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Best answer November 05, 2020
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Hello there, simtreasurer86.
We can match the transaction in the For Review tab to avoid showing the amount as negative. This also helps to keep your transactions organized. To guide you further, please follow these steps:
- Go to Banking on the left panel.
- Within the Banking tab, locate the payments A/R.
- Click Match under the Action column or Find match option.
- Locate the transaction you want to match the payment.
- Verify that the total of the selected transactions is the same as the amount of the downloaded payments.
- Click on Save.
Here are some articles that will you to manage your bank transactions in QBO:
- Learn how to review bank and credit card transactions after you download them into QuickBooks Online.
- What to do if QuickBooks matches the wrong transaction?.
- Reconcile an account in QuickBooks Online.
Let me know if you have other questions. Take care always!
Hello there, simtreasurer86.
We can match the transaction in the For Review tab to avoid showing the amount as negative. This also helps to keep your transactions organized. To guide you further, please follow these steps:
- Go to Banking on the left panel.
- Within the Banking tab, locate the payments A/R.
- Click Match under the Action column or Find match option.
- Locate the transaction you want to match the payment.
- Verify that the total of the selected transactions is the same as the amount of the downloaded payments.
- Click on Save.
Here are some articles that will you to manage your bank transactions in QBO:
- Learn how to review bank and credit card transactions after you download them into QuickBooks Online.
- What to do if QuickBooks matches the wrong transaction?.
- Reconcile an account in QuickBooks Online.
Let me know if you have other questions. Take care always!
