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UdemyAccountingPaid courseIntermediate levelCertificate

QuickBooks Online: Bank Feeds & Bank Reconilications (Udemy.com)

2021 UPDATE. Categorizing transactions, matching, bank reconciliations, PayPal, and troubleshooting balances.

4.6
1,258 reviews

Created by: Hector Garcia

Last updated May 2021

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What you will learn

  • Downloading transactions from the bank
  • Categorizing transactions to the correct category
  • Matching downloaded transactions with existing ones
  • Use Bank Rules to automate transaction categorization
  • Reconcile bank and credit card transactions
  • Reconcile other accounts like loans and petty cash accounts
  • Downloading and Reconciling PayPal Transactions
  • Troubleshoot bank and credit card reconciliation discrepancies
  • Troubleshoot opening balances

How it compares

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

  • Rating4.6 out of 5higher than 69% of them
  • Reviews1,258#47 of 201 by number of reviews
  • Length6.9 hourslonger than 50% of them
  • Last updatedMay 2021earlier than 71% of them

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Course Description

LAST UPDATE 05/28/2021

QuickBooks Online: Bank Feeds, Downloaded Transactions, Bank Reconciliation, PayPal, and Troubleshooting balances
This course is designed for active QuickBooks Online users that need to understand how banking works, downloading transactions, dealing with categorizing as expenses, income, or transfers across balance sheet transactions. The format of this course is 2 recorded webinars of 2 hours each, covering these topics:

  • Advanced Navigation Tips to boost efficiency with bank feeds

  • Direct Connection vs. Uploading QBO/CSV File

  • Bank Feeds Layout explained

  • Categorizing New Transactions

  • Bank Rules

  • Batch Categorizing Transactions

  • Exclude, Undo, and Delete

  • Matching Transactions

  • Cleaning up beginning balance issues

  • Reconciling Banks

  • Reconciling Credit Cards

  • Manual transactions in register

  • Getting rid of old uncleared transactions

  • Fixing Reconciliation Discrepancies

  • Dealing with Transfers (Troubleshooting)

  • Reconciling other accounts (Loans)

  • Reconciling Petty Cash

  • Working with PayPal (direct transactions downloads vs. manual transactions upload)

This course is designed for active QuickBooks Online users that need to understand how banking works, downloading transactions, dealing with categorizing as expenses, income, or transfers across balance sheet transactions

Taught by Hector Garcia, CPA - an active Accountant working with small business clients, Advanced QuickBooks ProAdvisors, and one of the top trainers of all things accountant on earth! He has a YouTube Channel with over 130k subscribers, and long-term Udemy course maker.  This course is updated in an annual basis to cover all the changes and feature upgrades in QuickBooks Online.
Read More Intermediate Intermediate Level product length iconTime: 6.9h

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Instructor Details

Hector Garcia

Hector also earned 3 post-graduate degrees, each strengthen his career in the fields of Accounting, Finance, and Taxation. Hector’s passion for training comes from this successful career in which he applied his personal philosophy of continuous learning and training co-workers. Currently, Hector dictates QuickBooks Courses in Miami,FL


Hector also earned 3 post-graduate degrees, each strengthen his career in the fields of Accounting, Finance, and Taxation. Hector’s passion for training comes from this successful career in which he applied his personal philosophy of continuous learning and training co-workers. Currently, Hector dictates QuickBooks Courses in Miami,FL

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Reviews

4.6

1,258 ratings on Udemy

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By Udemy User on 8/8/2025

I think the examples on how to do things wrong can be a little misleading for people trying to pay attention and learn the course as it provides unnecessary extra watch time to already long videos. Other than that, great course, will recommend.

By Mariya Bugay on 8/7/2025

I took another QuickBooks Online course previously, but this course really helped me connect what I learned with real world examples. The explanations were clear and easy to follow. I highly recommend to anyone looking to strengthen their QuickBooks skills.

By Enas Ibrahim Ali on 11/16/2022

I really did learn so much going through this 2 hours course. Love it and I would recommend it to any looking for answeres about bank feed and transactions on Quickbook

By Laura Daniela Mejía Álvarez on 12/21/2021

The title of the course shows the word reconciliation misspelled, therefore, the certificate also shows that typo. I would appreciate it if you could please correct it. Thank you for the content of the course.

By Myah LaPread on 9/24/2020

Definitely. The walkthrough and course thus far is very comprehensive with extra tidbits of helpful information from a seasoned QBO user. I would recommend this this course to a beginner or even someone who uses a simpler QBO package and wants to upgrade.

By Simiao Bila on 2/19/2020

The course means very well spent time learning about the Quickbooks, enjoying 100%, content rich in comments and other details that allows the experience of the learner.

By Carla on 5/26/2019

Concise. Articulated well. Thorough. Presenter is also a resource. Offers more training videos. I'm left feeling that I can approach my own work a little better now.

By Anusha Iyer on 5/1/2017

I think it is not very well structured, since different speakers come in different videos and not all the videos are very clear. Hector could have been the speaker for all.

By Louella Vicencio on 4/20/2017

This really an informative and helpful course! I am a general bookkeeper from the Philippines and for almost 2 decades now, I am doing it manually(too tiring doing all the stuff).. that's I've been searching how to automate things now.. thankfully this course really helps me.

By Kaori Itzeen Castillo Izaguirre on 3/6/2017

So far I like the course, it shows many things in depth, very detail, the teachers explain nicely and feels that everything is easy, even though you don't have an accounting background. Some of the things that I want to point out is that maybe there ares some topics that can be updated related to the program. Because the "Online version" updates frequently, so what I'm saying is that here there ares some examples from 2013, 2014 and 2015, maybe the teachers can redo these with the actual software because many things are changing so fast. But so far I'm very pleased with the course and lessons.

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Overall Score : 92 / 100

QuickBooks Online: Bank Feeds & Bank Reconilications
Visit course on Udemy Write a review
  • Video Duration: icon 6.9h
  • Price: $59.99
  • Provider: icon Udemy
  • Updated: icon May 2021
  • Level: Intermediate Intermediate
  • Language: icon English
  • Certificate: icon Yes
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