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I have a set of steps for categorizing the test amount or transactions you've received, Killian.
After depositing the specified test amount into your bank account, we can create a Bank Deposit transaction and match it in the For Review tab for accurate record-keeping and future reconciliation.
It's also crucial to enter the correct information to ensure the created entry will appear as the suggested match in the For Review section.
Here's how:
Step 1: Create a Bank Deposit transaction
Step 2: Match the transaction
If it involves a withdrawal of the amount, you can create an Expense transaction and match it again from the For Review tab.
You can also learn more about categorizing online bank transactions on QuickBooks Online.
When you're ready to balance your data in QBO, kindly refer to this article: Reconcile an account in QuickBooks Online.
Please let me know if you have further questions about categorizing test amounts, Killian. I'll be around to help you.
I have a set of steps for categorizing the test amount or transactions you've received, Killian.
After depositing the specified test amount into your bank account, we can create a Bank Deposit transaction and match it in the For Review tab for accurate record-keeping and future reconciliation.
It's also crucial to enter the correct information to ensure the created entry will appear as the suggested match in the For Review section.
Here's how:
Step 1: Create a Bank Deposit transaction
Step 2: Match the transaction
If it involves a withdrawal of the amount, you can create an Expense transaction and match it again from the For Review tab.
You can also learn more about categorizing online bank transactions on QuickBooks Online.
When you're ready to balance your data in QBO, kindly refer to this article: Reconcile an account in QuickBooks Online.
Please let me know if you have further questions about categorizing test amounts, Killian. I'll be around to help you.
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