QuickBooks 30-day free trial + 30% off for 12 months:
https://quickbooks.intuit.com/partners/irp/?cidirp-4337#pricing
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 30% 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
[email protected]