QuickBooks | Completing a Bank Reconciliation

Event description

Struggling to match your books to your bank account? You’re not alone. Bank reconciliations are one of the most common and important accounting tasks for small business owners. They help you identify discrepancies between your bank and accounting records, make necessary corrections, and reduce the risk of errors or fraud. In this hands-on session, you’ll learn how to confidently complete a bank reconciliation in QuickBooks Online and catch issues before they become bigger problems.

Highlights:

• Purpose of the chart of accounts setup
• Business and bank documents needed
• Step-by-step tasks to complete a bank reconciliation 

This class is intended for business owners, accounting managers, and bookkeepers who are responsible for daily financial transaction management and monthly reporting. Participants should be current users of QuickBooks Online and have knowledge of basic bookkeeping principles and terminology.