Let me help with your questions about matching transactions with different amounts, CallieRose.
One of the main factors when looking for a match is that both transactions should have the same amount. Since the amount of the downloaded transaction is lower than what's in your bank register, you can exclude it. Then, manually clear the paycheque status. Here's how:
- Go back to the Banking menu or Transactions menu, then proceed to the Banking tab.
- Look for the transaction in the For Review tab.
- Select the checkbox of the transactions to exclude.
- Click Exclude.
Then follow these steps on how to make the status of the paycheque clear in your bank register:
- Open your bank register and look for the transaction.
- Find the transaction and click on it to highlight the transaction.
- Go to the Reconcile (✓) status column, which is between the Payment and Deposit or Charge and Payment columns. Clicking in this field will allow you to change the status of the transaction to the desired status from blank to C = Cleared.
- Click Save.
Check out these articles about this process for more details:
I'd also like to share these articles with you for additional guidance and reference as well:
We're always here if you need anything else while working in QuickBooks. We'll make sure everything is sorted out.
