20WS-0935: Surgent's QuickBooks: Banking Tips and Tricks for Online and Desktop QuickBooks Users (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Thursday, November 12, 2020
6:00pm - 8:00pm Central Time
2 CPE (2 non-technical)
Using bank connections, you can save hours of data entry and reconciling bank and credit card accounts. With banking connections, the transaction will include more detail and reconciliation can often be completed with two clicks!
Major subjects
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What are banking connections
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How do I use bank connections?
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QuickBooks for Desktop
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QuickBooks Online
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Working with transactions
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Reconciliations made easy!
Learning objective(s)
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Use banking connections
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QuickBooks Online and QuickBooks Desktop
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Match previously entered checks, deposits, and other transactions
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Use “best practices" to manage transactions with banking connections
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Create rules to quickly assign names and accounts to transactions
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Streamline the reconciliation processes
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Bank accounts and credit card accounts
Who should take this program?
QuickBooks users in public accounting industry, government, and nonprofit organizations
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$89.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Standard Member Fee |
$89.00
|
Standard Nonmember Fee |
$89.00
|