About This Course

Many accounting software courses will spend a lot of time talking about how a full-service accounting system works. We do recommend spending time learning the full accounting process, and we do have courses that do just that. However, many small businesses want to get right down to data input as fast as possible, and others already have a good understanding of the system and want to focus specifically on bank feeds.

For example, some small businesses may be perfectly happy using a cash basis system and will, therefore, not need some of the functions used in a full accounting cycle. Businesses that use a cash basis model can structure their data input to be much more heavily dependent on the bank and bank feed data.

We will discuss types of businesses that fit well into a cash basis model as we work through the practice problems. We will also discuss some problem areas many businesses have and how to set up a system that works for them

This course will use Wave, a free accounting software, which is an excellent tool to practice with. We will jump right into bank feeds and how to use them. We will work through a practice problem and will provide test data that learners can use in their system to follow along if they choose.

Who this course is for:

  • Business owners who want an easy system to track data
  • Bookkeepers who want to understand how bank feeds work
  • Students who want to apply theory to practical accounting software

Our Promise to You

By the end of this course, you will have learned bank feeds accounting using Wave software.

30 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn more about Wave Accounting.

Course Curriculum

Section 1 - Introduction
Wave Free Accounting 00:00:00
Download Data Files 00:00:00
How Do Bank Feeds Fit Into My Accounting System 00:00:00
Project Outline 00:00:00
Section 2 - Month One - Set Up Bank Feeds
Set Up Bank Feeds 00:00:00
Download Transactions From Bank 00:00:00
Section 3 - Month One - Add Transactions From Bank Feeds
Add Expense Transactions 00:00:00
Add Capital Expenditures 00:00:00
Add Inventory Purchases 00:00:00
Add Amount Paid For Investment 00:00:00
Add Owner Withdraws 00:00:00
1 Customer Deposit 00:00:00
Sales Tax Calculation 00:00:00
1 Deposit Loan 00:00:00
2 Deposit Owner 00:00:00
Section 4 - Month One - Bank Reconciliation
Bank Beginning Balance 00:00:00
Bank Reconciliation 00:00:00
Section 5 - Upload Bank Transactions
Upload Bank Transactions 00:00:00
Section 6 - Month Two - Add Transaction From Bank Feeds
2 Add Expenses 00:00:00
Add Insurance 00:00:00
Add Payroll Checks 00:00:00
1 Add Inventory 00:00:00
2 Add Loan Payment 00:00:00
Add Draw 00:00:00
1 Receive Payments On Invoice 00:00:00
2 One Deposit Two Invoices 00:00:00
Sales Receipt And Bank Feeds 00:00:00
Section 7 - Month Two - Bank Reconciliation
Bank Reconciliation 00:00:00
Section 8 - Credit Card Bank Feeds
Credit Card Bank Feeds Upload 00:00:00
1 Add Credit Card Bank Feed Data 00:00:00
Reconcile Credit Card 00:00:00
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