JonpriL
Moderator

Banking

Let me help you sort this out, @lydbrewer.

 

You can manually categorize and match your downloaded transactions to your existing records. This way, you can reconcile them with your existing paychecks. I'm here to share a few insights and help you from there.

 

To start with, the information of your downloaded transaction comes in depending on the details shared by your bank. You can consider this as one of the reasons why they are showing up in different categories.

 

Thus said, here's how you can manually categorize and match your downloaded transactions:

  1. Go to Banking.
  2. Under Bank and Credit Cards, select your bank account.
  3. Select the For Review tab.
  4. Find and click to open the details of your downloaded transactions.
  5. On the Category menu, select the appropriate account of your downloaded transaction.
  6. Select Find match.
  7. Under Select transaction to match, select the existing records of your paychecks.
  8. Click Save.

In addition, here's an article you can read to learn more about how you can categorize and match your downloaded transactions:  Download, Match, and Categorize your Bank Transactions in QuickBooks Online.

 

Lastly, I've also included this helpful article in case you'll bump into errors in matching your downloaded transactions: Fix Mismatched or Miscategorized Bank Transactions.

 

Please let me know in the comment section down below. I'd be always around ready to lend a helping hand.