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December 22, 2022
Question

I can import transactions from my bank but how do I get them in my banking register?

  • December 22, 2022
  • 1 reply
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1 reply

JaeAnnC
December 22, 2022

I appreciate you for posting your concern here in the Community, @weezie2

 

Let me provide a detailed step-by-step guide on how we can add the imported bank transactions to your bank register in QuickBooks Desktop (QBDT) Mac.

 

In QBDT, it's easier to find existing and new transactions before adding them to your register. It tries to match them to avoid getting duplicates. To make a match, the payee name, amount, date, and check number must be identical to the transactions in QBDT. If you can't make a match, the transaction may be new, reconciled, or the information is unmatched. 

 

To ensure all your imported transactions are entered correctly into your register, I'll show you how:

 

  1. Go to Banking, and select Downloaded Transactions.
  2. If you have multiple accounts, select the account in the QuickBooks Account window.
  3. Select the unmatched transactions and the transactions in the register you wish to match. Please note that matched transactions have an orange circle next to them.
  4. Click Match.
  5. To add a new transaction, select Add one or Add Multiple. We can also set up payee renaming rules. This way, we can match transactions easier if the payee has the same name as one of your vendors.
  6. Enter all necessary information, and click Record.

 

There are times when we run into errors when using online banking in QBDT Mac. No worries, I've got an article containing different solutions to fix those issues: Fix online banking issues in QuickBooks Desktop for Mac.

 

Should you need further assistance with online banking, please don't hesitate to leave a reply for us. We're always available to ensure all your concerns are taken care of. Stay safe, and advanced happy holidays!