1. Navigate to https://app.qbo.intuit.com/app/homepage

2. Click “Bank transactions”

3. Click “Update” to bring in most recent transactions. If there is a connection error with a financial institution, refer to the QuickBooks Connections documentation.

4. Select the account for which you would like to process transactions

5. Click on a transaction to reveal the details.

6. Click the “Select payee” field.

7. Select the correct vendor. If the vendor is not in the system, add them with the information from the transaction if possible.

8. Click the “Select category” field.

9. Select the correct account – If a transaction needs to be split between multiple accounts, click Split, enter the amounts and accounts.

10. Click “Add”

11. Repeat for every transaction – Goal is zero transactions needing to be processed.

12. This is what an account will look like when all transactions have been processed.

13. To cycle through all accounts.