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mclachlanjo
Level 1

What does "Add" mean???? I am trying to add invoices to match transactions in the check register. I hit add and it freakin disappeared. PLEASE HELP!!!!

 
2 Comments 2
JessT
Moderator

What does "Add" mean???? I am trying to add invoices to match transactions in the check register. I hit add and it freakin disappeared. PLEASE HELP!!!!

Hi mclachlanjo,

 

Your transaction is just in QuickBooks. I'll help you find it, and I'll share information about handing bank transactions as well.

 

The Add option is simply adding bank transactions to your bank register. This is used when you have nothing to match in QuickBooks. Then, anything you added to your register will be transferred from the For Review tab to the Reviewed (In QuickBooks) tab. If you need to undo(unadd) a transaction, go to Reviewed, select the entry, and hit the Undo button.

 

You mentioned about matching a transaction to your invoice. If the amount of your invoice matches the bank transaction, the invoice becomes a matching entry. And, you will see the Match option on the bank transaction instead of Add.

 

Here's an article with a video tutorial for your reference: Categorize and match online bank transactions in QuickBooks Online. See more video tutorials about QuickBooks here.

 

I'm sure you're now confident in handling your future transactions. Just run through the videos.

 

If you need assistance, always feel free to visit the QuickBooks Community. We'll always support you, even on holidays!

vpcontroller
Level 11

What does "Add" mean???? I am trying to add invoices to match transactions in the check register. I hit add and it freakin disappeared. PLEASE HELP!!!!

"What does "Add" mean???? I am trying to add invoices to match transactions in the check register. I hit add and it freakin disappeared. PLEASE HELP!!!!"

 

@mclachlanjo 

 

"Add" means you're adding a new transaction in QuickBooks

"Match" means you're just matching a transaction already created separately in QuickBooks.

"Transfer" means you're transferring from one bank to another. Example: Checking to Savings or Checking to Credit Card for payment.

 

If you're trying to MATCH with invoice payment, you should find a match, not add. Add will create a duplicate for the same transaction. You will UNDO deposit from the "Reviewed" section and try to find a match from the For Review section.

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