Will Quick books desktop remember transactions

Hello there, SD44.

Categorizing and matching bank transactions automatically sound like a good idea. I'd like to help and share what I know about bank feeds on QuickBooks Desktop.

You need to check first which of the three banking modes you are using. Since each of these modes displays and handles your transactions in Bank Feeds differently.

Here's how to check:

1. In QuickBooks click on the Edit menu.
2. Select Preferences.
3. On the left pane, go to Checking then select the Company Preferences tab.
4. In the Bank Feeds section, you can see what mode is set up.

• Express Mode
• Classic Mode
• Advanced Mode

Once you have identified which mode you're using, you can follow the steps in this article on how to create Rules to categorize transactions based on what you frequently match on: Add and match Bank Feed transactions in QuickBooks Desktop

You click the reply button below if you have further questions and clarifications. I'll be here if you need help. Keep safe!