Level 1

Can you force a match between two transactions? I have two transactions that should match but aren't matching. I have "undone" and taken back to "To Review"...still no

QuickBooks Team


Good day, @jjgorsuch.


Yes, you can manually match your transactions. Let's first double-check the transaction details. Make sure that your manually recorded transactions have the same amount, payment method and transaction date with the downloaded ones.


Here's how:

  1. Click Banking on the left menu.
  2. Go to the Banking tab.
  3. Under the For Review tab, locate and select the bank transaction.
  4. Click Find a match.
  5. On the Match transactions page, choose the tax payments from the Select transaction to match section.
  6. Click Save.

You can read through this article to learn more about matching your transactions: Match and Categorize Bank Transactions in QuickBooks Online.


I'm just a few clicks away if you have other questions.