Match your bank transactions in the QuickBooks mobile app
by Intuit• Updated a day ago
Learn how to accept matching transactions in the QuickBooks mobile app.
Intuit Assist matches up transactions for you. For example, if an invoice payment matches a downloaded income transaction, Intuit Assist suggests it as payment for the invoice. Here’s how.
- From the Menu ☰, tap Accounting, then tap Bank transactions.
- Select the Bank you want to match the transaction.
- Intuit Assist will provide you with suggested matches.
Tip: Tap See why to learn more about the reason for the suggested matches. - Make sure to select the correct match. If the transaction doesn’t match:
- Tap Change match, then tap Add resolving transaction.
- Tap Other income in the Category field.
- Add the amount and the date.
- Tap Save.
- If you have multiple matches, tap the correct match.
- Once you’ve selected the correct match, tap Match.
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