Regular price: $97 | Pre-order ends December 18th | TrainingĀ AvailableĀ December 19th
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 Feeds 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.
Learn how to...
- Master Bank Feed Navigation: Move confidently through the bank feed interface so you always know where to find the tools and information you need.
- Connect Accounts the Right Way: Properly link bank and credit card accounts to QuickBooks to ensure clean, accurate transaction data from day one.
- Import and Review Transactions: Import transactions from your bank, review them efficiently, and customize the feed view to match your workflow.
- Categorize Income & Expenses Correctly: Assign the right accounts and classes so your financial statements reflect reality.
- Match Transactions Without Duplicates: Use the Match feature effectively to avoid duplicates and keep reconciliations simple.
- Create and Optimize Rules: Build smart Rules to automate categorization and reduce repetitive work.
- Use Batch Actions for Speed: Process multiple transactions at once with Batch features to save time.
- Record Transfers and Credit Card Payments Properly: Enter transfers and card payments in ways that prevent errors and keep balances accurate.
- Handle Duplicates and Errors: Spot common problems, fix them quickly, and prevent them from recurring.
- Deactivate and Maintain Connections: Safely deactivate accounts when needed and keep your bank feed setup tidy.
- Bonus Workflow Tips: Practical tips to streamline your bank feed processes and keep your books reliable.
Concise, focused training delivered step-by-step so you can start applying what you learn right away.
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
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You can go from confused to confident in just one afternoon.
PRE-ORDER NOW: $47 (Save $50!)
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
PRE-ORDER NOW AND 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.
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Frequently Asked Questions
When will I get access to the training?
Is this for QuickBooks Online or Desktop?
What if I'm brand new to bank feeds?
What if I've been using bank feeds but keep making mistakes?
How long will I have access?
What if this doesn't help me?
Money-Back Guarantee
If you're not completely satisfied, email us within 7 days for a full refund. No questions asked.
