Bank Feeds-QuickBooks Online, Xero, Sage, Wave (Comparison)

Bank Feeds-QuickBooks Online, Xero, Sage, Wave (Comparison)

Bank Feeds-QuickBooks Online, Xero, Sage, Wave (Comparison)

Learn bank feeds using top accounting applications from a practicing CPA (Certified Public Accountant)

Language: english

Note: 4.5/5 (82 notes) 24,301 students

Instructor(s): Robert (Bob) Steele

Last update: 2020-02-27

What you’ll learn

  • Set up popular accounting software
  • Navigate popular accounting software
  • Enter normal business transaction into popular accounting software
  • Reconcile bank accounts using popular accounting softare
  • Generate and analyze reports including a balance sheet, an income statement, and supporting reports
  • Export Reports to Excel

 

Requirements

  • None

 

Description

Bank Feed Options

This course will compare and contrast the top accounting software applications, focusing on the use of bank feeds.

We will provide practice data that learners can import into the software applications.

Learners will understand the process of setting up each online software package. We will also discuss purchase options.

Most of the software applications will include a free test drive, an excellent tool for learning accounting and bank feeds.

We will practice entering two months of data into each accounting application with the help of banking data we will import into the system.

The course will also cover credit card bank feeds similarly.

Learners will also learn more advanced bank rules where applicable.

 

Who this course is for

  • Business owners
  • Accounting professionals
  • Accounting students
  • Anybody who wants to learn accounting software

 

Course content

  • Introduction
    • QuickBooks 315 How Do Bank Feeds Fit Into My Accounting System
  • Getting Set Up
    • QuickBooks Data Files to Download
    • Xero Data Files to Download
    • Wave Data Files
    • Sage Data Files
    • QuickBooks .05 Recommendations For Success
    • QuickBooks .10 Purchase With 30 Day Trial
    • Xero .10 Xero Free 30-Day Trial
    • Wave .10 Wave Free Accounting
    • Sage 10 Sage Business Cloud Accounting Free Trial
    • QuickBooks 320 Project Outline
    • Xero 320 Project Outline
    • Wave 320 Project Outline
    • Sage 320 Project Outline
  • Month One – Set up Bank Feeds
    • QuickBooks Data Files to Download
    • Xero Data Files to Download
    • Wave Data Files
    • Sage Data Files
    • QuickBooks 325 Set Up Bank Feeds
    • Xero 325 Set Up Bank Feeds
    • Wave 325 Set Up Bank Feeds
    • Sage 325 Set Up Bank Feeds
    • QuickBooks 360 Download Transactions From Bank
    • Xero 360 Download Transactions From Bank
    • Wave 360 Download Transactions From Bank
    • Sage 360 Download Transactions From Bank
    • QuickBooks 365 Import Bank Data
    • Xero 365 Import Bank Data
    • Wave 365 Import Bank Data
    • Sage 365 Import Bank Data
  • Month One – Add Transactions from Bank Feeds
    • QuickBooks 370 Add Expense transactions
    • Xero 370 Add Expense transactions
    • Wave 370 Add Expense Transactions
    • Sage 370 Add Expense transactions
    • QuickBooks 375 Add Capital Expenditures
    • Xero 375 Add Capital Expenditures
    • Xero 376 Add Capital Expenditures Part 2
    • Wave 375 Add Capital Expenditures
    • Sage 375 Add Capital Expenditures
    • QuickBooks 380 Add Inventory Purchase
    • Xero 380 Add Inventory Purchase
    • Wave 380 Add Inventory Purchase
    • Sage 380 Add Inventory Purchase
    • QuickBooks 385 Add Amount Paid for Investment
    • Xero 385 Add Amount Paid for Investment
    • Wave 385 Add Amount Paid for Investment
    • Sage 385 Add Amount Paid for Investment
    • QuickBooks 390 Add Owner Withdraws
    • Xero 390 Add Owner Withdraws
    • Wave 390 Add Owner Withdraws
    • Sage 390 Add Owner Withdraws
    • QuickBooks 395 Add Bank Service Charge
    • Xero 395 Add Bank Charge
    • Sage 395 1 Add Bank Charge
    • QuickBooks 395 Add Customer Deposits
    • Xero 395 Customer Deposit
    • Wave 395 1 Customer Deposit
    • Sage 395 2 Customer Deposit
    • QuickBooks 400 Sales Tax
    • Xero 400 Sales Tax Calculation
    • Xero 400 Sales Tax Set Up
    • Wave 400 Sales Tax Calculation
    • Sage 400 Sales Tax Calculation
    • QuickBooks 405 1 Deposit Owner
    • Xero 405 Deposit Loan
    • QuickBooks 405 Deposit Loan
    • Xero 405 Deposit Owner
    • Wave 405 1 Deposit Loan
    • Wave 405 2 Deposit Owner
    • Sage 405 1 Deposit Owner
    • Sage 405 2 Deposit Loan
  • Month One – Bank Reconciliation
    • QuickBooks 407 Bank Reconciliation
    • Xero 406 Bank Beginning Balance
    • Wave 406 Bank Beginning Balance
    • Wave 407 Bank Reconciliation
    • Sage 406 Bank Beginning Balance
    • Sage 407 Bank Reconciliation
  • Month One – Compare Cash basis to Accrual Basis Using Bank Feeds
    • QuickBooks 410 Compare Cash to Accrual
  • Month Two – Upload Bank Transactions
    • QuickBooks 415 Upload Bank Transactions
    • Xero 415 1 Upload Bank Transactions
    • Wave 415 1 Upload Bank Transactions
    • Sage 415 1 Upload Bank Transactions
  • Month Two – Add Transactions from Bank Feeds
    • QuickBooks 420 Add Expenses
    • Xero 415 2 Add Expenses
    • Wave 415 2 Add Expenses
    • Sage 415 2 Add Expenses
    • QuickBooks 420 Add Insurance
    • Xero 420 Add Insurance
    • Wave 420 Add Insurance
    • Sage 420 Add Insurance
    • QuickBooks 425 Add Payroll Checks
    • Xero 425 Add Payroll Checks
    • Wave 425 Add Payroll Checks
    • Sage 425 Add Payroll Checks
    • QuickBooks 430 Add Inventory
    • Xero 430 1 Add Inventory
    • Wave 430 1 Add Inventory
    • Sage 430 1 Add Inventory
    • QuickBooks 430 Add Loan Payments
    • Xero 430 2 Add Loan Payment
    • Wave 430 2 Add Loan Payment
    • Sage 430 2 Add Loan Payment
    • QuickBooks 435 Add Draw
    • Xero 435 Add Draw
    • Wave 435 Add Draw
    • Sage 435 Add Draw
    • QuickBooks 440 Invoice & Bank Feeds
    • Xero 440 1 Receive Payments On Invoice
    • Wave 440 1 Receive Payments On Invoice
    • Sage 440 1 Receive Payments On Invoice
    • QuickBooks 440 Receive Payments & Bank Feeds
    • Xero 440 2 One Deposit Two Invoices
    • Wave 440 2 One Deposit Two Invoices
    • Sage 440 2 One Deposit Two Invoices
    • QuickBooks 445 Sales Receipt & Bank Feeds
    • Xero 445 Sales Receipt & Bank Feeds
    • Wave 445 Sales Receipt & Bank Feeds
    • Sage 445 Sales Receipt & Bank Feeds
  • Month Two – Bank Reconciliation
    • QuickBooks 450 Bank Reconciliation
    • Xero 450 Bank Reconciliation
    • Wave 450 Bank Reconciliation
    • Sage 450 Bank Reconciliation
  • Month Two – Analyze Reports
    • QuickBooks 455 Reports After Second Month
  • Credit Card Bank Feeds
    • QuickBooks 460 Credit Card Bank Feeds Upload
    • Xero 460 Credit Card Bank Feeds Upload
    • Wave 460 Credit Card Bank Feeds Upload
    • Sage 460 Credit Card Bank Feeds Upload
    • QuickBooks 465 Add Credit Card Bank Feed Data
    • Xero 465 1 Add Credit Card Bank Feed Data
    • Xero 465 2 Add Credit Card Data to Financial Stmts
    • Wave 465 1 Add Credit Card Bank Feed Data
    • Sage 465 1 Add Credit Card Bank Feed Data
    • QuickBooks 470 Reconcile Credit Card
    • Xero 470 1 Reconcile Credit Card
    • Wave 470 Reconcile Credit Card
    • Sage 470 1 Reconcile Credit Card
  • Bank Feed Rules
    • QuickBooks 470 Upload Bank Transactions
    • Xero 470 2 Upload Bank Transactions to Create Bank Rules
    • QuickBooks 475 Bank Rules Deposit Same Customer Different Account
    • Xero 475 Bank Rules Deposit Same Customer Different Account
    • QuickBooks 480 Bank Rules Amount Limit
    • Xero 480 Bank Rules Amount Limit
    • QuickBooks 485 Bank Rules Split Into Two Accounts
    • Xero 485 Bank Rules Split Into Two Accounts
    • QuickBooks 490 Bank Rules One Vendor Two Expense Accounts
    • Xero 490 Bank Rules One Vendor Two Expense Accounts
    • QuickBooks 495 Bank Rules More Rules & Techniques
    • Xero 495 Bank Rules More Rules

 

Bank Feeds-QuickBooks Online, Xero, Sage, Wave (Comparison)Bank Feeds-QuickBooks Online, Xero, Sage, Wave (Comparison)

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