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You can manually match transfers in QBO by following the steps below:
Here’s an article for additional information about adding and matching bank fees transactions in QBO: Download, match, and categorise your bank transactions.
You may also consider creating bank rules. This feature automatically categorize your transactions. Here are the steps on how to do this:
Check out this article to be more familiar with managing bank rules in QBO: How to set and use banking rules for downloaded transactions.
If there's anything else that I can help you with, please let me know in the comment section down below. I'll always be around ready to help.
Thanks for checking this with us, overlookcentral.
You can manually match transfers in QBO by following the steps below:
Here’s an article for additional information about adding and matching bank fees transactions in QBO: Download, match, and categorise your bank transactions.
You may also consider creating bank rules. This feature automatically categorize your transactions. Here are the steps on how to do this:
Check out this article to be more familiar with managing bank rules in QBO: How to set and use banking rules for downloaded transactions.
If there's anything else that I can help you with, please let me know in the comment section down below. I'll always be around ready to help.
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