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Jason from the Quickbooks team explains that after connecting your bank account to online banking in Quickbooks, the software downloads your recent transactions daily. To review and categorize these transactions, go to the transactions tab in business view. Each connected bank or credit card will have a separate box containing downloaded transactions. You can either confirm transactions with suggested categories or review and assign categories yourself. Be sure to watch a separate video for the accountant view. Select each transaction to categorize and confirm for accurate bookkeeping.