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matching bank transactions automatically by invoice number

Is it possible to set Quickbooks online to automatically match the Bank transactions to Invoices using the Invoice number instead of the amount paid.

Surely there is a way that Quickbooks can recognise that the bank transaction has the invoice number in the Info and automatically match them?

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matching bank transactions automatically by invoice number

I can share the details on how you can match your transactions using the invoice number, RedXXHead.

 

Setting QuickBooks to automatically match the bank transactions using the invoice number is currently unavailable. You'll need to manually match them using the Find match option to apply the transaction to the correct invoice number.

 

I'm leaving you this recommended article. This will provide you more information on how to manage your bank transactions in QuickBooks Online as well as on what are the options you can choose to allocate them: How to set and use banking rules for downloaded transactions.

 

If I can be of additional assistance, please let me know. I'll be more than willing to lend you a hand.

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Level 1

matching bank transactions automatically by invoice number

That's what I'm currently doing for over 200 transactions a day. Thousands of transactions a month. Anybody know if quickbooks is working on making automatically matching with invoice number a feature?

Highlighted
Moderator

matching bank transactions automatically by invoice number

Hello there, RedXXHead.

 

Let me share a few details about in regards to your concern.

 

I see you've put of effort to match thousands of your bank transactions within your QBO account. However, matching bank transactions automatically by invoice number is unavailable. For now, what we can do is manually matching them using the Find match option as suggested by my colleague RoseMarjorieA and as what you recently did it. 

 

It would be a great feature to be added in QuickBooks but cannot tell when this feature will be ready. I would suggest checking our bog website so you'll be updated with the latest releases features and review if applying the Arabic language in the report is included in the update.

 

Don't hesitate to post again if there's anything we can do for you. Take care and stay safe!

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