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Buy nowThanks for joining the thread, @trilliumvt.
I appreciate you for letting us know about this, and I want to ensure we can help our valued customers through these helpful articles. Also, please know that we care about your voices towards our product, and for us to improve your experience using our written guidelines or articles, you can submit feedback. This way, we'll be able to rewrite and correct our materials to continue assisting those QuickBooks users in resolving their queries.
I'll be happy to input the steps below to get you going. To begin, here's how:
For visual reference, see the screenshot that I've attached below:
In addition, I've got you this article to help you manage your bank transactions inside QBO: Categorize and match online bank transactions in QuickBooks Online.
And if you have time to spare, you can also check this page to learn more about reconciling an account: Reconcile an account in QuickBooks Online.
It's been a pleasure to have you here today, @trilliumvt. In case there's anything else that you'd like me to help you with or have any additional QuickBooks-related concerns. Feel free to leave a comment below. I'll be happy to help you out again. Take care, and have a nice day!