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Automatically match QuickBooks Online product transactions

by Intuit Updated 3 weeks ago

Learn how QuickBooks Online automatically matches your QuickBooks Payroll, QuickBooks Payments, and QuickBooks Bill Pay transactions and how you can manage automatic matching.

Instead of manually matching each transaction, QuickBooks can do this work for you by automatically matching:

You can find and view details on automatically matched transactions in Bank transactions (Take me there) under the Categorized or Reviewed tab.

Automatic matching increases the accuracy of your books. We suggest leaving it on to save you time, and to help avoid mistakes that can become a hassle at tax season.

Note: Automatic matching may not be available in all accounts yet.

How automatic matching works

To watch more how-to videos, visit our video section.

Manage automatic matching

You can turn automatic matching off or on at any time.

  1. Go to Transactions, then Bank transactions (Take me there).
  2. Select the Categorized or Reviewed tab.
  3. Select Settings ⚙ at the top of the transaction list.
  4. Turn the Automatic matching switch On or Off.

Automatic matching for QuickBooks Payments toggle setting in QuickBooks Online.

The Automatic matching setting applies to all transactions created through QuickBooks products, such as QuickBooks Payroll, QuickBooks Bill Pay, and QuickBooks Payments. Changing it will only affect future transactions.

When automatic matching is off, you’ll need to manually match any new transactions.

What happens when QuickBooks isn't able to automatically match

QuickBooks may not automatically match all your transactions. For example, your bank may not provide a unique ID for each payment. In such cases, QuickBooks won’t automatically match and will leave it for you to manually match the bank transactions.

Disclaimers

QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online 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.

QuickBooks Bill Pay: QuickBooks Bill Pay account is subject to eligibility criteria, credit, and application approval. Subscription to QuickBooks Online 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.

QuickBooks Bill Pay is an additional product enablement to an existing QuickBooks Payments account that may require a separate subscription.

For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.

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