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goku0650
Level 1

QBO Bank Transactions - Check Matching

Hello, we recently moved to QBO from Xero and so far it has been great. But recently we have ran into a situation with the bank transactions in relations to AP checks. We send out hundreds of checks daily to different courts and the amounts are usually the same amounts. For example, let's say there is a check in the bank transactions that is withdrawn (AP) for $50. We can have about 100 different checks with that amount. Right now, QBO makes you manually go through and find to match that check number from the Bank to QBO. This will be a very time consuming process so I am trying to find another way of how to handle this. Does anyone know if there is something else we can look at or perhaps a 3rd party application that may be able to assist for this issue? Thanks!

2 Comments 2
QueenC
Moderator

QBO Bank Transactions - Check Matching

Hi there, @goku0650.

 

Thank you for providing us with more information about this issue that you're encountering.

 

QuickBooks Online (QBO) automatically memorized and matched transactions in the bank feeds. However, if a couple of transactions were made, you'll have to manually match them to avoid doubling your expenses.

 

You may want to find applications in our AppStore that you can integrate QBO with to help you match your bank transactions.

 

For more information about matching your transactions in QBO, you may read through these articles:
 

 

Let me know if there's anything else that I can assist you with about your bank transactions. Have a good one!

goku0650
Level 1

QBO Bank Transactions - Check Matching

Hello @QueenC, thank you for replying. It is very hard to believe that in this day in age of technology, that QBO cannot match dollar amount and check numbers. The problem is that we could have hundreds of checks cashed all in 1 day and if they are all same dollar amount, it will take ages to match them all manually... Now I could understand where if it can't find that exact check number to then have us manually match it. Also, I haven't been able to find anything in the APP store that could help. If there anything else that you can try to provide in hopes of finding a work-around? Thanks! 

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