Bank Feeds-QuickBooks Online, Xero, Sage, Wave (Comparison)
Learn bank feeds using top accounting applications from a practicing CPA (Certified Public Accountant)
Instructor
Robert (Bob) Steele
9,602
Students
enrolled
- Description
- Curriculum
- FAQ
- Reviews
Bank Feed Options
This course will compare and contrast the top accounting software applications, focusing on the use of bank feeds.
We will provide practice data that learners can import into the software applications.
Learners will understand the process of setting up each online software package. We will also discuss purchase options.
Most of the software applications will include a free test drive, an excellent tool for learning accounting and bank feeds.
We will practice entering two months of data into each accounting application with the help of banking data we will import into the system.
The course will also cover credit card bank feeds similarly.
Learners will also learn more advanced bank rules where applicable.
Month One - Set up Bank Feeds
-
2
QuickBooks Data Files to Download -
3
Xero Data Files to Download
-
4
Wave Data Files
-
5
Sage Data Files
-
6
QuickBooks .05 Recommendations For Success -
7
QuickBooks .10 Purchase With 30 Day Trial
-
8
Xero .10 Xero Free 30-Day Trial
-
9
Wave .10 Wave Free Accounting
-
10
Sage 10 Sage Business Cloud Accounting Free Trial
-
11
QuickBooks 320 Project Outline
-
12
Xero 320 Project Outline
-
13
Wave 320 Project Outline
-
14
Sage 320 Project Outline
Month One - Add Transactions from Bank Feeds
-
15
QuickBooks Data Files to Download
-
16
Xero Data Files to Download
-
17
Wave Data Files
-
18
Sage Data Files
-
19
QuickBooks 325 Set Up Bank Feeds
-
20
Xero 325 Set Up Bank Feeds
-
21
Wave 325 Set Up Bank Feeds
-
22
Sage 325 Set Up Bank Feeds
-
23
QuickBooks 360 Download Transactions From Bank
-
24
Xero 360 Download Transactions From Bank
-
25
Wave 360 Download Transactions From Bank
-
26
Sage 360 Download Transactions From Bank
-
27
QuickBooks 365 Import Bank Data
-
28
Xero 365 Import Bank Data
-
29
Wave 365 Import Bank Data
-
30
Sage 365 Import Bank Data
Month One – Bank Reconciliation
-
31
QuickBooks 370 Add Expense transactions
-
32
Xero 370 Add Expense transactions
-
33
Wave 370 Add Expense Transactions
-
34
Sage 370 Add Expense transactions
-
35
QuickBooks 375 Add Capital Expenditures
-
36
Xero 375 Add Capital Expenditures
-
37
Xero 376 Add Capital Expenditures Part 2
-
38
Wave 375 Add Capital Expenditures
-
39
Sage 375 Add Capital Expenditures
-
40
QuickBooks 380 Add Inventory Purchase
-
41
Xero 380 Add Inventory Purchase
-
42
Wave 380 Add Inventory Purchase
-
43
Sage 380 Add Inventory Purchase
-
44
QuickBooks 385 Add Amount Paid for Investment
-
45
Xero 385 Add Amount Paid for Investment
-
46
Wave 385 Add Amount Paid for Investment
-
47
Sage 385 Add Amount Paid for Investment
-
48
QuickBooks 390 Add Owner Withdraws
-
49
Xero 390 Add Owner Withdraws
-
50
Wave 390 Add Owner Withdraws
-
51
Sage 390 Add Owner Withdraws
-
52
QuickBooks 395 Add Bank Service Charge
-
53
Xero 395 Add Bank Charge
-
54
Sage 395 1 Add Bank Charge
-
55
QuickBooks 395 Add Customer Deposits
-
56
Xero 395 Customer Deposit
-
57
Wave 395 1 Customer Deposit
-
58
Sage 395 2 Customer Deposit
-
59
QuickBooks 400 Sales Tax
-
60
Xero 400 Sales Tax Calculation
-
61
Xero 400 Sales Tax Set Up
-
62
Wave 400 Sales Tax Calculation
-
63
Sage 400 Sales Tax Calculation
-
64
QuickBooks 405 1 Deposit Owner
-
65
Xero 405 Deposit Loan
-
66
QuickBooks 405 Deposit Loan
-
67
Xero 405 Deposit Owner
-
68
Wave 405 1 Deposit Loan
-
69
Wave 405 2 Deposit Owner
-
70
Sage 405 1 Deposit Owner
-
71
Sage 405 2 Deposit Loan
Month One – Compare Cash basis to Accrual Basis Using Bank Feeds
Month Two – Upload Bank Transactions
Month Two – Add Transactions from Bank Feeds
How long do I have access to the course materials?
You can view and review the lecture materials indefinitely, like an on-demand channel.
Can I take my courses with me wherever I go?
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
Stars 5
9
Stars 4
2
Stars 3
1
Stars 2
0
Stars 1
1
Course available for 2 days
Course details
Video
25 hours
Lectures
8
Certificate of Completion
Full lifetime access
Access on mobile and TV
Popular courses
