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Banking
It's nice to hear again from you, @MikeMaggio.
Let me share additional information on how importing works in QuickBooks.
When you connect your bank account with QuickBooks, it automatically download your transactions. You can see it in the For Review tab. If you decide to manually import transactions using a WebConnect file to an account with the Auto-add option, QuickBooks will automatically generates the warning: Uploading this file may cause duplicate transactions to appear at some time in these account(s): . If you continue, the account(s) will be set to No Automation. Are you sure you want to continue?
This is to make sure that you'll avoid getting duplicate transactions once you restore your banks connection with QuickBooks. For more insights, you can check these articles:
- How to set and use banking rules for downloaded transactions
- Download, match, and categorise your bank transactions in QuickBooks Online
Meanwhile, automation also refers automatic memorising and categorising that QuickBooks Online does. If you have created a rule to automatically add transactions to your books once imported or downloaded.
Keep me posted if you have other questions. I'm always here to help.