ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Bank Feed Enhancements Statement Fetching And Other Bank Feed Improvements"
Episode Synopsis
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 Learning00:00 Introduction and Earning CPE Credit02:02 Welcome to Workshop Wednesday03:56 Membership Levels Explained06:18 QuickBooks Online Bank Feeds12:30 Navigating QuickBooks Online Updates16:39 App Transactions Overview25:39 New Features in QuickBooks26:19 Grouping Transactions for Easier Management26:39 Automation and Transaction Details27:22 Editable Date Field and Suggested Categorization28:33 The Double-Edged Sword of Bank Feeds29:12 Funny Side Story: Guessing Business Names30:58 Challenges with Bank Feeds37:26 Statement Fetching: A Game Changer38:56 Managing Client Statements42:25 Reconciling with Fetched Statements47:18 The Importance of Proper Bank Feed Management51:04 Conclusion and Final Thoughts
More episodes of the podcast Workshop Wednesdays
Reversing a Direct Deposit
22/10/2025
QBO Accountant User Interface Changes
15/10/2025
QuickBooks Integrations Update
01/10/2025
QuickBooks Inventory & Product Updates
17/09/2025
QuickBooks Payments & Approvals
03/09/2025
QuickBooks Payroll Updates
27/08/2025
In God we trust