@DebSheenD I've seen some of those links. They don't address the situation where my bank feed is already connected and automatically downloads the transactions to checking. What do I do in that situation? Currently all of the checking account transaction go into my checking account in QBO and not undeposited funds. These transaction include zello payments from customers. I pulled this statement from another article.
Transactions you download from your banks and credit cards
If you connect your bank and credit card accounts, QuickBooks automatically downloads all your transactions. You don’t need to combine downloaded transactions or use Undeposited Funds since QuickBooks already has the info from your bank. All you need to do is categorize your downloaded transactions.
I'm using QBO. I also found this link. Will the steps posted by JessT on January 19, 2023 09:28 AM work for this situation? I've seen others say I need to exclude the transaction that was automatically added. Not sure what the best way is. Let me know what is the best way.
