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tamk161
Level 1

my qb is not matching correctly with my bank its saying to add when its already on register

 
1 Comment 1
Ethel_A
QuickBooks Team

my qb is not matching correctly with my bank its saying to add when its already on register

H, Tamk. I'm here to assist you in matching your QuickBooks transactions with your bank register.

 

QuickBooks automatically matches your downloaded transactions. However, if it can't find a match, it creates a new record. You can review and approve it.

 

Follow the steps below:

 

  1. From the left menu, select Transactions.
  2. Go to the For Review tab.
  3. Select the bank transaction to see more details.
  4. Click the Match button.
  5. In the From and To fields, input dates cover a range of a few days before and after the target transaction date.
  6. Choose the box for the matching transaction.
  7. Ensure the total aligns with the bank's downloaded transaction.
  8. Hit Save.

 

If QuickBooks makes the wrong match, refer to this article: Fix bank transactions downloaded in QuickBooks Online.


Our QuickBooks Live Expert Assisted service supports downloaded transactions, online banking issues, and accounting tasks while offering best practice bookkeeping advice and QuickBooks usage guidance.

 

For future reference, here is an article you can refer to guide you in reconciling your account to keep your books accurate: Reconcile an account in QuickBooks Online.

 

If you need more help managing your bank transactions in QuickBooks Online, please comment below.

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