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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
MadelynC
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I’ve got some information to share with you, @mreed19.


Creating invoices and marking them as paid is for tracking purposes only. Then don’t affect your profit and loss statements and any other reports.


When your downloaded bank transactions are available, that’s the time you can categorize them as part of your income. It will automatically reflect in your financial reports.


You can read this article to learn how to fix duplicate transactions in QuickBooks Self-Employed: Handle duplicate transactions in QuickBooks.


Also, here’s an illuminating guide that provides information on how QuickBooks tracks everything throughout the year: QuickBooks Self-Employed Overview. It contains instructions to help organize your records efficiently.


If you have any other questions or concerns about managing your income, don’t hesitate to let me know. I’m here every step of the way. Take care always!

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