The process you are currently doing, Sajid, is correct. Let me provide other alternative and convenient ways of matching your transactions.
First, I suggest waiting for your transactions to download into QuickBooks. After that, you can use the Match feature to match the invoices to the downloaded payments. You can also use the Find Other Matches feature to verify and make sure you find any other matching transactions.
Here's how:
- Go to the left navigation panel and select Transactions.
- In the Bank Transactions section, choose your bank and find the transactions you want to match.
- If a prompt appears saying a match is found or showing a Match option, select the transactions to confirm the suggested match.
- If you can't find the right match, select Find Other Matches and locate the transactions you want to match.
- Check the box next to the transaction you want to match and verify it.
- Once done, click the Match option.
You can also check this article to learn more about match downloaded bank and credit card transactions, and put them in the correct accounts: Match online bank transactions.
I'll also add this article to help you reconcile your accounts so they always match your bank and credit card statements: Reconcile an account.
If you have any follow-up questions about matching transactions or anything else related to QuickBooks, feel free to ask me. I'm always here to help you, Sajid. Take care!
