Thanks for posting here in the Community, ShellySkelly.
I'm here to assist you in matching your transactions to ensure you don't get duplicates.
Matching transactions in QuickBooks links a downloaded one with one you've already entered. This feature avoids duplicates. If you're seeing duplicates on your end, the transactions may have been added instead of matched.
To match transactions, you can follow the steps below.
- On the left navigation panel, click Transactions.
- Find a downloaded record with matches found.
- Choose Match. Then, confirm if the suggested match is correct. If yes, click Match. If not, click Find other matches.
If the payment is no longer on the For review tab, you may need to Undo it from the Categorized tab. Here's how to do this:
- On the left navigation panel, click Transactions.
- Go to the Categorized tab.
- Find the transaction.
- Click Undo.
From there, go back to the For review tab and match the transaction to its corresponding ones.
For more info on matching transactions, you can check out this article: Match online bank transactions in QuickBooks Online.
For future use, here's a guide on ensuring your QuickBooks accounts match your real-life ones: Reconcile an account in QuickBooks Online.
Come back to this post if you have any other concerns about your bank transactions in QuickBooks.
