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QuickBooks Online (QBO) Bookkeeping With Bank Feeds (Udemy.com)

Learn how to use bank feeds with QuickBooks Online QBO from a Certified Public Accountant CPA

Created by: Robert (Bob) Steele

Last updated June 2024

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What you will learn

  • How to access QuickBooks Online using a Free - Day trial period often offered by Intuit, owners of QuickBooks Online
  • How to setup a company file
  • How to link bank and credit card accounts for automatic bank feed data
  • How to download bank data from your financial institution and upload it to QuickBooks Online
  • How to create financial report data from the bank feed information
  • How to create and use bank rules

How it compares

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

  • Rating4.7 out of 5higher than 90% of them
  • Reviews187#145 of 201 by number of reviews
  • Length15.2 hourslonger than 78% of them
  • Last updatedJune 2024more recently than 60% of them

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Course Description

This course is a project based course that will dive into bank feeds in detail using a step by step process.

We will start by setting up a free 30 day trial QuickBooks Online QBO file for the practice problem. Intuit, the owner of QuickBooks Online QBO, often offers a free 30 day trial period, a great tool for practice.

The course will demonstrate how to link QuickBooks Online QBO to the bank to receive bank data directly from the bank. We will also discuss the situations when you may want to download banking data from the bank and upload it to QuickBooks Online QBO.

Learners will follow along as we import bank data into the accounting software where it will be held in, what we call, Bank Feed Limbo, waiting for us to provide the added information necessary to use the data to create financial statements.

Learners will see how to add the bank data to the financial data in a step by step process, observing the creation of the balance sheet and profit and loss with each addition.

We will also discuss how to use bank rules to automate the process, benefiting future periods. As we enter data we will discuss best practices to make the data input as fast as possible and keep the financial statements as clean and readable as possible.

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Instructor Details

Robert (Bob) Steele

Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.    

Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).    

Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.    

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Reviews

4.7

187 ratings on Udemy

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By Rushikesh Nitin Shinde on 6/24/2026

Great! Explained everything there was no room for doubt.

By Tanisha Williams on 6/2/2025

This was a fantastic course for learning how to use QuickBooks Online with bank feeds. I really appreciated the hands-on approach — instead of just watching videos, we actively uploaded CSV files to simulate real bank and credit card connections. This made it much easier to understand how to book transactions properly, manage credit card feeds, and complete reconciliations confidently. The instructor did an excellent job walking us through each step, explaining the "why" behind the actions, not just the "how." It made complex concepts easier to grasp and apply in real scenarios. I feel much more confident now in using QBO for actual bookkeeping tasks. Highly recommend this course to anyone wanting to get practical experience with QBO and bank feed workflows!

By Saim Gill on 11/22/2023

He taught a great way to make 30 days QuickBooks free trail . But he didn't teach how to setup student account on QuickBooks.

By Nadeem Khalid on 7/4/2023

Thank you so much, A complete Course of Quick-Books Online, Excellent Work Keep it up

By Bob Prentice on 3/8/2023

So far it's great... lot's of detail and explanations about what is going on. I am using a 2023 version of QBO Trial so what I am looking at is a little different but this is very manageable. HOw do I ask a question though? I don't see anywhere to do that.

By Oguntoye Boluwatife on 1/5/2026

By Eno Namso on 2/7/2025

By Ogunbayo Serah Olajumoke on 9/26/2024

By Retovash Ghosh on 5/14/2024

By Josefa Tamara Flores Araya on 1/12/2024

Showing all 10 reviews on CourseDuck

Read all 187 reviews on Udemy

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Overall Score : 94 / 100