Qbo Checking And Cashflow Manager (2024)

What you'll learn
How to apply for a QuickBooks Checking account
Adjusting the settings for your account
Connecting it to Merchant Services, Payroll, and Sales Tax
Transferring money in and out with other banks
Creating envelopes to save for goals
The limitations for bookkeeper access
How to view and manage funds
How to use the Cash Flow Center for money management
How to use the Cash Flow Planner for forecasting
Requirements
none
Description
Gain a competitive advantage by using QuickBooks Checking and Cash Flow to take charge of your business's cash flow like never before.By enrolling in this course, you'll learn how to set up your built-in QuickBooks Checking account and seamlessly connect it to essential services like Merchant Services, Payroll, and Sales Tax.I'll guide you through the process of transferring funds between your regular operating account and QuickBooks Checking with ease and efficiency.What You'll LearnHow to apply for a QuickBooks Checking accountAdjusting the settings for your accountConnecting it to Merchant Services, Payroll, and Sales TaxTransferring money in and out with other banksCreating envelopes to save for goalsThe limitations for bookkeeper accessHow to view and manage fundsHow to use the Cash Flow Center for money managementHow to use the Cash Flow Planner for forecastingAfter completing this class, you will be able to:List five benefits of using QuickBooks CheckingDescribe the process of transferring funds between your regular operating account and QB CheckingIdentify the QuickBooks Online features that integrate natively with QB CheckingExplain the Envelopes feature of QB Checking and how it allows you to create subaccounts for specific purposes, including automatic storage of funds for upcoming taxesAnalyze using features of the Cash Flow Center, including its predictive intelligence for cash forecasting and planning
Overview
Section 1: QBO Checking and Cashflow Manager
Lecture 1 QB Checking Explained
Lecture 2 Navigating QB Checking
Lecture 3 Mapping QB Checking to Payments and Payroll
Lecture 4 Using Envelopes, How to Receive & Spend Money with QB Checking
Lecture 5 The Banking Feed and QB Checking, Instant Deposits
Lecture 6 The Cashflow Center
Lecture 7 The Cashflow Planner
Lecture 8 Budgeting vs Cashflow
Business owners looking to streamline their money management,Bookkeepers and accountants who want to be able to suggest the best financial services options to their clients

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