To setup a 30-day free trial of QuickBooks Online and then 30% off for 12 months: http://www.quickbooksoffer.com/?cid=irp-4337 Timelines: 00:00 Switch from Classic to New BETA 01:03 Full Walkthrough of NEW Banking Screen 05:15 Creating Transactions Example 15:52 Additional Settings/Options 27:44 Organizing Accounts 32:46 Creating Rules 43:28 Matching Transactions 45:23 Uploading Receipts (and Auto Categorization) To hire someone from Hector's team for private training, e-mail hector@garciacpa.com. Other QBO videos to watch: -Reconciliation: https://youtu.be/mrPpRV3GCn8 -Chart of Accounts: https://youtu.be/uQmB23dXtbU

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