QuickBooks Online Tutorial: Categorizing dowloaded transactions (2022)

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  • Опубліковано 13 чер 2024
  • QuickBooks 30-day free trial + 30% off for 12 months:
    quickbooks.intuit.com/partner...
    To take an in-depth Online Banking & Bank Reconciliations course with me go to:
    bit.ly/onlinebankingcourse
    Updated April 2021, Use Coupon BANKING50 before 3/31/2021 for 30% off the course.
    Timelines:
    00:00 Intro
    02:02 Connect your bank, choose dates
    05:07 Navigating Banking Screen
    08:02 Categorize your first expense
    20:11 Reviewing Automatic Rules
    21:54 Categorize more expenses...
    27:19 Split Transactions
    28:34 Rules based on amounts
    31:02 More categorization...
    32:24 Transfers
    34:26 Matching current transfers
    36:10 Transaction grouping
    44:30 Categorizing sales/income
    47:50 Reviewing reports after categorizing
    49:45 Missing Payee issues
    51:39 Outro
    Video on multiple credit cards with sub-accounts: • QuickBooks Online Tuto...
    Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (rates vary from $275 to $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com
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