Banking Feed Class

One of the best features in QuickBooks® Online is the ability to connect your bank accounts and credit cards. The Banking feed allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. Automation features like Rules do some the work for you. But…the Banking feed has some interesting quirks you need to know about. Banking Feeds is one of my favorite topics because if you use it right, you can reduce your data entry to almost nothing...but if you use it wrong, you double your income and code your expenses wrong. Once you’re up to date, we’ll also show you how to reconcile your accounts at the end of the month so that you can have confidence in your numbers.