Kristine Mae
Moderator

Other questions

Hello there, CMdeagen.

 

You're unable to automatically download the transactions to the items tab. You'll have to match the transaction and associate it with the item account.

 

Here's how:

  1. Click Banking.
  2. Go to Bank Feeds, then choose Bank Feeds Center.
  3. Choose the account, then click Transaction List.
  4. Choose the transaction, click the Select drop-down arrow, then choose Match to Existing Transaction.
  5. Choose the transaction which the item is associated, then click Confirm Match.

You can use the renaming rules feature in QuickBooks. This will help you automatically assign transaction to a specific payee and categories. Please check this article for the steps: Use renaming rules for Bank Feeds.

 

If you need more help from us, feel free to drop a comment below.