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Cash Management with QuickBooks Online

Managing Your Cash Flow More Effectively for Your Small Business.
Tymone Green
3 students enrolled
Understand the bank account type inside of the QBO Chart of Accounts
Link the Business Bank Accounts to QuickBooks Online
Download banking transactions in QuickBooks Online
Create Bank Rules for Recurring Transactions in QuickBooks Online
Understand how to read the Cash Flow Statement and it's importance

This course focuses on how to use the banking features only within QuickBooks Online.  Please note, this course doesn’t focus on QuickBooks Online as a whole, just how to properly work with the banking features and cash management tools.  The banking features within QuickBooks Online are designed to help streamline the bookkeeping process and manage cash flow more effectively for your small business.  The topics covered in this course are:

  1. Understanding the purpose of the chart of accounts

  2. QuickBooks Online and Your Business Bank and Credit Card Accounts

  3. Linking Your Bank and Credit Card Accounts to QuickBooks Online

  4. Bank Feeds and Bookkeeping

  5. Creating Bank Rules for Recurring Banking transactions

  6. The Cash Flow Statement

Course Introduction & Overview

Course Introduction with Your Instructor-Tymone Green

Here is an introduction to this course.

Banking and QuickBooks Online

Your Business Bank Account

In this lecture, the correlation of the business checking account to QuickBooks Online will be discussed in greater detail.  Emphasis will be placed on the importance of utilizing the QuickBooks Online banking features.

The Chart of Accounts

This lecture will focus on how the chart of accounts is used to establish the linkage of QuickBooks Online to your business bank account.  The accounting types for banking will be discussed in greater detail.

Linking Your Business Bank Account to QuickBooks Online

This lecture focuses on how to connect QuickBooks Online to your business bank account.  Note, this lecture is not a live connection.  Just the steps will be discussed.

Bank Feeds and Bookkeeping
Creating Bank Rules

In this lecture, the QuickBooks Online rule setting process will be discussed.  Rules allow for bank transactions to be streamlined and all appropriote transactions can be booked accordingly.

Cash Flow Analysis

Breakdown of the Cash Flow Statement

In this lecture, I explain the purpose of the cash flow statement. 

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
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1 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion