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madhu
Level 1

Link bank deposit with bank payment

 
5 Comments
Anonymous
Not applicable

Link bank deposit with bank payment

Hi, @madhu.

 

It's nice to have you with us in the Community today. Just to clarify, are you referring to the deposits or payments you entered in the bank and you want to match them to existing transactions in your company file? If so, you can view or accept this matched transactions on the For Review tab. 

 

Let me show you how:

  1. On the Banking page, select the For Review tab.
  2. If one match was found, the matching transaction appears in the Category or Match column.
  3. If the match is correct, from the Action column, select Match to accept it.
  4. The transactions you matched are moved from the For Review tab to the In QuickBooks tab and marked as matched.

You can check out this article for more information about adding and matching transactions: How to add and match downloaded banking transactions.

 

However, if you're referring to something else, please let me know. I'm always here to help find other ways of linking your bank deposit with bank payment.

Elamparo Angelleonakeona
Level 1

Link bank deposit with bank payment

I don’t know who is manipulating my account

ChristieAnn
QuickBooks Team

Link bank deposit with bank payment

Hi there, Elamparo Angelleonakeona.

 

I'll provide steps on how to check who is making any changes or managing to your QuickBooks account.

 

I suggest checking and reviewing the Audit log page. From there, you can see who made changes to your books and what they did.

 

Here's how:

 

  1. Click the Gear icon at the upper right corner.
  2. Choose Audit Log.
  3. Click the Filter drop-down button, Then, change the User to All Users.
  4. Hit the Apply button.

 

Once done, you can now see who among users made any adjustments to your account.

 

For additional information on how to use the audit log to keep track of your activities, you can click this article: Use the audit log in QuickBooks Online.

 

Please check these articles to see information on how to manage users, what are the different user types, and levels of their access in QuickBooks Online:

 

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

Elamparo Angelleonakeona
Level 1

Link bank deposit with bank payment

I’m getting hard to do it coz I only use iPhone 

IamjuViel
QuickBooks Team

Link bank deposit with bank payment

Hello, @Elamparo Angelleonakeona.

 

You can use the built-in Safari browser on your iPhone to login to your QuickBooks Online account. This way, you can review your audit log.

  1. Tap the Safari icon. 0013.GIF

     

  2. From the URL field, enter this link: https://qbo.intuit.com.
  3. Type in your QuickBooks Online log in credentials.

Once you're able to access your account, you can follow the steps shared by my colleague, @ChristieAnn  so you'd be able to view the audit log.

 

You can visit our mobile hub to learn more tips and tricks in using the QuickBooks Online mobile app.

 

I am always here to help if you have other questions about managing your QuickBooks account. 

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