CPA - large firm
Other
In this three-part series of QuickBooks Online for Accounting Professionals, we will go deep into the most popular feature in QBO: Online Banking.
You will learn how to be as efficient as possible working with downloaded transactions from banks and credit cards—from connecting to reconciliation. This course was written and organized by Hector Garcia, CPA, based on his direct experience as a practitioner.
Each session in the three-part series can be watched independently. No particular order is required, but attending all three is recommended to get the full picture.
Learning Objectives:
- Recognize the navigation and advanced tools within QuickBooks Online Bank Feeds
- Recall how to set up and troubleshoot beginning balances
- Identify how to reconcile banks and credit cards when using bank feeds as the data entry workflow
Hector Garcia, CPA
Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
[email protected]
(954) 414-1524
Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.
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