Learn how to enter hundreds of QuickBooks transactions in a matter of minutes.

1. DOWNLOADING
TRANSACTIONS IN
QUICKBOOKS
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QuickBooks Made Easy for Nonprofits – Downloading Transactions

2. QuickBooks Made Easy for Nonprofits – Downloading Transactions
Meet Our Team
Gregg S Bossen, CPA
President
Bill Sims
Marketing
Paige Hudson Garcia
Tech Support
Barbara Starley, CPA
Tech Support
Questian Telka
Tech Support

3. QuickBooks Made Easy for Nonprofits – Downloading Transactions
About Our Instructor
 Certified Advanced QuickBooks
ProAdvisor®
 Specializes in Industry Specific Training
 Author of QuickBooks® Made Easy™ for
Nonprofits
 National Trainer – seminars around the
country
Get Social Use Hashtag #QBME
Twitter: @QBMadeEasy
@GreggBossen
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4. What We Do
❑ Streamable Training Products
❑ Nonprofit QB Tech Support
❑ Live Seminars/Webinars across the country
Train & Support Nonprofits using QuickBooks
QuickBooks Made Easy for Nonprofits – Downloading Transactions
www.QuickBooksMadeEasy.com | 1-888-726-2333

5. QuickBooks Made Easy for Nonprofits – Downloading Transactions
New Nonprofit Services
❑ Quick Look
https://quickbooksmadeeasy.com/product/quick-look/
❑ Check Up
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❑ Donor Database Import
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6. QuickBooks Made Easy for Nonprofits – Downloading Transactions
More Webinars to be Announced!!
Upcoming 3 Day Webinar Series
QuickBooks Made Easy for Nonprofits
A Comprehensive Training for Nonprofits Using QuickBooks
$259 with $40 off coupon code: TS40OFF(reg. $299)
Expires 10/21/23 @ 11:59PM PT
FOR QUICKBOOKS DESKTOP USERS
Tuesday, Oct 31 - Thursday, Nov 2
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/webinar-
fundamentals-3-day-webinar-series-for-quickbooks-desktop/
FOR QUICKBOOKS ONLINE USERS
Tuesday, Nov 7 – Thursday, Nov 9
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/webinar-
fundamentals-3-day-webinar-series-for-quickbooks-online/

7. QuickBooks Made Easy for Nonprofits – Downloading Transactions
More Webinars to be Announced!!
On-Demand Webinar Recording
Tracking Your Investment Accounts
in QuickBooks
$89 with $10 off coupon code: TS10OFF(reg. $99)
Expires 10/21/23 @ 11:59PM PT
FOR QUICKBOOKS DESKTOP USERS
https://quickbooksmadeeasy.com/on-demand-
webinars/tracking-your-investment-accounts-in-
quickbooks-desktop/
FOR QUICKBOOKS ONLINE USERS
https://quickbooksmadeeasy.com/event/webinar-
fundamentals-3-day-webinar-series-for-
quickbooks-online/

8. ➢ The QuickBooks Online Essentials or Beyond the
Essentials for only $149
Code: TSOUP149
➢ QuickBooks Made Easy – The Bundle for only $298
Code: TSOUP298
➢ Tech Support for 1 Year $299
Code: TSTECH299
Normally: $499.00
Get The Essentials or Beyond the
Essentials Training!
Normally: $229.95 Each
Includes The Essentials & Beyond the Essentials Training!
Normally: $399.95
QuickBooks Made Easy for Nonprofits – Downloading Transactions
Special Offer!
Ends 10/21/2023 at 11:59PM PT

9. Today’s Agenda
✓ How to Connect Your QuickBooks to
Your Bank for Downloading Transactions
(Bank Feeds)
✓ How to Download and Point Transactions
From Your Bank
QuickBooks Made Easy for Nonprofits – Downloading Transactions

10. TO MAKE SCREEN BIGGER IN ZOOM
QuickBooks Made Easy for Nonprofits – Downloading Transactions
• MOVE YOUR MOUSE
AROUND
• LOOK FOR “VIEW”
ICON ON TOP RIGHT
• SELECT “FULL
SCREEN”

11. HOW TO CONNECT
YOUR QUICKBOOKS
TO YOUR BANK FOR
DOWNLOADING
TRANSACTIONS
(BANK FEEDS)
QuickBooks Made Easy for Nonprofits – Downloading Transactions

12. WHAT IS NOT HAPPENING
QuickBooks Made Easy for Nonprofits – Downloading Transactions

13. WHAT IS REALLY HAPPENING
QuickBooks Made Easy for Nonprofits – Downloading Transactions

14. HOW TO DOWNLOAD
AND POINT TRANSACTIONS
FROM YOUR BANK
QuickBooks Made Easy for Nonprofits – Downloading Transactions

15. POINTING DOWNLOADED
TRANSACTIONS
QuickBooks Made Easy for Nonprofits – Downloading Transactions

16. QuickBooks Made Easy for Nonprofits – Downloading Transactions
More Webinars to be Announced!!
Upcoming 3 Day Webinar Series
QuickBooks Made Easy for Nonprofits
A Comprehensive Training for Nonprofits Using QuickBooks
$259 with $40 off coupon code: TS40OFF(reg. $299)
Expires 10/21/23 @ 11:59PM PT
FOR QUICKBOOKS DESKTOP USERS
Tuesday, Oct 31 - Thursday, Nov 2
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/webinar-
fundamentals-3-day-webinar-series-for-quickbooks-desktop/
FOR QUICKBOOKS ONLINE USERS
Tuesday, Nov 7 – Thursday, Nov 9
2:00 – 4:30pm ET
https://quickbooksmadeeasy.com/event/webinar-
fundamentals-3-day-webinar-series-for-quickbooks-online/

17. QuickBooks Made Easy for Nonprofits – Downloading Transactions
More Webinars to be Announced!!
On-Demand Webinar Recording
Tracking Your Investment Accounts
in QuickBooks
$89 with $10 off coupon code: TS10OFF(reg. $99)
Expires 10/21/23 @ 11:59PM PT
FOR QUICKBOOKS DESKTOP USERS
https://quickbooksmadeeasy.com/on-demand-
webinars/tracking-your-investment-accounts-in-
quickbooks-desktop/
FOR QUICKBOOKS ONLINE USERS
https://quickbooksmadeeasy.com/event/webinar-
fundamentals-3-day-webinar-series-for-
quickbooks-online/

18. ➢ The QuickBooks Online Essentials or Beyond the
Essentials for only $149
Code: TSOUP149
➢ QuickBooks Made Easy – The Bundle for only $298
Code: TSOUP298
➢ Tech Support for 1 Year $299
Code: TSTECH299
Normally: $499.00
Get The Essentials or Beyond the
Essentials Training!
Normally: $229.95 Each
Includes The Essentials & Beyond the Essentials Training!
Normally: $399.95
QuickBooks Made Easy for Nonprofits – Downloading Transactions
Special Offer!
Ends 10/21/2023 at 11:59PM PT

19. THANK YOU!!!!
Presenter: Gregg S. Bossen, CPA
Get Social Use Hashtag #QBME
Twitter: @QBMadeEasy
@GreggBossen
Please Leave a Google Review!!
(we appreciate it):
https://g.page/r/Ca4UBrkOS1rREAg/review
QuickBooks Made Easy for Nonprofits – Downloading Transactions