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QuickBooks Online: Mastering Bank Feeds (ADVANCED CONTENT)

Downloading Transactions from Banks, Adding New Transaction , Matching, and Automating Bank Rules - and cut your bank reconciliation time in half!

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Bank Feeds / Online Banking for QuickBooks Online Masterclass:

Table of Contents

  1. “Web Connect Express” vs. Manual QBO/CSV file Upload
  2. Navigating Bank Feeds, adding new transactions, and working with automatically recognized transactions
  3. Working with Bank Rules
  4. Matching Transactions, Batching, and Undo/Exclude options
  5. Working with the bank registers and effects of Bank Feeds in the Reconciliation process



Your Instructor


Hector Garcia, CPA
Hector Garcia, CPA

Hector Garcia, CPA.CITP, CGMA

  • Certified Advanced QuickBooks ProAdvisor
  • Member of Intuit Trainer/Writer Network
  • Co-Host of QB Power Hour - Webinar series of QuickBooks power users
  • Creator of 300+ videos in YouTube about QuickBooks, Accounting, Taxation, Small Business Success, and/or Excel (with over 2mm combined views)

Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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