Candice C
QuickBooks Team

Other questions

Greetings, @TEHCA2021

 

Thanks for joining in on this thread. I hope your day is going well so far. 

 

All you need to do is a few easy steps in your account to reconcile or categorize these transactions. Here's how: 

 

Categorize Transactions

 

  1. Go to the Banking tab on the left-hand menu bar. 
  2. Choose the account you'd like to categorize transactions for. 
  3. Hit the "For Review" section to start reviewing. 

 

For each transaction, you'll have the option to match, add, or view multiple matches. For further details, use this link: Categorize and match online bank transactions

 

Reconcile an account

 

  1. Go to the Gear (Settings) icon in the top right-hand corner. 
  2. Click Reconcile under the Tools column. 
  3. Choose an account from the drop-down. 
  4. Ensure everything looks correct or enter any information needed. 
  5. Press Start reconciling when ready. 

 

This article can provide some more insight into reconciling

 

These steps should do the trick. Let me know if you have any other questions or concerns. I'm only a few clicks away if you need me. Have a splendid day!