QuickBooks Online - Bank Feeds Best Practices
Автор: Kathy Grosskurth
Загружено: 2024-02-13
Просмотров: 317
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! 😀
PS: If you like this content, then please help me out by liking and subscribing to my YouTube Channel and sharing it with others. My 2024 goal is to increase my watch hours to over 4,000 per day. Thanks in advance for your help!
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To reach out to me or for other helpful information, please check out these links below:
Schedule a free initial consult using this link:
https://calendly.com/kathygrosskurth/...
Order QB related products:
https://completebusinessgroup.com/kat...
My Email: [email protected]
My Website: https://www.bookkeepingcleanandsimple...
My Facebook Page: / bookkeepingcleanandsimple
My LinkedIn Profile: / kgrosskurth
My Twitter (X) Handle: / kathygrosskurth
My YouTube Channel: https://www.youtube.com/c/KathyGrossk...
My Find-A-ProAdvisor Page:
https://proadvisor.intuit.com/app/acc...
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
My book “New Beginnings – A Journey of Self-Discovery” is available here:
https://www.amazon.com/dp/B0C2S5MGW7 (book format)
https://www.bookkeepingcleanandsimple... (electronic format)
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
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке: