Welcome to In The Know! Learn about the most exciting innovations across the QuickBooks Online ecosystem. Subscribe to make sure you don't miss a beat as fresh episodes come out each week.
This episode is all about the enhancements to QuickBooks Online and more specifically the How to manage bank feeds in QuickBooks Online.
Plus - you'll hear directly from ProAdvisor Carla Caldwell on how this update was brought to life.
0:00 - Introduction
00:43 - Guidance on managing the bank feed
01:39 - The 3 ways QuickBooks analyzes bank feed transactions
3:02 - Control which suggestions are used & how they're used
4:03 - How QuickBooks works to match deposits and transactions in the bank feed
4:53 - Matching in QuickBooks, exact matches
5:49 - Matching in QuickBooks, linked matches
6:53 - The difference between exact and linked matches
8:50 - Processing receipts
10:23 - What happens if QuickBooks cannot find matching transaction
11:59 - Clients can upload their own receipts and store them in QuickBooks
13:28 - Setting up and reviewing rules and pairs
15:41 - View all transactions and using filters
16:55 - View categorization history
18:08 - How to undo a rule + paired transactions
20:34 - Reviewing money-out transactions
21:22 - Example of money-out transactions & matching
25:06 - Viewing matched transactions on categorized tab
27:06 - Adding transactions in batches
28:52 - Things to look out for
30:11 - Adding in a new transaction from scratch
33:55 - Reviewing money-in transactions
35:22 - Undeposited funds process for an invoice (sales & customer workflow)
37:02 - Undeposited funds process for a sales receipt (sales & customer workflow)
38:07 - Undeposited funds process (Banking workflow)
39:27 - More on matching & categorizing money-in transactions
41:57 - Outro
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