Can I match two uploaded Expensify card expenses to a single bank transaction? If so, how?

Glad to have you here, brianvance29.

For now, the ability to match the Expensify card expenses to a single bank transaction is unavailable on the banking page. You may choose only one type of integration (Expensify App or Online Bank Feeds).

I'd also suggest looking for third-party apps that sync seamlessly with our system. You can check on our website for an app that will help you with matching QuickBooks Online transactions. 

Feel free to post anytime if you have other concerns. Have a good one! 

Expensify IS listed on that website of compatible apps.  Quickbookd integration is one of their primary marketing points.  The Expensify card transactions come through as expenses, which is great.   I just want to match them to the bank withdrawal, which comes through as a transfer, similar to how I’d match a check expense to the transaction of cashing the check.   Is there a manual method?  Do I need to change a setting?

Hi there, brianvance29. 

Thank you for choosing QuickBooks as your accounting software. Yes, in QuickBooks there are a lot of compatible apps that integrate with our system. Our program developer is doing there best to generate the best features or apps that suit our customer's needs. 

Moving forward, You'll be able to match the transactions in the For Review section. Here's how to do it:

1. Click the Banking tab.  
2. Select the blue tile for the account you want to review. 
3. From For Review Tab, choose the transaction you want to match. 
4. Choose the Find Match . 

​​​​​​​You can refer to How to add and match downloaded banking transactions article for the detailed instructions.    

Also, since every business structure is unique, I'd suggest consulting with your accountant to determine the correct way to categorize the transactions. By following these steps, your bank withdraw are already matched in your QBO company. To help get started with the online version, I'm including a link to our online tutorials: QuickBooks Online Video Tutorials. 

If you need anything else, just add a comment below. It's always my pleasure to help. Have a great day!

I tried these steps but the expenses I want to match to do not show up when I try to find a match, both with "Suggested Matches" on and with it off.  The expenses are in QBO, as is the bank transaction, but I cannot seem to find the steps to match them.   Is there anyone that can help?

Thanks for getting back to us, brianvance29.

Just like AileneA suggested, we can find the match of the bank transaction manually. There are two possibilities that I can think of why you can't find the matched transaction. It could be:

• The date range (From and To) in the Match transactions window doesn't include the expense transaction you're looking for.
• The expense transaction in QuickBooks Online is associated a different bank account.

Let's go back to the Match transactions page after you click the Find match radio button. Then, set the correct date range. 

If you still can't find the expense transaction to match, let's review the expense itself.

1. Open the expense transaction in QBO that you want to match with the bank transaction.
2. Ensure that the affected bank account is the same with downloaded bank transaction.
3. Change it if necessary and save the changes.

After that, we can go back to the Banking (For Review) page and match the transactions.

Helpful links were already provided by AileneA. You can just comment back to let us know how this goes. We'll be right here to further assist you. Have a great day!

Yes!  Just before getting this, I noticed they were uploaded to the wrong account.  I changed the accounts to match and then I could match them.  Afterwards, I was surprised to see that they didn't show up as reconciled, and I couldn't find a way to view the match afterwards, but I at least was able to match the 2 expenses to the one transaction.