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this is Jason from the QuickBooks team once youve connected your bank account to online banking in QuickBooks QuickBooks downloads your recent transactions every day lets go over how to review the transactions downloaded from your bank and how to categorize and confirm them so your books are accurate go to transactions to get started youll see a box for each bank and credit card youve connected select any of the boxes to see the downloaded transactions for the account heres where youll see all the transactions that QuickBooks has downloaded from your bank the next step is to either confirm or review each of these transactions when you see confirm it means that QuickBooks is suggesting a category for you when you see review youll need to tell QuickBooks what category the transaction should be in select the transaction to see more info make any changes or add any missing details you can change the category that QuickBook suggests or if there isnt a category selected choose one th
