QuickBooks Online Tutorial: Categorizing dowloaded transactions (2021)

To setup a 30-day free trial of QuickBooks Online and then a 50% discount after trial, go to: https://hectorgarcia.com/qb

To take an in-depth Online Banking & Bank Reconciliations course with me go to:
http://bit.ly/onlinebankingcourse​

Updated April 2021, Use Coupon BANKING50 before 3/31/2021 for 50% off the course.

Timelines:
00:00 Intro
02:02 Connect your bank, choose dates
05:07 Navigating Banking Screen
08:02 Categorize your first expense
20:11 Reviewing Automatic Rules
21:54 Categorize more expenses...
27:19 Split Transactions
28:34 Rules based on amounts
31:02 More categorization...
32:24 Transfers
34:26 Matching current transfers
36:10 Transaction grouping
44:30 Categorizing sales/income
47:50 Reviewing reports after categorizing
49:45 Missing Payee issues
51:39 Outro

Video on multiple credit cards with sub-accounts: https://youtu.be/BnG5DUlrg3k

Call our office 954-414-1524 to setup a private training/consultation about QuickBooks, Excel, Accounting/Bookkeeping, Taxes, and/or General Business Consulting (rates vary from $275 to $650) for first consultation depending on length and consultant required. E-mail Hector your questions hector@garciacpa.com

To setup a 30-day free trial of QuickBooks Online and then a 50% http://www.quickbooksoffer.com/?cid=irp-4337#pricing

Видео QuickBooks Online Tutorial: Categorizing dowloaded transactions (2021) канала Hector Garcia CPA