Thanks for posting your first concern in the Community, @donttrustcats.
To give you an insight, QuickBooks will match the downloaded transaction with the one you already entered. Otherwise, you can either enter the transactions manually or let the system start a brand new transaction for you using the info from your bank.
Here's how:
- On your Banking page, select the transaction to expand the view.
- Review the recommended account category to categorize the transaction. You'll want to change the category and put it in a different account depending on how you track this info.
- Make changes to the payee and category, then select Add to record the transaction.
Here's more information about adding and matching transactions in QuickBooks Online: Download, match, and categorize your bank transactions in QuickBooks Online.
For future reference, you can make monthly reconciliations to match your actual bank statements with QuickBooks.
I want to make sure you're all able to add and match your transactions. Update me here on how it goes and if you need further guidance. Have a great day!
