We highly value your feedback regarding the current matching functionality in QuickBooks Online (QBO), rbcnew.
Currently, QBO still requires manual processing for refunds and deposits. However, you can directly share your ideas with our product developers to request improvements to the matching function. This will allow our development team to gather ideas for future updates.
Here’s how you can do that:
- Select the Gear icon, then choose Feedback.
- Enter your request or product suggestions.
- Select Next to submit.
Submitting your feedback will allow our development to gather some ideas they can include for future updates.
You can also visit this helpful article on matching your transactions after connecting your bank in QuickBooks: Categorize online bank transactions.
Additionally, I've added an article to learn about matching your QuickBooks transactions with your actual bank statement: Reconcile workflow in QuickBooks.
Please know that the Community space is always open if you have other questions about matching transactions in QuickBooks. We'll be sure to help you as soon as possible.
