Moderator

Payments

Greetings, @Lisa617.

 

Thanks for dropping by the Community. I'm here to help match your downloaded credit card payments in QuickBooks Online (QBO).

 

If QBO finds multiple matches from the downloaded transactions, you'll open the transaction row to review the possible matches. Here's how:

 

1. Go to Banking menu at the left panel.
2. On the For Review tab, click View to open the transaction row under Action column.
3. Review the possible matches listed under Records found, then pick the correct one.

4. Select Match to accept it.

 

I also attached some sample screenshots below for your guide.

 

 

 

That should help you match help match your downloaded credit card payments. For your reference, you can check out this article and scroll down to match a downloaded transaction to multiple QuickBooks Online transactions: How to add and match downloaded banking transactions.

 

Please let me know how it goes by leaving a comment below. I'm only a post away should you need some additional assistance. I'll be here to help. Enjoy the rest of the day!