How do I keep track of bank transactions with Square Checking by Sutton Bank? QB only seems to recognize Square as a POS app.

We appreciate your contribution to the Community, @info-thewellest-. Organizing your bank transactions is vital for ensuring a seamless financial workflow. Keeping your financial records in order is not just a matter of convenience; it is essential for effective financial management. By accurately tracking and managing your transactions, you can gain a clearer understanding of your financial situation, make informed decisions, and ultimately achieve your financial goals. Let’s collaborate closely to enhance the way you track, categorize, and manage your bank transactions

To effectively manage your bank transactions and expenses, you have two options. The first option is to connect your bank to online banking, which allows for automatic synchronization of your bank transactions. The second option is to manually import the transactions. Let me walk you through the process.

Here's how:

1. Go to Transactions, then click Bank transactions.
   
   
2. Hit the dropdown arrow and select upload from file to import transactions manually.
   
   
3. Upload the CSV file of your transactions and click Continue.
   
   
4. Follow the on-screen instructions.

Once done, you can now proceed to categorize your transactions according to their respective accounts.

Moreover, you can also reach out to your accountant for the accuracy of your categorization.

Finally, I'm adding this article as your reference for setting up rules to categorize your transactions automatically: Set up bank rules to categorize online banking transactions in QuickBooks Online.

It's always a pleasure to assist you. You can always come back to this post if you have additional questions about managing your bank transactions or other related tasks. I'll be sure to be around to offer support and guide you throughout the process. Have a good one!