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QuickBooks Desktop Bank Feeds And Importing Transactions (Udemy.com)

Become An Expert In Importing Transactions And Using The Quickbooks Bank Feeds Review List

Created by: Mark Smolen

Last updated August 2023

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What you will learn

  • Use Every Available Feature Of Quickbooks Desktop Bank Feeds
  • Handle Any "On The Job" Challange That May Arise When Using Quickboks Desktop Bank Feeds
  • Identify Every Aspect Of Quickboks Desktop Bank Feeds
  • Import Other Non-Bank Type Of Transactions By Using The Accountant's Edition
  • Overview Of Importing IIF Files To Study And Master IIF File Import For Any Type Of Transaction In To Quickbooks Desktop
  • Importing From "Qbo" And "Web Connect" files
  • Adding Transactions From The Bank Feeds Center Review List
  • Matching Transaction
  • Managing Matching Issues
  • Changing Modes For Bank feeds center View And Options
  • Bank Feeds preferences And Settings
  • Using Advanced Mode
  • Making Advanced Rules

How it compares

Against the other 200 rated Udemy courses in Accounting on CourseDuck:

  • Rating4.4 out of 5higher than 31% of them
  • Reviews41#200 of 201 by number of reviews
  • Length2.8 hoursshorter than 76% of them
  • Last updatedAugust 2023more recently than 55% of them

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Course Description

Would you like to save thousands of hours of data entry when using QuickBooks Desktop? Would you like to increase the accuracy of your data entry in the process? This Fantastic QuickBooks Desktop course will show you all the options available to import transactions quickly and easily into your QuickBooks Desktop records.

Every possible type of company can benefit from this most important QuickBooks tool that most people use to enter most of their transactions into QuickBooks Desktop. It will even speed up the setup of a new QuickBooks Desktop account when importing from QuickBooks desktop or importing from any other accounting system when transferring over to QuickBooks Desktop. When you finish this course, you we be an expert in using the bank imports feature for your bank and credit card transactions. You will be comfortable with every import option there is.

Topics include……………

Overview Of Bank Feeds

Set-Up And Navigate

Add Transactions From Review List

Matching Transactions

Fixing Matching Issues

Using “Rules” (Save Time)

Applying Downloaded Transactions To Bills And Invoices

Importing “Web Connect” Files

Batch Importing From Quickbooks Accountant’s Edition

…And More!!

There are videos about iif files that give you a great introduction and overview on how to use them.

There’s even a self-check test at the end for you to see how well you learned.

Saving time in QuickBooks while increasing accuracy is like having a super-power that makes you super-valuable to any employer or company. The best part is that you can contact me immediately if you have any issue. I love hearing from my students, and I would like to hear from you as you take the course.

I wish you good luck and I hope to see you in the course

-Mark

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Instructor Details

Mark Smolen

I have 3 decades of experience teaching Computerized Accounting. I have taught QuickBooks at A.S.A college in Manhattan New York. I have made my lessons available to certified job training schools for adult education and have helped place hundreds of students in good paying jobs using QuickBooks and other software that they learned in my class. Now, I've helped thousands of students from Udemy get great jobs or run their own business.

I am a permanently licensed teacher by the New York State Education Department. I am also a Certified QuickBooks Pro adviser for 2 decades. I have made these videos by determining what my clients needed.

I wanted to help anyone using QuickBooks be prepared for the real-life, hands-on challenges that come with mastering the bookkeeping function of any company. I will prepare you for real life QuickBooks situations that can be challenging or frustrating if nobody shows the tips and tricks that will make using QuickBooks a fun task

I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks. I'm always available to my students when they need me.

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Reviews

4.4

41 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Faye Lazard on 9/21/2024

I'm understanding QuickBooks better.

By Timothy Dillon on 10/11/2023

Mark does a great job at teaching all the pertinent information quickly and easily.

By Rdianna on 10/5/2021

those zed accounts are out of date, and amazon testimonials do not like quickbooks accountant.Any other suggestions

By Dee Cohler on 4/10/2019

I learned a lot and plan to go through it again today. The spelling errors were distracting and lessen your credibility.

By Tracy Adams on 3/23/2019

The instructor is very knowledgeable of the subject, teaches at a good pace and very engaging.

By sussy Halpert on 2/14/2019

Its very clear and easy to understand. this is just what I was looking for as a true beginner. Thanks again!

By Edward Chung on 1/1/2018

The lecturer provides thorough explanations that take into considerations regarding potential errors. Then he explains how to address those errors, which makes things easier to learn especially for difficult topics.

By Lisa Gleason on 12/13/2017

very east to explain

By Melody M. Cooper on 9/23/2017

THIS COULD BE JUST WHAT I NEED!

By Bobbie Smith on 9/17/2017

Interesting course. Very well presented. Thank you.

Showing all 10 reviews on CourseDuck

Read all 41 reviews on Udemy

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Quality Score

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Overall Score : 88 / 100