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January 30, 2022
Question

How to review 2021 transactions?

  • January 30, 2022
  • 1 reply
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1 reply

katherinejoyceO
January 31, 2022

Hello there, @userleohopkins68.

 

Thanks for asking the Community for your first concern. I'll be your guide today in reviewing your transactions. 

 

If you've connected your bank and credit card account in QuickBooks, you can follow these steps to review your transactions:

 

  1. Go to the Banking menu.
  2. Select the tile for the account you want to review.
  3. Select the For Review tab to start your review.

 

You can also follow the steps to match or add your transactions outlined in this help article: Categorize online banking transactions in QuickBooks Online.

 

If your bank is not yet connected, you'll want to manually upload transactions into QuickBooks Online.

 

For future reference, check out this link to learn more about matching your real-life transactions with QuickBooks transactions: Reconcile an account in QuickBooks Online.

 

Feel free to get back if you need more help. Take care!