Is it normal that the software doesn't allow me to match an expense with a bank transaction?

Forum|Forum|6 years ago
February 17, 2020
1 reply
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QuickBooks Online

Ashleigh1

Level 14

Hello Callum3,

Thanks for reaching out to us on the Community page,

The way matching works, it goes of the date, account and amount. if one of them is different it will not find a match. You should be able to match your expenses up but you need to check that all the information is the same so it can then post a match for you.

Darshan Patel

Can the software match one bank transaction figure to multiple expenses? I have processed a reimbursement showing the total figure owed to the employee who has submitted multiple expenses

GeorgiaC

Level 13

Hi Darshan Patel,

Thanks for joining this thread.

This can be done by selecting the transaction in the For-Review tab and selecting 'Find Match', then customise the date range on the following screen to capture all expenses which apply. You can then tick the relevant transactions listed on the left-hand side to match.

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