"Quick" Chats w/Kitty: Working w/the Bank Feed

Regular check-ins and support are the foundation of a positive experience when using QuickBooks Online. It is more important than ever to have continuous conversations and to discuss challenges specific to your experience. This monthly call provides a platform to do just that. These sessions are designed to cover specific QuickBooks topics, but to also allow time for your specific questions.

All classes are done live via Zoom and will be held on the 2nd Tuesday of each month. Login information will be provided with your ticket purchase.

A major benefit of using the bank feeds feature in QuickBooks Online is the time-saving efficiency it offers in automating the process of importing and categorizing bank and credit card transactions. The QuickBooks Online bank feed allows you to track and manage your receipts and expenses without having to manually input every bank transaction.

We’ll spend this hour discussing how to properly use your bank feed, how to ensure you aren’t doubling your income, how to quickly batch items to save you time, and finally what to do when your bank feed stops working.