It's my priority for you to categorize the downloaded bank transactions with the right account in QuickBooks Desktop, Joseph_N.
In QuickBooks Desktop, we can create rules to categorize transactions for things you often spend money on, like supplies or business expenses. If you are using an Express Mode, just follow the steps below:
- Go to Banking, select Bank Feeds, and then Bank Feeds Center.
- Tap the Rules icon.
- Choose the Manage Rules dropdown, then New. You can also select Edit Rule to modify an existing rule.
- In Add Rules Details, give the rule a name and set the conditions.
- In the When section, add, or remove conditions for descriptions.
- Provide a new name or add categories for accounts in the Do this section.
You can also create Bank Feeds rules automatically by following the steps below:
- Go to Preferences and select Checking.
- Tap Company Preferences then Express Mode.
- Choose the checkboxes for Create rules automatically and Always ask before creating a rule.
- From the transaction list in the Banking Center, select a name and account then select Quick Add.
If you have multiple transactions with the same criteria, you’ll receive a Rules Creation message. You can ignore or edit the rule. If you are using Advanced Mode, just follow the steps and details in this article: Create rules to categorize transactions in QuickBooks Desktop. From there, you can also create a rule directly on the transactions. Then, try downloading bank feed transactions again in QuickBooks Desktop.
For the duplicate transactions downloaded earlier, we can remove duplicate transactions from your bank feed. Here's an article you can refer to for more insights about removing duplicate transactions in QuickBooks Desktop. Before doing so, just create a backup copy if you ever run into problems so we can use your backup to restore your data.
Feel free to visit our Banking page for more insights about bank feeds and reconciling accounts.
Do you need more help completing other tasks in QuickBooks? Please let me know and I'll assist you with some guides and other pointers. Have a great day.
