Good evening all.
So I'm pretty new to QB and could so with some help.
My accountant has shown me how to reconcile my account and upon reconciling, I have received payments but I can't figure out how to match these to transactions. Might be worth noting that all my transactions are already categorised and submitted. The only way I could think to match these would be to delete them and then they would appear again to categorise but it's saying if I delete them it will unbalance the reconcile.
The reconcile is balanced with a difference of £0.00. I don't know how else I can match these transactions?
Can anyone help me out please?
Solved! Go to Solution.
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:
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.
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:
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.
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