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dmasonqb
Level 1

Where can I find my download folder in QB online ?

I just downloaded my bank statement from my bank into QB online and I would like to verify that it was downloaded by opening my download folder. Not sure where it is ?
1 Comment 1
Rubielyn_J
QuickBooks Team

Where can I find my download folder in QB online ?

You can check your downloaded transaction in the For Review tab, @dmasonqb.

 

You can review each transaction one-by-one. For each downloaded transaction, you have the option to match, add, or view multiple matches.

 

Here's how:

  1. Sign in to your QuickBooks Online account.
  2. Go to the Banking menu at the left panel
  3. Choose the blue tile for the account you want to review.
  4. Select the For Review tab to start your review.

Now, you have the option to match and categorize the transactions in QuickBooks Online.

 

Fill me in if you need further assistance in downloading transactions in QuickBooks Online. I'm always here to help you. Take care.

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