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airtravelsdt
Level 1

how to modify a downloded auto add bank transaction?

 
2 Comments 2
EvethC
QuickBooks Team

how to modify a downloded auto add bank transaction?

Hi there, Airtravelsdt.

 

Modifying an auto-added bank transaction is just a breeze.

 

To get started, head over to the Posted section within the Banking page to locate the transaction. Once located, you can easily adjust the From/To and/or Match/Category fields as needed.

image (10).png

 

If further updates are required, click on the transaction within the "Transaction Posted" field. This action will open the transaction, allowing you to make the necessary changes. Rest assured, any updates you make will automatically sync with your bank register, ensuring everything remains perfectly aligned.

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Additionally, consider exploring our QuickBooks Live Expert Assisted service for personalized help in linking accounts, automating tasks, and implementing effective bookkeeping practices. This service can enhance your efficiency in managing transactions and keeping accurate records.

 

Feel free to reach out if you have any other questions about modifying your transactions in QBO. We're always here to help.

EvethC
QuickBooks Team

how to modify a downloded auto add bank transaction?

Hello there, Airtravelsdt.

 

I just wanted to follow up to check if the resolution we provided helped resolve your issue.
 
Please let us know if everything is now working as expected or if you're still experiencing any problems.

We'll be glad to assist further if needed.

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