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Will you help me match transfers between our Checking and MMA every month? This was setup in a way that does not work, and I am hoping you can help create a rule.

 
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Best answer November 25, 2019

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Moderator

Will you help me match transfers between our Checking and MMA every month? This was setup in a way that does not work, and I am hoping you can help create a rule.

Thanks for checking this with us, overlookcentral.

 

You can manually match transfers in QBO by following the steps below:

  1. Go to the Banking menu.
  2. In the For Review tab, locate and click the transactions to match.
  3. Click the Match radio button and hit Find other records.
  4. In the Match transactions page, locate the invoice you’d like to match the payment to.
  5. Click Save

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:

 

  1. Go to Banking from the left menu, then Rules.
  2. Select New rule to open the Rule window.
  3. Enter a name in the Rule name field.
  4. Fill in the necessary information.
  5. Select Save.

QBObankrule.PNG

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.

View solution in original post

1 Comment
Highlighted
Moderator

Will you help me match transfers between our Checking and MMA every month? This was setup in a way that does not work, and I am hoping you can help create a rule.

Thanks for checking this with us, overlookcentral.

 

You can manually match transfers in QBO by following the steps below:

  1. Go to the Banking menu.
  2. In the For Review tab, locate and click the transactions to match.
  3. Click the Match radio button and hit Find other records.
  4. In the Match transactions page, locate the invoice you’d like to match the payment to.
  5. Click Save

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:

 

  1. Go to Banking from the left menu, then Rules.
  2. Select New rule to open the Rule window.
  3. Enter a name in the Rule name field.
  4. Fill in the necessary information.
  5. Select Save.

QBObankrule.PNG

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.

View solution in original post

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