Approve bank transfer records from the bank in the QuickBooks mobile app

Learn how to approve bank transfer records from the bank.

With online banking, you can easily accept bank transfer records from the bank. We'll show you how.

You must have your bank account set up with online banking before you follow these steps.

1. From the Menu ☰, tap Accounting, then tap Bank Transactions.
2. If multiple banks are connected, select the bank you want.
3. Find the transaction you want to approve.
   • If the info is correct, swipe left and tap Post.
   • If you want to make changes, swipe right and tap Edit.
   • Or select the transaction to see the details and edit or post the transaction from there.
4. Go to the Posted tab to check the posted transactions.