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Jason from the QuickBooks team explains how to review and categorize transactions from your bank account in QuickBooks. Once your bank account is connected to online banking, QuickBooks downloads your recent transactions 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. Ensuring accurate categorization helps keep your books in order. Note that this process is shown in business view; accountants should refer to a different video for guidance tailored to their needs.
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