Course Description

This course provides instruction and detail to assist Quickbooks Online users with banking features. From Setup to Workflow, this course provides detailed description of each feature with a goal to better manage the daily transactions that occur behind the scenes.

This course is a part 2 of 6 of the Mastering Quickbooks series. Attendees get the option of taking the whole series or choosing only the courses that they believe best fit their needs.

→ The more you learn, the more you save! Buy 3 or more Mastering Quickbooks Online Webinars to receive 15% off, or buy 5 or more Mastering Quickbooks Online Webinars to receive 20% off. The option to select the bundle discount will be shown when applicable courses are added to cart.

Course Outline

  • Account set up and Linking
  • Navigation in Banking Section
  • Banking Workflow
  • Match vs Add
  • Sorting Options
  • Rules
  • Receipts

Learner Outcomes

  • Workflow Management
  • Recordkeeping
  • Enhanced understanding of Underlying Systems


A Public Service and Outreach Unit of the University of Georgia.  Funded in part through a Cooperative Agreement with the U.S. Small Business Administration.  All programs of the UGA SBDC are open to the public on a non-discriminatory basis.  Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance.
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