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"Bank Feeds, Banking Transactions, Classifying Transactions, or Banking section" - everyone calls this something different in QBO, but this video is all about HOW TO USE IT and how to make sure you don't mess up your QBO file in the process.
In this video, Hannah shows you how to use bank feeds in QBO by covering:
- How to match transactions
- Best practices for adding transactions
- How to add, match, transfer
- How to attach documents to a transaction
- How to avoid duplicate entries
Find more resources for your small business HERE: learn.claracfo....
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Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at claracfo.com/
Disclaimer: This video is intended for educational purposes and
should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.