Using recent bank transactions to record sales

Hi @Lexie22,

You can advise your client to record their sales in real-time. You can then match the downloaded bank transactions to those transactions.

Here's how:

1. From the Banking tab, select the bank account in question.
2. Under the For Review tab, select any transaction and then match it to its corresponding transaction.

Take a look at this article where you can learn how to add or match your downloaded bank transactions. It even includes a short video of the process, for your reference. 

Do you have other questions? Post them below, and I'll get back to you.

Thank you for the quick response. 

Is it possible to retrospectively match transactions that have not been input yet? No sales are showing on the dashboard unless I input them and I don't want to accidentally double up records

Hello there, Lexie22.

Yes, you can add the sales payments from the Banking page even you have not entered yet in QBO. This way, it will not duplicate the transaction and it will automatically reflect on the dashboard. Just make sure that you have categorized them properly.

Please refer to this article for a complete instruction manually upload transactions into QuickBooks Online.

All downloaded transaction will show on your For review tab. To avoid duplicates, you can exclude the double transactions from there.

Once done, you can start matching your downloaded bank transactions. 

If you meant something else, please let me know and I'd be happy to help you further.