QBO Checking and Cashflow Manager (2024)

Focused View

Alicia Katz Pollock

58:33

9 View

1 - QB Checking Explained.mp4

07:04

2 - Navigating QB Checking.mp4

04:30

3 - Mapping QB Checking to Payments and Payroll.mp4

05:43

4 - Using Envelopes How to Receive Spend Money with QB Checking.mp4

11:08

5 - The Banking Feed and QB Checking Instant Deposits.mp4

06:46

6 - The Cashflow Center.mp4

06:04

7 - The Cashflow Planner.mp4

08:05

8 - Budgeting vs Cashflow.mp4

09:13

Description

Learn how to leverage QuickBooks Checking (QBO’s integrated checking account), Envelopes, and the Cash Flow center for

What You'll Learn?

How to apply for a QuickBooks Checking account
Adjusting the settings for your account
Connecting it to Merchant Services, Payroll, and Sales Tax
Transferring money in and out with other banks
Creating envelopes to save for goals
The limitations for bookkeeper access
How to view and manage funds
How to use the Cash Flow Center for money management
How to use the Cash Flow Planner for forecasting

Who is this for?

Business owners looking to streamline their money management

Bookkeepers and accountants who want to be able to suggest the best financial services options to their clients

What You Need to Know?

none

More details

Description
Gain a competitive advantage by using QuickBooks Checking and Cash Flow to take charge of your business's cash flow like never before.
By enrolling in this course, you'll learn how to set up your built-in QuickBooks Checking account and seamlessly connect it to essential services like Merchant Services, Payroll, and Sales Tax.
I'll guide you through the process of transferring funds between your regular operating account and QuickBooks Checking with ease and efficiency.
What Youâ€™ll Learn
How to apply for a QuickBooks Checking account
Adjusting the settings for your account
Connecting it to Merchant Services, Payroll, and Sales Tax
Transferring money in and out with other banks
Creating envelopes to save for goals
The limitations for bookkeeper access
How to view and manage funds
How to use the Cash Flow Center for money management
How to use the Cash Flow Planner for forecasting

After completing this class, you will be able to:
List five benefits of using QuickBooks Checking
Describe the process of transferring funds between your regular operating account and QB Checking
Identify the QuickBooks Online features that integrate natively with QB Checking
Explain the Envelopes feature of QB Checking and how it allows you to create subaccounts for specific purposes, including automatic storage of funds for upcoming taxes
Analyze using features of the Cash Flow Center, including its predictive intelligence for cash forecasting and planning
Who this course is for:
Business owners looking to streamline their money management
Bookkeepers and accountants who want to be able to suggest the best financial services options to their clients

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Alicia Katz Pollock is a QuickBooks trainer with a quick wit and years of experience. As Insightful Accountant’s Top 10 ProAdvisor in 2021, her video courses and books are helping bookkeeping professionals learn QuickBooks Online in the shortest amount of time with the longest retention. She’s a member of Intuit’s national training team, a frequent conference speaker, has a Master of Arts in Teaching, and is known as a “QBO Rock Star” not just because she’s good at QuickBooks but also because she plays bass.A natural teacher, Alicia earned her Master of Arts in Teaching, but instead of turning to the public schools, she developed computer curricula. She blends the skills of technology, the art of communication, the patience of a trainer, the wisdom of a business consultant, and the detailed eye of an obsessive-compulsive to bring you the finest in business solutions. Alicia’s certifications include:QuickBooks Certified UserIntuit ProAdvisorMicrosoft Certified TrainerApple Consultants NetworkApple Certified Support Professional, 10.5Apple Certified Support Professional, 10.7Apple Certified Support Professional, 10.10Microsoft Certified Application Specialist in Word, Excel, Access, PowerPoint, and OutlookMicrosoft Office Specialist, Master Level

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