If the item is a sales receipt transaction, it also displays the category's associated tax amount, if there is one, or lets you select a code to associate with this transaction. Uncategorized expense or income appears if QuickBooks can't find a likely category. QuickBooks may display a matching customer or vendor name, if one exists, as well as a category.
Review the details in the expanded row:.The row expands to show you more details. If you’re satisfied with the information shown in the row, simply click Add at the end of the row to move the bank item into QuickBooks.And you can add a group of items as a batch. You can add the item as is, or review and make changes before adding. QuickBooks does its best to preprocess the transaction for you, by cleaning up cryptic descriptions and suggesting a possible category or payee. Items that aren't accepted can't be tracked or reported on, so this is an important task. When you take one of these actions, you accept the item as a transaction into QuickBooks. When QuickBooks downloads your bank data, it analyzes the bank information and gives you a suggested action to take, usually Add, Match, or sometimes Transfer. Add downloaded items from bank feeds to QuickBooks Add downloaded items from bank feeds to QuickBooksįor each downloaded transaction, QuickBooks analyzes the bank information and gives you possible suggestions-category or payee, for example-for accepting the transaction into your books.
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