Student Reviews
( 5 Of 5 )
1 review
Video of QuickBooks Online: BANK RULES for Downloaded Transactions in Quickbooks course by Hector Garcia CPA channel, video No. 5 free certified online
QuickBooks Online Banking Course, permanent access $200
https://hectorgarcia.teachable.com/p/quickbooks-online-mastering-bank-feeds-advanced-content
Monthly access $50/m:
https://hectorgarcia.teachable.com/p/quickbooks-online-advanced
Purchase my macro spreadsheet $26:
https://sowl.co/s/4Mm1v
To setup a 30-day free trial of QuickBooks Online and then a 50% off for 12 months:
http://www.quickbooksoffer.com/?cidirp-4337
00:00 introduction
01:17 Online Banking (download transactions) screen
04:04 Creating Bank Rules
14:37 Using Rule Creation suggestions
19:40 Rule Issues and Auto-Add Rules
24:12 Monitoring rule activity in reports
28:08 Rule priorities / overriding rules
32:42 Exporting / Importing Rules (Excel editing)
49:19 Using my Excel Macro file for importing payees and rules
01:10:38 Outro