Cash Management with QuickBooks Online
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:
Understanding the purpose of the chart of accounts
QuickBooks Online and Your Business Bank and Credit Card Accounts
Linking Your Bank and Credit Card Accounts to QuickBooks Online
Bank Feeds and Bookkeeping
Creating Bank Rules for Recurring Banking transactions
The Cash Flow Statement
Course Introduction & Overview
Here is an introduction to this course.
Banking and QuickBooks Online
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.
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.
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.
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
In this lecture, I explain the purpose of the cash flow statement.