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CR 4-670 QuickBooks Efficiency 101: How To Save Tons of Time (3-1)

Course Description
A lot of people who have QuickBooks use it extremely inefficiently and could be saving so much time if only they used some basic features. One of these is downloading information from the bank into QuickBooks. Doing so eliminates hours of data entry and potential error. Additionally, QuickBooks learns where things go, which makes bookkeeping tasks go much faster. This class will teach how to download into all the versions of QuickBooks (online, desktop PC or Mac) and best practices to save tons of time.

Learning Objectives

  1. Learn why downloading is beneficial.
  2. Understand the basics of the downloading screen.
  3. Learn the steps of how to process downloaded transactions and import them into QuickBooks.

Instructor: Kristin Diver
Total Time: 117 minutes
Conference Year: 2018

Code Words
Please be sure to listen for and record the code words given during the presentation. The instructor will explicitly verbalize code words periodically throughout the class (i.e. "The first code word is...") Note: Not all instructors give code words. If you do not hear any, please indicate "none given" on the course evaluation.