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Episode

QuickBooks Online Bank Feed Rules

July 29, 2021 Beginners

Join us for a deep dive into QuickBooks Online Bank Feed Rules.

Speaker


Matthew Fulton

Parkway Business Solutions

Chief Squirrel Chaser

(805) 419-9197


I own a cloud based accounting firm that provides bookkeeping and payroll services that specializes in workflow design and data migrations. Our target niche includes marketing agencies and software development teams looking to track their monthly recurring revenue and project profitability.

I am honored to be one of 140 people on Intuit’s Trainer Writer Network, a member of ADP’s Accountant Counsel, and recently named a Top 100 ProAdvisor for the second year in a row

Show Notes

Join us for a deep dive into QuickBooks Online Bank Feed Rules

Video Timeline:

  • Intro 0:00
  • Naming Conventions: 3:35
  • Selecting an Account: 4:40
  • All vs Any: 5:20
  • Bank Text vs Description: 7:15
  • Amount: 8:40
  • Auto-Add: 9:30
  • Creating Rules for Bank Transfers: 11:15
  • Check against reporting: 14:00
  • Uncategorized Income:16:00
  • Clearing out the Undeposited Funds: 17:50
  • Handling Merchant Fees in a deposit: 20:50
  • Vendor Refunds: 21:20

In QuickBooks Online:

  • Creating a Cash back rule: 22:35
  • Squirrel moment ranting about Zoom Controls: 24:00
  • Priority of Rules: 25:00
  • Deleting Rules: 26:20
  • Importing Rules: 30:00

Handout

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July 29, 2021

parkwayinc
parkwayinc
Matthew Fulton is Co-Founder and CTO of Parkway Business Solutions where he uses his passion for technology to create time-saving tools for accountants, and bookkeeping solutions to fit the needs of the modern small business owner. His current project is Vendorsync, a bank feed application for QuickBooks Desktop that can cut data entry for accountants by up to 50%.Matthew also coaches small businesses and works with them to integrating technology into their workflow to increase efficiency, reduce costs, and increase the customer experience.When he’s not working, you’ll likely find Matthew walking his dogs Cylis, and Sophie on the beach in Ventura, CA where it’s always another “beautiful day in paradise!”

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