QBO Checking and Cashflow Manager (2024)

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 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

  
  

After completing this class, you will be able to:

• List five benefits of using QuickBooks Checking

• Describe the process of transferring funds between your regular operating account and QB Checking

• Identify the QuickBooks Online features that integrate natively with QB Checking

• Explain the Envelopes feature of QB Checking and how it allows you to create subaccounts for specific purposes, including automatic storage of funds for upcoming taxes

• Analyze using features of the Cash Flow Center, including its predictive intelligence for cash forecasting and planning

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