Go to the Banking menu and choose the bank account you want to review. When you’re ready to review imported transactions, simply follow these steps: The Banking feature in QuickBooks Online displays all imported transactions for easy matching. The nice part about this is that much of the transaction posting is completed automatically, making month-end reconciliation a breeze. Once you set up your bank connection, you can start categorizing all imported transactions. Keep in mind that it may be useful to connect other financial institutions such as your credit card accounts as well.
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