Bank downloads

I'm here to share some information about the downloaded transactions, Mike Benti.

The imported transactions on QuickBooks depends on your financial institutions. However, we can categorize the items to the correct account.

Let me guide you how:

1. From the Transactions tab, select Banking.
2. Go to the Review tab.
3. Select the transactions and then click Review.
4. Select an account on the Category field.
5. Click Confirm.

It's also possible that you've created a bank rule thus, qualifies the transactions to download automatically on the check register. That being said, we can turn off the the auto-confirm option so the transactions won't post on the said account. You can check this link on how we can turn it off: Review and turn off recognized transactions.

Once done, you can now match and reconcile the transactions. I've added these articles as your guide:

• Match with an existing transaction
• Reconcile an account in QuickBooks Online

I'm just around if there's anything that I can help. Keep safe!

Adrian,

This doesn't answer my question - how do I get the bank transactions to stop automatically posting to the check register?

We can check your bank rules, Mike Benti.

It's possible that you've created a bank rule that applies to the unreviewed transactions and you set it up to automatically confirm or add to your register. We can verify that by following these steps: 

1. Go to the Transactions or Banking menu then Rules.
2. Look for the rule that has a similar nake or conditions to the added transactions.
3. Click Edit.
4. Review the rule and toggle to turn off the Auto-confirm option.
5. Click Save. 

Moving forward the transactions won't be automatically added. Also, you can undo the transactions that have incorrect details so you can review and categorize them properly.

1. Click the Banking tab and select bank account.
2. Go to the Categorized or Reviewed menu and select all transactions to undo. 
3. Click Undo.

Feel free to use this article that will help you handling bank downloaded transactions: Categorize and match online bank transactions in QuickBooks Online.

I'm just around the corner if you need anything else. Take care and have a good one!

I checked and I don't have any bank rules established.

Thanks for getting back to us, @Mike Benti.

To check if this is a browser-related (cache and cookies) issue, try signing into your QuickBooks Online (QBO) using a private browser (incognito). There are times that the browser is already full of frequently accessed page resources, causing some unusual responses.

Here's how:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).

If everything looks good, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

For tips and other resources, I recommend visiting our website for reference: Self-help articles.

Please leave a comment below if you have any additional issues or concerns. I'll be here to assist. Have a wonderful day!