An Accountants Guide to Quick Books Online: Bank Feeds, Reconciliation and Automation

This course provides a practical, end-to-end approach to managing bank feeds, reconciliation, and automation in QuickBooks Online for Canadian businesses. You’ll learn how to connect and configure bank and credit card feeds for optimal AI-driven categorization, leverage the Accounting Agent to enhance efficiency while understanding Canadian limitations, and build bank rules to automate recurring transactions.

The course also walks through the full month-end reconciliation workflow, from matching and clearing to resolving discrepancies and finalizing accounts, while demonstrating how to use Close the Books to protect completed periods. In addition, you’ll gain confidence managing vendor bills, expenses, and accounts payable processes within a Canadian QBO environment.