When you link a bank account, your income and expenses are downloaded automatically. The details you can include on your sales transactions are only limited.

To answer your question, yes, I recommend adding each sale to your account. This is the only way to include the complete details like the products and services they bought.

You can either use an invoice or sales receipt. To help you decide, please visit this page: Should I use an invoice or a sales receipt?.

Since you're using the Online Banking Feature, you can match the downloaded transactions to each sale you recorded manually in QuickBooks. Here's how:

On the left navigation bar, click Banking.
Select the account.
Go to the For review tab.
Click the transaction.
Choose Find match.
Match it with the existing transaction, then hit Save.

For more information about online bank transactions, as well as how to personalise sales forms, I recommend the following articles:

Drop me a comment below if you have any other questions about entering transactions. I'll be happy to help you some more.

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