Session 1 – Quickbooks Online Bank Feeds: Automating Your Bookkeeping Description:
QuickBooks Online (QBO) provides business owners, bookkeepers and accountants with the convenience of remote access by allowing them to log in to their QBO account from any internet browser. They can get all the information they need while on the go. QBO is a very useful application for every business, but especially service-based businesses.
QuickBooks Online has numerous benefits such as no software or local data to manage; no need for regular backups; easy, automatic daily download of bank and credit card transactions; mobile phone access, and most importantly bank feeds. So, if you are aiming for efficiencies by automating your bookkeeping processes, look no further than QuickBooks Online.
Join QuickBooks expert Hector Garcia for this latest update on new QBO bank feed features or “downloaded transactions.” From features to some secret tricks and tips, this session will deep dive into programmable Bank Rules to allow the user to automate the way bank feeds are automatically categorized and even automatically posted into the check and credit card registers.
Session Highlights:
Benefits of using QuickBooks® Online for bank feeds
Web Connect Express” vs. Manual QBO/CSV file upload
The best ways to navigate bank feeds
Adding new transactions
Create rules that automatically accept bank feed transactions into QuickBooks
Working with automatically recognized transactions
Working with Banking Center Rules to control transactions
Matching Transactions, Batching, and Undo/Exclude options
Working with the bank registers and reconciling bank accounts after bank feeds
Session 2 – Mastering Bank Feeds in QuickBooks(R) Online: Automate & Transform Your Bookkeeping Description:
Though QuickBooks® desktop products are a hot favorite among many finance professionals, accountants and bookkeepers; nothing can match the power of QuickBooks® Online when it comes to working with Bank Feeds. Also known as “Online Banking” or “Downloaded Transactions,” Bank Feeds has transformed how accounting professionals approach data entry and bookkeeping. If you’re an accountant, there’s no reason why you shouldn’t be using QuickBooks® Online for Bank Feeds to improve your efficiency in accounting data entry. And if you’re using it, there’s no reason why you shouldn’t be an expert in working with Bank Feeds in QuickBooks® Online.
If you’re looking to improve your accounting efficiency through automation, join QuickBooks® trainer Hector Garcia, CPA, in this webinar to get some latest updates on features and mastering techniques on QuickBooks® Online Bank Feeds. In this session, Hector will go in-depth on programmable Bank Rules that allow users to automate the way downloaded transactions are categorized and posted into check and credit card registers. Learn from a real QuickBooks® expert and take your bookkeeping automation to a whole new level.
Session Highlights
Benefits of using QuickBooks® Online for Bank Feeds
Web Connect Express” vs. Manual QBO/CSV file upload
Navigating Bank Feeds, adding new transactions, and working with automatically recognized transactions
Working with Banking Center Rules to control transactions
Matching Transactions, Batching, and Undo/Exclude options
Working with the bank registers and reconciling bank accounts after Bank Feeds
Session 3 – Quickbooks for Power Users: Master Custom Reports in Quickbooks Desktop and Online Description:
QuickBooks Online has a lot of great features that most accountants use and love, such as Reclassify Transactions, Undo Reconciliations, and Create Recurring Transactions. However, there is a handful of “hidden gems” within QuickBooks Online such as: Merge Duplicate Clients, Clear Old Billable Time and Expenses, and Purge Company file that come really handy. You will learn all those, plus a few new features added during 2018,such as Managing Work and Projects, SmartCheck troubleshooting tools, and the new reconciliation tools with cleared date on transactions.
In the QB Power Hour webinars, Hector Garcia will explore the proper and optimized use of both QuickBooks Online and QuickBooks desktop (i.e. Pro, Premier, Mac, Accountant, or Enterprise). Whichever version of QuickBooks you use, you will enjoy our powerful tips and tricks! Plus, He’ll have selected 3rd party apps, management practice topics (like value pricing) and more.
In this session, experienced users of QuickBooks Desktop (QuickBooks Pro, Premier, and Enterprise) will learn how all the built-in and custom reports can help track sales, profits, and other important elements of their business.
Learning Objectives:
Identify ways to customize reports in QuickBooks Desktop so the reports pull the correct data sets and display information in the most useful ways.
Learn the differences between QuickBooks Enterprise, and other versions of QuickBooks
when building custom reports.
Understand the role and limitations of custom fields for customizing reports.
Learn how to build personalized and customized reports with pivot tables.
Session Highlights:
How to Pass a QuickBooks Test?
QuickBooks Setup
QuickBooks Utilities and General Product Knowledge
List Management
Items
Sales
Purchases
Payroll
Reports
Basic Accounting
Customization/Saving time Shortcuts
About Our Speaker
Hector Garcia Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.
