Mastering QuickBooks Bank Feeds & Auto-Categorization

The first installment of the QuickBooks Quick Hits webinar series dove into one of the most powerful – and misunderstood – features of QuickBooks Online: bank feeds.

In this fast-paced session, learn how to reduce manual entry, streamline reconciliations, and handle even the trickiest transactions – all while saving time and improving accuracy.

Whether you’re new to QuickBooks Online or looking to improve workflow, get the insights you need to spend less time clicking and more time focusing on your business.

• Automating Bookkeeping: How to set up and manage bank feeds, and use rules to auto-categorize transactions.
• Best Practices for Transaction Matching: Tips for managing reconciliations, identifying mismatches, and avoiding common pitfalls.
• Navigating the Tricky Stuff: Best practices for matching transfers, credit card payments, and other challenging transaction types.