It's good to see you here in the Community, @MelissaSandR.
Matching transactions in QuickBooks Online (QBO) is easy peasy. I'd be happy to guide you through the steps.
You can go to the Banking menu and match the payments to invoices. Here's how:
- Sign in to your QBO account.
- Click Banking from the left menu.
- Select the bank account where the payments are posted.
- Choose each payment and select the Find match option.
- Review the Matching records found in QuickBooks. This is the possible matching transaction you already entered in QuickBooks.
- Make sure this is the correct match. In particular, review the Deposit to, Payment method, and Bank account fields on forms for the existing transaction in QuickBooks.
- If this is the correct match, close the open transaction.
- Select Match.
I'm adding this article for more guidance: Categorise and match online bank transactions in QuickBooks Online.
You might want to know more about reconciling accounts in QBO. This article will provide you with further details: Reconcile an account in QuickBooks Online.
Should you need any additional assistance while matching transactions, you can leave a comment below. I'll be sure to get back to you.
