Keep me posted if you need anything else or if you have other banking concerns in QuickBooks. Here's how to review and categorizing downloaded transactions. Once done, QuickBooks automatically downloads and categorizes bank and credit card transactions for you. Choose how far back you want to download transactions and click Connect.These are accounts on your chart of accounts in QuickBooks. Choose the matching account type from the drop-down list.Select the bank or credit card accounts you want to connect.Your bank may require additional security checks. Enter the username and password you use for your bank's website in the window.Search for your bank, then click Continue.Or select Add account if you've already connected a different banking account. Select the Banking tab and click Connect Account on the landing page.
Go to the Banking menu or Transactions menu.Hey there, you can link your Venmo account to QuickBooks Online (QBO).
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