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DavBos
Level 1

in banking i clicked on add instead of split, how do I find it to fix it

 
1 Comment 1
FritzF
Moderator

in banking i clicked on add instead of split, how do I find it to fix it

Hi there, @DavBos.

 

Welcome, and thanks for posting in the Community. I can help you with your added bank transactions in QuickBooks Online (QBO).

 

You can check all your added or matched bank transactions by going to the Categorized or Reviewed tab on the Banking menu. This is where you can review your work and make sure everything is correct.

 

Here's how:

 

  1. In QBO, go to the Banking menu or Transactions menu at the left pane.
  2. Select the tile for the account you want to review.
  3. Proceed to the Categorized or Reviewed tab.
  4. Select the link in the Added or Matched column to review the transaction.

 

If you need to change or move a transaction to a different account, follow these steps to undo or unmatch it.

 

For more information about managing and categorizing your bank transactions in QBO, consider checking out this article: Categorize and match online bank transactions in QuickBooks Online.

 

For tips and other resources, you may also visit our website for future reference: QBO self-help articles.

 

Don't hesitate to leave a comment below if you have more questions about bank transactions or anything else. I'll be around to assist. Take care always.

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