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awking
Level 1

How do I change the settings to automatically find transaction matches?

I have somehow done something and it  is no longer doing this.  
Thanks
3 Comments 3
Heide DC
QuickBooks Team

How do I change the settings to automatically find transaction matches?

I've got the steps you need to help you automatically find bank transaction matches in QuickBooks Online, awking.

 

Since QuickBooks won't automatically match your transactions, I recommend enabling the Enable suggested categorization option. Follow the steps below to get started right away:

 

  1. Go to Transactions, then Bank transactions.
  2. Click the For review tab.
  3. Select Settings at the top of the transaction list.
  4. Hit the checkbox to Enable suggested categorization.

 

I've attached a screenshot for your reference.

 

 

Additionally, you may check this article to be guided on matching your bank records: Automatically match QuickBooks Online product transactions.


Also, you can create bank rules in QuickBooks to help speed up the categorization process. Please check this article for more details:  Set up bank rules to categorize online banking transactions in QuickBooks Online.


If you need further assistance in changing the settings in your transaction, feel free to post here in the Community. I'm here to help. Take care.

awking
Level 1

How do I change the settings to automatically find transaction matches?

I can't find the settings?

CarlSJ
Moderator

How do I change the settings to automatically find transaction matches?

Thank you for replying in the thread, awking.

 

No worries. I'm here to provide you with additional steps to find  the Settings option so you can enable the automatic match feature of bank transactions in QuickBooks Online.

 

Here's how:

  1. From the For review tab, click the small gear icon :gear:
  2. Click the checkbox to Enable suggested categorization.

 

 I've also attached a detailed screenshot to guide you accordingly.

 

 

Furthermore, you can check out this article to learn how to match bank and credit card statements: Reconcile an account in QuickBooks Online.

 

Feel free to reply in the thread if you have any other banking or QuickBooks-related concerns. Have a great day.

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