Automatically match QuickBooks Online product transactions

Learn how QuickBooks Online matches Payroll, Payments, and Bill Pay transactions.

When you download bank transactions, new ones must be matched manually. QuickBooks can do this automatically for QuickBooks Payroll, Bill Pay, and Payments transactions.

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 Categorized or Reviewed.
3. Select Settings ⚙ at the top of the transaction list.
4. Select Automatic matching to turn it On or Off.

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

Why can't QuickBooks automatically match all transactions

Not all transactions can be automatically matched by QuickBooks. For example, if your bank doesn't provide a unique ID for payments, QuickBooks won't be able to match them. In these cases, you'll need to do it manually.

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/.