Live Replay WebinarIntermediate level

QuickBooks Online for Accountants Module 4:Bank Feeds, Reconciliation and Automation

Name: QuickBooks Online for Accountants Module 4:Bank Feeds, Reconciliation and Automation
Price: 19.00 USD
Availability: InStock

This intermediate course explores the essential bank feed, reconciliation, and automation workflows in QuickBooks Online, with a focus on Canadian accounting practices. You'll learn how to connect and configure bank and credit card feeds for optimal AI categorization, leverage the Accounting Agent (with Canadian limitations noted), and build bank rules that automate recurring transactions. The course also covers month-end reconciliation procedures, period-locking with Close the Books, and accounts payable management for Canadian files. Designed for accountants ready to streamline their bookkeeping processes, this course equips you with practical skills to reduce manual data entry, maintain accurate records, and protect finalized periods from unauthorized changes. You'll gain confidence managing the full reconciliation workflow and configuring automation tools that save time on routine tasks, allowing you to focus on higher-value advisory work.

CPE Credits1

Field of Study Computer Software and Applications

Instructor Atiba Lewis

Ways to save

Pay with a credit pass

This course is 1 credit, paid from your credit balance at checkout.

The 10-Credit Pass ($275.00) pays for it and leaves you 9 credits for more.

Year-end bonus: up to 5 free credits through Dec 31.

Certain conditions apply: not valid for the Federal Tax Update. Pass terms

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What's included

Every registration comes with the course materials — yours to keep.

Course handout PDF

Course details

Recommended CPE credit: 1
Field of study: Computer Software and Applications
Program level: Intermediate
Delivery method: Group Internet Based
Prerequisites: None
Advance preparation: None
Course number: 26c01481

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

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Feb 24

QuickBooks Online for Accountants: AI Automation and the Modern Firm Conference · Feb 3 – Mar 31, 2027 · Online · this course runs Feb 24, 2027 · event offers up to 11.5 credits

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