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Bank Deposits, Draws & Loans (2505/Level 1)

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This workshop has been thoughtfully prepared and recorded – and you can access it immediately. Upon purchase, you’ll receive a link to download a pdf document that gives you immediate access to both the online recording and handouts.

Basic Deposits & Bank Draws and Loans:
Getting Incoming Funds Into the Right Places

Approximately 16 minutes:

  1. 10 Things to know about the Make Deposits screen
  2. When should you not go directly to the Make Deposits screen?  3 scenarios…
  3. 8 examples of when you should go directly to the Make Deposits screen…
  4. Bank draws:


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