Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
I have some steps that can help you, AmyF4.
When there are multiple transactions downloaded from the Banking page, you will be unable to match it to a single transaction recorded in QuickBooks Online. Instead, you can exclude the downloaded transactions ($14,490.00 and $10.00) and manually clear the check ($15,000.00) in the register.
To exclude, here's how:
- Go to the Banking > For Review tab.
- Select the transactions by putting a check mark on the boxes and click the Batch actions drop-down menu.
- Choose Exclude Selected.
Please see this sample screenshot:
Once done, the transactions will be added to the Excluded tab were you can undo or delete them. Here's an article for reference: Exclude expenses from downloaded bank transactions.
For clearing the checking, you can follow these steps:
- On the left panel, select Accounting > Chart of Accounts.
- Click the View register link of the bank account where the check was added.
- Find and select the check to show the options. Under the Reconcile (indicated by a check mark) column, click the blank field until you see the letter C. This letter means cleared and the letter R is for Reconciled.
- Press the Save button after.
Here's a sample screenshot:
You can also bookmark these article to use as a guide in the future:
- Categorize and match online bank transactions in QuickBooks Online
- Reconcile an account in QuickBooks Online
Please let me know if you have additional questions by leaving a comment on this thread. The Community is available 24/7 to help you some more. Take care.
