QuickBooks 2020 Desktop Pro - Beginner to Advanced Season 1 Episode 8 Home Page Banking Section 1.25

QuickBooks 2020 Desktop Pro - Beginner to Advanced season 1 episode 8 titled "Home Page Banking Section 1.25" focuses on teaching viewers how to navigate the Home Page Banking Section in the software.

The episode begins with an overview of the Home Page Banking Section and its features, including the ability to view account balances, transactions, and bank feeds. Viewers are shown how to connect their bank and credit card accounts, as well as how to import transactions from their financial institutions into QuickBooks.

Next, the episode covers how to categorize transactions in QuickBooks using the Banking Center. This process involves reviewing and categorizing each transaction, ensuring that they are properly recorded in the correct account. The episode also discusses how to create rules for recurring transactions that automatically categorize future transactions with the same description.

After covering how to categorize transactions, the episode moves on to reconciling bank and credit card accounts in QuickBooks. Viewers are shown how to match transactions in QuickBooks with those in their bank and credit card statements, ensuring that their accounts are accurate and up-to-date. The episode also covers how to address discrepancies between QuickBooks and bank statements if they arise.

Throughout the episode, viewers are provided with useful tips and best practices for navigating the Home Page Banking Section and using QuickBooks to manage their finances effectively. The episode is geared towards users of all skill levels, from beginners to advanced users looking to refresh their skills.

Overall, "Home Page Banking Section 1.25" is a comprehensive guide to managing bank and credit card accounts in QuickBooks. From connecting accounts to reconciling transactions, viewers will come away with a better understanding of how to use QuickBooks to keep their finances organized and accurate.