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September 7, 2024
Question

I've downloaded all transactions from my bank for last year. How can I see them and start coding the transactions to the proper account?

  • September 7, 2024
  • 1 reply
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How do I see downloaded bank checking account transactions?

1 reply

September 7, 2024

I'm here to help you show where we can access your downloaded bank checking transactions in QuickBooks Online (QBO), MobileInstall200.

 

Once bank transactions are downloaded, you can start categorizing and assigning them to their proper accounts through the Bank Transactions page. Kindly follow the steps provided below:

 

  1. Sign in to your QBO account.
  2. On the left panel, choose Bank Transactions.
  3. On the Bank transaction page, select your checking bank account in the banking tabs.
  4. Scroll down, then click the For Review tab to display your checking transactions.

 

You can also utilize the Filter feature under the For Review tab to customize the designated date you desire for the transactions.

 

Additionally, you can refer to this article for guidelines when you start categorizing your accounts: Categorize online bank transactions in QuickBooks Online.

 

Let me know if you're having difficulties navigating your checking transactions in QBO, MobileInstall200. I’ll be happy to help. Have a great day ahead!