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Join nowThe previous bookkeeper wasn't matching any expenses to the unpaid bills in QBO, so the account now shows over 100 unpaid bills over the past 18 months (most of which have been paid).
Note: Some of the bills were paid together, so there could be 2+ bills on a single expense.
Is it possible to match the multiple bills to a transaction that has already been reconciled (without undoing a reconcile)?
Hi there, Vandy. I'm here to help you with matching your bill transactions to your expenses.
Reconciled transactions won't show up when matching entries on the Banking page. For now, you need to unreconcile the expenses to match them to your bills.
Here's how:
Once done, go to the Banking section and match the transactions. You can use this article as your reference: Categorize and match online bank transactions in QuickBooks Online.
After that, make sure to redo your reconciliation to keep your books in place and avoid issues with your balances.
If you have any other follow-up questions about your banking transactions or reconciliation, let me know by adding a comment below. I'm more than happy to help. Wishing you a good one!
Thanks for your response, I appreciate it!
So if I remove the "R" from the transaction, then replace it with the matched bills that were paid (it'll total the same amount), will I need to go back 7 months and re-reconcile all 7 months?
Glad to have you back here in the Community, @vandy01.
Let me share more information about matching your expense transactions in QuickBooks Online.
You'll need to manually undo the reconciliation of your expenses, so you can match them to the unpaid bills. This way, you'll be able to link unpaid bills to the payments and keep your records accurate. If it's seven months worth of transactions, you'll have to undo and redo the reconciliation.
You may follow the steps presented above on how to undo the reconciliation.
After that, you can now proceed with matching the transactions to make sure that the bill and payment amount will match.
If you encounter any issues during the reconciliation process, the links below includes solutions on how to resolve them. The troubleshooting is scenario-based, and I suggest you choose the one that suits your situation.
I'm always ready to help if you have further questions with banking, @vandy01. Have a lovely day!
Thank you so, so much!
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