Learn bank feeds using top accounting applications from a practicing CPA (Certified Public Accountant)
☑ Set up popular accounting software
☑ Navigate popular accounting software
☑ Enter normal business transaction into popular accounting software
☑ Reconcile bank accounts using popular accounting softare
☑ Generate and analyze reports including a balance sheet, an income statement, and supporting reports
☑ Export Reports to Excel
Bank Feed Options
This course will compare and contrast the top accounting software applications, focusing on the use of bank feeds.
We will provide practice data that learners can import into the software applications.
Learners will understand the process of setting up each online software package. We will also discuss purchase options.
Most of the software applications will include a free test drive, an excellent tool for learning accounting and bank feeds.
We will practice entering two months of data into each accounting application with the help of banking data we will import into the system.
The course will also cover credit card bank feeds similarly.
Learners will also learn more advanced bank rules where applicable.
English
Language
Introduction
QuickBooks 315 How Do Bank Feeds Fit Into My Accounting System
Getting Set Up
QuickBooks Data Files to Download
Xero Data Files to Download
Wave Data Files
Sage Data Files
QuickBooks .05 Recommendations For Success
QuickBooks .10 Purchase With 30 Day Trial
Xero .10 Xero Free 30-Day Trial
Wave .10 Wave Free Accounting
Sage 10 Sage Business Cloud Accounting Free Trial
QuickBooks 320 Project Outline
Xero 320 Project Outline
Wave 320 Project Outline
Sage 320 Project Outline
Month One – Set up Bank Feeds
QuickBooks Data Files to Download
Xero Data Files to Download
Wave Data Files
Sage Data Files
QuickBooks 325 Set Up Bank Feeds
Xero 325 Set Up Bank Feeds
Wave 325 Set Up Bank Feeds
Sage 325 Set Up Bank Feeds
QuickBooks 360 Download Transactions From Bank
Xero 360 Download Transactions From Bank
Wave 360 Download Transactions From Bank
Sage 360 Download Transactions From Bank
QuickBooks 365 Import Bank Data
Xero 365 Import Bank Data
Wave 365 Import Bank Data
Sage 365 Import Bank Data
Month One – Add Transactions from Bank Feeds
QuickBooks 370 Add Expense transactions
Xero 370 Add Expense transactions
Wave 370 Add Expense Transactions
Sage 370 Add Expense transactions
QuickBooks 375 Add Capital Expenditures
Xero 375 Add Capital Expenditures
Xero 376 Add Capital Expenditures Part 2
Wave 375 Add Capital Expenditures
Sage 375 Add Capital Expenditures
QuickBooks 380 Add Inventory Purchase
Xero 380 Add Inventory Purchase
Wave 380 Add Inventory Purchase
Sage 380 Add Inventory Purchase
QuickBooks 385 Add Amount Paid for Investment
Xero 385 Add Amount Paid for Investment
Wave 385 Add Amount Paid for Investment
Sage 385 Add Amount Paid for Investment
QuickBooks 390 Add Owner Withdraws
Xero 390 Add Owner Withdraws
Wave 390 Add Owner Withdraws
Sage 390 Add Owner Withdraws
QuickBooks 395 Add Bank Service Charge
Xero 395 Add Bank Charge
Sage 395 1 Add Bank Charge
QuickBooks 395 Add Customer Deposits
Xero 395 Customer Deposit
Wave 395 1 Customer Deposit
Sage 395 2 Customer Deposit
QuickBooks 400 Sales Tax
Xero 400 Sales Tax Calculation
Xero 400 Sales Tax Set Up
Wave 400 Sales Tax Calculation
Sage 400 Sales Tax Calculation
QuickBooks 405 1 Deposit Owner
Xero 405 Deposit Loan
QuickBooks 405 Deposit Loan
Xero 405 Deposit Owner
Wave 405 1 Deposit Loan
Wave 405 2 Deposit Owner
Sage 405 1 Deposit Owner
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Sage 405 2 Deposit Loan
