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Add and match Bank Feed transactions

This article is part of a series that covers basic information about Bank Feeds in QuickBooks for Windows.

There are two Bank Feeds modes available in QuickBooks. How transactions are displayed (and handled) in the Bank Feeds depends on the selected mode. To learn more, see Switch between banking modes in QuickBooks Desktop.

To start adding and matching transactions, go to the Banking menu and select Bank Feeds then Bank Feeds Center.

How QuickBooks handles the downloaded transactions

How you will handle the transactions

Are the transactions already entered in QuickBooks?

How were the transactions entered?

Do you have recurring transactions or multiple transactions with same amount and date?

Do you want to create Renaming Rules for commonly downloaded transactions?

Do you need to undo incorrectly renamed transactions?

Do you need to delete unmatched transactions from your Bank Feeds