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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 note that well go over how to do this in business view if youre an accountant view the experience is different and you should watch this other video instead youll see a box for each bank and credit card youve connected select any of the boxes to see the downloaded transactions for that account heres where youll see all the transactions that quickbooks is 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 se
