When the company uses QuickBooks as its accounting source, seeing bank activity in Institution does not change that authority. Read the source notice before importing or interpreting reports.
The import workspace explicitly explains that rows for a QuickBooks company enter Institution review only. They do not change QuickBooks or post journal entries there. This helps distinguish imported source information from the accounting record used for that company.
Check the intended workflow
- Confirm the company and its configured accounting source.
- If you are reviewing a bank export, compare its rows with existing records and complete the import checks without assuming a write-back to QuickBooks.
- If you intend to move to Institution Books, use the company’s book-settings and source-change process before enabling native import.
A bank connection cannot replace a planned accounting-source change. Existing history, opening evidence and review controls need to remain consistent with the chosen source.
If a transaction appears in Institution but not in QuickBooks, include both source contexts when reporting the issue. Explain which import workflow created it and whether you expected a separate supported integration action. Avoid adding it repeatedly while its destination is still unclear.
Was this article helpful?
Tell us whether this answered the question you came with.