Qbo Checking And Cashflow Manager (2024)

Learn how to leverage QuickBooks Checking (QBO’s integrated checking account), Envelopes, and the Cash Flow center for

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