Hello there, @sdppm.
I'm here to share some information on how you can manage your bank transactions after transferring data from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO).
Once you connect your bank to online banking, QuickBooks will automatically download the latest transactions. It will suggest matching transactions that are already in QuickBooks, and all you need to do is approve the match if it's correct.
Here are the steps to match with an existing transaction:
- Go to Transactions, then select Bank transactions.
- Find a downloaded record. If you're in:
- Business view: look for “matches found” in the Assign to column.
- Accountant view: look for “matches found” in the Category or match column.
- Select the downloaded record to expand the view. Note the date, Description (or Bank detail), and amount spent or received.
- Review the Suggested matches for any possible matching transactions already entered in QuickBooks.
- Click the link next to each match to get more details. Suggested matches will be the same amount as and from a similar date range as the downloaded transaction. Make sure that the match is correct.
- Choose a match if it's correct, then select Match to match it.
For more details, please see this article: Match online bank transactions in QuickBooks Online
You can also manage your future transactions seamlessly with the guidance of this article: Categorize and match online bank transactions in QuickBooks Online
If you need to enter old transactions to update your financial data, please see this article for a step-by-step guide: Manually upload transactions into QuickBooks Online.
Please let me know if you have any other banking concerns or questions about managing transactions in QBO. I'm here to help.
