QuickBooks Online - Bank Feeds Best Practices

Описание: QuickBooks Online - Bank Feeds Best Practices

This video shows some of the best practices that I have discovered work well for me when using Bank Feeds in QuickBooks Online when starting work on a file that is either way behind with the categorization or when adding multiple transactions in bulk in either a set-up or clean-up situation. Note that QBO decided to act up today, but I did the best that I could with what I had to work with! 😀

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QUICK JUMPS
00:00 - Introduction
00:59 - Setting the scene for this demonstration
01:32 - What I did to get ready before starting
01:48 - Best Practice #1: Filter by Recognized Transactions
02:30 - Best Practice #2: Use Batch Tools with Multiple Transactions
04:31 - Best Practice #3: Create Generic Payees for Vendors and / or Customers
04:52 - Best Practice #4: Click APPLY to view changes before accepting
07:28 - Best Practice #4: Sort by Category or Match to group like items together
08:51 - Best Practice #5: Use Categorization History
10:13 - Continuing with Bulk Actions...
11:19 - Be Careful with using Apply and Accept!
13:02 - Best Practice #6: Sort by Payee column
14:38 - Best Practice #7: Add on the Fly (w/Caveat)
18:01 - Filtering Options Available