Hi there, @ericmath.
It will depend on the apps that you’ll want to integrate with QuickBooks. Once there’s a connected bank account, it will match the transactions in your For Review tab.
You can perform a manual match, just make sure the date range is correct. Also, you can use the Search field by entering a specific text such as the name or an amount. Then, verify if the total amount is the same.
Here’s how to match the transactions:
1. Go back to the For Review tab under the Banking section.
2. Select or click a transaction, then click the Find match button.
3. Click the drop-down list for Show and select All, then change the From and To dates to a wider period.
4. Select the correct match and click Save.
Let me share this article with you to provide additional details how this feature works: Assign, categorize, edit, and add your downloaded banking transactions.
That should do it. Let me know if you have additional questions about matching your payment transactions. I'm always here to help.
