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MASTERING BANK FEEDS

Stop wasting hours manually entering transactions.
Learn the proven system to automate your QuickBooks in no time.

MASTERING
BANK FEEDS

Stop wasting hours manually entering transactions. Learn the proven system to automate your QuickBooks in no time.

 

Regular price: $97 | Pre-order ends December 18th | TrainingĀ AvailableĀ December 19th

GET STARTED TODAY!
Special: $97
(Regular $147) $50 Off

ARE YOU TIRED OFĀ WASTING TIME ON SOMETHING THATĀ COULD BE AUTOMATIC?

If you're still manually typing in every transaction...

If you're confused about when to Match vs. Add...

If you keep finding duplicate transactions in your books...

If you've accidentally excluded something you needed...

You're not alone. And it's costing you hours every single week.

Bank feeds should make your life easier. But without the right system, they create more problems than they solve.

IMAGINE BOOKKEEPING THAT TAKES MINUTES, NOT HOURS

What if you could connect your bank accounts to QuickBooks and confidently process transactions in a fraction of the time?

What if you knew exactly when to Match, when to Add, and how to avoid duplicates?

What if you had Rules set up that automatically categorize transactions for you?

That's what this training gives you.

WHAT'S INCLUDED

Mastering Bank FeedsĀ is a focused video training series that teaches you how to use bank feeds correctly, from setup to day-to-day processing to troubleshooting, so you can build books you actually trust.Ā 

Here's exactly what you'll learn:

Getting Started

  • What bank feeds are and when to use them (or not use them)
  • How to connect your bank accounts to QuickBooks
  • How to import transactions from your bank
  • How to navigate and customize your bank feed interface

Daily Workflow Mastery

  • How to categorize and add transactions from your bank feed
  • When and how to use the Match feature to avoid duplicates
  • How to create and optimize Rules to automate your workflow
  • How to use the Batch feature to process transactions faster

Handling Tricky Scenarios

  • How to enter transfers between accounts without creating duplicates
  • How to set up and record credit card payments correctly
  • How to handle duplicates and errors when they appear
  • When to use the Exclude feature (and why it's your friend)

Maintenance & Optimization

  • How to deactivate accounts when needed
  • Bonus tips to streamline your bank feed workflow

WHAT'S INCLUDED

Mastering Bank FeedsĀ is a comprehensive video training series that walks you through every aspect of using bank feeds correctly from setup to daily use to troubleshooting.

This isn't about every feature bank feeds have.

This is about mastering the essentials so you're building books you can actually trust.

Here's exactly what you'll learn:

Getting Started

  • What bank feeds are and when to use them (or not use them)
  • How to connect your bank accounts to QuickBooks
  • How to import transactions from your bank
  • How to navigate and customize your bank feed interface

Daily Workflow Mastery

  • How to categorize and add transactions from your bank feed
  • When and how to use the Match feature to avoid duplicates
  • How to create and optimize Rules to automate your workflow
  • How to use the Batch feature to process transactions faster

Handling Tricky Scenarios

  • How to enter transfers between accounts without creating duplicates
  • How to set up and record credit card payments correctly
  • How to handle duplicates and errors when they appear
  • When to use the Exclude feature (and why it's your friend)

Maintenance & Optimization

  • How to deactivate accounts when needed
  • Bonus tips to streamline your bank feed workflow

WHEN YOU ENROLL, YOU GET:

  • Complete collection of easy-to-follow video lessonsĀ covering QuickBooks bank feeds
  • Lifetime access - learn at your own pace, revisit anytime
  • Step-by-step screen recordings - watch exactly how to do everything in your own QuickBooks
  • Real transaction examples - see how to handle common scenarios that trip most people up
  • 7-day money-back guarantee - if you're not happy, email us for a full refund

Ā 

You can go from confused to confident in just one afternoon.

GET STARTED TODAY

WHY I CREATED THIS TRAINING

I hear the same frustrations over and over in my live Q&A calls:

"I don't know if I should Match or Add this transaction."

"I keep getting duplicates, and I don't know why."

"Bank feeds seem like they should save time, but I'm spending more time fixing mistakes."

Bank feeds are one of the most powerful features in QuickBooks,Ā but only if you know how to use them correctly.

I created this training to give you the exact system I use and teach to eliminate confusion, save time, and keep your books accurate.

No fluff. No overwhelming details you'll never use. Just the essentials that make bank feeds actually work for you.

WHAT PEOPLE SAY ABOUT MY TRAININGS

"You were like a breath of fresh air. You are so clear and easy to understand. I have googled myself to death over the past four years. So glad I found you!" - Gloria

"YourĀ training style is so refreshingly authentic."
- Patrick

"I love the way you teach Candus, with clarity and simplicity!
You make a difficult posting transaction, simplified.
Thank you!" - Tirzah

SAVE $50

Pre-Order Price: $47

Regular Price: $97


When you pre-order today, you lock in the lowest price this training will ever be offered at.

Pre-order ends December 18th.
Training releases December 19th.

Once the training goes live, the price goes up to $97.

PRE-ORDER NOW

Frequently Asked Questions

STOP WASTING TIME. START AUTOMATING YOUR BOOKKEEPING.

Bank feeds should save you time, not create more work.

For just $97, you can master the exact system that will cut your bookkeeping time in half and keep your books accurate.

CLICK HERE TO GET STARTED
Special: $97
(Regular $147) $50 Off

STOP WASTING TIME. START AUTOMATING YOUR BOOKKEEPING.

Bank feeds should save you time, not create more work.

For just $47, you can master the exact system that will cut your bookkeeping time in half and keep your books accurate.

Pre-order ends December 18th. Price goes up to $97 after launch.

GET STARTED TODAY!

Money-Back Guarantee

If you're not completely satisfied, email us within 7 days for a full refund. No questions asked.

Questions? Email us at [email protected]