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bamidele1ajayi
Level 1

What do i do or where do i go after importing transactions.

 
1 Comment 1
Anna S
QuickBooks Team

What do i do or where do i go after importing transactions.

Good evening, @bamidele1ajayi.

 

If you want to view the transactions you just uploaded, you can go to the Transaction tab. Here you'll be able to see all of your transactions, and you can filter them for different accounts, dates, and types. You can also categorize them by choosing a type, so you'll know if your spending is business or personal. You'll want to review the ones in the Unreviewed tab to make sure your Income and Spending accounts are reflecting correctly.

 

Please let me know if you need any additional information. Wishing you continued business success now and in the future. 

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