Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi wyattandwallacee, thanks for joining the QuickBooks Community - can we first check if you're using QB Online or QB Self-Employed? :)
Im not sure if QB self employed or QB online. How would I know ?
Hi wyattandwallaceem I've check this for you on our system and I can see that you're using QB Online. In this case, if the downloaded transaction is a personal expense, it's best to add it to QuickBooks, rather than exclude it. Otherwise, your bank account in QuickBooks won't match your bank statement when you reconcile it. You can create a dummy personal bank account in your Chart of Accounts to post this to (select the Cog > CoA > New > Select 'Cash at bank and in hand' as the account type > 'Current' as the detail type > Rename). Then, on the for review banking screen, click the option for 'record as transfer'. :)
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.