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November 29, 2019
Question

I receive a monthly residual income from my H O hich is deposited into my acc at the end of every month. I get an income statemnt every month, how do I tie the 2 together

  • November 29, 2019
  • 1 reply
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1 reply

November 29, 2019

Hi there, @helen-clarke.

 

You can match the residual income you received to linked the transaction you've already entered in QuickBooks. 

 

Here's how: 

  1. Go to the Banking menu and select the account you want to review.
  2. From the For Review tab, select the transaction to expand the view. 
  3. Review the records found. 
  4. Select the link next to each record to get more details.
  5. Review the Deposit to field on the forms. Your transaction in QuickBooks is already in the account listed.
  6. When you’re done, select Match.

You may refer to the following article about how to add downloaded transactions, split them into multiple accounts, and exclude duplicate transactions: Manage Bank Feeds.

 

However, if QuickBooks is not linked to the bank, you can opt to bring in the transactions through a manual import. You just need to download them from your bank's website via a web connect file, then upload them into the program.

 

For the detailed steps, click this link: Manually upload transactions into QuickBooks Online. This article also contains information about how to match and categorise transactions, as well as reconciling them after uploading the file. 

 

Feel free to hit that Reply button below if you have follow-up questions. Have a great weekend.