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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

  • What are banking connections
  • How do I use bank connections?
  • QuickBooks for Desktop
  • QuickBooks Online
  • Working with transactions
  • Reconciliations made easy!

Learning objective(s)

  • Use banking connections
  • QuickBooks Online and QuickBooks Desktop
  • Match previously entered checks, deposits, and other transactions
  • Use “best practices" to manage transactions with banking connections
  • Create rules to quickly assign names and accounts to transactions
  • Streamline the reconciliation processes
  • 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
checkmark Standard Nonmember Fee $89.00

More program information

Instructor Ilene Eisen, CPA, CITP, MBA
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor Surgent
NASBA ID#: 103212
Prerequisites Prereq. Working knowledge of QuickBooks
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.