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Quickbooks import credit card transactions matching update#

The transaction will move from the For review list to the Categorized one. We don’t want you to do anything that might adversely affect your bookkeeping.

Exclude the transaction if you have, for example, a duplicate one or a personal expense.īefore you take either of the latter two actions, talk to us.

Create a Rule for how similar transactions should be recorded.

There are several other options below the section pictured above that allow you to: You can also Split transaction if you need to divide it between multiple categories and/or billing statuses. Click in the Billable box if you want to bill this transaction to a Customer/project. Select a Vendor/Customer and a Category (if QuickBooks Online hasn’t assigned one or it’s not the best one for that transaction). We can help you work with the latter two options. Click Find match if, for example, you received a payment on an outstanding invoice, or Record as transfer.

QuickBooks Online allows you to add a great deal of information about each individual transaction in the register.Ĭategorize is checked by default, since this is the most common action you’ll take in the list. Sometimes QuickBooks Online gets it right, but not always.Ĭlick on a transaction in the register to open its action box. Confirm means it has, and it wants you to either approve it or change it. Review means that QuickBooks Online has not assigned a category to the transaction. You’ll notice that each row has one of two icons at the far right. Make sure that For review is highlighted.

Quickbooks import credit card transactions matching update#

If you want to see your new cleared transactions at any time, click Update in the upper right corner.Ĭlick on any of the account boxes, and its list of downloaded transactions will appear below. Tip: QuickBooks Online generally updates once every day. Every time your accounts are updated after that, you’ll only get new ones that have cleared since your last connection. There will probably be quite a few, dozens or hundreds, the first time you download, since most financial institutions send you 90 days’ worth the first time. Each of your connected accounts will appear in a box that includes the balance and the number of transactions that need to be reviewed. Once you’ve finished adding accounts, you’ll still be on the Banking page. Dealing With TransactionsĪfter you set up a connection to a bank or credit card account, its account information will appear in a box on the Banking page.

When you’ve completed the connection, you can click Link account in the upper right to add more. Follow the onscreen instructions to make your initial connection and start downloading transactions. If yours isn’t listed, enter its name in the search box at the top of the screen. You’ll see links to popular financial institutions on the next page. On the next screen, click Connect account. Click the Transactions tab in the toolbar, then click Banking. Getting ConnectedĪs long as you have online access to your bank and credit card accounts, you can set up QuickBooks Online to import cleared transactions. Let’s look at how you can work with them to make sure your records are as thorough as possible. Once they’re in QuickBooks Online, your transactions are stored in a list, waiting for you to further define and categorize each one. It also makes reconciliation much easier, since you can see which transactions have cleared without calling the bank or waiting for a printed statement. You can enter them manually but downloading them saves an enormous amount of time and minimizes errors. QuickBooks Online was built to import transactions from your online financial institutions. QuickBooks Online lets you work with downloaded transactions in numerous ways. BPA Team | Downloading them is the easy part.