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treasurerhwmc
Level 1

How do I get more transaction info from intuit online payment to make manual match? Accts are linked but I have to open every cust pmt comparing info to merch stmt.

I already linked my Intuit Soln Depost merchant account and bank accounts but the feed for bank detail is generic. How do I get that info when trying to match the transaction so I know which transaction to match it to? I found that I have to open my merchant account statement or search transactions, then drill down to detail, and then compare transaction ID there to the one in each of my recent payment transactions in QBO (which requires opening each recent transaction to look for the ID number in QBO). This is very manually intensive and I thought online payments should automatically match.
1 Comment 1
HoneyLynn_G
QuickBooks Team

How do I get more transaction info from intuit online payment to make manual match? Accts are linked but I have to open every cust pmt comparing info to merch stmt.

Good day, @treasurerhwmc.

 

Thank you for choosing QuickBooks as your accounting partner. I can help you match your Intuit online payment transactions in QBO.

 

The Bank Feeds feature gives you the option to manually match or create a bank rule so transactions are automatically added. I'll walk you through the process for both options.

 

Here's how to manually match your transactions:

  1. Click Banking.
  2. Under For Review tab, select the transaction.
  3. Select the Find match button.
  4. Select the transaction.
  5. Click Save.

To create a bank rule, please follow this steps:

  1. Click Banking.
  2. Choose the Rules tab.
  3. Click New rule.
  4. Enter the necessary information.
  5. Click Save.

For in-depth information, please refer to these articles:

That should save your time and help you match your transactions, treasurerhwmc.

 

Please know that I'm still here to help you more if there's anything else you need. Just leave a comment below. Wishing you all the best!

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