02/23/2026
QuickBooks Tip: Stop creating new transactions from the bank feed
If you’re clicking “Add” on everything in your bank feed, your books may already be off.
Here’s why:
When you create a new expense instead of matching it to the actual bill, invoice, or transfer, you can end up with:
• Duplicate income or expenses
• Missing payments
• Incorrect reports
The goal isn’t to “get things in QuickBooks.”
The goal is accuracy.
When in doubt: Match first. Add only when needed.
If your reports don’t look right — or you’re not confident they are — a clean-up now can save a lot of stress at tax time.
Allay Bookkeeping Solutions helps you fix it before it becomes a bigger problem.
www.AllayBookkeeping.com
