cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

How can I confirm that an item listed as a "Match" in the For Review list of transactions is in fact a match with a previously entered transaction?

 
1 Comment
QuickBooks Team

Re: How can I confirm that an item listed as a "Match" in the For Review list of transactions is ...

I want to make sure you'll get the best help possible, clarenceba1210.

 

I can bring some clarifications about why previously matched transactions are still showing on your For Review list.

 

All matched transactions will show in the In QuickBooks tab. If your still seeing a transaction that was matched with a previously entered transaction in the For Review tab, it's possible that this transaction has been Undo

 

If it's the case, you can just match the transaction by following the steps below:

 

  1. On the Banking page, select the For Review tab.
  2. Select the transaction to open it.
  3. Find match button to open the Match transactions window.
  4. Check the box for the transaction.
  5. Click Save.

I've got you an article for more information about matching downloaded transaction: How to add and match downloaded banking transactions.

 

However, the transaction is showing on both In QuickBooks and For Review tab, it means that one of the transactions is a duplicate.

 

To correct this, you'll need to exclude it from the For Review tab. I'd be happy to show you how:

 

  1. From the left menu, select Banking.
  2. On the Banking page, select the For Review tab.
  3. Select the checkboxes of the transactions to exclude.
  4. From the Batch actions drop-dow, choose Exclude Selected.

Here's an article to learn more about excluding transactions in QBO: How to exclude expenses from downloaded bank transactions.

 

That should do it. If you need more assistance with this, or questions about matching downloaded transactions, just let me know. I'd be glad to help.