cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Visit this post for a list of recent banking issues in QuickBooks Online.
shellswtp-yahoo-
Level 1

I have just signed up to QuickBooks, and connected my bank account, and for each transaction whichever way I swipe it says confirm in green? What am I confirming?

 
3 REPLIES 3
Mich_S
QuickBooks Team

I have just signed up to QuickBooks, and connected my bank account, and for each transaction whichever way I swipe it says confirm in green? What am I confirming?

Thank you for choosing QuickBooks Online as your company's accounting program, @shellswtp-yahoo-.  I wish to share some knowledge regarding managing transactions on the bank feed.

 

Are you referring to the green boxes on the following screenshot?

 

 

If so, these are the Match boxes. QuickBooks matches the downloaded transaction to the one you already input. This combines them to prevent duplicates. You can select the appropriate transaction to link if it finds multiple matches for the same amount.

 

 

 

Here's an article you can browse for more information on how you can categorise and match online bank transactions in QuickBooks Online.

 

I'll also include this additional module that you can read: Reconcile an account in QuickBooks Online. This guides you in resolving differences between your bank and QuickBooks balance.

 

Fill me in if you need extra help with banking or QuickBooks in general. It's always my pleasure to be of help. Have a great week ahead and keep safe!
 

shellswtp-yahoo-
Level 1

I have just signed up to QuickBooks, and connected my bank account, and for each transaction whichever way I swipe it says confirm in green? What am I confirming?

Thankyou for your response, but no that wasn't what I was referring to, it doesn't matter I'm going to cancel my subscription as this whole system is just too complicated.

MadelynC
Moderator

I have just signed up to QuickBooks, and connected my bank account, and for each transaction whichever way I swipe it says confirm in green? What am I confirming?

Hi there, @shellswtp-yahoo-.


I want to help you, but I need more details to discern your concern better. Can you share more info with me? Additional information is appreciated.


This guide will show you how to manage QuickBooks Online bank feeds: Banking. It ensures downloaded transactions are categorized appropriately.


Write soon once those details are ready. The Community team is always here to help you out. Take care!

Need to get in touch?

Contact us