One of the newest features in accounting software like QuickBooks is the opportunity to connect your bank accounts and credit cards. This allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. But…it has some interesting quirks you need to know about, as well as automation features like Rules that do the work for you.
Once you’re up to date, we’ll also show you how to reconcile your accounts at the end of the month so that you can have confidence in your numbers.
The class will be recorded and saved in “My Class Recordings” for you to review at your convenience!
Beginner to Intermediate
Completed our Intro to QuickBooks class, webinar, or video or
or Experience using your company’s QuickBooks
or Bookkeeping or Accounting experience
Who should take this class?
Employees in charge of the company QuickBooks
Job seekers who want to learn QuickBooks
Bookkeepers and Accountants who want to brush up on their QB skills
What You’ll Learn
How to connect your bank accounts to your QuickBooks
How to import new transactions as they clear the bank
How to import previous transaction history
How to classify transactions through the Bank Feed to save time on manual data entry
Which transactions you should NOT import automatically
Workarounds for bank feed issues
How to reconcile your bank account transactions with your monthly bank statement
Tips and tricks wile reconciling that will save time and frustration
About Your Instructor
Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).
Attend in Person, via Virtual Class, or Watch Later:
If you are planning to attend our class in person, choose “Live” from the dropdown menu. This class will be taught at the Portland English Language Academy. Scroll down for directions!
If you live outside the Portland/Vancouver area, or if you don’t want to make the drive, you can attend and participate in our classes via Virtual Class. When you register, choose “Virtual Class” as your ticket type. We’ll email you an access code and instructions for how to connect. Please log in 10 minutes before the start time to connect your audio and video.
Our Virtual Classes are just as if you are physically in the classroom with us. This is not just a watch-and-listen webinar: it’s an interactive classroom experience! You can talk and be seen. You can virtually raise your hand when you have questions. It’s truly just like a real class. A recording of the Virtual Class will be available to you in two weeks at https://royalwise.com/my-classes/.
Please note that by participating in our Virtual Classes you are granting your consent to be seen and heard by the public, since anyone can purchase these class recordings from our website. If you do not consent, we can can make you a listen-only attendee – just let us know!
If you are unable to attend on this time & date, select the “Watch Later” option. After class is done, we’ll send you access information so that you can watch the content at your convenience. You are welcome to call us with your individual questions for a free 10-minute Q&A session.
Directions to PELA (Portland English Language Academy):
The Portland English Language Academy (PELA) is located on the 3rd floor in the Lloyd Center, past the Food Court in the northwest corner. Guests can look for the Portland English Language Academy on any of the Lloyd Center directories.
Parking is free. Enter the parking garage at NE 10th and Halsey St. Turn right and go up the spiral ramp in the corner of the parking garage all the way to the top roof deck (Floor 3). Park in DD or EE, and enter the Lloyd Center through the doors with burgundy tiles. PELA is located just inside on the right.
Look for signs to Royalwise’s Classroom!
Guests can call 503-226-1656 to reach the PELA office, or call Jamie at 503-504-6392.