Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hi,
When I am reviewing my bank transactions, I am getting a lot of matches on transactions with outstanding cheques, but these are wrong. For example, if I write a cheque for $10, then every transaction that appears in my bank transaction for $10 matches this cheque, overriding any rule I have in place. I have to manually go into each transaction and Add it to the correct category. It's annoying as I get a lot of transactions for the same amounts.
Can I turn off cheque matching, as I write very few cheques anyway.
Thank you
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:
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
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here