QuickBooks Online – Bank Feeds & Credit Card Feeds


Learn bank feeds and how to use them from a practicing CPA (certified public accountant)

Why take this course?

🌟 Course Title: QuickBooks Online – Bank Feeds & Credit Card Feeds

πŸš€ Headline: Learn Bank Feeds from a Practicing Certified Public Accountant (CPA)!


Introduction to QuickBooks Bank Feeds Mastery:

Welcome to the definitive course for mastering bank feeds in QuickBooks Online, tailored for small businesses and those seeking to streamline their accounting processes. As a practicing CPA, Robert (Bob) Steele brings real-world experience and expert insights straight to you. This course is designed for learners who want to dive deep into the essence of bank feeds without the overhead of a full accounting system explanation.

πŸ”‘ Key Features:

  • Target Audience: Ideal for small business owners, bookkeepers, accountants, and anyone looking to optimize their QuickBooks Online experience with bank feeds.
  • Focused Learning: We bypass the basics of QuickBooks for those who have them covered or prefer a quick dive into data input.
  • Cash Basis Model: Explore how businesses can thrive on a cash basis model and understand the implications for data management.
  • Practical Application: Engage with practice problems and test data to apply what you learn in real-time.

Why This Course?


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  • Time Efficiency: This course is specifically engineered for those who want to get straight to the heart of bank feeds without going through a full accounting system curriculum first.
  • Relevance: Whether your business operates on a cash basis or you’re simply looking to improve your handling of transactions, this course will provide valuable insights and strategies.
  • Problem Solutions: We address common issues businesses face with bank feeds and guide you through setting up an efficient system.
  • Hands-On Practice: Follow along with provided test data and apply what you learn directly to your QuickBooks system.

Getting Started with Bank Feeds:

πŸ’‘ Course Structure:

  • Understanding Bank Feeds: Learn what bank feeds are and how they can revolutionize the way you manage transactions.
  • Types of Businesses: Identify which businesses are best suited for a cash basis model and understand the implications for your accounting practices.
  • Real-World Problems: Discover solutions to common problems encountered with bank feeds, and how to set up your system effectively.
  • Practice with Test Data: Receive test data to use in your own QuickBooks system as you work through the course material.

Accessing QuickBooks for Practice:

To ensure you can practice while you learn, here are several options for accessing a QuickBooks Online environment:

  • QuickBooks Test Drive: Access a free trial directly from your browser (search “QuickBooks Test Drive”).
  • 30-Day Trial: Utilize the full 30 days of Intuit’s discount period to practice with our course material and then cancel if needed.
  • Educational Discounts: Take advantage of Intuit’s student or educator discount offers.
  • Professional Assistance: Check with your accountant or local CPA firm for potential discounts on QuickBooks Online.

Enroll Now to Transform Your Financial Management with QuickBooks Bank Feeds! πŸ“ŠπŸ’°


Ready to elevate your financial management skills and make the most of QuickBooks Online’s bank feeds and credit card feeds? Enroll in this course today and learn from a seasoned professional who knows the ins and outs of QuickBooks like the back of his hand. πŸš€πŸŽ“

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