What does add vs match mean under banking

9 replies
144 views

No text available

QuickBooks Online

QBooksConsultingAnswer

Add- the transaction was not downloaded, so it does not exist in the register and you want to add it in.

Match- the transaction DOES exist in the register and you are matching the online transaction to it.

QBooksConsultingAnswer

Add- the transaction was not downloaded, so it does not exist in the register and you want to add it in.

Match- the transaction DOES exist in the register and you are matching the online transaction to it.

DAWN33

Does this mean it was not downloaded from the bank so it is only in the QB register that we create??

AlcaeusF

Level 14

Thanks for joining us here in the Community, @DAWN33.

Allow me to step in for a moment and provide some additional information about adding transactions from the Banking menu in QuickBooks Online (QBO).

The transactions that you'll see under For Review tab on the Banking screen are all downloaded from your bank. If these transactions don't exist in your Register, you can add them by clicking Add under ACTION column.

On the other hand, if these transactions show in your Register, this means they're manually created. You can match them by selecting Match under ACTION columns as well. You may check out this article for more information about adding and matching downloaded transactions in QBO: How to add and match downloaded banking transactions.

That should answer your concern for today. If you have any follow-up questions, don't hesitate to leave a comment below. I'll be here to help. Have a good one!

Sign up

Login with SSO

Let's get you signed in

Login with SSO