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This video tutorial by Jason from the QuickBooks team explains how to review and categorize transactions downloaded from your bank account in QuickBooks. Once you connect your bank account to online banking, QuickBooks automatically downloads your recent transactions daily. In the transactions tab, you can see all the downloaded transactions and either confirm or review each one. Confirm transactions have suggested categories, while review transactions require you to assign a category. This process ensures accuracy in your books. Note that the tutorial focuses on the business view, and accountants should refer to a different video for a different experience.
