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February 28, 2021
Question

Do they changed the feature of bank transaction? It used to be review and add, but now review and confirm for bank transaction?

  • February 28, 2021
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1 reply

AlcaeusF
February 28, 2021

Hi @syohira,

 

Welcome to the Community. I can provide some clarification about the feature in QuickBooks Online.

 

Yes, there are changes to the Banking feature. These improvements will help users categorize or match transactions easier.

 

You can click the Review button to categorize, match, or record a transaction as a transfer (see screenshot below).

 

 

If transactions are showing the correct details, you can select the Confirm button. This will move them to the Categorized tab.

 

I've also attached an article you can use to learn more about how to handle downloaded bank transactions in QuickBooks: Categorize and match online bank transactions in QuickBooks Online.

 

Feel free to hit that Reply button if you have additional questions related to banking. Have a great day ahead.