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Jason from QuickBooks explains that once you link your bank account to online banking in QuickBooks, transactions are downloaded daily. You can review and categorize these transactions to ensure accuracy. In Business View, select the bank or credit card box to see downloaded transactions. Confirm transactions with suggested categories or review and assign categories yourself. Making these confirmation and categorization choices will help keep your books accurate. Note: Accountant View has a different process, watch a separate video for guidance.