Thanks for bringing this to my attention, @M for TF.
I can guide you on what to do to settle your bank transactions with the journal entry that you've created QuickBooks Online.
You'll need to match the downloaded bank transactions to the journal entry that you made. To do that, you may follow the steps presented below:
- To view or accept the match, select Banking from the left menu.
- If QuickBooks has found a possible match for the bank transaction, QuickBooks displays an outlined green box under the Category or Match column that says 1 record found message to the matching transaction.
- Click to expand the transaction to review its details.
- If it is the correct match, select Match under the Action column to move the transaction from the For Review to the In QuickBooks tab.
- If it's not the correct match, select the transaction row then choose to Find Other Records, Add or Transfer the transaction.
For complete details about this process, you may see these articles:
If you need additional assistance in performing this procedure, feel free to reach out to our Customer Care Team. They can run a remote-viewing session and walk you through the steps.
Please reach out to me here should you need any further help with using the product. I'm always available to talk QuickBooks. Take care!
