![]() ![]() When you accept bank transactions, they move from the New Transactions tab to the In QuickBooks tab so you always have a record of the items you accepted. ![]() In QuickBooks and Excluded transactions.Batch actions including Accept Selected, Exclude Selected or Modify Selected.When you click on the header the rows are sorted by that category You can use column sorting by clicking a column header such as PAYEE.For each transaction, QuickBooks shows you a suggested action to take, usually Add or Match or sometimes Transfer. Or you can view all transactions waiting to be added or matched. You can choose to view only "recognized" transactions which are transactions QBO assigned a category to based on historical activity or rules you created. You have several options for filtering the list. Transactions are listed in detail by account. Select a card to work with the transactions in that account click the left and right arrows in the section to rotate among the cards, or select a specific account from the dropdown list next to the page title. The different accounts appear as cards along the top of the page. Once you get your bank data into QuickBooks, the Banking page shows you: QBO also checks for rules you create to tell it how to handle certain transactions. Additionally QBO looks for matches among the transactions you entered in the past. QBO also reads bank descriptions and offers suggested account categories. It remembers entries you made in the past and applies those changes to similar transactions. QBO becomes intuitive about your banking information. Click the drop down arrow in the QuickBooks Account to see a listing of your accounts. When you check an Account Name you need to map the corresponding Account in QBO. In the navigation bar, click Transactions > Banking.You can connect your checking, savings, or credit card accounts to QBO if you want to automatically download transactions, as long as you use a participating bank. Over the course of time, the process of adding and matching transactions from your bank feed into QBO gets easier and faster because QuickBooks learns from your choices and offers suggestions to help expedite the process. You will have the flexibility to see which transactions in the bank match transactions already in QuickBooks as well as easily add transactions that aren't already in QuickBooks. If you'd like to save time from manual data entry, consider using Bank Feeds to connect to your bank and credit card accounts to QuickBooks Online (QBO). ![]()
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