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Review and update bank transactions in the QuickBooks Online app

by Intuit Updated 1 year ago

Learn how to review and accept bank transactions using the QuickBooks Online app.

Did you know you can update and accept any changes you make to bank transactions on your mobile device? In this article, we'll show you how.

To review and accept bank transactions in the QuickBooks Online app follow these steps:

  1. From the Menu ☰, select Banking.
    • Note: On the iPad, if you have multiple accounts, select the drop-down ▼ arrow to see your list of bank accounts, then you can choose the one you want.
  2. Select New Transactions.
  3. Select Recognised to review transactions QuickBooks Online has already recognised, categorised, and matched for you.
  4. If the transaction is correctly categorised and matched, swipe right to accept it. If the transaction is incorrectly categorised and matched, select the transaction and make the necessary changes.
  5. Select Accept.
  6. Select All to see any remaining, uncategorised transactions.
  7. Select the transaction, then review and add categories as necessary.
  8. Select Accept.

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