Summary

In this chapter, we have discussed how to manage uploaded bank and credit card transactions. You have learned how to match uploaded transactions with transactions previously recorded in QuickBooks. You now know how to make changes to transactions so that the correct payee and category (account) are recorded. You have also learned how to create bank rules in order to reduce the number of transactions you need to review in the Banking Center, which will save you time. Finally, you understand the importance of reconciling bank and credit card accounts on a frequent basis to ensure your records are in sync with your financial institution.

We have met our goal of giving you the knowledge to successfully manage your uploaded bank and credit card transactions. Having this knowledge will help you to save the time you would normally have spent manually entering bank and credit card transactions into QuickBooks.

Reconciling your accounts will also help you become familiar with...