Showing results for 
Search instead for 
Did you mean: 

Reply to message

View discussion in a popup

Replying to:
QuickBooks Team

Reply to message

I'm glad to see you here again, AlexStr123.


We no longer need to perform a find match for this transaction since we're splitting it into two different categories. As long as we've selected the appropriate accounts upon splitting the transaction, we'll have an accurate record of the units that have been sold.


After following the steps above provided by @Catherine_B, the transaction will be assigned to all of the categories you specified, saved to your register, and moved from the For Review tab to the In QuickBooks tab.


To learn more about the different tips and tricks in categorizing the downloaded bank transactions, you can refer to this link: Assign, categorize, edit, and add your downloaded banking transactions.


If you're about to reconcile your accounts, I've added an article that will guide you in doing it: Learn the reconcile workflow in QuickBooks.


As always, you can count on the Community Team if you need assistance in managing your bank transactions. Stay safe and healthy!

Need to get in touch?

Contact us