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Date / Time / Location

Wednesday, November 13, 2019
7:00 PM - 9:00 PM


CPE Credits

  • 2.00 CPE Credits in OT


  • $89.00 - Member
  • $89.00 - Non Member

Course Developer

QuickBooks Bank Feeds is designed to improve accuracy and reduce data entry by importing transactions directly to your QuickBooks Company file. These transactions are either then matched with previously entered transactions or the user determines the proper posting (manually or with the assistance of rules created from previous entries). Use this feature to reduce hours of data entry, improve accuracy, easily reconcile the bank and credit card accounts.

Designed For

QuickBooks users in public accounting industry, government, and non-profit organizations.


  • Name two types of accounts that can utilize Bank Feeds
  • Deploy Bank Feeds to streamline data entry and reconciliation processes
  • Match previously entered checks, deposits and other transactions
  • Create rules to quickly assign names and accounts to transactions


  • What is Bank Feeds?
  • Why should I use Bank Feeds?
  • How do I use Bank Feeds?
    • Set-up Bank Feeds
    • Import process
    • Working with transactions
    • Reconciliation process

Course Level



Working knowledge of QuickBooks.

Advance Preparation

Pre-Registration Closed

Online pre-registration for this event is now closed.

Ilene Eisen

Ilene Eisen, CPA, CITP, M.B.A.
K2 Enterprises

Ilene Eisen has over 35 years experience in accounting and technology which includes:

IE Solutions - Monterey, CA - QuickBooks: Sales – Installation - Training

Intuit - Premier Reseller for QuickBooks Products - Top 5 Most Prolific QuickBooks Trainers

She is a speaker for Surgent Webinars, K2 Enterprises, State CPA Societies, and Intuit events and also taught at CSUMB, Cal Poly, and Chapman University.

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Pre-Registration Closed

Online pre-registration for this event is now closed.