I understand that you are facing some inconvenience and I'm here to help you out, dnmh.
QuickBooks offers an automatic way of matching your bank deposits that correspond to QuickBooks Payments transactions. This will save you a lot of time and effort that would have been required if you had to match them manually.
To turn on or off automatic matching, please follow these simple steps:
- Go to Transactions, then Bank transactions.
- Select the Categorized or For reviewed tab.
- Select the mini-Settings icon at the top of the transaction list.
- Turn the Automatic matching switch On or Off.
However, please note that automatic matching may not be available in all accounts yet. The Automatic matching setting will apply to all transactions you create through QuickBooks products like QuickBooks Payments and QuickBooks Bill Pay. However, if QuickBooks is not able to automatically match your transactions, you will have to manually match the bank transactions.
When automatic matching is off, you’ll need to manually match new deposits to the correct invoices. Be sure to double-check your matches.
It is also important to note that QuickBooks Payments account is subject to eligibility criteria, credit and application approval. Subscription to QuickBooks Online (QBO) is required. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.
You can visit this article for more details and information: Automatic matching for QuickBooks Payments
Furthermore, we have some helpful articles that might be useful to you in the future: Categorize online bank transactions in QuickBooks Online
Don't hesitate to reach out to us if you have any further questions about automatic match transactions in QBO. I'll always be here to assist you. Best regards.
