Yes, Lawblake. You can match the new entry with the downloaded bank transaction. Let me guide you through this process.
In QuickBooks Online (QBO), you can match the downloaded bank transactions to the new entry to link them together, avoiding duplicate entries. Since you've already accepted the downloaded bank transactions, it's best to undo these from the Categorized tab so you can match the new entry and bank transactions in the For Review tab.
Here's how:
- Go to the Transactions menu, then choose Bank Transactions.
- Choose the bank in question.
- Click the Categorized tab.
- Find the transaction that needs to be linked to the new entry, then click Undo.
- Go to the For Review tab.
- Find the transaction that you undo from the Categorized tab.
- If the new entry and bank transactions have exact details, a match will show for the bank transaction.
- You can click the transaction to view the full details. If it's connected to the correct entry, click Match.
Furthermore, you can access this material if you've encountered any discrepancies after reconciling your account: Fix issues at the end of a reconciliation in QuickBooks Online.
Please let me know if you have additional questions regarding matching bank transactions, Lawblake. I'll be around to help you out.
