittenden Bank and Citizens bank are all different. The differences between these banks will be discussed.
Course Highlights:
•
Getting Started
•Applying for Online Banking
•Setting-up QuickBooks Accounts
•Downloading Banking & Credit Card Transactions (matching)
•Aliases
•Sending online bank payments
•Online banking messages
•Reconciliation Features
•Multi-User Issues
•Troubleshooting
•Reports
Who Should Attend:
Business owners, managers, accountants, and bookkeepers
Course Level:
INTERMEDIATE
Course Prerequisites:
Basic understanding of QuickBooks
Instructional Method:
Live discussion leader group instruction
Location:
(Off of Exit 14E from I-89)
Cost: $150
