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Level 1

Can I bulk match "for review" transactions to "already in register" transactions?

 
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QuickBooks Team

Can I bulk match "for review" transactions to "already in register" transactions?

Thanks for visiting us here today, @chris227.

 

I have some information about matching bulk transactions. Matching transactions means you'll need to make sure that there are no duplicate records in your QBO. Thus, matching them in bulk isn't possible. You'll have to link each transaction one at a time. Though, you can add bulk transactions at once.

 

To add in bulk:

 

  1. Go to the Banking menu, then select Banking.
  2. Highlight the bank account you want to link your downloaded transactions.
  3. Tick the box next to Date or the box next to the transactions you wish to bulk add.
  4. Click Accept or Add. See the image below.

add1.png

 

For more information, check out this guide: Categorise and match online bank transactions in QBO.

 

In case you need help with other QBO tasks, click this link to go to our general topic with articles.

 

Keep me posted if you still have questions or concerns about banking, @chris227. I'll be around for you. Take care and stay safe.

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