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QuickBooks relies on the bank statement provided by your bank, Tony. Let me help you understand this matter.
QuickBooks uses the information from this statement to categorize the transactions you have. Whether dealing with money coming into your account or going out of it, QuickBooks categorizes the transactions based on how you download them.
Since you have checked with your bank and verified that the transmission process was successful, I recommend manually uploading the transactions. With this, exclude the expenses showing as deposits on the For Review tab to avoid duplicates, and then enter the transactions again. On excluding, here's how:
- Go to Transactions, then click Bank Transactions.
- Choose the For Review tab.
- Hit the checkbox of the transactions to exclude.
- After that, tap Exclude.
Once done, you can now manually import the transactions. It's essential to follow this specific format when using the CSV to prevent any potential issues during the import process.
On the other hand, you can also reconcile your account in QBO to get a clearer picture of your financial health and account standing.
After that, if you still have questions about managing your bank transactions in QBO, let me know. I'll be right back to assist.
