Receipts

I'd be glad to add some information about recording and matching transactions, Gtomkin1.

After you connect your bank and credit card accounts, QuickBooks automatically downloads the latest transactions. It tries to match them with transactions you've already entered into QuickBooks. If it can't find a match, it creates a new transaction record for you. All you have to do is approve the newly created transaction. 

Let's match the downloaded transaction with the one you already entered, so you don't get duplicates. 

Here's how: 

1. Locate a downloaded transaction with the Match option in the Action column.
2. Take note of the Date, Description, Payee, and amount spent or received.
3. Select the downloaded transaction to expand the view.
4. Review the Matching records found. 
5. Select the link next to each match to get more details.
6. Make sure this is the correct match. In particular, examine the Deposit to, Payment method, and Bank account fields on forms for the existing transaction in QuickBooks.
7. If this is the correct match, close the open transaction.
8. Once done, click Match.

You may also check this article for more information: Categorise and match online bank transactions in QuickBooks Online.

Additionally, I'll be adding this to guide you to use bank rules: Setup bank rules to categorize online banking transactions in QuickBooks Online.

Please don't hesitate to leave a comment down below if you have other concerns. I'll be happy to help you. Have a wonderful day.