Install

Thanks for reaching out to us, Wendi.

I'm here to help you match your downloaded transaction to the existing one. This way, you won't have duplicates. Here's how:

1. Go to the Transactions or Banking menu.
2. Head to the Banking tab, the choose a bank account.
3. Locate and select the downloaded transaction to expand the view.
4. Select the Find match option
5. Review the matching records found in QuickBooks. 
6. Select the checkbox of the correct match. 
7. When you're done, click Save or Match.

I've also added some articles that will guide you in reviewing the downloaded bank transactions and put them in the correct accounts:

• Categorize and match online bank transactions
• Set up bank rules to categorize online banking transactions

If you have further questions about bank feeds, just leave them below. I'll make sure to answer them.