In this two-part series, attendees will learn the most important tools inside QuickBooks Online to speed up and streamline the data entry process using banking feeds.

In Part 1, the presentation will focus on connecting banks, uploading manual transaction lists (in .CSV or .QBO format), batching transaction entries, and bank rules.

Attendees of this two-part series will also have special access to a "bonus part 3" via self-study (no CPE) via a training program that focuses on the bank register and bank reconciliation training, sponsored by Divvy.

Learning Objectives:

• Recall how to connect banks to QuickBooks Online or upload transactions if a direct connection is not available


• Recognize how bank feeds interact with downloaded transactions in order to create a new one or match an existing transaction to the general ledger


• Name the automation opportunities for data entry of transactions using bank rules