Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Can you tell me how to settle/match qb online payments that go thru my bank account?

 
1 Comment
Moderator

Can you tell me how to settle/match qb online payments that go thru my bank account?

Greetings, CSimon.

 

I'm glad to see you in the Community. I want to provide information on how you can settle/match payments from your bank account.

 

QuickBooks Online shares suggestions for matches to existing transactions depending on how they were categorized and if they have the same amount. We help match data within 90 days of the transaction date.

 

For more details about how the system handles incoming transactions, you can visit this article:

 

How to add and match downloaded banking transactions

 

I'm looking forward to your response concerning the online payments. The Community team will be on a lookout for you.
 

Need to get in touch?

Contact us