Automatically match QuickBooks Online product transactions

Learn how QuickBooks Online matches QuickBooks Payments transactions.

When you download bank transactions, new ones must currently be matched manually. QuickBooks can now do this automatically for QuickBooks Payments transactions.

Note: Automatic matching may not be available in all accounts yet.

Manage automatic matching

You can turn automatic matching off or on at any time.

1. Go to All apps , select Accounting, then select Bank transactions (Take me there).
2. Select the Posted tab.
3. Select the settings icon ⚙ at the top of the transaction list.
4. Turn the Automatic matching switch On or Off.

When automatic matching is off, you’ll need to manually match any new transactions.

Why can't QuickBooks automatically match all transactions

Not all transactions can be automatically matched by QuickBooks. For example, if your bank doesn't provide a unique user ID for QuickBooks Payments, QuickBooks won't be able to match them. In these cases, you'll still need to do it manually.

Disclaimers

QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit, and application approval. An active subscription to QuickBooks Online is required. QuickBooks Payments allows you to access and use payment services which are provided directly to you by Adyen NV. Adyen NV is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (FRN: 779800). In addition, Adyen is licensed as a Credit Institution by De Nederlandsche Bank and registered in the Netherlands under the company number 34259528. Intuit is not a bank and does not handle customer funds.