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Beth P
Level 1

Direct Connect Bank Feed Issues

Quickbooks is suggesting matches based on the amount, not the amount plus check number. For example, it downloads a check written for $1000 and tries to match it with any random check for $1000 regardless of the check number. It is honestly exhausting trying to catch and fix it is happening often. I just spent an hour on the phone with support and I have no answer. Is anyone else having this issue? I feel like a it is a bug of some type if it is not matching both fields before presenting it as a match in my reconciliation. 

1 Comment 1
MaryLurleenM
Moderator

Direct Connect Bank Feed Issues

Hello there, Beth P,

 

QuickBooks doesn't match bank transactions with their check numbers. It can only match transactions based on their amounts and transaction dates.

 

However, you can create a bank rule to match transactions automatically. Here's how:

  1. From the Banking menu, select Bank Feeds > Bank Feeds Center.
  2. Select Rules in Bank Feeds window.
  3. Click the drop-down button beside Manage Rules and select Add New.
  4. Enter the rule name and information needed, then click Save.

If you encounter an error while using your bank rules, you can check out this article: Use renaming rules for Bank Feeds.

 

Let me know if you have other questions.

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