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Jason from QuickBooks explains how to review and categorize transactions downloaded from your bank in QuickBooks. After connecting your bank account, transactions are updated daily. In the Transactions tab, you can see all downloaded transactions for each connected account. You can either confirm suggested categories or review and assign categories to transactions. This ensures accurate bookkeeping. If you're in Business View, follow these steps; if in Accountant View, watch a different video. Select transactions, confirm or review, and categorize to keep your books organized and accurate.
