Banking Feed in QBO
August 27, 2020 | 12:00 p.m. Eastern Time | Presented by Alicia Katz Pollock
Eliminate manual data entry! In this tutorial on QuickBooks Online's Banking Feeds, we’ll show you how to add a bank connection to QBO, import and match transactions, categorize your expenses, and attach receipts.
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. The new Receipt Capture will even scan your paper receipts and attach them to your expenses.
When Alicia was just 13, she received her first Apple computer. Immediately, she started designing a database for her father’s dental practice to automatically send appointment reminders to his patients. Her passion for computers grew as she did. With an advanced teaching degree, a love of communication, a collection of certifications, and business consulting experience, Alicia is a highly-qualified, passionate, and patient trainer.