Rachel and Dan discuss bank statement fetching and other bank feed enhancements on QuickBooks online. Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners.

Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday 

Earn CPE at Earmark for the workshop at: https://bit.ly/SofBCPE 

Brought to you by http://www.schoolofbookkeeping.com  - Keep Learning

00:00 Introduction and Earning CPE Credit
02:02 Welcome to Workshop Wednesday
03:56 Membership Levels Explained
06:18 QuickBooks Online Bank Feeds
12:30 Navigating QuickBooks Online Updates
16:39 App Transactions Overview
25:39 New Features in QuickBooks
26:19 Grouping Transactions for Easier Management
26:39 Automation and Transaction Details
27:22 Editable Date Field and Suggested Categorization
28:33 The Double-Edged Sword of Bank Feeds
29:12 Funny Side Story: Guessing Business Names
30:58 Challenges with Bank Feeds
37:26 Statement Fetching: A Game Changer
38:56 Managing Client Statements
42:25 Reconciling with Fetched Statements
47:18 The Importance of Proper Bank Feed Management
51:04 Conclusion and Final Thoughts