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I did upload Bank CSV file @ QB,I need to do match with the check number #659 but can not find the check# 659 at Match area

 
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Best answer January 23, 2020

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Moderator

I did upload Bank CSV file @ QB,I need to do match with the check number #659 but can not find the check# 659 at Match area

Thanks for reaching out to the Community, @m.wang.

 

If the transaction was created in QuickBooks Online (QBO), you should be able to locate and match them with the downloaded one. Isolate this, let's make sure that you've selected the correct date range in the Match area/window.

 

Here's how:

 

  1. In QBO, go to the Banking menu at the left pane to get to the Banking page.
  2. Locate the downloaded transaction in the For Review tab.
  3. Click the Match or Find Match radio button to open the Match transactions window. 
  4. Enter the correct date range in the From and To fields. 
  5. Choose the correct match and then hit Match to complete the process.

 

For further guidance, consider checking out this article: Download, match, and categorize your bank transactions in QuickBooks Online.

 

Just in case, I'll add this article for future reference: Assign, categorize, edit, and add your downloaded banking transactions.

 

Let me know if you have any other issues or concerns by leaving a comment below, and I'll get back to you as soon as possible. I'm always here to help. Have a great one!

View solution in original post

1 Comment
Moderator

I did upload Bank CSV file @ QB,I need to do match with the check number #659 but can not find the check# 659 at Match area

Thanks for reaching out to the Community, @m.wang.

 

If the transaction was created in QuickBooks Online (QBO), you should be able to locate and match them with the downloaded one. Isolate this, let's make sure that you've selected the correct date range in the Match area/window.

 

Here's how:

 

  1. In QBO, go to the Banking menu at the left pane to get to the Banking page.
  2. Locate the downloaded transaction in the For Review tab.
  3. Click the Match or Find Match radio button to open the Match transactions window. 
  4. Enter the correct date range in the From and To fields. 
  5. Choose the correct match and then hit Match to complete the process.

 

For further guidance, consider checking out this article: Download, match, and categorize your bank transactions in QuickBooks Online.

 

Just in case, I'll add this article for future reference: Assign, categorize, edit, and add your downloaded banking transactions.

 

Let me know if you have any other issues or concerns by leaving a comment below, and I'll get back to you as soon as possible. I'm always here to help. Have a great one!

View solution in original post

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