What do I do with the Quickbooks Payments in my bank accounts?

Hi there, @apaik.

QuickBooks Online will automatically categorize the transaction in the bank feeds, you'll just need to approve the auto-detected match. I'll show you how to do that.

1. Go to the Banking, select the bank account.
2. Click the For review tab  and locate the transactions that found a match from QuickBooks Payments.
3. Select Confirm. I've a sample screenshot for additional reference:

However, if there are valid duplicate transactions, you don't have to worry about it because you can always exclude and delete those transactions.

To know more details on how to manage your Banking page, you can check out this article: Categorize and match online bank transactions in QuickBooks Online.

I've added this article for your future task about the year-end tasks with QuickBooks: QuickBooks Online year-end guide and checklist.

I'll be here if you have other questions. Let me know in the comment section below. Wishing your business more proposals in the year 2021 and counting!

Thank you for this. When I go to "Find Match" in the banking window for a deposit from Intuit Payment Solutions, it only shows open invoices, but these are invoices that were paid.

Hi there, apaik.

Yes, you'll want to find the deposit transaction as a matching entry to the downloaded bank transaction.

You said you found the open invoices instead. This is quite strange because when the invoices are paid, the payment will reflect in them. Then, the total payment processed per day will reflect in QBO as a single deposit, and that deposit will become a matching entry to the bank transaction.

I would recommend reaching out to our Support team to review your transactions and investigate this further. They can use a screen-sharing tool for this. They are available on weekdays from 6 AM to 6 PM PST.

1. Click on Help and search for matching bank transactions.
2. When you get suggested topics, type I still need a human.
3. Click on any of the suggested topics and click on I still need a human button.
4. Choose Contact us and select Chat or Get a callback.

If you have other questions, you can always go back to this thread. You can also search for other topics in the Help section in the future.