Match your bank transactions in the app

Learn how to accept matching transactions in QuickBooks Online mobile.

Intuit Assistant matches up transactions for you. For example, if an invoice payment matches a downloaded income transaction, Intuit Assist suggests it as payment for the invoice. Here’s how.

1. Select Banking.
2. Select the Bank you want to match the transaction.
3. Intuit Assistant will provide you with suggested matches.
   Tip: Tap See why to learn more about the reason for the suggested matches.
4. Make sure to select the correct match. If the transaction doesn’t match:
   1. Tap Change match, then select Add resolving transaction.
   2. Select Other income in the Category field.
   3. Add the amount and the date. 
   4. Tap Save.
5. If you have multiple matches, tap the correct match.
6. Once you’ve selected the correct match, tap Match.