Hi dracupg,
While the matching feature can't be turned off, you have a few options to resolve this. Firstly, when categorising your transactions match the cheque to the payment first. Once the cheque is matched, it won't show against any other transactions and your rule will reinstate itself. You can then bulk add as required.
Alternatively, instead of creating the cheque in QBO ahead of time, wait until the payment comes through your feed. You can add it as a cheque directly from the Banking page by selecting the transaction to expand it, selecting 'Cheque' from the dropdown, filling out other fields as necessary and selecting Add.
Finally, you could create a targeted bank rule set to 'Auto-add' to override the match. This will automatically accept these specific transactions into your books from the For Review page. To do so:
- Select the Banking menu, then Rules tab.
- Select Edit on the rule you want to adjust.
- Review the conditions of the rule as required, select Auto-add at the bottom, then Save.
Any transactions that meet the conditions for this rule will now be automatically added moving forward instead of trying to match to similar cheques etc in QuickBooks.
-Kass
