Hello there, @phaedrus.
I can clear things up for you. Transactions from e-commerce that sync in QuickBooks Online (QBO) can be matched in Banking. That's possible if their bank account is already connected to QBO. Metadata entries from the payments gateway post to QBO depending on the set up.
For transactions that didn't directly match in banking, we'll have to use the Find Match tool to manually locate them.
Here's how:
- Go to the Banking menu, and select For review tab.
- Click the transaction and select Find match.
- Look for the match transactions and put check in their boxes.
- Select Save.
Once done, we can proceed to reconcile the account. Let's just make sure all the information matches the bank statement. You may visit this article for detailed steps: Reconcile an account in QuickBooks Online.
I'm adding this article to know how to use bank rules to automatically categorize transactions from your bank: Set up bank rules to categorize online banking transactions in QuickBooks Online.
Feel free to drop by the Community whenever you have further concerns regarding your transactions. Have a great day ahead!
