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This is Jason from the QuickBooks team explaining how to review and categorize transactions downloaded from your bank in QuickBooks. After connecting your bank account to online banking, QuickBooks downloads your recent transactions daily. Go to 'Transactions' in Business View to start reviewing. Each box represents a connected bank or credit card account, where you can see all downloaded transactions. Confirm suggested categories or review and categorize transactions manually. Make sure to watch a separate video for Accountant View.
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