cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
info2018
Level 1

I am looking at transactions on bank feed and trying to match to a transaction i already entered. After finding it and matching it, it still showing in the bank feed, why

 
1 Comment 1
Trish_T
QuickBooks Team

I am looking at transactions on bank feed and trying to match to a transaction i already entered. After finding it and matching it, it still showing in the bank feed, why

Hello info2018,

 

QuickBooks Online provides the features you need, to reconcile your accounts with confidence. I can understand the concern when transactions remain in the For review tab, after you've matched them to your books. I would be glad to help!

 

Once you've matched your transactions, they'll be moved to the Categorized section.  If you notice the same transaction in your list For review, it typically indicates a duplicate entry.  I suggest reviewing the transaction closely, to determine if it's a duplication.  If so, here's how to remove it:

 

1. From the For Review tab, checkmark the box beside the duplicate entry

2. Select Exclude 

Note: You can permanently delete the transactions from the Excluded tab by selecting all items and then hit Delete. This process is irreversible and any transactions deleted in error will need to be recreated manually.

 

In addition, you may prefer to set up Bank Rules.  QuickBooks will automatically categorize the transactions for you based on the rules you set.

 

Should you require additional assistance, please don't hesitate to contact us outside of Community.  It would provide a great opportunity for us to work with you on a personal level, and assist you with accomplishing your QuickBooks goals as soon as possible!

 

Feel free to reach out again, if you have any other questions. We would be happy to assist!

Need to get in touch?

Contact us