Banking
Hello, @esomers.
To stop the auto-matching of transactions in QuickBooks Online (QBO), you can disable the Auto-add feature in your bank rules. Let me guide you through the process.
- In the left panel, click Bank transactions, then go to Rules.
- Open the rule in question and click Edit.
- Scroll down and toggle off the Auto-add feature.
- Then click Save.
Additionally, it’s important to regularly reconcile your accounts to ensure the accuracy of your financial statements, manage cash flow, prepare for taxes, maintain compliance, and achieve peace of mind regarding your financial data.
If you need assistance running reports on these transactions, please don't hesitate to click the Reply button. We're here to help you every step of the way.
