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November 4, 2021
Question

Hello i am new to quickbook on the review items on the banking screen what do i use the add button for

  • November 4, 2021
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1 reply

November 4, 2021

Welcome to QuickBooks and thank you for visiting us in Community, accounts-cvtgrou.

 

Allow me to assist you with your concern today. There are a few steps to follow in adding accounts on the banking menu.By clicking the transaction, you can see the Add button or Record transfer option. To do this:

  1. On the left navigation bar, click Banking menu and select Banking section.
  2. Under the For Review, click any transaction that you want to open.
  3. Provide the details needed or add accounts that you want add, then Click Add.

When you select Add or Record transfer on the transaction, it will be added to the Categorized items list and reflected in your reports and chart of accounts.

 

If you wish to know the steps on how to review and categorise transaction, you can also refer to this link: Review and categorised transactions.

 

Please let us know if you have any other questions or concerns. Thanks for posting and have a great day!