QuickBooks Online Tutorial: Categorizing dowloaded transactions (2019)
149.4 هزار بار بازدید -
6 سال پیش
-
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(30% discount offer to expire 9/30/2021)
Updated video: QuickBooks Online Tutorial: Categorizing downloaded transactions (2021) QuickBooks Online Tutorial: Categoriz...
To take an in-depth Online Banking & Bank Reconciliations course with me go to:
http://bit.ly/onlinebankingcourse
Updated April 2021
Topics contained in this QuickBooks Online Tutorial on Categorizing downloaded transactions from banks and credit cards:
00:01:02 – QuickBooks Online banking tab, you will see with which bank account you will work. (all transactions, sales income, expenses, taxes & licenses expenses, uncategorized expenses)
00:04:57 – Categorizing transactions (all transactions)
00:08:26 – Batch actions button (modify selected, accept selected, exclude selected)
00:09:14 – Add all button
00:10:03 – Create a rule (edit this setting button) (create custom rule)
00:10:43 – Rule section and how it works
00:11:08 – Bank rules tab (edit rule)
00:12:17 – Automatically add to my books
00:13:42 – How to create a rule
00:15:14 – How it works exclude selected button in batch actions tab
00:16:35 – How to create a rule with transaction conditions (100$+)
00:18:49 – Go to reports and check your profit and loss to see the benefits (all starts to add up)
Other Free Videos:
Mastering Add / Match / Transfer:
QuickBooks Online 2018 Tutorial: Mast...
In-Depth Bank Feeds Tutorial:
QuickBooks Online: Downloaded Bank Tr...
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 $195 to $545) for first consultation depending on length and consultant required. E-mail Hector your questions [email protected]
https://quickbooks.intuit.com/partner...
(30% discount offer to expire 9/30/2021)
Updated video: QuickBooks Online Tutorial: Categorizing downloaded transactions (2021) QuickBooks Online Tutorial: Categoriz...
To take an in-depth Online Banking & Bank Reconciliations course with me go to:
http://bit.ly/onlinebankingcourse
Updated April 2021
Topics contained in this QuickBooks Online Tutorial on Categorizing downloaded transactions from banks and credit cards:
00:01:02 – QuickBooks Online banking tab, you will see with which bank account you will work. (all transactions, sales income, expenses, taxes & licenses expenses, uncategorized expenses)
00:04:57 – Categorizing transactions (all transactions)
00:08:26 – Batch actions button (modify selected, accept selected, exclude selected)
00:09:14 – Add all button
00:10:03 – Create a rule (edit this setting button) (create custom rule)
00:10:43 – Rule section and how it works
00:11:08 – Bank rules tab (edit rule)
00:12:17 – Automatically add to my books
00:13:42 – How to create a rule
00:15:14 – How it works exclude selected button in batch actions tab
00:16:35 – How to create a rule with transaction conditions (100$+)
00:18:49 – Go to reports and check your profit and loss to see the benefits (all starts to add up)
Other Free Videos:
Mastering Add / Match / Transfer:
QuickBooks Online 2018 Tutorial: Mast...
In-Depth Bank Feeds Tutorial:
QuickBooks Online: Downloaded Bank Tr...
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 $195 to $545) for first consultation depending on length and consultant required. E-mail Hector your questions [email protected]
6 سال پیش
در تاریخ 1397/02/01 منتشر شده
است.
149,408
بـار بازدید شده