I know the importance of matching transactions to avoid discrepancies during reconciliation. We should categorize all your transactions first and then
exclude the duplicates to ensure accuracy. Follow these steps:
- Go to Transactions, then Bank Transaction.
- Select the account you want to review.
- Select the For Review tab.
QuickBooks sends downloaded transactions to the For Review tab and suggests categories for each transaction. Review them one by one:
- If the transaction says Add:
- Select Add if the suggested category is correct.
- Change the category by choosing one from the dropdown or adding a new one.
- If the transaction says Review:
- Select Review, then select a category or add a new one.
- Select Confirm.
If after categorizing, I suggest contacting
our support, as they have a secure environment to pull up your account and investigate why your payroll transactions are showing twice.
