I understand that you are facing some inconvenience and I'm here to help you out, dnmh.
QuickBooks offers an automatic way of matching your bank deposits that correspond to QuickBooks Payments transactions. This will save you a lot of time and effort that would have been required if you had to match them manually.
To turn on or off automatic matching, please follow these simple steps:
However, please note that automatic matching may not be available in all accounts yet. The Automatic matching setting will apply to all transactions you create through QuickBooks products like QuickBooks Payments and QuickBooks Bill Pay. However, if QuickBooks is not able to automatically match your transactions, you will have to manually match the bank transactions.
When automatic matching is off, you’ll need to manually match new deposits to the correct invoices. Be sure to double-check your matches.
It is also important to note that QuickBooks Payments account is subject to eligibility criteria, credit and application approval. Subscription to QuickBooks Online (QBO) is required. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.
You can visit this article for more details and information: Automatic matching for QuickBooks Payments
Furthermore, we have some helpful articles that might be useful to you in the future: Categorize online bank transactions in QuickBooks Online
Don't hesitate to reach out to us if you have any further questions about automatic match transactions in QBO. I'll always be here to assist you. Best regards.
Hi there! Thanks for the quick response! We followed your suggested steps and discovered that the Automatic matching switch was already set to On. Is there a bug in the system that QBO is aware of and was working on?
The effort you've made is greatly appreciated, @dnmh.
I understand it's crucial to resolve the issue of credit card payments not matching your bank feed deposits. Since the issue persists, I encourage you to contact our customer care team. They have the expertise and tools to address your concerns thoroughly.
To reach out to our support team, here's how:
You can use bank rules to categorize transactions from your bank automatically. You can read this article to learn how: Set up bank rules to categorize online banking transactions in QBO.
The Community space is always here if you need further assistance matching your credit card payments with your bank feed deposits. We're just one reply away.
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