QuickBooks HelpQuickBooksHelpIntuit

Automatically match QuickBooks Online product transactions

by Intuit Updated 4 days ago

Learn how QuickBooks Online matches Payroll and Payments.

When you download bank transactions, new ones must be matched manually. QuickBooks can do this automatically for QuickBooks Payroll and Payments transactions.

You can find and view details on automatically matched transactions in Bank transactions (Take me there) under the Categorized tab.

Automatic matching increases the accuracy of your books. We suggest leaving it on to save time, and to help avoid mistakes that can become a hassle at tax season.

Note: Automatic matching may not be available in all accounts yet.



Manage automatic matching

You can turn automatic matching off or on at any time.

  1. Go to Transactions, then select Bank transactions (Take me there).
  2. Select the Categorized tab.
  3. Select Settings ⚙ at the top of the transaction list.
  4. Turn the Automatic matching switch On or Off.

When automatic matching is off, you’ll need to manually match any new transactions.



Automatic matching for QuickBooks Payments



The Automatic matching setting applies to all transactions created through QuickBooks products, such as QuickBooks Payroll and QuickBooks Payments. Changing it will only affect future transactions.



Why can't QuickBooks automatically match all transactions

Not all transactions can be automatically matched by QuickBooks. For example, if your bank doesn't provide a unique ID for payments, QuickBooks won't be able to match them. In these cases, you'll need to do it manually.

Disclaimers

QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online is required.

For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/ca/legal/.

Sign in now for personalized help

See articles customized for your product and join our large community of QuickBooks users.

More like this