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QuickBooks Online Banking Feed has Two Views
QuickBooks Online Banking Feed
The Banking Feed is used to import transactions from your bank and credit card in order to match them to existing transactions in QBO, and is an efficient way to enter expenses into your books. Because it's used by both bookkeepers and business owners, Intuit realizes that the two think about the process differently, and use different terminology.
In Intuit's quest to make QuickBooks Online as user-friendly as possible, they have introduced the option to toggle between two different views of the Banking Feed.
To this end, you can go up to the big Gear in the upper right corner and use the link at the bottom to toggle between different user interfaces.
QuickBooks Online Banking Feed – Accountant View
The Accountant view is the original Banking view. You can tell you're in it because you see the word “Banking” in the black navigation bar on the left.
When in the Accountant View, each account appears in a card across the top of the screen. The active account is blue. Each card shows the number of unmatched transactions and the difference between the QuickBooks account balance and the Bank's balance.
The transactions below are in a grid. Green and white boxes indicate if it matches an existing transaction already in QuickBooks. The buttons on the right read Match if QBO can link the bank download. If there are several possibilities, click View to see them and select the appropriate entry. If there is no match, be sure to click on the transaction and code the Payee, account Category, and any other necessary information before clicking Add!
QuickBooks Online Banking Feed – Business View
You can tell you're in the Business View because the left black navigation bar says Transactions instead of Banking. You may still see the cards across the top, but they're gray instead of blue, and they don't show the bank's balance for comparison.
The potential matches are listed as blue links on the right side. Sometimes you need to change the column width to see them fully. The number of matches is shown with the number of matching records found in parentheses.
The button terminology is changed to Review and Confirm, giving an actual instruction to the business owner.