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sian2
Level 1

When matching transactions with bank feed, QB automatically selects the newest bill - is there a way to get it to select the oldest open bill instead?

 
1 Comment 1
katherinejoyceO
QuickBooks Team

When matching transactions with bank feed, QB automatically selects the newest bill - is there a way to get it to select the oldest open bill instead?

Welcome to the Community, @sian2. Instead of clicking the Match button, you can also view and review multiple matches so you can select the right one from your open bills. 

 

Here's how: 

 

  1. Select the transaction to expand the view. 
  2. Review the Records found in QuickBooks. If it isn't the one that matches, click the Find other records button to view other potential matches. 
  3. Pick the correct one, then click Match

 

Just in case you have transactions incorrectly match with QuickBooks, read through this help article: Unmatch or move bank transactions after reviewing them to help you edit the matched or added items. 

 

Let me know if you have additional questions, @sian2. I'm always around here to help.