Level 8

Payments

Hi BPRamsey, 

 

Matching these transactions should be a quick ordeal, so I'd like to take a deeper look at what's going on. 

 

The following article explains what transactions the program looks for when matching deposits and credits: https://community.intuit.com/articles/1164872. The steps to match them are as simple as going to the Banking page, clicking on the transaction, choosing Find Match, checking off the applicable transaction, and clicking Save

 

Can you please let me know the steps you've been taking, and provide a screenshot of the issue? Thanks so much. 

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