Hi there, @sam-dominioncapi. Allow me to provide information about your banking concern.
In QuickBooks Online (QBO), connecting your bank allows you to automatically import transactions into your account. Since you've been manually entering transactions, these bank transactions will likely show a Match to a current QBO transaction. To avoid duplicates, you have to review the downloaded transactions and match them to the existing transactions you record in QBO.
Below are the steps you can perform to connect your bank to QBO:
- Navigate to the Banking menu.
- Select Connect account, if this is the first account you’re setting up. Click Add account or Link account if you've already created one.
- From the search field, search for your bank, credit card, or credit union.
- Click Continue.
- Then, follow the onscreen steps to connect your bank.
For your reference about the process, please check out this article: Connect bank and credit card accounts to QuickBooks Online. This also includes steps on how you can categorize the transactions.
Then, to ensure your bank balance and QuickBooks balance are in sync, it's recommended to reconcile your account regularly.
Don't hesitate to post again here in the Community if you have any other concerns about connecting your bank. I'm always around to help. Have a great day ahead.
