This QuickBooks Online tutorial walks you categorizing a full month of REAL-WORLD transactions, with receipts and reconciliation as part of the process.
Here’s what you’ll learn:
First, you’ll see how to import transactions from your bank, credit card, or even manually.
Next, you’ll learn how to categorize bank transactions, including those that match an existing invoice.
You’ll explore how to set up rules in Quickbooks Online to make categorization a breeze.
Then you’ll dive into credit card transactions, including how to upload receipts both from your email and your phone through the Quickbooks Online mobile app.
Then, you’ll check your work using the Profit & Loss report.
Finally, you’ll learn how to reconcile your books so they’re always aligned with your bank and credit card statements.
Host: David DeWinter
Kevin Stratvert 