Once you’ve connected your online banking accounts with their corresponding QuickBooks accounts, you can download the last 90 days of bank transactions and import them into QuickBooks.
QuickBooks can automatically categorize some transactions, as it learns how you categorize banking transactions and based on any online banking rules that are set up. Recognized transactions can either be added to QuickBooks automatically, or require you to confirm them first.
If the Description and Assign To information is correct: Click Confirm.
If the Description or Assign To information isn’t accurate: Fix the data, then click Confirm.