Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Solved! Go to Solution.
Hello there, theshabbiedog-ho.
Once a bank account connects to the online banking feature, QuickBooks will automatically download your transactions. The data is not entered directly into your account. You'll have to manually create an invoice and receive payment or use banking to categorize the transactions.
First, create an invoice. Here's how:
Then, apply the credit to the invoice that you've created:
After that, categorized banking transactions, here's how:
To learn more about managing downloaded transactions, feel free to read the details from this link: Categorize and match online bank transactions in QuickBooks Online.
You can also use bank rules to allow the system to categorize transactions from your bank automatically. You can use this link as your reference: Setup bank rules to categorize online banking transactions in QuickBooks Online.
Feel free to get back to us if you need additional assistance. Have a great day!
Hello there, theshabbiedog-ho.
Once a bank account connects to the online banking feature, QuickBooks will automatically download your transactions. The data is not entered directly into your account. You'll have to manually create an invoice and receive payment or use banking to categorize the transactions.
First, create an invoice. Here's how:
Then, apply the credit to the invoice that you've created:
After that, categorized banking transactions, here's how:
To learn more about managing downloaded transactions, feel free to read the details from this link: Categorize and match online bank transactions in QuickBooks Online.
You can also use bank rules to allow the system to categorize transactions from your bank automatically. You can use this link as your reference: Setup bank rules to categorize online banking transactions in QuickBooks Online.
Feel free to get back to us if you need additional assistance. Have a great day!
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.