Quickbooks download bank transactions match

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How To Import Bank Transactions Into QuickBooks Desktop

  May 11,  · Step 1: Find the Reconcile Page. The Reconcile page can be accessed in two ways on QuickBooks Online: Click on Accounting in the panel on the left side of the screen and select Reconcile. Click on the Gear icon, then under Tools, click on Reconcile. In the upper right corner of the reconciliation window, you will see two blue links: Summary. When QuickBooks downloads bank data, it tries (among other things) to find a match with any QuickBooks transactions you created manually. If it finds a likely match, it lists the transaction in the Recognized tab and displays the word "MATCH" in green in the row. You can find out more about the types of matches QuickBooks looks for. Apr 07,  · Here is a sample of downloaded activity from a credit card account. Keep in mind, you can have two amount columns, but any more columns will not be imported into the software. When you are ready to import your file. First, you will need to log in to your online bank account software and download a file containing your bank transaction activity.