I want to make sure you can make the most of the online banking feature in QuickBooks Desktop for Mac and have your connected accounts display the correct transactions, Susan.
Before connecting your bank account in QuickBooks, it's essential to understand how your bank sends the downloaded transactions.
- If transactions are downloaded to the parent account, connect only to the parent account.
- If you need the transactions to appear in individual accounts like Acct 1 and Acct 2, connect each account separately. This will allow you to see the account balances for each register.
In your situation, I recommend first checking your financial institution to see how your transactions are downloaded.
If transactions should post to Account 1, you can disconnect the parent account, and then disconnect and reconnect both Account 1 and Account 2 to the new digital feed. For more details on turning off your bank, check out this article: Disconnect Bank Feeds for an account in QuickBooks Desktop.
Regarding your question about deleting all downloaded transactions, keep in mind that disconnecting the parent account will remove any uncategorized transactions that haven't been incorporated into your register yet.
Please remember to back up your account data to safeguard against any potential data loss during the disconnection process. This step ensures that all your financial records stay accessible and safe.
If you experience any issues with online banking, check out this helpful article: Fix online banking issues in QuickBooks Desktop for Mac.
Once everything is set up, you can start categorizing and matching your transactions. Afterwards, reconcile your account to ensure the accuracy of your financial information.
Need assistance? We're here to help whenever you need it. Thank you for choosing QuickBooks for your financial management needs.
