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myrnamvarga
Level 1

Why has the Quickbooks Online app messed up the bank downloads? It has changed from "Match" to "Confirm" which makes a whole lot extra work?

Going from "Match" to "Confirm" matches with itself rather than transactions that have been entered into Quickbooks.
1 Comment 1
Rubielyn_J
QuickBooks Team

Why has the Quickbooks Online app messed up the bank downloads? It has changed from "Match" to "Confirm" which makes a whole lot extra work?

Let me provide some insights about matching transactions in the QuickBooks Online app, @myrnamvarga.

 

QuickBooks Online matches up transactions for you. If an invoice payment matches a downloaded income transaction, QuickBooks Online suggests it as payment for the invoice. 

 

Here's how:

  1. Select the Banking menu.
  2. Choose a bank.
  3. Select New Transactions to bring up a list of suggested matches.
  4. If a match is correct, swipe right or click Accept.

In case you have an incorrectly matched transaction, you can easily undo matched bank transactions in the QuickBooks Online app. Feel free to check this article for the details: Unmatch transactions.

 

I'm just a post away if you have any other questions about matching transactions in QBO. It'll always be my pleasure to help. Have a great day ahead.

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